Intake Specialist, Bilingual, Spanish-Speaking

MindSet

Intake Specialist assessing client needs and eligibility for disability benefits. Collaborating with a team to provide comprehensive support and maintain accurate documentation.

Posted 4/25/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $18 - $25 per hourWebsite

About the role

Key responsibilities & impact

Conduct initial assessments of clients to determine their needs and eligibility for services
Collect and document client information accurately and confidentially
Communicate effectively with clients to explain services, answer questions, and provide support
Coordinate with other team members to ensure seamless service delivery
Maintain accurate records and documentation of client interactions and services provided
Participate in team meetings and training as required

Requirements

What you’ll need

Proven experience as an intake specialist or in a similar role
Excellent verbal and written communication skills in both English and Spanish
Ability to manage a fast-paced work environment
Strong interpersonal skills and a friendly, approachable demeanor
Proficiency in Google Workspace
Ability to multitask and prioritize tasks effectively
Reliable internet connection for remote work
High school diploma or equivalent

Benefits

Comp & perks

Remote first policy
Large responsibility from the start
The ability to ascend within the company
A team of creative, transparent entrepreneurs driven to accomplish our mission

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

intake assessmentclient documentationservice eligibility determination

Soft Skills

verbal communicationwritten communicationinterpersonal skillsmultitaskingprioritizationapproachability

Certifications

high school diploma