Lucilita Ancheta
Salisbury,NC
Summary
Dynamic Intake Specialist with a proven track record at Salisbury Rowan Community Action Agency, Inc. Skilled in optimizing intake processes and enhancing client relationships through compassionate communication. Expertise in resource referrals and compliance monitoring, resulting in significantly reduced wait times and improved service delivery. Committed to fostering community partnerships and ensuring data integrity.
Overview
25
25
years of professional experience
Work History
Intake Specialist
Salisbury Rowan Community Action Agency, Inc
11.2000 - 10.2025
- Conducted comprehensive client intake assessments to determine eligibility for services.
- Collaborated with community partners to facilitate resource referrals and service connections.
- Maintained accurate records in client management systems, ensuring data integrity and confidentiality.
- Developed training materials for new staff on intake procedures and best practices.
- Led outreach initiatives to educate clients about available programs and resources in the community.
- Streamlined intake processes, enhancing efficiency and reducing client wait times significantly.
- Monitored compliance with program guidelines, ensuring adherence to organizational standards and policies.
- Provided ongoing support to clients throughout their engagement with services, fostering positive relationships and trust.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Conducted client intake interviews to gather essential information and assess needs.
Education
Bachelor of Science - Business Administration And Management
University of Santo Tomas
Manila, PhilippinesSkills
- Client intake assessments
- Resource referrals
- Data integrity
- Staff training development
- Outreach initiatives
- Process optimization
- Compliance monitoring
- Relationship building
- Program guidelines adherence
- Confidential record maintenance
- Community partnership collaboration
- Quality assurance processes
- Documentation accuracy
- Wait time reduction strategies
- Communication skills
- Problem resolution methods
- Customer service proficiency
- Intake assessment
- Compassionate communication
- Critical thinking skills
- Assertiveness
- Progress reporting
- Follow-up skills
- Records maintenance
- Case management
- Group and individual instruction
- Conflict mediation
- Records management
- Cross-cultural sensitivity
- Application assessments
- Crisis intervention
- Eligibility review
- Client intake
- Empathic communication
- Appointment scheduling
- Confidentiality
- Customer service
- Active listening
- Attention to detail
- Goal setting
- Data entry software
- Teamwork
- Teamwork and collaboration
- Time management
- Problem-solving abilities
- Multitasking Abilities
- Adaptable and flexible
- Reliability
- Excellent communication
- Organizational skills
- Decision-making
- Detail-oriented
- Office administration
- Flexible schedule
- Documentation and recordkeeping
- Computer proficiency
- Team building
- Filing systems
- Task prioritization
- Self motivation
Accomplishments
- Achieved by completing information with accuracy and efficiency.
Languages
English
Native or Bilingual
Timeline
Intake Specialist
Salisbury Rowan Community Action Agency, Inc
11.2000 - 10.2025
Bachelor of Science - Business Administration And Management
University of Santo Tomas