Temporary Full-Time Intake Processor - Community Services

Opportunities for Williamson and Burnet Counties•Georgetown, TX

4d•Hybrid

About The Position

Position Summary: The Temporary Full-Time Intake Processor is responsible for energy assistance Intake processor functions. This position reports to the Program Director and operates under moderate supervision with little latitude for the use of independent judgment, discretion, and initiative. Essential Job Duties: Process CEAP applications – ACCURACY IS ESSENTIAL Monitor and address tracking spreadsheet for new, incomplete, appeal, and additional benefits applications Address application e-file and database for proper documentation Determine financial eligibility based on the household’s previous 30-day income and FPL structure set up for the program utilizing the tools and resources provided by the Program Director. Determine household Priority Rating and benefit allowance Request client bill and billing/usage history from the vendor and enter into a database Determine individual benefits per household qualification Create payments in the database Report the current pledge to the vendor immediately after an application has been determined approved. Document service provided into the database Create and distribute an approval letter to the client either by email/mail, save a copy in an e-file, and update the tracking spreadsheet Document and save payments and vendor information into an e-file Collaborate with Program Director regarding cancelled and/or clients no longer in the service area, as needed Establish and maintain correspondence with energy vendors Contact clients on an as-needed basis to clarify the information provided Perform duties according to program guidelines, policies, and procedures as determined by OWBC and programmatic rules determined by TDHCA and TAC as provided by the program director. Provide other programs or funding benefits to clients per individual household qualifications The position requires acquiring a comprehensive understanding of the rules, regulations, and program requirements of the CEAP and CSBG programs as provided by the program director. The position must obtain knowledge of all benefits provided by Community Services as provided by the program director. (TDHCA) as provided by the program director. The position must obtain the knowledge to complete an application and gain internal knowledge of how an application moves from intake to processed for each line of service through OTJ training. The position necessitates acquiring a broad understanding of all services offered by the agency (OWBC) and maintaining ready access to information on how to provide referrals, as directed by the Program Director. (TDHCA) Attend all scheduled meetings for one-on-one, team, and program. All employees are expected to adhere to OWBC ethics expectations. Must be able to cooperate and work effectively with others. Must be diplomatic, honest, and fair. Regular and punctual attendance (8:00 a.m. to 5:00 p.m.) is an essential function of the position. Perform other duties as assigned or as they become apparent. The position may qualify for hybrid work as determined by the Program Director

Requirements

High School Diploma, or GED
Must have excellent customer service skills and experience with face-to-face, written and verbal communication.
Must have customer service experience with face-to-face, written, and verbal communication.
Required one (1) year of experience with Microsoft Office 365, Outlook, and SharePoint; prefer one (1) year of Adobe DC experience.
Valid Texas driver’s license.
Ability to operate various Microsoft 365 software, outlook, spreadsheets, TEAMS, Adobe DC, and database programs.
Ability to perform mathematical functions accurately.
Ability to work effectively with others.
Ability to provide excellent customer service to internal and external customers.
Ability to evaluate, analyze, and problem-solve within the confines of the program and requirements.
Ability to flex with job tasks when change is necessary to meet the demands of the day.
Ability to organize, prioritize, and utilize effective time management techniques.
Ability to ensure compliance with regulatory agency requirements and policies.
Ability to always respect confidentiality.
Ability to carry out multiple tasks and meet deadlines.
Ability to follow instructions furnished in verbal or written format.
Ability to be detail-orientated.
Ability to have a dedicated area for a hybrid schedule as discussed with the Program Director.

Nice To Haves

Prefer one (1) year experience working in an office environment with a team and working independently.
Prefer one (1) year of accounting or related experience.
Preferred Bilingual in English/Spanish

Responsibilities

Process CEAP applications – ACCURACY IS ESSENTIAL
Monitor and address tracking spreadsheet for new, incomplete, appeal, and additional benefits applications
Address application e-file and database for proper documentation
Determine financial eligibility based on the household’s previous 30-day income and FPL structure set up for the program utilizing the tools and resources provided by the Program Director.
Determine household Priority Rating and benefit allowance
Request client bill and billing/usage history from the vendor and enter into a database
Determine individual benefits per household qualification
Create payments in the database
Report the current pledge to the vendor immediately after an application has been determined approved.
Document service provided into the database
Create and distribute an approval letter to the client either by email/mail, save a copy in an e-file, and update the tracking spreadsheet
Document and save payments and vendor information into an e-file
Collaborate with Program Director regarding cancelled and/or clients no longer in the service area, as needed
Establish and maintain correspondence with energy vendors
Contact clients on an as-needed basis to clarify the information provided
Perform duties according to program guidelines, policies, and procedures as determined by OWBC and programmatic rules determined by TDHCA and TAC as provided by the program director.
Provide other programs or funding benefits to clients per individual household qualifications
The position requires acquiring a comprehensive understanding of the rules, regulations, and program requirements of the CEAP and CSBG programs as provided by the program director.
The position must obtain knowledge of all benefits provided by Community Services as provided by the program director. (TDHCA) as provided by the program director.
The position must obtain the knowledge to complete an application and gain internal knowledge of how an application moves from intake to processed for each line of service through OTJ training.
The position necessitates acquiring a broad understanding of all services offered by the agency (OWBC) and maintaining ready access to information on how to provide referrals, as directed by the Program Director. (TDHCA)
Attend all scheduled meetings for one-on-one, team, and program.
All employees are expected to adhere to OWBC ethics expectations.
Must be able to cooperate and work effectively with others.
Must be diplomatic, honest, and fair.
Regular and punctual attendance (8:00 a.m. to 5:00 p.m.) is an essential function of the position.
Perform other duties as assigned or as they become apparent.
The position may qualify for hybrid work as determined by the Program Director

Benefits

Medical, Dental and Vision coverage
Employer Matching Retirement Program
Flexible Spending Accounts
Employer-Paid Life insurance, Voluntary Life and AD&D Insurance Plans & more
Employee Assistance Program (24-hour support line for emotional, mental/personal well-being, financial & legal assistance, and webinars and podcasts)
Wellness Program
Paid time off (PTO) - three (3) weeks in your first year
14 paid holidays per calendar year
Tuition reimbursement for applicable programs

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