Intake and Follow Up Specialist (925865)

We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals deliver comprehensive workforce solutions at integrated career centers, sector-focused centers and community, and partner sites.

• Ensures that highest quality and individualized services are delivered to customers
• Ensures protection and confidentiality of participants’ rights
• Successfully documents customer success stories internally and externally
• Oversees the intake process, identifies potential risks to customer flow, and provides solutions to mitigate risks
• Conducts prescreens with customers and accurately verifies eligibility for programs
• Schedules appointments and follow-up on no-shows
• Maintains internal and external resources for referrals as necessary
• Performs record keeping functions consistent with ensuring program compliance; prepare reports related to program activities
• Compiles data and report to QA and Operations Management as needed
• Responsible for performance calculations and reporting requirements, which include participants employment status during second and fourth quarter after exit and median earnings in the second quarter after exit
• Maintain participant follow-up records (paper and electronic), including file preparation, organization of file, and verification that all information has been received and properly filed
• Conduct Follow-Up Interviews with participants and identify the appropriate information to collect (i.e. new address, phone numbers, additional contact information, and supplemental wage information) and provide job leads/employment referrals if unemployed and seeking employment
• Prepare and maintain records and case files, proper documentation of services provided, narratives of client contacts, or relevant correspondence. Monitor and record clients' progress to ensure that goals and objectives are met
• Compose correspondence (introductory letter, monthly contact letter, year-end follow-up letter) using proper grammar, punctuation, and spelling
• Other duties as assigned

• High School diploma or equivalent, with a minimum of four years clerical experience, of which two must include a responsible level of organizational responsibilities
• Requires excellent communication skills (written, verbal, and phone). Fluency in English and Spanish is required
• Technology - Demonstrate proficiency in software including but not limited to Microsoft Windows, Microsoft Office, Microsoft Excel, and Microsoft Access (Database)
• Demonstrate proficiency in Internet usage
• Responsible for providing follow-up services. In addition, provides Labor Market Information, job leads, and employment referrals to ensure job retention and skill enhancement opportunities

All your information will be kept confidential according to EEO guidelines.

Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the industry’s best practices to work by focusing on the development, design, and delivery of demand-driven workforce solutions.

When you join Equus, you can expect extensive learning opportunities and networking programs. But most of all you can expect to make a lasting impact on the lives of others.

At Equus we are strengthened by diversity. We are committed to providing a work environment in which everyone is included, treated fairly and with respect. Equus Workforce Solutions is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, age, pregnancy, sexual orientation, gender identity, ancestry, religion, national origin, veteran status, physical or mental disability, or reprisal or any other characteristic protected under state, federal, or local law.