field_job_employment_type

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

Purpose of PositionThe primary purpose of the Information &amp; Referral Specialist at our Contact/Call Center is to assess each caller’s needs and accurately refer them to the appropriate health, human and/or social services agencies from the 2-1-1 Orange County (211OC) resource database. We achieve this by educating expert working knowledge of the 211OC resource database and its management software, advocating, and empowering each caller so that they are provided with great customer service. By the end of each call, clients are one step closer to receiving the assistance that they need.Key Duties and Responsibilities<ul><li>Provide information and referral services to clients contacting 211OC through the helpline, email, texting methods, outreach events, or any other means identified by 211OC management as official I&amp;R&nbsp;channels.</li><li>Perform in-depth screenings and assessments, collects client information, and encourage clients to apply for entitled benefits.</li><li>Connect clients to appropriate resources, empower clients, de-escalate upset clients during crises and/or situations of abuse, trouble-shoot for additional&nbsp;options.</li><li>Educate clients on available services to ensure it best fits their need and empower clients to choose the services they feel are most appropriate for their&nbsp;situations.</li><li>Follow-up with clients in critical situations to ensure they received the assistance that they needed. If not, provide them with additional resources and&nbsp;help.</li><li>Provide warm-transfers to appropriate crisis response teams in critical situations to receive help including Domestic Violence, Suicide, and Behavioral health hotlines, fire, and police&nbsp;departments.</li><li>Assist callers with different languages by using the Language&nbsp;Line.</li><li>Develop an expert working knowledge of the 211OC’s management software including Community Information Exchange database, telephony, softphone, texting, administrative systems and other approved&nbsp;software.</li><li>Troubleshoot unavailability of services through expert knowledge of navigation of the 211OC’s resource database and&nbsp;through teamwork with other I&amp;R Specialists and the Resource&nbsp;Department.</li><li>Assist clients in problem-solving when no services are available which can meet their&nbsp;needs.</li><li>Other duties as&nbsp;assigned.</li><li>Assist with compiling monthly and bi-annual program&nbsp;reporting.</li><li>Advocate on behalf of clients who have been denied&nbsp;services.</li><li>Troubleshoot basic technological&nbsp;failures.</li><li>Performs other duties as&nbsp;assigned.</li></ul>Core Competencies<ul><li>Active listening and assessment skills</li><li>Excellent customer service skills</li><li>Computer competency with basic ability to troubleshoot technological failures</li><li>Independent decision making skills utilizing processes, systems and resources</li><li>Professional communication skills (verbal and written)&nbsp;</li><li>Possess skills in proper telephone etiquette which includes being present, patient, professional and proactive.&nbsp;</li><li>Ability to maintain a calm and sensitive demeanor&nbsp;</li><li>Ability to be part of a team, working internally and externally.</li></ul>Job Requirements /Technical Knowledge<ul><li>High School Diploma or BA/BS Degree in the Human Service&nbsp;Field</li><li>Prior&nbsp;experience&nbsp;providing&nbsp;information&nbsp;and&nbsp;referral&nbsp;servicesor&nbsp;related&nbsp;experience&nbsp;in&nbsp;the&nbsp;humanservice&nbsp;field&nbsp;is desirable.</li><li>Must be Bilingual (English and Spanish– verbal and&nbsp;written)</li><li>One year of experience working directly with individuals and families in crisis from the&nbsp;community</li><li>Ability to work evenings Monday - Friday (1:40 pm – 10:10 pm) and Saturday - Sunday (10:40 am – 7:10 pm)</li></ul>Compensation<ul><li>$20.91 per hour. Competitive benefits</li></ul>Physical Demands&nbsp;The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this Job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, Talk or hear, or feel; reach with hands and arms and climb or balance. Employee must use computer, so corrected eyesight is necessary. The employee must occasionally lift and/or move up to 25 pounds.Send Resumes To:&nbsp;<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a>&nbsp;Orange County United Way18012 Mitchell South, Irvine, CA 92614<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a>&nbsp;&nbsp;

Orange County United Way

Information & Referral Specialist, 211 OC

Purpose of PositionUnder the supervision of the Sr. Manager, HMIS the CIE Network Specialist works to support the partner network for the GetHelpOC Community Information Exchange.&nbsp;Key Duties and Responsibilities<ul><li>Provide support through the GetHelpOC helpdesk for the network partners including functionality, data quality, and best practices.</li><li>Provision and de-provision authorized user access.</li><li>Provide oversight of partner network usage and engagement.</li><li>Follow-up with network partners on pending referrals that are outside of expected response to ensure meeting network standards.</li><li>Maintain regular contact with GetHelpOC Referral Managers and Care Coordination user staff as needed.</li><li>Participate in GetHelpOC partner meetings.</li><li>Provide routine network usage, standard, and key performance indicator insights.</li><li>Assist with GetHelpOC data clean up.</li><li>Assist with writing knowledge base articles.</li><li>Participate in GetHelpOC partner meetings.</li><li>Work cross functionally to assure partner communications and messaging is consistent and provides best in class direction for our&nbsp;partners.</li><li>In collaboration with the GetHelpOC team, ensure the participating agency adheres to GetHelpOC’s Policy and Procedures including data security.</li><li>Other duties as assigned. Responsibilities may change under manager discretion.</li></ul>Core CompetenciesAll employees, in performing their respective tasks and duties, are to perform quality work within deadlines, with or without direct supervision; interact professionally with other employees, customers, and suppliers; work effectively as a team contributor on all assignments; and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; remains neutral and unbiased; remains open&nbsp;to&nbsp;others'ideas&nbsp;and&nbsp;tries&nbsp;new&nbsp;things.Oral Communication - Speaks clearly; listens and obtains clarification; responds well to questions; participates in meetings.Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret written information.Teamwork - Exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests.Professionalism - Tactfully approaches others; reacts well under pressure; treats others with respect and consideration, regardless of status or position; accepts responsibility for own actions; follows through on commitments.Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak effectively before groups of customers or employees of the organization.Job Requirements /Technical Knowledge<ul><li>Associate’s or Bachelor’s degree, or three years’ equivalent experience</li><li>1+ years working in the health and human service field preferred</li><li>1+ years with experience in Salesforce or equivalent preferred</li><li>Ability to maintain a positive, professional, and a discreet demeanor</li></ul>Compensation<ul><li>$24.00 - $27.00/hour with competitive benefits.</li></ul>Physical Demands&nbsp;The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this Job, the employee is frequently required to be able to remain in a stationary position 75% of the time.&nbsp; The person in this position needs to occasionally move about inside the office to access file cabinets, records, and office machinery.&nbsp; Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and computer printer. Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, including under the desks.&nbsp; The person in this position frequently communicates with coworkers and customers who have inquiries about our business operations and the community we service; therefore, the person must be able to exchange accurate information. The employee must occasionally lift and/or move up to 10 pounds.Send Resumes To:&nbsp;<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a>Orange County United Way18012 Mitchell South, Irvine, CA 92614<a href="http://www.unitedwayoc.org/" target="_blank">www.unitedwayoc.org</a>&nbsp;

CIE Network Specialist

<h2>Purpose of Position</h2>The Director, Grants and Contracts, will solicit and manage grant and contract funding for Orange County United Way (OCUW). Under the direction of the Chief Development Officer, the Director, Grants and Contracts, will lead a team in soliciting and managing grants and contracts that fund the organization’s key areas of work, including the programs of United for Financial Security, United for Student Success, United to End Homelessness, and 211OC. This person will be a key member of the organization’s development team and directors’ team.&nbsp;<h2>Key Duties and Responsibilities</h2><ul><li>Manage the grants and contracts team, meeting annual revenue goals.</li><li>Develop proposals and applications to foundations, corporations, and government funders</li><li>Prepare regular reports to funders, including both financial and narrative outcome reports</li><li>Research potential funders and review opportunities to identify new funding sources</li><li>Develop&nbsp;program&nbsp;budgets, data,&nbsp;and&nbsp;scopes of&nbsp;work&nbsp;for&nbsp;grant/contract&nbsp;applications&nbsp;and&nbsp;proposals</li><li>Review grant agreements/contracts, recommend changes, and review modifications prior to grant/ contract execution to ensure adherence to&nbsp;regulations</li><li>Develop a comprehensive compliance plan for all grants and&nbsp;contracts</li><li>Monitor&nbsp;activities, deliverables, and expenditures&nbsp;to&nbsp;ensure the&nbsp;organization&nbsp;is&nbsp;in&nbsp;compliance&nbsp;with&nbsp;new&nbsp;and&nbsp;existing grants/contracts; recommend appropriate action to enforce compliance where necessary</li><li>Develop/implement policies and procedures related to grant/contract administration and compliance</li><li>Maintain an understanding of federal, state, and local regulations relating to grants/contracts</li><li>Provide guidance to staff regarding awarded terms, conditions, and regulations</li><li>Work with program and finance staff in tracking monthly expenditures related to grants/contracts; ensure expenditures are allowable and within grant/contract&nbsp;guidelines</li><li>Compile, prepare, and submit invoices and reports to funders with all required&nbsp;documentation</li><li>Ensure receipt of reimbursements from funders and process payments with&nbsp;finance</li><li>Ensure gift recognition is sent to funders and engage in ongoing donor stewardship</li><li>Work with marketing department and programmatic teams to ensure funder recognition</li><li>Establish and maintain cooperative working relationships with a variety of individuals, community groups, service providers, funders, and&nbsp;agencies</li><li>Conduct and attend meetings to provide information, enlist support, resolve issues, and plan/coordinate&nbsp;activities</li><li>Set up methods for effective project management from inception through&nbsp;completion</li><li>Use applicable computer databases and applications related to the&nbsp;work</li><li>Develop and maintain record-keeping systems to ensure&nbsp;deliverables</li><li>Gather statistical data and other information&nbsp;required</li><li>Ability and willingness to meet in person with funders, team members, and other partners as needed</li><li>Maintain good public relations and provide clear spoken information via telephone, in writing, and in&nbsp;person</li><li>Maintain confidentiality of sensitive and confidential matters and&nbsp;information</li><li>Perform other duties as&nbsp;required</li></ul><h2>Core Competencies and Experience</h2><ul><li>Excellent written and oral communication&nbsp;skills</li><li>Experience with fund development, grants and/or contracts administration and&nbsp;management</li><li>Proficient in Microsoft Office (Word, Outlook, Excel, Teams, etc.), Zoom, database systems, and online grants management/application platforms</li><li>Knowledge of codes, statutes, and laws related to various federal, state, and local&nbsp;regulations</li><li>Ability to understand, interpret, and apply legislation, laws, rules, and&nbsp;regulations</li><li>Ability to analyze operations and procedures to make recommendations for improvement</li><li>Experience establishing effective working relationships with coworkers and the community</li><li>Ability to speak effectively before&nbsp;groups</li><li>Understanding of financial&nbsp;procedures</li><li>Ability to compile and analyze&nbsp;data</li><li>Coordination of complex statistical&nbsp;projects</li><li>Effective communicator over the phone, in person, and in&nbsp;writing</li><li>Organizational and time management&nbsp;skills</li></ul><h2>Job Requirements/Technical Knowledge</h2><ul><li>Bachelor’s degree</li><li>Four (4) years of related work&nbsp;experience</li><li>Supervisory experience</li><li>Demonstrated experience in fund development, grants/contract management, and&nbsp;reporting to funders</li></ul><h2>Employment Standards</h2><ul><li>Commitment to the mission and values of the&nbsp;organization</li><li>Self-motivated and able to work effectively with minimal&nbsp;supervision</li><li>Ability to represent program and Orange County United Way with public/private&nbsp;partners</li><li>A decisive and resourceful individual with the willingness to accept responsibility and take charge of results; able to work successfully with limited&nbsp;resources</li><li>Reliable internet connection and a quiet workspace free of&nbsp;disruptions</li><li>Must be available to work flexible hours</li><li>Access to a car, California Driver's License, car insurance and a satisfactory driving record are conditions of initial and continued&nbsp;employment.</li></ul><h2>Compensation</h2><h2>Commensurate with experience, education, and market; $90,000-$120,000/year; competitive benefits.&nbsp;</h2><h2>Physical Demands</h2>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this Job, the employee is frequently required to be able to remain in a stationary position 75% of the time.&nbsp; The person in this position needs to occasionally move about inside the office to access file cabinets, records, and office machinery.&nbsp; Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and computer printer. Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, including under the desks.&nbsp; The person in this position frequently communicates with coworkers and customers who have inquiries about our business operations and the community we service; therefore, the person must be able to exchange accurate information. The employee must occasionally lift and/or move up to 10 pounds.<h2>How to Apply</h2><ul><li>Email cover letter and resume to:&nbsp;<a href="mailto:Recruiting@UnitedWayOC.org" target="_blank">Recruiting@UnitedWayOC.org</a></li><li>No phone calls, please</li></ul><h2>About Orange County United Way&nbsp;</h2>Orange County United Way is committed to leading the fight for equity by removing barriers, closing gaps, and leveling the playing field for everyone who lives here. Orange County United Way is hands- on, delivering programs countywide to improve lives in the community by working to ensure students succeed, struggling families find financial security, and homeless neighbors find a place to call home. For more information, please visit <a href="http://www.unitedwayoc.org/" target="_blank">www.unitedwayoc.org</a>.

Director, Grants and Contracts

ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Resource Coordinator 
Reporting To: Senior Manager, Partner 
Engagement 

 Department: 211 OC Position: Full-time/NON-EXEMPT 


Purpose of Position 
Under the supervision of the Senior Manager, Partner Engagement the Resource Coordinator is primarily 
responsible for managing and maintaining relationships with service agencies listed in 211OC’s resource 
databases including keeping up the accuracy of information, adding new agencies and services, and recruiting 
into GetHelpOC closed loop referral partners. 


Key Duties and Responsibilities 
ï· Manage and develop expertise of 211OC’s GetHelpOC: Community Information Exchange and iCarol 

resource databases of all front-end, back-end and administrative features and functions 

ï· Maintain and ensure integrity of records in the resource databases 

ï· Build relationships with agency and program staff, provide GetHelpOC demos, and encourage participation 
in GetHelpOC for closed loop referrals. 

ï· Initiate organization information updates in the 211OC resource databases, provide and follow up on 
requests with agency directors and managers 

ï· Develop a working knowledge of Alliance of Information and Referral Systems (AIRS) Taxonomy and 
Standards and how they are applied in the 211OC Resource Department 

ï· Research services available in the community and assist agencies with completion and updates of 
application and forms 

ï· Develop and maintain strong relationships with Agencies/Service Providers 

ï· Assist with 211RIDE program updates 

ï· Other duties as assigned. Responsibilities may change under manager discretion. 
 

Core Competencies 
All employees, in performing their respective tasks and duties, are to perform quality work within deadlines, with 
or without direct supervision; interact professionally with other employees, customers, and suppliers; work 
effectively as a team contributor on all assignments; and work independently while understanding the necessity 
for communicating and coordinating work efforts with other employees and organizations. 
 
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; 
solicits customer feedback to improve service; responds to requests for service and assistance; meets 
commitments. 
Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; keeps emotions under 
control; remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and obtains 
clarification; responds well to questions; participates in meetings. 
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and 


interpret written information. 
Teamwork - Exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to 
building a positive team spirit; puts success of team above own interests. 
Professionalism - Tactfully approaches others; reacts well under pressure; treats others with respect and 
consideration, regardless of status or position; accepts responsibility for own actions; follows through on 
commitments. 
Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance 
instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak 
effectively before groups of customers or employees of the organization. 

 
Job Requirements /Technical Knowledge 

ï· 1+ years working in the health and human service field preferred 

ï· 2+ years working in a customer service position preferred 

ï· Ability to maintain a positive, professional, and a discreet demeanor 

Compensation 
ï· $20-23/hr with competitive benefits. 

 
Physical Demands 
Physical demands are representative of the requirements necessary for an employee to successfully perform the 
essential functions of this position. The employee is required to actively listen and communicate clearly. The 
employee is required to stand and publically speak. The employee is required to walk, reach with arms and hands, 
climb, balance, twist, lean, move from one location to another, and to stoop, kneel, crouch or crawl. Vision abilities 
required by this job include close and far. Ability to operate a computer keyboard and mouse, and lift files and 
reports is required. Employee must be able to lift and carry 25 pounds. Reliable transportation and a clean driving 
record are required as the employee will need to travel throughout Orange County to visit with partners, County 
meetings, Collaborative meetings, and other meetings and trainings. 


Send Resumes To: 
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

Resource Coordinator

Purpose of PositionUnder the direction of the Client Services Supervisor, the Housing Specialist is a client-focused position serving English- and/or Spanish-speaking individuals in Orange County, and is primarily responsible for providing information, resources, and crises assistance to clients contacting 211OC through the helpline, email, texting, outreach events, or any other means identified by 211OC management. We are a high volume call center and the front line to providing assistance to those in need. We are looking for articulate, caring, good communicators, who are able to maintain a calm and professional demeanor, think on their feet, yet able to handle the call volume we receive from routine questions to more complex issues. We put our callers’ needs first, as we are here to serve our community.Key Duties and Responsibilities<ul><li>Provide social service navigation to clients contacting our contact center at 211OC through the helpline, email, texting methods, outreach events.</li><li>Assess clients’ need and readiness for services and their current barriers to stable housing</li><li>Identify and confirm clients’ existing service connections at time of intake, including but not limited to the services clients report having contacted and the services—including assessments (i.e. Housing Assessment)—clients appear to have accessed according to HMIS</li><li>Help clients establish concrete, attainable housing stability goals and develop action plans for achieving those goals; track clients’ progress toward achieving their housing stability goals, adjusting action plans as needed to overcome barriers</li><li>Connect clients to community resources tailored to their unique housing needs, strengths, and obstacles; connections may include—but are not limited to—referrals, “warm” hand-offs between clients and partner organizations, and direct enrollment in services, when applicable</li><li>Continuously assess clients’ interest in following and capacity to follow their action plans; refer clients with low interest to lower-level services; connect clients with low capacity to higher-level services</li><li>Follow clients throughout their action plans until one of the following conditions is met: 1) stable permanent housing is achieved, 2) lower interest level results in a referral to lower-level services, or 3) service limitations or unavailability have resulted in an impassable barrier to stable permanent housing; consult with organizational leadership before terminating a client case due to impassable barrier</li><li>Maintain accurate records on all clients, meeting the deadline and thoroughness standards established by your department in HMIS and 211OC’s Information &amp; Referral Database.</li><li>Directly provide clients—or connect them to—appropriate and relevant information, education, and training on diversion, prevention, and housing services, renters’ and landlords’ rights and responsibilities, and other topics that would assist them in remaining or becoming housed</li><li>For clients identified as needing wraparound support from multiple community organizations, plan, coordinate, and manage the provision of wraparound services department</li><li>Serve as liaison between partner organizations’ outreach workers and their clients when the clients contact the helpline requesting updates</li><li>Advocate for clients with housing providers when clients run into barriers</li><li>Meet or exceed all efficiency, deadline, accuracy, and compliance standards established by HUD and/or your</li><li>Learn and develop expert working knowledge of our resource database and its management software.</li><li>Active listening, with ability to assess clients’ stated and unstated needs during interactions.</li><li>Educate clients on available services/resources and ensure client eligibility and support.</li><li>Empower clients to choose the services they feel are most appropriate for their situations by discussing the options and needs assessed.</li><li>Deescalate clients if upset and intervene during crises and/or situations of abuse.</li><li>Troubleshoot services and their availability utilizing expert knowledge and navigation of the 211OC resource database and through teamwork with other I&amp;R Specialists in the Dept.</li><li>Be an advocate and assist clients in problem-solving when no services are available which can meet their needs.</li><li>Perform thorough intakes on clients and accurately report data.</li><li>Follow-up with clients and close the loop to ensure they received needed services. Track this information on service provision in Orange County.</li><li>Other duties as assigned.</li></ul>Core CompetenciesAll employees, in performing their respective tasks and duties, are to perform quality work within deadlines, with or without direct supervision; interact professionally with other employees, customers, and suppliers; work effectively as a team contributor on all assignments; and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.Customer Service&nbsp;- Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.Interpersonal Skills&nbsp;- Maintains confidentiality; listens to others without interrupting; remains neutral and unbiased; remains open to others' ideas and tries new things.Oral Communication&nbsp;- Speaks clearly; listens and obtains clarification; responds well to questions; participates in meetings.Written Communication&nbsp;- Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret written information.Language Skills&nbsp;- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak effectively before groups of customers or employees of organization.Job Requirements /Technical Knowledge<ul><li>High School Diploma or BA/BS Degree in the Human Service Field</li><li>Prior experience providing information and referral services or related experience in the human service field is desirable</li><li>Must be Bilingual (English and Spanish– verbal and written)</li><li>One year of experience working directly with individuals and families in crisis from the community</li></ul>Compensation<ul><li>$21.00 per Hour. Competitive benefits.</li></ul>Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this Job, the employee is frequently required to be able to remain in a stationary position 75% of the time.&nbsp; The person in this position needs to occasionally move about inside the office to access file cabinets, records, and office machinery.&nbsp; Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and computer printer. Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, including under the desks.&nbsp; The person in this position frequently communicates with coworkers and customers who have inquiries about our business operations and the community we service; therefore, the person must be able to exchange accurate information. The employee must occasionally lift and/or move up to 10 pounds.Send Resumes To:<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a>Orange County United Way18012 Mitchell South, Irvine, CA 92614<a href="http://www.unitedwayoc.org/" target="_blank">www.unitedwayoc.org</a>

Housing Intake Specialist

Position Summary:&nbsp;The Resource Development (RD) Assistant will primarily provide a leadership role in the management of the donor stewardship journey in order to achieve individual, department and company goals. Additionally, the RD Assistant will provide support to the Director of Resource Development in all areas related to implementing and supporting the fundraising initiatives and goals for United Way.&nbsp; United Way professionals should exhibit core competencies: mission-focused, relationship-oriented, collaborator, results-driven, and brand-steward.
Duties and Responsibilities:
Drives Revenue &amp; Impact
<ul><li>Resident expert on customer relationship management system communications platform.</li>
<li>Run reports as requested on behalf of the Director of Resource Development which will enhance knowledge of donor base for effective communications.</li>
<li>Manage and maintain global accounts where engagement is requested (but presentations are not permissible) to encourage business support and achieve United Way goals.</li>
<li>Utilize CRM to review accounts and to process pledge transactions with a high level accuracy and speed.</li>
<li>Identify and write up adjustments to donor accounts as needed.</li>
<li>Maintain an organized filing system of donor pledge cards and payment documentation.</li>
</ul>Strategic Relationship Building
<ul><li>Responsible for carrying out all phases of the communication plan with donors for enhanced stewardship.</li>
<li>Through timely communications is able to connect donors’ and prospects’ areas of interest directly to United Way’s work and inspire commitment and support for United Way.</li>
<li>Utilizing our CRM/communications platform, practice effective stewardship by thanking donors, informing them about the impact of their gifts, and keeping them apprised of progress on Community Impact work.</li>
<li>Work effectively with other departments to achieve United Way goals and communicate to various stakeholders.</li>
</ul>Effective &amp; Engaging Communicator
<ul><li>Excellent written and oral communication skills to effectively present the United Way message to businesses, employees, and the community.</li>
<li>Provide excellent customer service and problem resolution to both internal and external constituents.</li>
</ul>Embracing &amp; Managing Change
<ul><li>Effectively work with the Director of Resource Development, UW Board members, and Campaign Cabinet to implement new and creative strategies for workplace campaigns to support United Way goals.</li>
<li>Work with UW, the Resource Development Team and Community Impact Team to engage donors as volunteers through effective communications as part of the stewardship journey.</li>
</ul>Entrepreneurial &amp; Innovative
<ul><li>Collaborate with the local community to meet organizational goals through special events (including but not limited to race parking) and affinity groups (including but not limited to Power of the Purse events.)</li>
</ul>This job description reflects the general duties assigned to the Resource Development Assistant, however, other duties may be assigned based upon needs that may arise within the organization and fall within the scope of the Resource Development Department. &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Qualifications:
<ul><li>High School Diploma or equivalent required.</li>
<li>1 - 3 years of experience in database management, preferably in a non-profit organization.</li>
<li>Associate degree in business, accounting or database management an advantage.</li>
<li>Excellent computer and data entry skills.</li>
<li>Proficient with Microsoft Office products including Word, Excel, PowerPoint</li>
<li>Team player with the ability to work with AUW senior management to achieve organizational goals.</li>
<li>Detail oriented with strong organizational and project management skills.</li>
<li>Strong verbal and written communication skills, including public speaking and presentation skills.</li>
<li>High degree of professional integrity to deal ethically with confidential information.</li>
<li>Ability to work under minimal supervision.</li>
<li>Possess a valid driver’s license and have use of insured motor vehicle.</li>
</ul>Working Conditions &amp; Physical Requirements:
Work is carried out in a controlled, agreeable environment as generally represented by normal office conditions.&nbsp; Employees may be required to assist with or attend various offsite events related to programs or fund raising that are scheduled evenings and/or weekends.&nbsp; These events may&nbsp;require several hours on your feet and assisting with heavy lifting and carrying.
UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

6 Full time Jobs in Irvine, CA, USA