ORGANIZATIONAL OVERVIEW
United Way of the Mid-South is a multi-million-dollar non-profit public charitable foundation that
ORGANIZATIONAL OVERVIEW

United Way of the Mid-South is a multi-million-dollar non-profit public charitable foundation that mobilizes financial and human resources across 8-counties to meet critical needs and to help
ensure that hundreds of thousands of Mid-Southerners can achieve their highest potential. We
support high-performing non-profit agencies that are on the front lines fighting to decrease poverty
in our community by addressing the essential building blocks for success – education, financial
stability, and health – while maintaining vital safety net services in food, shelter, and safety for
individuals facing crisis situations. By joining United Way of the Mid-South, you are uniting with a
the team who is moving the needle on poverty and making our community a place where everyone can
thrive.
POSITION OVERVIEW
The Referral Associate will respond to referrals initiated through the Driving The Dream network of
partners. This includes coordinating referral appointments, sending reminders, and maintaining and
updating client files. Additionally, the referral coordinator must maintain confidentiality and be
comfortable managing multiple projects while maintaining integrity at the core of the initiative. The
Referral Coordinator will also assist the care coordinator by coordinating services for enrolled
clients and proactively following up on the clients referred to the program.
PRIMARY DUTIES AND RESPONSIBILITIES
● Efficiently coordinates and follows up on referrals.
● Regularly check mail, e-mail, and voicemail and respond promptly and professionally to all
inquiries.
● Communicate information regarding referrals using a shared database.
● Enter and update all referrals into the shared data system and track and record referral
information as it is received.
● Effectively communicate with the care coordinator, client, and service providers to properly
coordinate services and ensure completion of services.
● Complete follow-up activities for incomplete referrals and respond appropriately (i.e., contact
clients, make appointments, contact receiving agencies, and update care plans).
● Maintain accurate and timely data for the purpose of tracking, reporting, and conducting follow-
ups on activities.

● Familiarize and utilize a directory of referral resources to meet the basic needs of referred and
enrolled clients.
● Participate in all meetings, training, and professional development opportunities.
● Serve as a point of information and resource for clients, fellow staff members, and service
providers.
● Prepare, review, and submit reports within the required time frames.
● Assist in the management of care coordination clients.
● Assist in identifying and screening clients for appropriate resources to meet the needs of clients
(housing, employment, etc.).
● Assist the care coordinator with identifying goals and developing care plans.
● As a member of the team, perform other duties as assigned.
QUALIFICATIONS
● Graduation from an accredited college or university with a Bachelor's degree in a human
service-related field.
● At least two (2) years of experience in social work, care coordination, case management,
human services, or a non-profit environment.
● Experience working with varying populations and a high level of cultural competency.
● Must be fluent and flexible with technology (i.e., strong computer skills, particularly with
spreadsheets, databases, and remote access).
● Familiarity and a broad understanding of the local services and the ability to connect clients to
these services to meet their needs.
● Have the ability to work effectively in an outcomes-based environment with competing priorities.
● Ability to effectively interface with a wide range of partner community agencies.
● Maintain confidentiality and objectivity when dealing with sensitive client issues.
● A demonstrated commitment to the field and a passion for serving under-served and under-
resourced individuals, families, and/or communities, particularly people living in poverty.
● Desire to serve as an integral leader at an established community institution in the midst of a
unique period of change and transition.
● Not just tolerance for, but the enjoyment of, working with a degree of ambiguity during this
entrepreneurial period of transformation and the ability to help others successfully move through
this change.
● Quick learner, possessing superior judgment.
● Working knowledge of results-based accountability frameworks.
● Demonstrate strong critical thinking skills for analysis and problem-solving.
● Experience designing and implementing training on various subjects and modalities.
● Ability to work independently.

Job Summary