Intake and Eligibility Specialist

Career Team•San Luis, CA

1d•Onsite

About The Position

Career Team is looking to hire an Intake and Eligibility Specialist who will serve as the first point of contact for customers accessing workforce services at the America's Job Center. This role is essential to delivering a welcoming, organized, and participant-centered experience. The day-to-day functions of this role include customer intake, resource navigation, workshop coordination, and front-line support across WIOA-funded programs. In addition, this position will perform one stop operation duties in San Luis Obispo County.

Requirements

Associate's degree required, or a comparable combination of education and experience
Ability to listen actively, analyze customer needs, and apply sound judgment to recommend solutions and appropriate next steps
Must be computer literate and have MS Word and Excel skills at minimum, and the ability to learn Google Suite as well as specialized databases and software systems
Knowledge of WIOA and other workforce program requirements
Possess neutrality and objectivity
Experienced in resolutions expertise
Data driven and accountable
Strong operational acumen
Ability to work with a culturally diverse customer base with sensitivity, respect, and professionalism
Excellent interpersonal, time management, customer service, organizational, and written and verbal communication skills
Familiarity with standard office equipment including computers, printers, and fax machines
Ability to thrive in a fast-paced environment while remaining flexible, proactive, resourceful, and confidential
Commitment to extreme customer service in all internal and external interactions
Approach each day and task with a solutions-oriented and responsive mindset
A Valid Driver's License

Nice To Haves

Bilingual or multilingual
Strong multitasking abilities and a proactive, solutions-oriented approach
Training in Trauma Informed Care, evidence-based practice, and empathy-driven service delivery

Responsibilities

Serve as the primary initial liaison between customers and center services, ensuring all visitors feel welcomed and supported from the moment they arrive
Conduct intake screening and assist customers in completing eligibility documentation, online assessments, and enrollment processes in accordance with WIOA and program requirements
Triage customer needs and connect individuals to appropriate staff, services, and community resources with a high standard of customer care
Deliver presentations and orientations in person and virtually to inform customers about available services and program benefits
Maintain symbiotic relationships with partner organizations
Develop and maintain workshop schedules, coordinate partner participation, and manage room scheduling to meet the needs of career seekers
Provide resume feedback, letter of introduction guidance, and job search assistance in the resource room
Re-engage customers who have not completed enrollment or are awaiting services by proactively communicating program opportunities and next steps
Train career seekers and staff on Career Team and Center resources, tools, and systems
Maintain a clean, organized, and welcoming resource area and coordinate general office activities
Request and document customer feedback to support continuous improvement of the participant experience
Coordinate service delivery among required partners
Align services from various partners to avoid duplication and ensure customer flow
Ensure agreements are active and understood by partners
Identify technical assistance needs
Maintain accurate records, case notes, and documentation in required data systems in compliance with program standards
Perform other duties and projects as assigned