Receptionist Intake Coordinator

Location

Georgetown

Type

Full Time

The happiest people I know are those who lose themselves in the service of others.
 — Gordon B. Hinckley

Why work for us?

·         No Nights or Weekends
·         15 Paid Holidays
·         Paid Time Off
·         Paid Education (Upon Approval)
·         Medical Insurance
·         Dental Insurance 
·         Vision Insurance
·         403(b) plus employer match
·         Employee Assistance Program
·         Chipper-Assistance in Student Loan Forgiveness and Lower Payments 

Who We Serve:

Opportunities serves thousands of people annually in Williamson & Burnet Counties. Working cooperatively with other agencies, we are an advocate for those who might not otherwise have a voice in the community. We are dedicated to providing services to help those in need achieve a better, more productive life.

Our Mission:

To empower children, families, and seniors to achieve and maintain independence by partnering with area organizations to provide education, nutrition, and community support.

Our Vision:

A healthy, educated community in which all people live independently and with dignity.

Position Summary:
The Receptionist Intake Coordinator is responsible for performing the administrative and coordination functions of the Community Service Programs.  The position reports to the Program Director  
and operates under moderate supervision with little latitude for the use of independent judgment, 
discretion, and initiative.
 
Essential Job Duties: 
·         First point to ensure client needs are addressed via phone, walk-in, email, mail, fax and online.
  • Deliver program requirements and information to clients, answer frequently asked questions regarding the program process, and provide referral with kindness, grace and understanding.
  • Co-manage outlook email inboxes to Community Services programs.
  • Ensure Community Services Open Applications are being addressed and coordinated daily.
  • Ensure client applications are prepared, tracked, reviewed for missing documents, client are alerted of their application status, information is addressed in database and applications are transitioned to Intake Processors.  Accuracy is Essential
  • Manage vendor contracts including setting up new vendors in the system, making changes to vendor contacts as needed, verifying vendor information for accuracy, and updating tracking.  
  • Provide general office and clerical support to the program and team members.
  • Support Program Director as needed.
  • The position must obtain understanding of the rules, regulations, and program requirements of the CEAP & CSBG programs as provided by the program director. (TDHCA) 
  • The position must obtain the knowledge of all benefits provided by community Services programs as provided by the program director. (TDHCA) 

  • The position must obtain the knowledge to complete an application and gain the internal knowledge of how an application moves from intake to processed for each line of service through OTJ training.
  • The position must obtain general knowledge of all services provided by the agency (OWBC) and maintain immediate access as to how to provide referrals as provided by the program director. (TDHCA)
  •  Attend One on One meetings with Program Director    
·         All employees are expected to adhere to OWBC ethics expectations. 
  • Must be able to cooperate and work effectively with others.
  • Must be diplomatic, honest, and fair.
  • Regular and punctual attendance (8 a.m. to 5:00 p.m.) is an essential function of the position.
  • Perform other duties as assigned or as they become apparent.
  • Position is not a remote or hybrid work eligible.
Knowledge, Skills, and Abilities: 
 
·         Ability to work in an office environment 5 days a week.
  • Ability to operate various Microsoft 365 software, outlook, spreadsheets, Adobe DC TEAMS, and database programs. 
  • Ability to work effectively with others.
  • Ability to provide excellent customer service to internal and external customers.
·         Ability to evaluate, analyze and problem solve within the confines of the program and requirements.
·         Ability to be flexible with job tasks when change is necessary to meet the demand of the day.
  • Ability to organize, prioritize and utilize effective time management techniques.
  • Ability to ensure compliance with regulatory agency requirements and policies.
  • Ability to always respect confidentiality.
·         Ability to carry out multiple tasks and meet deadlines. 
·         Ability to follow instructions furnished in verbal or written format. 
·         Ability to be detail orientated.
 
Minimum Qualifications:
Education and Training:
  • High School diploma or GED. 
 
Experience:
·         Must have customer service experience with face to face, written and verbal communication.
·         Prefer 1 year experience working in an office environment with a team and working independently.
  • Prefer  one (1) year of social services or related experience.
  • Required one (1) year of experience with Microsoft Office 365, Outlook, SharePoint; prefer one (1) year of  Adobe DC experience.
  • Required Bilingual in English/Spanish


Mental / Physical Tasks (F= Frequent, O=Occasional, R=Rarely):
 | F | Standing- required when making copies, meeting people, moving from work area to work area, general office duties; clean work area 
| F | Handling- reports,  laptop, Alarm code; door code, general office supplies, cleaning supplies
| F | Hearing/Talking/Listening-to hear the door open and close, to hear the reception bell, communicate with employees and clients, answer the telephone, participate in meetings, gather data telephonically 
| F | Fine Dexterity-operate laptop, keyboard, calculator, writing, utilizing a mouse, dial a phone number, provide materials to clients, enter data
 | F | Sitting-performing work at the desk reading, writing, working applications, meetings
| O | Kneeling/Crouching/Crawling-plug in equipment, when connecting PC components, plugging in cords, open lower drawers/cabinets, handling department materials; clean work area
| F | Walking - required when making copies, meeting people, moving from work area to work area, performing general office duties 
| F | Bending/Twisting – communicate with employees and clients, answer the telephone, plug in equipment, when connecting PC components, plugging in cords, opening drawers/cabinets, participate in meetings, handling department materials; clean work area
| F | Grasping/Holding-holding binders, phones, tablets, work resources; general office tools & machines, pens, clipboards, reams of paper, cleaning work area 
| O | Balancing – communicate with employees and clients, answer the telephone, participate in meetings; step stool/ladder
| F | Lifting/Carrying- required when making copies, answering phone, carrying laptop, meeting people, moving from work area to work area, handling department materials; banker’s boxes of information/material; cleaning work are.
| F | Vision    communicates with employees and clients, to use the computer, see the monitor general office tools/machines, answer the telephone, participate in meetings, to observe, to clean work area. 
| F | Pushing/Pulling – required when making copies, meeting people, moving from work area to work area, handling department materials; cleaning work area | O | Other
| F | Reaching- required when making copies, meeting people, moving from work area to work area, handling department materials; reaching cabinets (top, inside, down) ; cleaning work area.  

Working Conditions:
·         Working in a fast-paced environment with priorities and plans that may change rapidly.

We are an Equal Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Company Website: www.owbc-tx.org

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