Eligibility / Intake / Assessment Specialist

• Intake Specialists will perform intake, eligibility and initial assessments, provide labor market information, provide Comprehensive and Affiliated offices. Offer partner system navigation information, conduct orientations, and other similar basic career services.
• Meets and greets first time and continuing customers. Identifies customer needs and expectations and directs customers to next steps.
• Provides Center information regarding all services including accessibility, referrals, and processes.
• Answers telephone, takes messages, distributes messages and transfers calls to appropriate staff.
• Coordinates and plans for assessing suitability and eligibility for job seekers interested in receiving America’s Job Center services.
• Scheduled Adult and Dislocated Worker intake appointments, provide appointment confirmations, inform customers of required eligibility documentation.
• Outreach to RESEA clients and follow-up with UI Referrals for enrollment services for the Dislocated Worker program.
• Follow-up with Rapid Response referrals for enrollment services into the Dislocated Worker program.
• Facilitates individual and group intake and information sessions for job seekers on a regular schedule at the center and coordinates offsite and specialty intake sessions for events.
• Communicates program information to applicants and maintains a deep understanding of the purpose and intention of the forms being completed, how they are used and why we use them.
• Provide referrals for other Title I or Local Funded Grant programs and partner services.
• • Answers questions, responds to customer inquiries, and reaches out to customers who do not have complete information for enrollment.
• Tracks enrollments and reports information to colleagues and management.
• Reviews eligibility documentation and verifies information prior to entering into the system.
• Utilizes CalJOBS as an application tool to enroll participants into the WIOA program.
• • Utilizes Microsoft office tools and web-based database to pull reports and communicate performance.
• Responsible for the timely submission, tracking and onboarding of new customer information with support from the Career Coach team with follow-up and case notes as needed.
• Maintain electronic cases of eligibility documentation in the CalJOBS system and case note the initial assessment, barriers, and co-enrollments. Offer community referrals to customers who need additional services.
• Provides basic career services to customers such as workshop/recruitment/skills development referrals, labor market information, use of the Resource Room, basic skills assessment, interest assessments, and so forth.
• Adhere to County directives, standard operating procedures, and other mandatory guidelines.
• Collaborate with other departments & partners to meet and exceed enrollment performance measures, such as Business Services, training cohort referrals, and so forth. Meet weekly enrollment goals as established by the Program Manager for the Title I programs.
• Other support duties as assigned in that there as significant cross training for other tasks.

• Three years direct customer service experience with the ability to manage a diverse client population with varied barriers toward employment.
• High School Diploma or equivalent is required. Associate’s degree preferred.
• Strong attention to detail. Knowledge or experience in quality assurance is a plus.
• Work as part of a team and make independent decisions regarding client needs.
• Must know how to take the initiative to research information for staff and for job seeker clients.
• Strong interviewing skills to make initial client needs assessments for appropriate referrals.
• Bilingual in Spanish or other community-based language.
• Complete CWDP course and exam within 3 months of employment and secure CWDP certification within 12 months of employment.
• Work flexible hours, including early morning, evenings, and weekends is required.
• Travel to various locations, such as businesses, worksites, off-site meetings, and other related events.

PHYSICAL DEMANDS/WORKING CONDITIONS

While performing the essential functions of this job, the incumbent must be able to do the following: stand for extended periods; sit for extended periods; bend and reach for filing and other job-related functions; climb up and down stairs; bend, stoop, and lift to move and retrieve materials; pull, push, and lift; reach both above and below shoulder height. ?Specific visual abilities include close vision, color vision, depth perception, and the ability to adjust focus. Must be able to visually inspect work. Manual dexterity to operate computer and other office equipment required.

The physical demands described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made.