Intake Specialist

• Answer incoming calls with professionalism and warmth
• Respond to client inquiries and job applicants by phone, text, and email
• Schedule Client Care Consultations (CCCs) and interviews
• Enter and update information accurately in company software
• Follow up with prospective clients and applicants
• Communicate important information with branch staff
• Help maintain reports and support daily team goals
• Serve as the first point of contact for families seeking care and applicants interested in joining the team

Caring Senior Service intake specialist connecting San Antonio families and applicants with care support

Caring Senior Service intake specialist connecting San Antonio families and applicants with care support.
Handling calls, inquiries, scheduling, data entry, and coordination with branch staff.

Caring Senior Service intake specialist serving as the first contact for San Antonio families seeking care and job applicants. Scheduling consultations and interviews while maintaining accurate records and reports.

• Partnering closely with the Conflicts Team, General Counsel, Information Technology, Accounting, attorneys, and professional staff to perform conflict checks efficiently and accurately
• Conducting conflicts of interest and due diligence research using 3E, Westlaw, and other online resources
• Assisting in the identification and resolution of conflicts of interest
• Answering questions regarding conflict check processes and loss prevention policies
• Opening new matters as needed and during lateral attorney onboarding
• Auditing 3E Action Lists and conflict check records and addressing unresolved processes to promote record hygiene
• Escalating issues to the Director of New Business Intake, as appropriate
• Assisting with projects as needed and other duties as assigned

New Business Intake Specialist handling conflict checks and new matter intake processes

Business Intake Specialist I

New Business Intake Specialist responsible for conflict checks and supporting new matter intake processes at Verrill. Collaborating closely with attorneys and various teams in a law firm environment.

• Conduct outreach and networking activities in the community
• Provide presentations at various community groups
• Promote the success and reputation of the Supportive Services for Veteran Families program
• Conduct initial eligibility screening of Veterans seeking program assistance
• Provide general information and community referrals to Veterans not meeting program eligibility requirements
• Set up initial client files for Veterans being assigned to Case Manager
• Prepare reports as requested
• Demonstrate exceptional customer service in all tasks

Outreach and Intake Specialist II assisting Veterans to prevent homelessness

Outreach & Intake Specialist II

Outreach and Intake Specialist II conducting eligibility screenings for Veterans and promoting services. Collaborating with community groups to prevent homelessness among Veterans.

• Primary responsibility is regarding the data entry of information into the Conflicts and Accounting System software
• Assist on other projects including database clean-up, closing of new clients, and responding to inquiries from clients
• Assist with the administrative tasks associated with opening new matters in workflow
• Ensure accurate and timely completion of assigned tasks
• Assist with the monitoring of back office processes for new matters

Intake Specialist for data entry in a law firm's Conflicts Team

Intake Specialist position focusing on data entry in the Conflicts and Accounting System at a global law firm. Collaborating with supervisors and assisting on various projects related to new client matters.

• Serve as the first point of contact for community members and jobseekers
• Complete intake and eligibility determination
• Collect, verify, and document required eligibility information
• Enter data into WIT and process applicants
• Maintain accurate individual case files
• Schedule appointments and refer eligible participants
• Provide clear information regarding program services
• Support orientation sessions and group presentations

Intake & Eligibility Specialist handling intake for workforce development.

Intake & Eligibility Specialist

Intake & Eligibility Specialist serving as first contact for job seekers in workforce services. Collecting and verifying eligibility while maintaining participant files for compliance.

Intake Specialist jobs in Texas

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Intake Specialist

Intake Specialist

Business Intake Specialist I

Outreach & Intake Specialist II

Intake Specialist

Intake & Eligibility Specialist