Jobs
>
Washington, D.C.

    Financial Intake Specialist - Washington, United States - Latitude, Inc.

    Latitude, Inc.
    Latitude, Inc. Washington, United States

    1 week ago

    Default job background
    Description

    Job Description

    Job Description

    Intake and Entity Specialist

    Main Points

    • Salary: 70k-80k
    • Experience: 1 or more years of professional experience
    • Bachelors Degree Required
    • Law or Finance experience preferred
    • Full Remote: Office located in Washington D.C.

    Position Overview: The Financial Intake Specialist will serve as the first point of contact for clients seeking financial assistance or services. This role requires strong communication skills, empathy, and attention to detail to ensure a positive client experience. The Financial Intake Specialist will be responsible for gathering client information, assessing financial needs, and guiding clients through the intake process. Additionally, this role may involve administrative tasks related to client documentation and data entry.

    Key Responsibilities:

    1. Client Intake and Assessment:
      • Welcome clients and provide assistance with financial inquiries, applications, and forms.
      • Conduct initial screenings and assessments to determine client eligibility for financial services.
      • Gather relevant financial information from clients, including income, expenses, assets, and liabilities.
    2. Financial Guidance and Education:
      • Provide information and guidance to clients on available financial assistance programs, resources, and options.
      • Explain financial terms, procedures, and requirements to clients in a clear and understandable manner.
      • Educate clients on financial literacy topics, such as budgeting, saving, and credit management.
    3. Documentation and Recordkeeping:
      • Maintain accurate and up-to-date client records, documentation, and files.
      • Ensure compliance with regulatory requirements and internal policies related to client data and confidentiality.
      • Prepare and process client applications, forms, and paperwork accurately and efficiently.
    4. Client Support and Follow-up:
      • Serve as a liaison between clients and internal departments or external agencies as needed.
      • Address client inquiries, concerns, and requests promptly and professionally.
      • Follow up with clients to provide updates on the status of their applications or requests.
    5. Administrative Tasks:
      • Perform data entry, filing, and other administrative tasks to support the intake process.
      • Assist with scheduling appointments, meetings, and follow-up activities as needed.
      • Collaborate with team members to ensure smooth and efficient operations of the intake process.

    Qualifications:

    • Bachelor's degree in Finance, Business Administration, Social Work, or related field preferred.
    • 1+ years of experience in financial services, customer service, or related field.
    • Strong communication skills, both verbal and written, with the ability to interact professionally with clients.
    • Empathy, patience, and the ability to handle sensitive client situations with compassion and discretion.
    • Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and priorities.
    • Proficiency in Microsoft Office applications and data entry software.
    • Knowledge of financial assistance programs, regulations, and eligibility criteria is a plus.

    Powered by JazzHR

    DiGnFZETlf

  • Far Southeast Family Strengthening Collaborative, Inc.

    Intake Specialist

    3 weeks ago

    Far Southeast Family Strengthening Collaborative, Inc. Washington, United States

    EDUCATION · High School diploma · EXPERIENCE · Minimum two years of progressively responsible administrative experience. Advanced knowledge of Microsoft products to include Word, Excel, Publisher, Access & projects. Microsoft certification preferred. Excellent customer services s ...

  • Elevated Wellness Clinic

    Intake Specialist

    1 day ago

    Elevated Wellness Clinic Hyattsville, United States

    **Job Types**: Full-time, Part-time, Contract · Pay: $ $19.91 per hour · Expected hours: per week · Healthcare setting: · - Clinic · - JCAHO accredited facility · - Outpatient · - Telehealth · Schedule: · - Monday to Friday · - Weekends as needed · **Experience**: · - Customer se ...

  • Active Home Care Services, INC.

    Intake Specialist

    1 week ago

    Active Home Care Services, INC. Rockville, United States

    Active Home Care Services, a home care agency located in the heart of Rockville, Maryland, is looking for you. An intake specialist with knowledge of insurance verification and walking clients through the process of intake. · Home Health experience is required. · **JOB DUTIES**: ...

  • GDIT

    Intake Specialist

    3 weeks ago

    GDIT Washington, United States Full time

    Job Description: · In a support capacity to a government agency, receives case referrals and performs intake and placement for eligible program participants: · Receives and analyzes complex requests regarding vulnerable populations in order to place participants into the most app ...

  • Cook Craig & Francuzenko, PLLC

    Client Intake Specialist

    3 weeks ago

    Cook Craig & Francuzenko, PLLC Fairfax, United States

    Cook Craig & Francuzenko PLLC seeks a full-time intake specialist. We are a multi-practice law firm serving Virginia, DC, and Maryland and located in Oakton, VA. · This position serves as the first step in our client acquisition process and will work as part of an intake team wit ...

  • Latitude, Inc.

    Intake and Entity Specialist

    1 week ago

    Latitude, Inc. Washington DC, United States

    Intake and Entity Specialist · Main Points · Salary: 70k-80k · Experience: 1 or more years of professional experience · Bachelors Degree Required · Law or Finance experience preferred · Full Remote: Office located in Washington D.C. · Position Overview: The Financial Intake Spec ...

  • Latitude, Inc.

    Intake and Entity Specialist

    1 week ago

    Latitude, Inc. Washington DC, United States

    Main Points. Salary: 70 k-80 k. Experience: 1 or more years of professional experience. Bachelors Degree Required. Law or Finance experience preferred. Full Remote: Office located in Washington D.C. Position Overview: The Financial Intake Specialist Intake, Specialist, Client Sup ...

  • CommuniCare Corporate

    Central Intake Specialist

    1 week ago

    CommuniCare Corporate Linthicum Heights, United States

    Are you an energetic professional with previous Admissions Experience in Long Term Care? · **_CommuniCare Health Services_** **is currently seeking the right professional individual to fill the full time position of Central Intake Specialist for its Central Intake Department.** · ...

  • Latitude, Inc.

    Intake and Entity Specialist

    1 week ago

    Latitude, Inc. Washington, United States

    Job Description · Job DescriptionIntake and Entity Specialist · Main Points · Salary: 70k-80k · Experience: 1 or more years of professional experience · Bachelors Degree Required · Law or Finance experience preferred · Full Remote: Office located in Washington D.C. · Position Ov ...

  • The Law Office of Lantis G. Roberts PLLC

    Intake Specialist

    3 weeks ago

    The Law Office of Lantis G. Roberts PLLC Arlington, United States Full time

    The Law Office of Lantis G. Roberts, PLLC is a small litigation law firm. · Practice Areas: Employment Law and Personal Injury Law. · Practice Region: State and Federal Courts in Texas. · Firm Website: · Contact: Lantis Roberts · Number: · Email: Position: INTAKE REPRESE ...

  • The Law Office of Lantis G. Roberts, PLLC

    Legal Intake Specialist

    1 week ago

    The Law Office of Lantis G. Roberts, PLLC Arlington, United States

    The Law Office of Lantis G. Roberts, PLLC is a small litigation law firm. We practice in the areas of Employment Law and Personal Injury Law. We represent Plaintiffs. · Are you up for a challenge? · Are you a fast learner? · Do you enjoy helping people? · Can you be an asset ...

  • Inova Home Health

    Community Intake Admission Specialist

    1 week ago

    Inova Home Health Fairfax, United States

    **Agency**: · Inova Home Health · Our culture and people are what set us apart from other post-acute care providers. We're dedicated to the growth and development of our team to set them up for success. We CARE for our patients like they are our own FAMILY. · Note: The Centers fo ...

  • Human Touch Home Health

    Referral Intake Specialist with Receptionist Duties

    2 days ago

    Human Touch Home Health Silver Spring, United States

    **Company Description**: Human Touch Health is a home health company dedicated to providing skilled nursing, physical therapy, occupational therapy, and certified nursing services to clients in Montgomery County and Prince George County, Maryland. We are committed to delivering p ...

  • The Law Office of Lantis G. Roberts, PLLC

    Legal Intake Specialist

    3 weeks ago

    The Law Office of Lantis G. Roberts, PLLC Arlington, United States

    The Law Office of Lantis G. Roberts, PLLC is a small litigation law firm. We practice in the areas of Employment Law and Personal Injury Law. We represent Plaintiffs. Are you up for a challenge? · Are you a fast learner? · Do you enjoy helping people? · Can you be an asset to ...

  • Northeast Family Services

    Intake Screener and Authorization Specialist

    1 week ago

    Northeast Family Services Washington, United States

    This is a hybrid position. · Northeast Family Services is seeking an experienced masters-level professional to join our growing New York team as a Bilingual Intake Screener and Authorization Specialist · The Bilingual Intake Specialist (English / Spanish) manages all aspects o ...

  • Adams & Martin Group

    Law Firm Intake Specialist

    3 weeks ago

    Adams & Martin Group Washington, United States

    Job Description · Job DescriptionOur law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening ...

  • General Dynamics Information Technology

    Intake Specialist with Security Clearance

    3 weeks ago

    General Dynamics Information Technology Washington, United States

    REQ#: RQ172715 Public Trust: NACI (T1) Requisition Type: Regular Your Impact Own your opportunity to work alongside federal civilian agencies. Make an impact by providing services that help the government ensure the well being of U.S. citizens. Job Description In a support capaci ...

  • General Dynamics Information Technology

    Intake Specialist with Security Clearance

    4 weeks ago

    General Dynamics Information Technology Washington, United States

    REQ#: RQ172715 Public Trust: NACI (T1) Requisition Type: Regular Your Impact Own your opportunity to work alongside federal civilian agencies. Make an impact by providing services that help the government ensure the well being of U.S. citizens. Job Description In a support capaci ...

  • The Foster Firm, LLC

    Intake Specialist

    1 week ago

    The Foster Firm, LLC College Park, United States

    Job Description · Job DescriptionOur law office is growing fast and we're searching for a full-time legal intake specialist to help us succeed You'll serve as the compassionate voice of our law firm, fielding inbound calls from prospective clients in their time of need, screening ...

  • State of Maryland

    Public Defender Intake Specialist Supervisor

    2 weeks ago

    State of Maryland Annapolis, United States

    **Introduction**: · As a State agency, Maryland Office of the Public Defender (MOPD) is an affirmative action and equal opportunity employer. MOPD is committed to the full inclusion of all qualified individuals without regard to race, color, religion, sex, physical or mental disa ...