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Intake & Referral Specialist I

Remote, USA Full-time Posted 2025-11-24
About the position The Bilingual Intake & Referral Specialist is responsible for gathering, reviewing, and analyzing eligibility documentation for new client enrollments. This is a forward-facing role responsible for creating a welcoming and professional environment for those who walk-in seeking services. This role monitors the front reception area providing resources to individuals seeking assistance. The intake specialist is responsible for the intake process of newly arrived clients. This role is contingent on grant funding. Responsibilities • Answer, screen, and process requests as needed. • Review client eligibility and gather, review, and analyze eligibility documentation for enrollment • Schedule potential clients for intake services. Coordinate enrollments with employment team • Conduct program orientation, compile required documentation per Ministry standards • Open new physical case files and create electronic files for all intakes • Performs quality assurance (internal monitoring and audits) in coordination with QA team • Responsible for data management in multiple databases; reconcile data databases for accuracy • Provide referrals and basic information to clients and other walk-ins not eligible for services • Refer clients to in-house programs and external social service providers • Maintain office security by following Agency safety policies and procedures • Perform other clerical duties such as filing, photocopying, scanning • Educates refugees about resources available within their community; make appropriate internal and external referrals. • Translate and interpret as needed to help clients • Assure compliance with all required reporting as needed • Attend and participate in team meetings and trainings as needed • Responsible for a small case load providing direct services to clients enrolled in employment program Requirements • Fully bilingual in English and one other language spoken by clients required: Dari, Pashtu, Arabic, Amharic • Effective oral and written communication skills in English. Ability to adapt communication methods to meet cultural preferences. • Strong problem-solving skills and the ability to work independently. • Ability to build relationships with internal and external stakeholders • Able to assist clients solve difficult problems under pressure. • Ability to learn new tasks and procedures, comply with processes, complete tasks independently, make timely decisions in the context of a workflow. • Willingness to uphold the mission and the goals of Catholic Charities • Flexible to work irregular hours. • Fluency in Microsoft office, excel, data base entry and other relevant software • Associate’s degree required, bachelor’s degree preferred • Educated in the social services policies and practices in all counties and localities where clients are resettling. • Two (2) years of previous direct work experience in a culturally diverse environment. (Preferably refugee resettlement). • Must possess a valid US driver’s license, have a good driving record (including 3+ positive points on the VA Motor Vehicle Record), and have at least three years of US driving experience. Willing to drive clients. Nice-to-haves • Experience with case management systems and other relevant software preferred. Benefits • Vacation • Sick • STD • LTD • Paid FML • 15 paid holidays in 2026 • Medical • Dental • Vision • Employee Assistance Program • retirement plan • Pension • Diocesan School Tuition Reimbursement K-12 • Education Assistance • Closed between Christmas and New Years. Apply tot his job Apply To this Job

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