Intake Specialist
Triangle Square Services
Monsey, NY
11.2025 - 2026
- ## Industry-Standard Skills
- Conducted thorough client interviews to gather essential information for service processing.
- Maintained accurate and organized records in the client management system daily.
- Performed data entry tasks to update client information promptly and accurately.
- Reviewed incoming applications to determine eligibility for various services and programs.
- Communicated with clients regularly to provide updates on their application status.
- Collaborated with team members to streamline the intake process for efficiency.
- Assisted in developing training materials for new staff on intake procedures.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Completed intake assessment forms and filed clients' charts.
- Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
- Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.