Intake
Job Description
Position: Intake
Supervisor: HEAP Coordinator
Summary: Responsible for directing and assisting individuals requesting agency services, performing intake for various programs and maintaining program files.
Duties and Responsibilities:
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Assist with the phone if the receptionist is not available.
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Receive all visitors to the office and direct them to appropriate staff person or program.
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Perform intake for various programs.
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Enter and maintain appropriate data for Ocean/Salesforce
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Maintain program participant files and records.
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Assist with report and correspondence preparation as requested.
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Operate various office equipment such as copier and fax machine.
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Assist with service provision when requested by supervisor
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Respect the confidentiality of all program participants.
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Perform other related duties as assigned by supervisor or other management staff.
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Performs intake for the Emergency Food Pantry/Emergency Medical as needed
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Assists with making food boxes as needed
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When needed, assist with maintaining the CSBG Standards documents/filing system.
Minimum Qualifications:
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Must have a high school diploma or equivalent.
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Must have a valid Ohio Driver’s license.
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Signature Date
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Reviewed Date
Reviewed 9/3/25
