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Screener/Navigator

Location: New York City, NY
Employment Type: Full-Time
Schedule: Hybrid (Primarily Remote) Mon-Fri 9AM to 530PM

Position Overview

Roots to Grow is seeking highly motivated, tech-savvy, and detail-oriented Screener/Navigators to join our growing team serving communities throughout New York City.

This is a hybrid position with most work performed remotely from home, along with occasional in-office meetings, trainings, community events, and field-based activities as needed. We are looking for individuals who are comfortable working independently in a fast-paced environment while leveraging technology to efficiently manage their workload.

This role is ideal for someone who enjoys helping others while also being highly organized, adaptable, and confident using computers and multiple software platforms throughout the day.

What You'll Do

• Conduct comprehensive social care screenings with clients by phone and through virtual platforms.
• Assess client needs and connect individuals with appropriate community resources and services.
• Maintain accurate, detailed, and timely electronic documentation.
• Manage multiple cases while meeting productivity and quality expectations.
• Navigate between multiple software platforms, databases, spreadsheets, and web-based systems throughout the workday.
• Communicate professionally with clients, healthcare partners, and community organizations.
• Participate in virtual meetings, occasional in-person trainings, office meetings, and community outreach events.
• Work independently while remaining engaged with supervisors and team members in a remote environment.

Technology amp; Computer Skills (Required)

This position is heavily technology-driven. Successful candidates must be comfortable learning new software quickly and working in multiple systems simultaneously.

Candidates should have experience with:

• Microsoft Excel (sorting, filtering, spreadsheets, and data entry)
• Microsoft Word
• Google Workspace (Gmail, Google Drive, Google Sheets, Google Docs, Google Meet)
• Web-based databases and case management systems
• Video conferencing platforms
• Managing multiple browser tabs and applications efficiently
• Accurate keyboarding and data entry

Strong computer proficiency is required and will be evaluated throughout the hiring process. Applicants should be confident using technology independently and be able to quickly learn new systems and workflows.

Qualifications

• Exceptional attention to detail and organizational skills.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to work independently with minimal supervision.
• Self-motivated with outstanding time management skills.
• Comfortable working in a fast-paced, productivity-driven environment.
• Ability to multitask while maintaining accuracy.
• Reliable internet connection and a dedicated workspace suitable for remote work.
• High preference given to bilingual and multilingual candidates.
• Previous experience in healthcare, social services, customer service, navigation, care coordination, or case management is preferred but not required.

Why Join Us?

• Primarily work from home with a hybrid schedule.
• Meaningful work helping individuals access critical health and social services.
• Collaborative and supportive team environment.

Additional Information

Qualified candidates may begin shortly after completing all required onboarding paperwork and training requirements.

This position follows a hybrid schedule, with most work performed remotely. Employees will periodically attend in-person trainings, team meetings, community events, or other organizational activities as needed throughout New York City.