Intake Certification Specialist

**POSITION TITLE:**Intake/Certification Specialist

DEPARTMENT:     Energy

**FLSA STATUS:**Non-Exempt

**PAY GRADE:**4

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

• Responds to supervisor, upper management and program funder requests for information as requested.
• Some in-state travel may be required.
• Performs all other duties as assigned.

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