Intake Specialist

Department: Workforce Development Department (WDD)
Reports to: Welcome & Intake Manager
FLSA Status: Non-Exempt
Level: Entry-Level
Job Type: Full Time
Travel: No


Under the direction of the Welcome & Intake Manager, the Intake Specialist will work closely with department staff, volunteers and interns to ensure that the Agency and its department complies with grants, contracts, state and federal regulations and standards. The Intake Specialist will be responsible for the coordination of services offered to enrolled participants from the beginning of their enrollment into the program and will help in managing relationships with service providers to improve the quality of referrals to provide superior customers to participants seeking to enroll on the program. The Intake Specialist will work with other department managers and career coaches by providing support in enrolling eligible participants and enrolling them into CalJobs, help developing Individual Employment Plans (IEP) with clients to support their career path, enter and maintain information in CalJobs, ETO and other internal databases for each enrolled client, assist in training participants using various training providers, and will provide follow-up services with clients for a minimum of one year after they have obtained employment. The Intake Specialist will also coordinate with other department managers to develop systems that will generate the highest level of customer service for enrolled participants. She/he will also help run reports for the department and will support the manager of the team to meet his/her goals.

One of the main roles of the Intake Specialist is to support the leadership staff of the department with meeting the goals of the organization that was established in the 5- year strategic plan. The Intake Specialist should spend 50% of her/his time monitoring and maintaining eligibility enrollments, closure, and follow-up to meet WIOA performance measures. This includes overseeing implementation of eligibility policies and procedures, data service delivery, data entry, and file quality assurance. Additionally, 25% of the time should be spent on administrative and compliance responsibilities. 15% of the time should be used to provide staff support, coaching, guidance, mediation, and continuing staff development. The final 10% of the time should be used to support the manager with program oversight, development, and implementation. 


  • Responsible for effectively working with team staff, volunteers, and interns assigned to the Welcome and Quality Assurance Team
  • Supports participants enrolling in the program and works with team staff, volunteers and interns assigned to the department with emotional intelligence where the positive aspects of business and life are displayed at all times
  • Creates a positive and thriving work environment where all staff, partners, supporters, collaborators and participants’ ideas and recommendations are considered for the overall improvement of the team and the services provided to participants and the community
  • Assist management to secure agency compliance in regards to WIOA laws, rules & regulations
  • Alert management of compliance and quality findings
  • Help develop an internal review process for the Agency that meets all state and federal guidelines and guarantees that processes are being implemented throughout all departments
  • In consultation with management, design evaluation and performance measures, which are reliable, valid, and promote continuous quality improvements
  • Help manage the Agency’s learning management system and make certain agency and employee compliance with rules, regulations, and training requirements 
  • Help train staff in WIOA policies and procedures and other grants managed by the agency
  • Maintain and ensure compliance of all department files
  • Maintain compliance with the City issued grants under WIOA, LARISE, and any other grant awarded to the department
  • Communicate with management any issues regarding the participants’ files and records 
  • Perform visual inspections of all files, and all documentation after files are closed
  • Works with assigned staff to conduct follow ups of all cases closed as well as update databases with information provided by participants
  • Maintains quality control of data, files and produce reports necessary for WIOA submissions
  • Identify problems affecting performance and recommend solutions to solve such problems
  • Help review all submissions for supportive services and training requests for completeness and make sure that all forms are correctly filled out.
  • Help serve as a technical liaison between quality control and other departments
  • Participate in internal assessments and audits as required
  • Under manager and director of department, assists in the design, develop, deliver, and maintain of comprehensive compliance training programs and materials
  • Help supervise the work of other interns assisting with intake and eligibility work to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems
  • Research, compile, and prepare reports, correspondence, or other information required by management or government agencies
  • Help manager maintain records pertaining to inventory, personnel, orders, supplies or machine maintenance.
  • Complete required training reports on an annual basis
  • Develop and maintain working relationships with Community Based Organizations, schools, places of worship, and local government agencies to connect clients to their services offered on site and at their centers
  • Manage and ensure validity of the referral process for services from sister agencies 
  • Interview WIOA referred clients and provide career, aptitude, skill and educational assessments
  • Facilitate and coach in work readiness skills and workshops 
  • May help develop and maintain Individual Employment Plans for enrolled participants
  • Helps process WIOA scholarship applications and identifies and maintains training leverage reports for enrolled participants
  • Maintain case files, completes enrollment forms, and maintains databases including ETO, CalJobs, and internal spreadsheets and reports
  • Develop, maintain and facilitate training and curriculum
  • Prepare and submits invoices for supportive services, trainings, and expenses
  • Maintain reports and tracking of client goals, expenditures, activities, outcomes 
  • Represent CRCD at events when assigned
  • Upholds, follows, supports CRCD’s Mission Statement and 5 Year Strategic Plan
  • Prior experience in providing case management, data management, quality assurance and/or job development, staffing or business services in either for profit or non-profit organizations
  • Bachelor’s degree in related field; or minimum four years of related experience without formal education 
  • 2-4 years’ experience in related work
  • Reliable, flexible team player who works well with minimal supervision, who has a good work ethic, and an ability to set and maintain personal boundaries
  • Demonstrated ability to work on multiple projects simultaneously, and meet deadlines
  • Demonstrated knowledge of community resources and services available to participants
  • Experience managing a team of highly functional, independent thinkers who work collaboratively and in partnership to support local residents secure employment
  • Reliable transportation: valid driver’s license, and car insurance as required by law, as appropriate
  • Dedicated experience in working with vulnerable populations highly desirable
  • Bilingual in Spanish/English highly desirable
  • Member of the target population a plus
  • On occasion walk or drive to different local sites throughout the day
  • Regularly required to sit, stand, bend, and occasionally lift or carry up to 35 lbs.
  • Combination of field and office environment
  • May necessitate working in busy and loud environments
  •  May be exposed to elements like cold, heat, dust, noise, and odor
  • May participate in training and staff development that requires local and out of state travel
  • Work regularly in a community that is exposed to gang activity, substance use, homelessness, and high unemployment rates.
  • Must be available for emergency crisis situations with the ability to respond after work hours as needed for emergencies.
  • This is not a work-from-home position
  • Encompass a “do whatever it takes approach” to serving our community
  • Always maintain a safe work environment and confidentiality.
  • Be proactive, creative, and flexible in determining, evaluating, researching, and resolving issues.
  • Organize and prioritize multiple activities to meet all external and internal deadlines.
  • Maintain professional demeanor that reflects positively on the agency.
  • Demonstrate respect and courtesy toward others.
  • Able to thrive in a work environment emphasizing teamwork and collaboration.
  • Respond in a timely manner in all aspects of communication.
  • Regular and prompt attendance in the office is required
  • Work with limited to minimum supervision.
  • Perform other duties as assigned by your supervisor and or executive team.
  • Dental, Vision, Medical Benefits: CRCD is in the top 10% for excellent employee benefits for non-profit organizations. CRCD offers 80% employee paid and 60% dependent paid medical
  • 401(k) with eligibility to participate from day one and up to 6% matching after one year
  • Flexible Spending Account (FSA)
  • Short term & Long-term Disability, Accident, and Hospital Indemnity
  • Whole Life Insurance, College Funding Plans/529 Savings Plan from Principal
  • Pet insurance, Legal/ID Theft
  • Generous work/life balance

Those interested in this position may apply by submitting a cover letter and resume to: Please make sure to include the job title & how you heard of this position in the subject of your email.

CRCD is a mandatory vaccination employer for COVID-19 and its variants. COVID-19 vaccination is mandatory for employment. As such, all CRCD employees must be fully vaccinated against COVID-19, including new hires. All new hires must provide proof of vaccination on or before their start date; alternatively, new hires may request a medical or religious exemption on or before their start date. If a new hire requires a medical or religious exemption, CRCD will engage in the interactive process with the new hire; a new hire cannot begin working for CRCD until the medical or religious exemption application has been approved. Similarly, if a new hire is not yet vaccinated, CRCD will delay the start date until the new hire can provide proof of vaccination or approval of a medical or religious exemption application.
All candidates are subject to a criminal history check and meet CRCD’s criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Stacey Cabling (213) 743-6193 ext 106. California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf and is reachable only from phones equipped with a TTY Device.


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