What are the responsibilities and job description for the WIOA Intake and Eligibility Specialist position at GOODWILL CENTRAL COAST?
JOB SUMMARY:
Serves as the first point of contact for potential WIOA participants, determining eligibility and completing necessary intake procedures. Responsibilities include conducting and scheduling eligibility intakes, completing file reviews, performing data entry, uploading and submitting eligibility documents to the database system, facilitating outreach events, and carrying out other tasks to support participant enrollment in the WIOA program.
ESSENTIAL DUTIES
First Point of Contact and Participant Support.
- Serve as the initial point of contact for potential participants, providing information about program services, eligibility criteria, and enrollment requirements.
- Respond to inquiries via phone, email, and in-person interactions, addressing questions regarding program participation and next steps.
- Support community outreach events to gage and inform potential participants about available program services.
- Participate in Rapid Response events to provide immediate assistance and resources to individuals affected by layoffs or workforce reductions.
Eligibility Determination and Intake Procedures
- Conduct and schedule eligibility intakes, ensuring applicants meet WIOA program requirements.
- Assist participants in completing intake forms and gathering necessary documentation.
- Explain eligibility requirements and guide participants through the enrollment process.
File Review and Compliance
- Verify eligibility documents and ensure all required paperwork is complete, accurate, and submitted within program deadlines.
- Maintain compliance with WIOA regulations by reviewing and organizing participant files.
- Track and follow up on missing or incomplete documentation.
Data Entry
- Enter participant information and application details into the database system accurately and in a timely manner.
- Upload and submit eligibility documents into the designated database for record-keeping and compliance.
- Maintain accurate case notes and documentation of participant progress and interactions.
SECONDARY DUTIES
Complete special projects as required/requested.
Perform related duties as assigned.
Qualifications:
JOB SPECIFICATIONS
EDUCATION REQUIRED: Associate’s degree in Business Administration, Human Services, Social Work, Workforce Development, or a related field or equivalent, or Bachelor’s preferred.
LICENSE/CERTIFICATION : Valid California Class C driver’s license preferred.
EXPERIENCE PREFERRED: Three years’ experience in direct sales, marketing, recruiting, human resources, or related profession, or equivalent.
KNOWLEDGE REQUIRED: Familiarity with local employers and industries.
Familiarity with DOL Employment and Training programs preferred.
Familiarity with Goodwill’s mission, general Company policies and procedures (this may be learned on-the-job).
Thorough knowledge of and demonstrated proficiency in computer technology, including advanced recordkeeping software, state-of-the-art internet job search techniques, and typical computer software programs.
EQUIPMENT USED: Typical office equipment; vehicles.
SKILLS/APTITUDES/TEMPERAMENTS:
Ability to communicate effectively in English, both orally and in writing. Ability to communicate in basic Spanish desirable.
Ability to understand and follow program-specific policies and procedures.
Ability to demonstrate sensitivity to the needs of individual clients in terms of cultural diversity, physical limitations, economic hardship, learning disabilities, or any other areas of difference or barriers to employment that participants may have.
Ability to demonstrate understanding of the entire operations of the job site and ability to work across functions as needed to ensure both the optimal delivery of services to the public and a supportive work environment.
Ability to demonstrate flexibility in service delivery times, including being available to attend community events or offer services during the evenings and weekends as determined to be in the best interest of serving the needs of the community.
Ability to deal with people beyond giving and receiving instructions.
Ability to display comfort at relationship marketing, demonstrated by meeting new people and describing workforce services both at business community events and over the phone in the form of “cold calling”.
Ability to understand others’ feelings and personal viewpoints and adapt accordingly.
Ability to organize and utilize time effectively to coordinate client schedules, staffing, and report writing duties.
Ability to reason, make generalizations, evaluations, and decisions based on both sensory/judgmental and measurable/verifiable criteria.
Ability to drive a vehicle in the transaction of company business. This requires a good driving record and may require the ability to provide evidence of personal vehicle liability insurance.
Ability to adhere to safe work practices as documented in Company policies; ability to report safety hazards/accidents promptly to supervisor or safety committee member.
EMOTIONAL EFFORT:
The job requires some emotional effort involving occasional short deadlines requiring little or no overtime. Work environment is routine with periods of isolated high activity/demand.
JOB SETTING
The job setting varies from day to day depending on the type of job the client is performing. This may involve working within a climactically-controlled, enclosed building to working outside. Work is completed in cooperation with the client, client’s co-workers and employer, and other rehabilitation staff and referring agents.
PHYSICAL DEMANDS
The job is primarily sedentary with a certain amount of walking and standing as is necessary to carry out the job duties. Normal lifting and/or carrying is limited to approximately 15 lbs., with occasional lifting and/or carrying of objects weighing up to 25 lbs. Heavier items (26 lbs. or more) will be moved by using the proper material handling equipment, assistance from another person or by work order request.
Normal or corrected talking, hearing, and seeing abilities are sufficient to perform required tasks.
Duties and responsibilities may be added, deleted or changed at any time at the discretion
of management, formally or informally, either orally or in writing.
WIOA Intake & Eligibility Specialist
Supplemental Physical Requirements
|
Standing |
Rarely |
0-10% of the time |
|
Walking |
Regularly |
31-70% of the time |
|
Sitting |
Consistently |
71-100% of the time |
|
Bending |
Rarely |
0-10% of the time |
|
Twisting |
Rarely |
0-10% of the time |
|
Pushing/Pulling |
None |
N/A |
|
Climbing |
None |
N/A |
|
Squatting/Kneeling |
Rarely |
0-10% of the time |
|
Lifting Carrying 10lbs. or less |
Occasionally |
11-30% of the time |
|
Lifting Carrying 11-25 lbs. |
Rarely |
0-10% of the time |
|
Lifting Carrying 26-50 lbs. |
None |
N/A |
|
Longest Distance Carried |
- |
N/A |
|
Heaviest Item Carried |
25 lbs. |
N/A |
|
Hand/Shoulder/Foot: Simple Grasp |
Regularly |
31-70% of the time |
|
Hand/Shoulder/Foot: Power Grasp |
Rarely |
0-10% of the time |
|
Hand/Shoulder/Foot: Fine Manipulation |
Occasionally |
11-30% of the time |
|
Hand/Shoulder/Foot: Gross Manipulation |
NA |
0-10% of the time |
|
Ability to use a hand truck |
NA |
N/A |
|
Reaching at or above shoulder level |
Rarely |
0-10% of the time |
|
Reaching at or below shoulder level |
Rarely |
0-10% of the time |
|
Operate foot controls or repetitive foot movement |
NA |
Other than walking |
|
Driving long distances in a vehicle for an hour or more |
NA/Rarely |
0-10% of the time |
|
Driving short distances getting in and out of vehicle repeatedly |
NA/Rarely |
0-10% of the time |
JOB MODIFICATION
Depending on the specific modification and its duration, the physical aspects of the position may be modified
Salary : $21 - $24