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Intake Specialist

Guesthouse · Milwaukee, Wisconsin, 53205, United States · On Site · Active · BambooHR

Job facts

FieldValue
CompanyGuesthouse
TitleIntake Specialist
Normalized title-
Department / teamInternal Case Management
LocationMilwaukee, United States
Work modelOn Site
Employment typeFull Time
Salary-
Statusactive
ATS providerBambooHR
Posted / first seen2026-02-20 / 2026-05-30
Changed / last seen2026-05-30 / 2026-06-06

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Department jobsActive postings in Internal Case Management.Open
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Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyGuesthouse
Source2ea51598-12cc-43fb-a7c4-30299b6c0dfc
ATS providerBambooHR

Description

About Guest House of Milwaukee, the largest housing program provider in Wisconsin: Guest House of Milwaukee, the largest housing program provider in Wisconsin, has been dedicated to addressing homelessness since 1982. Originally a short-term emergency shelter, we now offer a comprehensive range of onsite and community-based programs tailored to the evolving needs of individuals facing housing insecurity. As we enter an exciting growth phase, our commitment to client-centered solutions remains steadfast. With over 40 years of experience, our dedicated staff and partners work to create lasting change for our most vulnerable community members. We envision a Greater Milwaukee that prioritizes care and tackles the root causes of homelessness. We care about the well-being of our staff by providing: 11 paid holidays + your birthday paid! 3 weeks of vacation with 4 weeks of vacation after 1 year Paid mental health days Paid sick time FREE disability insurance FREE life insurance Health, Dental & Vision Insurance We are an eligible employer for public student loan forgiveness Growth & Development opportunities! Intake Specialist The Intake Specialist is responsible for providing initial case management support to “cot” clients — individuals who have not yet been formally assigned to an Internal Case Manager. This position serves as the first point of engagement for guests beginning the case management process and supports the transition into full case management services. The Intake Specialist performs early-stage assessments, documentation, and service coordination tasks that mirror the initial functions of the Internal Case Manager role. This position also serves as a backup support to Internal Case Managers as needed. This role is designed as an entry-level pathway into Case Management and requires an Associate’s degree (or active pursuit of) in Human Services, Social Work, Psychology, or related field required as a condition of continued employment and advancement. Essential Duties and Responsibilities Client Intake & Engagement Report daily openings of shelter space and participate in daily shelter call checking for eligibility. Contact clients who have been identified on the shelter call to be admitted to an open shelter space. Engage newly identified “cot” clients who have not yet been assigned a Case Manager Conduct initial client interviews and gather eligibility and identifying documentation Administer basic assessments to determine immediate needs and service priorities Provide orientation to case management services and program expectations Develop preliminary service plans to stabilize clients until assigned to a Case Manager Positively and respectfully engage with clients to support goal identification and service connection Documentation & Data Entry Ensure all client records are properly organized and documented according to program and funding requirements Accurately enter client data into Gates, agency databases, and Mission Tracker in a timely manner Maintain clear, complete, and professional case notes Service Coordination Assist clients with referrals to internal and external resources including employment, benefits, housing readiness, behavioral health, and other supportive services Coordinate with shelter staff, case managers, and other departments to ensure continuity of care Support smooth transition of clients from Intake Specialist to assigned Internal Case Manager Program Support & Coverage Serve as backup support to Internal Case Managers as assigned Assist with group meetings, workshops, and client education activities Participate in efforts to improve intake processes and case management workflows Attend required staff meetings, trainings, and case conferences Other Duties Perform other related duties and special projects as assigned Qualifications Familiarity with issues related to homelessness, mental illness, and substance use Strong interpersonal and engagement skills Ability to build trust and rapport with clients Strong organizational and documentation skills Ability to manage multiple priorities and work independently Ability to communicate clearly, both verbally and in writing Computer proficiency (Microsoft Word, Outlook, and data entry systems) Ability to maintain confidentiality and professional boundaries Training and Experience High School Diploma or GED required Minimum of one (1) year of experience working with individuals experiencing homelessness required Associate’s degree (or active pursuit) in Human Services, Social Work, Psychology, or related field required Training in crisis intervention and the ability to independently manage high-risk situations. Training in Motivational Interviewing or other client-centered practices preferred. Proficiency in Microsoft Office Suite, case management software (e.g., Mission Tracker, Clarity), and electronic health record (EHR) systems. Maintain a valid Wisconsin driver license, reliable transportation, and vehicle insurance in compliance with agency requirements. First Aid and CPR certification a plus. Competencies Managing Change : Maintains stability and professionalism during uncertainty while helping others adjust to changes. Written and Verbal Communication : Communicates clearly, respectfully, and professionally with guests, coworkers, and community partners. Produces accurate, timely documentation and case notes that meet organizational standards. Strategic/Forward-Thinking : Anticipates guest needs, system barriers, and operational challenges before they arise. Uses strong judgment to plan ahead, prevent issues, and support long-term guest success. Initiative : Takes proactive action without waiting for direction. Identifies problems early, proposes solutions, and follows through independently. Demonstrates ownership of responsibilities and outcomes. Results Orientation : Focuses on achieving meaningful, measurable progress for guests and the program. Prioritizes tasks effectively, manages time well, and maintains high-quality standards despite competing demands. Flexibility : Responds constructively to changes in schedules, staffing needs, guest behavior, and emergent issues. Adjusts approach based on the situation while maintaining professionalism and service quality. Advanced Critical Thinking : Assesses complex situations, synthesizes information quickly, and makes sound, timely decisions—especially when guest safety, care coordination, or crisis intervention is involved. Advanced Crisis Management : Effectively de-escalates high-stress situations, maintains composure, and applies trauma-informed approaches during behavioral, medical, or safety-related crises. Knows when to engage supervisory or emergency support. Leadership : Models professionalism, accountability, and sound judgment. Positively influences team culture, supports peers, and actively contributes to a safe, stable, and collaborative environment. Work Environment This job description outlines the general nature and essential functions of the role and is not an exhaustive list of all responsibilities. Work is performed in a homeless shelter environment, which can be fast-paced and unpredictable. Staff may encounter: Individuals experiencing medical, behavioral, substance-use–related, or mental health crises Exposure to bodily fluids, infectious diseases, and other biohazards consistent with congregate care settings The presence of pests (such as bed bugs, lice, or rodents) due to the nature of emergency and transitional housing Fluctuating noise or activity levels and occasional disruptive behaviors Indoor and outdoor environments, including varying temperatures during support tasks Essential functions may require standing or walking for extended periods; moving throughout multiple buildings; assisting with client needs; and lifting, pushing, or pulling up to 25 pounds. Additional safety procedures and personal protective equipment (PPE) may be required based on situational risk. The physical and environmental demands described are representative of those necessary to perform the essential functions of the position. In accordance with the Americans with Disabilities Act (ADA), reasonable accommodations will be considered for qualified individuals with disabilities, provided such accommodations do not remove essential job duties or impose an undue hardship on the organization.

Full job record

Job ID181fbf50b72f1fd1d8572f6b4dc889f7f626b565
Org ID99fe9dfe-2b60-4e2d-9f73-f97a6428b1f1
Source ID2ea51598-12cc-43fb-a7c4-30299b6c0dfc
Board ID2ea51598-12cc-43fb-a7c4-30299b6c0dfc
Providerbamboohr
Provider Job Key166
TitleIntake Specialist
Normalized Title
Statusactive
Activeyes
Location TextMilwaukee, Wisconsin, 53205, United States
DepartmentInternal Case Management
Team
Employment Typefull_time
Workplace Typeon_site
Remote Policy
CountryUnited States
Region
CityMilwaukee
Salary Raw
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://guesthouse.bamboohr.com/careers/166
Apply URLhttps://guesthouse.bamboohr.com/careers/166
First Seen At2026-05-30 05:45:59Z
Last Seen At2026-06-06 10:19:52Z
Last Checked At2026-06-06 10:19:52Z
Last Changed At2026-05-30 05:45:59Z
Inactive At
Source Posted At2026-02-20 00:00:00Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=guesthouse/date=2026-06-06/2026-06-06T10-19-51-899Z-1bde4f9d2d6239f113dd94570ecaa95407094697a58d178467eca9ed759b6709.json
Event Fields
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Parsed Structured
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Extensions
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Native Structured
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    "description": "<p><span style=\"text-decoration: underline\"><span style=\"font-weight: bold\">About Guest House of Milwaukee, the largest housing program provider in Wisconsin:</span></span></p>\n<p>Guest House of Milwaukee, the largest housing program provider in Wisconsin, has been dedicated to addressing homelessness since 1982. Originally a short-term emergency shelter, we now offer a comprehensive range of onsite and community-based programs tailored to the evolving needs of individuals facing housing insecurity. As we enter an exciting growth phase, our commitment to client-centered solutions remains steadfast. With over 40 years of experience, our dedicated staff and partners work to create lasting change for our most vulnerable community members. We envision a Greater Milwaukee that prioritizes care and tackles the root causes of homelessness.</p>\n<p><span style=\"text-decoration: underline\"><br></span></p>\n<p><span style=\"text-decoration: underline\"><span style=\"font-weight: bold\">We care about the well-being of our staff by providing:</span></span></p>\n<ul>\n<li>11 paid holidays + your birthday paid!</li>\n<li>3 weeks of vacation with 4 weeks of vacation after 1 year</li>\n<li>Paid mental health days</li>\n<li>Paid sick time</li>\n<li>FREE disability insurance</li>\n<li>FREE life insurance</li>\n<li>Health, Dental &amp; Vision Insurance</li>\n<li>We are an eligible employer for public student loan forgiveness</li>\n<li>Growth &amp; Development opportunities!</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold; text-decoration: underline\">Intake Specialist</span></p>\n<p>The Intake Specialist is responsible for providing initial case management support to “cot” clients — individuals who have not yet been formally assigned to an Internal Case Manager. This position serves as the first point of engagement for guests beginning the case management process and supports the transition into full case management services.</p>\n<p> </p>\n<p>The Intake Specialist performs early-stage assessments, documentation, and service coordination tasks that mirror the initial functions of the Internal Case Manager role. This position also serves as a backup support to Internal Case Managers as needed.</p>\n<p> </p>\n<p>This role is designed as an entry-level pathway into Case Management and requires an Associate’s degree (or active pursuit of) in Human Services, Social Work, Psychology, or related field required as a condition of continued employment and advancement.</p>\n<p> </p>\n<p><span style=\"font-weight: bold\"><span style=\"text-decoration: underline\">Essential Duties and Responsibilities</span></span></p>\n<p><span style=\"font-weight: bold\">Client Intake &amp; Engagement</span></p>\n<ul>\n<li>Report daily openings of shelter space and participate in daily shelter call checking for eligibility.</li>\n<li>Contact clients who have been identified on the shelter call to be admitted to an open shelter space.</li>\n<li>Engage newly identified “cot” clients who have not yet been assigned a Case Manager</li>\n<li>Conduct initial client interviews and gather eligibility and identifying documentation</li>\n<li>Administer basic assessments to determine immediate needs and service priorities</li>\n<li>Provide orientation to case management services and program expectations</li>\n<li>Develop preliminary service plans to stabilize clients until assigned to a Case Manager</li>\n<li>Positively and respectfully engage with clients to support goal identification and service connection</li>\n</ul>\n<p><span style=\"font-weight: bold\">Documentation &amp; Data Entry</span></p>\n<ul>\n<li>Ensure all client records are properly organized and documented according to program and funding requirements</li>\n<li>Accurately enter client data into Gates, agency databases, and Mission Tracker in a timely manner</li>\n<li>Maintain clear, complete, and professional case notes</li>\n</ul>\n<p><span style=\"font-weight: bold\">Service Coordination</span></p>\n<ul>\n<li>Assist clients with referrals to internal and external resources including employment, benefits, housing readiness, behavioral health, and other supportive services</li>\n<li>Coordinate with shelter staff, case managers, and other departments to ensure continuity of care</li>\n<li>Support smooth transition of clients from Intake Specialist to assigned Internal Case Manager</li>\n</ul>\n<p><span style=\"font-weight: bold\">Program Support &amp; Coverage</span></p>\n<ul>\n<li>Serve as backup support to Internal Case Managers as assigned</li>\n<li>Assist with group meetings, workshops, and client education activities</li>\n<li>Participate in efforts to improve intake processes and case management workflows</li>\n<li>Attend required staff meetings, trainings, and case conferences</li>\n</ul>\n<p><span style=\"font-weight: bold\">Other Duties</span></p>\n<ul>\n<li>Perform other related duties and special projects as assigned</li>\n</ul>\n<p> </p>\n<p><span style=\"font-weight: bold\"><span style=\"text-decoration: underline\">Qualifications</span></span></p>\n<ul>\n<li>Familiarity with issues related to homelessness, mental illness, and substance use</li>\n<li>Strong interpersonal and engagement skills</li>\n<li>Ability to build trust and rapport with clients</li>\n<li>Strong organizational and documentation skills</li>\n<li>Ability to manage multiple priorities and work independently</li>\n<li>Ability to communicate clearly, both verbally and in writing</li>\n<li>Computer proficiency (Microsoft Word, Outlook, and data entry systems)</li>\n<li>Ability to maintain confidentiality and professional boundaries</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\"><span style=\"text-decoration: underline\">Training and Experience</span></span></p>\n<ul>\n<li>High School Diploma or GED required</li>\n<li>Minimum of one (1) year of experience working with individuals experiencing homelessness required</li>\n<li>Associate’s degree (or active pursuit) in Human Services, Social Work, Psychology, or related field required</li>\n<li>Training in crisis intervention and the ability to independently manage high-risk situations.</li>\n<li>Training in Motivational Interviewing or other client-centered practices preferred.</li>\n<li>Proficiency in Microsoft Office Suite, case management software (e.g., Mission Tracker, Clarity), and electronic health record (EHR) systems.<br></li>\n<li>Maintain a valid Wisconsin driver license, reliable transportation, and vehicle insurance in compliance with agency requirements.</li>\n<li>First Aid and CPR certification a plus.</li>\n</ul>\n<p> </p>\n<p><span style=\"font-weight: bold\">Competencies</span></p>\n<ul>\n<li><span style=\"font-weight: bold\">Managing Change</span>: Maintains stability and professionalism during uncertainty while helping others adjust to changes.</li>\n<li><span style=\"font-weight: bold\">Written and Verbal Communication</span>: Communicates clearly, respectfully, and professionally with guests, coworkers, and community partners. Produces accurate, timely documentation and case notes that meet organizational standards.</li>\n<li><span style=\"font-weight: bold\">Strategic/Forward-Thinking</span>: Anticipates guest needs, system barriers, and operational challenges before they arise. Uses strong judgment to plan ahead, prevent issues, and support long-term guest success.</li>\n<li><span style=\"font-weight: bold\">Initiative</span>: Takes proactive action without waiting for direction. Identifies problems early, proposes solutions, and follows through independently. Demonstrates ownership of responsibilities and outcomes.</li>\n<li><span style=\"font-weight: bold\">Results Orientation</span>: Focuses on achieving meaningful, measurable progress for guests and the program. Prioritizes tasks effectively, manages time well, and maintains high-quality standards despite competing demands.</li>\n<li><span style=\"font-weight: bold\">Flexibility</span>: Responds constructively to changes in schedules, staffing needs, guest behavior, and emergent issues. Adjusts approach based on the situation while maintaining professionalism and service quality.</li>\n<li><span style=\"font-weight: bold\">Advanced Critical Thinking</span>: Assesses complex situations, synthesizes information quickly, and makes sound, timely decisions—especially when guest safety, care coordination, or crisis intervention is involved.</li>\n<li><span style=\"font-weight: bold\">Advanced Crisis Management</span>: Effectively de-escalates high-stress situations, maintains composure, and applies trauma-informed approaches during behavioral, medical, or safety-related crises. Knows when to engage supervisory or emergency support.</li>\n<li><span style=\"font-weight: bold\">Leadership</span>: Models professionalism, accountability, and sound judgment. Positively influences team culture, supports peers, and actively contributes to a safe, stable, and collaborative environment.</li>\n</ul>\n<p> </p>\n<p><span style=\"font-weight: bold\">Work Environment</span></p>\n<p>This job description outlines the general nature and essential functions of the role and is not an exhaustive list of all responsibilities. Work is performed in a homeless shelter environment, which can be fast-paced and unpredictable. Staff may encounter:</p>\n<ul>\n<li>Individuals experiencing medical, behavioral, substance-use–related, or mental health crises</li>\n<li>Exposure to bodily fluids, infectious diseases, and other biohazards consistent with congregate care settings</li>\n<li>The presence of pests (such as bed bugs, lice, or rodents) due to the nature of emergency and transitional housing</li>\n<li>Fluctuating noise or activity levels and occasional disruptive behaviors</li>\n<li>Indoor and outdoor environments, including varying temperatures during support tasks</li>\n</ul>\n<p>Essential functions may require standing or walking for extended periods; moving throughout multiple buildings; assisting with client needs; and lifting, pushing, or pulling up to 25 pounds. Additional safety procedures and personal protective equipment (PPE) may be required based on situational risk.</p>\n<p> </p>\n<p>The physical and environmental demands described are representative of those necessary to perform the essential functions of the position. In accordance with the Americans with Disabilities Act (ADA), reasonable accommodations will be considered for qualified individuals with disabilities, provided such accommodations do not remove essential job duties or impose an undue hardship on the organization.</p>",
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