Eligibility Specialist

Career Team • Napa, CA

7d • $65,000

About The Position

Career Team is looking to hire an Eligibility Specialist to work with job seekers and employers in North Bay, California. The Eligibility Specialist is responsible for determining program eligibility, and completing program enrollments. This role plays a critical part in ensuring customers are accurately enrolled, well-informed, and prepared to achieve workforce success through career readiness assessments. The Eligibility Specialist is an integral part of our team and will assist us with our mission of accelerating the human condition!

Requirements

• Bachelor’s degree or higher, or an equivalent combination of education and relevant experience
• Minimum of 2 years of experience in eligibility determination, workforce development, training, customer service, or related human services fields
• Experience working with a culturally diverse customer population with demonstrated cultural sensitivity
• Strong facilitation skills with the ability to engage and motivate customers in group settings
• Proficiency with computers, including Microsoft Office (Word, Excel, Outlook), internet-based systems, and case management platforms
• Ability to manage multiple priorities, meet deadlines, and work effectively under pressure
• Excellent verbal and written communication skills
• Strong organizational and time-management skills
• Valid Driver’s License

Nice To Haves

• Bilingual in English and Spanish
• Knowledge of workforce development programs
• Experience facilitating assessments
• Proactive, detail-oriented, and highly organized with strong follow-through

Responsibilities

• Provide clear and accurate information regarding workforce development services and program opportunities
• Conduct eligibility screenings and process program enrollments in compliance with related workforce programs
• Collect, review, and verify source documentation to determine customer eligibility
• Enter and maintain accurate customer data, eligibility determinations, and documentation in case management and document storage systems
• Review customer files for completeness and compliance; resolve discrepancies using established procedures
• Accurately document customer interactions through detailed and compliant case notes
• Ensure all case files meet or exceed programmatic, contractual, and audit requirements
• Maintain ongoing programmatic competency to ensure compliance with federal, state, and local workforce regulations
• Collaborate with partners and internal staff to support integrated service delivery
• Follow all organizational policies, procedures, and data confidentiality standards
• Work effectively as part of a team to achieve program goals and performance outcomes
• Approach daily work with flexibility, accountability, and a solutions-oriented mindset
• Perform other duties and special projects as assigned

Benefits

• 401k with a generous employer match
• Medical, dental, and vision insurance with an employee-sponsored HSA on any qualifying plans
• Disability insurance
• Supplemental insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees