Intake Specialist

Position Summary:
The Intake Specialist is responsible for conducting intake, eligibility screening, and enrollment for individuals and families seeking housing assistance. This role plays a key part in ensuring accurate eligibility determinations, proper documentation, and timely enrollment in accordance with program and funding requirements.

The Intake Specialist gathers and verifies participant information, maintains accurate records, and supports referrals to appropriate services. This position requires strong attention to detail, organizational skills, and the ability to work both independently and collaboratively in a fast-paced environment.

Key Responsibilities

Eligibility Screening & Intake

• Conduct initial screenings and intake assessments using standardized tools
• Determine and document eligibility based on program requirements
• Verify and collect documentation related to homelessness status, income, and household composition

Enrollment & Documentation

• Complete participant enrollment within required timelines
• Ensure all documentation meets compliance, regulatory, and audit standards
• Maintain accurate and organized participant files

Coordinated Entry & Referrals

• Participate in Coordinated Entry processes as required by funding sources
• Refer participants to appropriate support services based on needs and eligibility
• Communicate eligibility decisions and enrollment status to internal teams

Data Entry & Quality Control

• Enter and update participant information in HMIS or other required systems
• Perform regular data quality checks for accuracy and completeness
• Support reporting, audits, and compliance reviews

Participant Communication & Support

• Clearly explain program requirements, rights, and responsibilities to participants
• Ensure all required consent and release forms are completed and documented
• Provide referrals to alternative resources if participants are not eligible

Administrative Support

• Answer phones, greet clients, and assist visitors as needed
• Maintain internal tracking systems and program logs
• Provide administrative support to program staff and leadership

Compliance & Professional Standards

• Follow all program policies, procedures, and regulatory requirements
• Maintain confidentiality and protect sensitive information
• Apply fair housing and nondiscrimination practices
• Perform additional duties as assigned

Qualifications

• Associate’s degree in Human Services or a related field preferred, or at least 1 year of relevant experience
• Minimum of 1 year of experience in intake, eligibility, or social/homeless services
• Knowledge of housing programs and eligibility requirements preferred
• Experience using HMIS or similar data systems

Skills & Competencies

• Strong attention to detail and organizational skills
• Ability to communicate program requirements clearly and professionally
• Solid computer skills and experience with data entry systems
• Strong problem-solving and decision-making abilities
• Ability to work independently and as part of a team
• Professional communication and customer service skills

Working Conditions

• Primarily office-based with some fieldwork
• May require travel within the service area
• Regular interaction with individuals experiencing housing instability
• May involve working with clients in crisis situations
• Requires adherence to strict timelines and documentation standards

Performance Metrics

• Accuracy of eligibility determinations
• Timeliness of intake and enrollment processes
• Data accuracy and compliance
• Successful connection of participants to services and resources