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Intake Specialist - CSBG Program

UMOS, Inc.
Milwaukee, WI Full Time
POSTED ON 11/26/2025
AVAILABLE BEFORE 1/26/2026

Earn up to $3,000 in incentive pay during your first year of employment!

Are you a motivated, results-oriented candidate seeking to put your talents, skills, and experience to work as part of a mission-driven, customer-focused organization? If so, we invite you to join UMOS’ diverse and dedicated team of over 1,000 professionals making a positive difference across more than 60 offices in seven states. Whether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures.

Benefits:
To support its team members, UMOS offers highly competitive compensation as well as a benefits package including:

  • Paid time off that will increase over your years of service
  • 15 paid holidays annually
  • A robust range of insurance covering health, dental, vision, life, short- and long-term disability, and accidental death & dismemberment
  • The options to establish either a Health Savings Account or Flexible Spending Account, which can be used to cover deductibles, prescriptions, and other healthcare expenses
  • A variety of support services to promote well-being through the employee assistance program
  • Retirement plan options, including 401(k) and Roth IRA, allowing you to make pre-tax or after-tax contributions. For those participating in the 401(k) Retirement Plan, UMOS annually contributes at least 3% of employees’ eligible compensation.

 

Program Director Job Compensation:

  • $18.22 to $22.78/HR (depending on experience). 

 

Intake Specialist Job Responsibilities:

  1. Provide efficient, interactive intake services for the CSBG by phone, face-to face or by mail to determine program eligibility using 125% FPL standards.
  2. Enter program applications into the CSBG electronic data system timely and
  3. Answer phones, schedule appointments, and provide program information to
  4. Provide quick, pro-active response to prevent disconnections, adhering to respond within 48hrs from time of request per written crisis policy.
  5. Will coordinate and perform administrative activities and support by storing, retrieving, and integrating information for dissemination to staff and clients, answers and relays calls and messages, with follow-up to recipient in a professional manner.
  6. Is required to use a variety of office equipment, such as fax machines, photocopiers, scanners, iPads, computers and video conferencing can use several types of telephone systems along with email programs.
  7. Verify earned and unearned income, including wages, child support, TANF, Social Security, Unemployment Insurance, etc.
  8. Conduct community outreach and provide mobile intake services to community agencies, senior centers, housing/neighborhood centers, etc.
  9. Conduct home visits as necessary for the elderly, handicapped and
  10. Respond to applicant questions, assist with verification, and carry out benefits processing in a timely manner
  11. Make referrals to our partner programs for CSBG
  12. Work as a team member to make CSBG program run as efficiently as
  13. Participate in program awareness events held throughout the
  14. Provide efficient, interactive intake services for the FPL (Federal Poverty Level Income) face-to -face or by mail to determine program eligibility.
  15. Follow up with clients, partners, and maintain accurate, confidential client files for FPL cases.
  16. Track disbursements and communicate with landlords/vendors.
  17. Attend partnership meetings, health fairs and other community
  18. Performs special projects and other related duties as

     

    Intake Specialist Job Qualifications:

    1. Associate degree and/or at least two years of experience with the CSBG or other community service programs.
    2. Two years' experience in case management or any equivalent combination of training and experience, which would provide the following knowledge, skills, and abilities.
    3. Proficient use of Microsoft Office Suite and other software systems.
    4. Ability to work independently within established policies, procedures, and
    5. Strong interpersonal and communication skills.
    6. Bilingual in English and Spanish in verbal and written form
    7. Must have a reliable vehicle, possess a valid Wisconsin driver’s license and maintain adequate auto liability insurance.
    8. Must be able to work flexible and/or irregular hours including on call evening hours, and be able to travel as needed

     

    Work Environment, Physical, and Sensory Demands:

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

    Physical Demands:

    1. Employee is frequently required to stand, walk, sit, and bend.
    2. Occasionally required to lift and /or move up to 30
    3. Frequently required to
    4. Frequently exposed to moderate temperatures, generally encountered in a controlled and uncontrolled temperature environment.
    5. Noise level in this work is usually quiet to

    Tools & Equipment Used:

    1. Phone systems, iPads, iPhones, laptop computers, projectors, copy/scanner machine, fax
    2. Various computer software; and
    3. Use first aid equipment, fire Usage varies by position.

     

     Additional Eligibility Requirements:

    Employment with UMOS is contingent upon successful completion of a criminal background and Driver’s license check prior to commencing employment.

     

     

    UMOS is an equal opportunity Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

    Salary : $18 - $23

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