Intake Certification Specialist

Job Description

Job Description

Dated : 06 / 09 / 2021

JOB DESCRIPTION

POSITION TITLE : Intake / Certification Specialist (898A)

DEPARTMENT : Energy

FLSA STATUS : Non-Exempt

REPORTS TO : Assistant Program Manager Energy Services

GENERAL DESCRIPTION OF DUTIES

The purpose of this position is to support the Agency’s needs by scheduling customer appointments, conducting customer intake and performing tasks necessary to ascertain customer eligibility per program guidelines. Based on CRT’s Steps to Success service delivery model, the Intake / Certification Specialist also provides customers with application assistance for and referrals to agency and community resources.

SPECIFIC DUTIES AND RESPONSIBILITIES

ESSENTIAL JOB FUNCTIONS

The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position.

• Responds to all emergency cases within 24 hours of customer inquiry.
• Responsible for responding to all non-emergency customer inquiry as stipulated in program guidelines.
• Schedules and reschedules customer intake appointments, as needed.
• Provides quality customer service.
• As assigned, conducts customer intake and reviews customer application and accompanying documentation for accuracy and completeness and to ensure service eligibility as outlined in program rules and regulations.
• Maintains orderly customer paper files in accordance with program requirements
• Demonstrates proficiency in the use of available technology to maintain accurate computer-based files in accordance with agency and program requirements.
• Refers customers to internal and external resources in support of comprehensive attention to customer need.
• Processes energy applications using DSS procedural instructions.
• Process energy applications per CRT’s Quality Assurance procedures.
• Prepares program reports in accordance with program requirements and agency need.
• Possesses excellent oral and written communication skills that demonstrate the ability to communicate with persons of varying racial / ethnic and socio-economic cultures.
• Attends courses, professional workshops / training, seminars and / or participates in self-directed studying that will provide for continuous professional growth related to this position.
• Obtains / maintains valid certifications to sharpen and refresh job skills.
• Performs outreach services and participates in community events and / or conducts community education sessions.
• Maintains daily activity log.

ADDITIONAL JOB FUNCTIONS

MINIMUM TRAINING ANDEXPERIENCE

Education : Associate’s Degree in human services or related field from an accredited two year college or university preferred. A high school diploma and work experience may be substituted for a college degree.

Demonstrated Skills : The ability to manage time in a fast-paced environment and accomplish job responsibilities under minimum supervision. Experience with non-profit or community volunteering. Must have strong listening, oral and written communication skills.

Bilingual : English / Spanish preferred.

Driving Required : Preferred Agency Vehicle : No Employee’s Own Vehicle : Preferred

ADA COMPLIANCE

Physical Ability : Tasks involve the ability to exert very moderate physical effort in light work, typically involving some combination of stooping, kneeling, crouching and crawling, and which may involve some lifting, carrying, pushing and / or pulling of objects and materials of moderate weight (12-20 pounds).

Sensory Requirements : Some tasks require visual perception and discrimination. Some tasks require oral communications ability.

Environmental Factors : Tasks are regularly performed without exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes, temperature and noise extremes, machinery, vibrations, electric currents, traffic hazards, animals / wildlife, toxic / poisonous agents, violence, disease, or pathogenic substances.

Acknowledgment

Signature indicates agreement with contents herein as being an accurate description of position duties and responsibilities.

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EMPLOYEE PRINTED NAME

_____________________________________ ____________________

EMPLOYEE SIGNATURE DATE

Signature indicates agreement with contents herein as being an accurate description of position duties and responsibilities.

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IMMEDIATE SUPERVISOR PRINTED NAME

_____________________________________ ____________________

IMMEDIATE SUPERVISOR SIGNATURE DATE

Community Renewal Team, Inc. is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, Community Renewal Team will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

M-F 8 : 30a-4 : 30p with a rotating Saturday from 8am - 4pm. The Fridays before your Saturday will be off. Schedule is subject