Customer Service
- Answer and return phone calls and emails promptly.
- Follow up on referrals from units, agencies, organizations, and online intake.
- Screen applicants/clients via phone, electronically, and in person.
- Schedule intake appointments and conduct applicant interviews.
- Complete conflict checks, prescreens, and intakes.
- Assess applicant eligibility for services.
- Enter intake information into the case management system through phone, electronic, or in-person communication.
- Maintain records, case notes, and daily timekeeping in case management system.
- Explain intake and compliance documents to applicants/clients and obtain signatures.
- Coordinate case acceptance and referrals with outside organizations, including other legal aid providers.
- Participate in community outreach events (in-person, virtual, and social media) and provide educational trainings for staff, clients, and community partners, as needed.
- Ensure compliance with program and grant requirements.
- Attend required trainings and assist with training staff.
- Collaborate with all units as part of a team.
- Prepare and submit timely reports.
- Perform additional duties as assigned by Management, Supervisors, or required by grants.
- 1–5 years of relevant experience preferred.
- Associate’s degree and/or Paralegal Certificate preferred (relevant work experience may substitute).
- Bilingual (English/Spanish) strongly preferred.
- Proficiency in Microsoft Office.
- Strong organizational, interpersonal, written, and verbal communication skills.
- Detail-oriented with the ability to multitask and work independently with supervision.
- Professional demeanor with a client-focused approach.
- Commitment to serving low-income communities.
- Must successfully pass a background check before employment (per funder requirements).
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