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The County of DuPage
Wheaton, Illinois

Job Details for 1724 - Intake Specialist

Job Description

GRADE: 109

Under general supervision; performs work of moderate difficulty providing information and referral services available through Workforce Development Division (WDD) for individuals who need assistance; performs related work as required.

Employees in this class perform professional work in the area of employment services by responding to requests for assistance in gathering, analyzing and evaluating data relating to needs, and refers clients to appropriate career counselor. Work is performed under the general supervision of the Workforce Development Manager.

The list of duties and responsibilities is illustrative only, and is not a comprehensive listing of all the duties and responsibilities performed by positions in this class.

• Provides general and specific information regarding department policies, procedures and programs to the public
• Interviews individuals by phone or in person to assess their workforce development needs
• Assists them in focusing on particular areas of need; gathers information from individual.
• Screens for eligibility for programs or services
• Completes the intake sheets
• Assists with the completion of applications and related paperwork required for services; links them with appropriate resources
• Compiles data on number of calls, follow-up calls, source of referrals, etc.
• Makes inquiries and conducts basic research to determine if unknown types of services are available
• Prepares forms, requisitions, authorizations and other materials for signature
• Prepares monthly reports
• Provides general administrative assistance and support; directs individuals to the proper location or appropriate resource or staff
• Schedules appointments and registers customers for workshops
• Answers phones, works at the front desk and assists clients in the resource center
• Composes original form letters
• Receives, sorts, distributes, and reviews mail independently
• Maintains regular attendance and punctuality

• Adjusts work assignments and schedules in the event of an emergency to participate in emergency preparedness, response, and recovery activities as assigned.
• Depending on assignment may maintain required emergency management training, licensure and/or certifications.
• Performs related duties as required or assigned within job classification.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and /or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Knowledge of:
• Social service delivery systems including intake policies and procedures
• Current social problems, practices, techniques and developments
• Principles and practices of collecting, classifying and updating resource information
• County policies and procedures
• Applicable federal, state, and local laws, rules, regulations, codes, and/or statutes

Skill in:
• Client service programs, requirements and the eligibility process
• Verbal and/or written communications
• Investigating, obtaining and organizing information or material
• Using computer hardware and software including word processing, spreadsheets, databases, email, etc
• Applying an acquired knowledge of procedures, rules, regulations and services applicable to the assigned office

Ability to:
• Dealing effectively with others
• Understanding and evaluating the seriousness of the issue which caused the individual to inquire about available services
• Manage projects and multiple priorities simultaneously
• Establish and maintain effective working relationships with department and division staff, other departments and others, such as vendors
• Communicate and use interpersonal skills to interact with coworkers, supervisor, the general public, etc. to sufficiently exchange or convey information and to receive work direction
• Ensure compliance with applicable federal, state, and local laws, rules, and regulations
• Convey excellent oral and written communication
• Work effectively under stress
• Maintain confidentiality


Completion of an Associate’s degree in Human Services, Psychology, or a related field, and two (2) years of experience in Information and Referral or Social Services; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

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

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

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.

Position is typically office or administrative work and is not substantially exposed to adverse environmental conditions.