FI Intake Coordinator

Outsourcing Advantage is seeking a FI Intake Specialist who supports individuals and families through the initial enrollment and approval process for Self-Direction services. This role guides participants from initial inquiry through service approval. The Intake Specialist provides education on Self-Direction options, gathers and reviews required documentation, submits materials to OPWDD, and tracks progress. Upon initial budget approval, the Intake Specialist transitions the individual to their assigned OPWDD Coordinator.

• Serve as the primary point of contact for individuals seeking Self-Direction services
• Educate individuals and families on program options, budget categories, and enrollment procedures
• Meet with participants to assess needs and goals, determining program fit
• Gather, review, and ensure completeness and accuracy of startup and initial budget documentation
• Submit required materials to OPWDD and follow up on outstanding items
• Maintain accurate case records in Enterprise and Evero systems
• Track application status, approvals, and follow-up actions to ensure timely processing
• Coordinate with brokers, OPWDD, and internal teams throughout the intake workflow
• Address intake questions and escalate complex issues as needed
• Transition approved individuals to the assigned OPWDD Coordinator with complete documentation and case information

Requirements

Required Qualifications:

• English proficiency at C1 level
• Legal authorization to work in the Dominican Republic
• Available to work during U.S. Eastern Time business hours
• Ability to multitask and manage multiple intake cases simultaneously
• Strong organizational skills for managing documentation, deadlines, and follow-ups
• Exceptional attention to detail and accuracy in reviewing and completing intake and budget documentation

Preferred Qualifications:

• Working proficiency with Microsoft Office (Word, Excel, Outlook)
• Prior knowledge of OPWDD/Self-Direction or similar disability services programs
• Experience in a customer-facing role communicating with clients/customers and their families
• Experience coordinating with external program coordinators or case managers

Benefits

• Opportunity to work on diverse and exciting projects

• Supportive and collaborative work environment.

• Weekly payments.

• Weekends off.

• Welcome Bonus

• Performance Bonus

• Over-time Bonus

• Growth Opportunities

• Earn bonuses for getting your friends hired

• National holidays pay double the hourly rate