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We are looking for an Intake Coordinator to support high-volume client onboarding and document processing in New Haven, Connecticut. This Long-term Contract position is ideal for someone who works well in a structured production environment and can manage intake activities with accuracy and consistency. The role focuses on reviewing incoming client materials, maintaining organized records, and ensuring information is properly entered and tracked within content management tools. Success in this position requires strong attention to detail, dependable follow-through, and the ability to handle document-based workflows efficiently.
Job Responsibility:
Receive and review incoming client files and application materials to confirm completeness and readiness for processing
Enter, update, and organize intake information within client application platforms and content management systems
Prepare, scan, index, and retrieve records, including microfilm-related materials, to support accurate documentation workflows
Monitor assigned intake tasks in a production-driven setting while meeting quality expectations and turnaround targets
Coordinate the movement of client documents between intake channels and internal processing teams to keep work progressing smoothly
Identify missing, unclear, or inconsistent information and follow established procedures to resolve issues promptly
Maintain orderly digital and physical records so documents can be accessed, tracked, and audited when needed
Requirements:
Experience supporting client intake, document intake, or administrative processing activities
Working knowledge of client application systems and data entry practices in a structured workflow environment
Familiarity with content management systems and electronic document organization
Exposure to microfilm handling, record retrieval, or image-based document processes
Ability to work accurately in a fast-paced production environment with consistent attention to detail
Strong organizational skills with the ability to manage multiple items at different stages of intake
Effective written and verbal communication skills for coordinating with internal teams and clarifying information
Proficiency using standard office software and digital tools for record management and task tracking