POSITION TITLE: Intake Coordinator.
REPORTS TO: Senior Financial Coach.
STATUS: Full-time; Non-exempt.
Join the team at The Senior Source and feel the energy, enthusiasm, and passion for Making Older Better. We are seeking an Intake Coordinator that possesses exceptional organizational, communication, technology, and time management skills, and experience working in a demanding environment.
Purpose of Position:
The Intake Coordinator is responsible for the call management of the Center and required to compile client data, screen clients for benefits and resources, and use information gathered to determine the next best course of action. As a team member of the Elder Financial Safety Center, the Intake Coordinator will integrate into a multidisciplinary team with the sole focus of managing a large client call volume and providing direct essential needs services. This position uses phone interaction with clients 99% of the time and does not have direct reports. Must possess excellent communication, people skills, project management skills, and strong attention to detail.
Responsibilities Include:
- Manage all calls and emails for the Center timely and accurately documenting caller data in customer relationship management system.
- Obtain all documentation and paperwork needed to complete client records.
- Provide essential needs services and internal/external referrals and resources by phone, email or in person.
- Demonstrates excellent customer service skills with the ability to interact with diverse clients and confidently navigate various situations quickly making decisions as appropriate.
- Respects clients treating them with dignity and adhering to confidentiality.
- Working knowledge of Microsoft 365.
- Follows up with clients as needed.
- Demonstrates ability to work collaboratively with team and other departments.
- Performs other duties as assigned by the EFSC Director, or Center and agency leadership.
Education:
Three to five years of any combination of training, education, and experience that is equivalent to an intake coordinator, customer service representative, behavioral science, or any combination of skills that provides the required knowledge and abilities to perform the duties listed.
Qualifications Include:
- Proficiency in Microsoft 365 and database software.
- Excellent verbal, written, and communication skills.
- Excellent decision-making and organizational skills.
- Good time-management skills.
- Ability to carry out assignments and projects without detailed instructions.
- Capacity to work in a first-of-its-kind program that requires a high level of adaptation and willingness to be flexible as the project evolves.
- Bilingual Spanish preferred.
Position Positives:
- Generous PTO policy
- 403B contribution plan with employer matching
- Opportunities for working remotely with supervisor permission
- A collaborative culture with team building and staff events throughout the year
If interested, please submit a resume, cover letter, and salary requirements to JKrawczyk@theseiorsource.org.
The Senior Source is the #1 resource in the Dallas area for empowering and equipping individuals and families to navigate aging. Since 1961, we have provided financial and emotional services for older adults to age with dignity and purpose. Whether older adults are navigating financial matters, caregiving issues, or senior living options, The Senior Source guides them towards a successful solution.
The Elder Financial Safety Center is a collaboration between The Senior Source, Dallas County Probate Courts, and Dallas County District Attorney’s Office offering PREVENTION, PROTECTION, and PROSECUTION services. Our vision is to ensure all older adults live in a safe community with the financial resources to securely age with dignity.
Diversity and inclusion are essential to The Senior Source’s mission of enhancing the quality of life of older adults in Dallas. We continually foster and support the principles and values of our agency by promoting an environment that is welcoming and inclusive of all values, opinions, experiences, cultures to best address the needs of our employees, clients, and volunteers.
The Senior Source is an equal opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals and in which personnel processes are merit-based and applied without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.