Triage Specialist - Dallas

Equus•Pleasant Grove, TX

About The Position

The Triage Specialist supports the WIOA Youth program by determining whether customers are eligible for enrollment and services. The role explores barriers to assess youth eligibility, verifies ongoing eligibility for continued services, and ensures case files contain appropriate documentation to prevent disallowed costs. Services must be entered accurately and in real time in the appropriate system (WIT), in accordance with policies and procedures. The position assists customers with enrollment in federally funded Career Office services and works as part of a cross-functional, multi-program team. It interviews customers to assess training needs, education, experience, skills, interests, and other relevant factors; determines eligibility according to local, state, and federal requirements; collects and verifies documentation; and helps customers identify additional information needed. The Specialist documents eligibility determinations professionally and accurately, identifies alternative resources for ineligible individuals, keeps current with TWC guidelines, and verifies that Work in Texas, Wagner-Peyser, and applicable funding streams have been addressed before program enrollment. The role also coordinates outreach with education, community, and employer partners.

Requirements

  • Associate’s degree from a recognized community college, or comparable years of related case management and job matching experience.
  • Excellent verbal and written communication skills.
  • Demonstrated customer service skills.
  • Sound knowledge of workforce programs, including SNAP, TANF, WIOA, NCP, RESEA, TAA, and SEAL.
  • Reliability and ability to work independently.
  • Familiarity with the communities served, including knowledge and understanding of local needs and resources.
  • Public speaking experience.
  • Demonstrated computer skills, including experience with word processing and spreadsheet software.
  • Ability to develop and maintain professional working relationships with management, coworkers, workers from other programs, and the public.
  • Organized and detail-oriented.
  • Reliable transportation.
  • Current driver’s license and auto insurance.

Nice To Haves

  • Bilingual in English and Spanish preferred.

Responsibilities

  • Assist customers with enrollment in Career Office federally funded services.
  • Demonstrate knowledge of services, labor market information, and multi-program services as part of a cross-functional team.
  • Coordinate activities and conduct outreach with Adult Education/Literacy partners, local school districts, community-based organizations, and employers.
  • Interview customers and record information about training needs, education, experience, skills, interests, and other relevant factors to determine career development opportunities and benefits eligibility.
  • Determine eligibility in accordance with local, state, and federal policies and procedures to ensure proper use of program funding.
  • Collect and verify required documentation and complete data entry.
  • Provide ineligible individuals with alternative resources within the center and community.
  • Document WIOA Youth program eligibility determinations in counselor notes, indicating whether the status is complete, incomplete and pending, or denied.
  • Ensure counselor notes contain factual information and professional decisions and are written professionally and with integrity.
  • Help individuals determine what additional information is needed for eligibility determination.
  • Document participant eligibility and ensure required criteria are met and accurate documentation is placed in customer files.
  • Adhere to updates to TWC guidelines.
  • Ensure Work in Texas and Wagner-Peyser are complete before program enrollment.
  • Verify that all funding streams have been explored and case files updated, and co-enroll participants as appropriate.
  • Enter services accurately and in real time in WIT according to applicable policies and procedures.
  • Verify ongoing eligibility for continued services and ensure case files contain appropriate documentation.

Benefits

  • Extensive learning opportunities and networking programs.
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