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Intake Assistant

PURPOSE of ROLE: This position answers, retrieves, logs into program database and returns calls from registration line to screen adults and families who are homeless or at risk of homelessness. This position provides information and referrals as appropriate, inputs information into HMIS database, obtains and collates documentation from participants and landlords related to eligibility and financial assistance for homeless or at-risk households. 



Screens phone calls, offers information and referrals to other SHELTER, Inc. programs and other community agencies.

Refers clients to all appropriate public benefit programs, including providing information about how to contact applicable Homeless Coordinated Entry System.

Collects and documents eligibility information.

Regularly reports participant situations to case managers and supervisor.   


Answers telephone and directs calls, greets visitors at front desk as needed.

Retrieves messages from voice mail and documents calls. 

Provides information regarding services provided by SHELTER, Inc.

Help with both walk-in and call-in client needs.

Attends SHELTER, Inc. internal meetings and outside trainings as assigned.

Performs other duties as assigned. 


Enthusiastic and positive attitude with clients of different economic situations

Knowledge of public services, substance abuse, mental health problems.

Professionalism, including maintaining confidentiality and setting boundaries. 

Excellent communication skills.

Crisis intervention and conflict resolution skills.

Analytical skills.



Basic competency in data entry. 


Experience working with low income and/or homeless populations.

Computer skills including experience with Microsoft Word, Outlook and Excel.

Type at a minimum of 35 words per minute required and validated with certificate.

If required to drive personal vehicle on behalf of agency business must have a DMV record that permits driver to be insured under SHELTER, Inc.’s automobile coverage.

Must successfully pass a criminal background check.


Associates degree in social services or related area, or certification from a two year program in related area.

Bilingual English/Spanish.  


The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee is regularly required to talk and hear. The employee is often required to sit and use their hands and fingers to handle or feel objects. The employee is occasionally required to stand, walk, reach with hands and arms, climb or balance, and stoop, kneel, crouch or crawl. Specific vision abilities required by this job include close vision. 

The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. 

There are no unusual environmental conditions. Typically, the noise level in the work environment is quiet.

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