W2 Eligibility FEP

Forward Service•Madison, WI

About The Position

Forward Service Corporation (FSC) is a nonprofit organization dedicated to empowering individuals to overcome barriers, achieve financial stability, and reach their full potential. Since our founding in 1979, we have provided workforce development, training, and supportive services across Wisconsin. Our work is guided by a people-first philosophy, a strong commitment to diversity and inclusion, and a belief that every person deserves the opportunity to thrive. If you’re looking for a career where you can make a true difference—and feel great doing it—this is the place for you. In this role, you will serve as a key point of entry for individuals seeking W-2 services by completing initial eligibility determinations and guiding clients through the enrollment process. You will meet with clients by phone, in person, or through video conferencing to assess readiness for W-2 participation, explain available services, and support completion of all required steps and verifications. The W-2 Eligibility Specialist/FEP also completes Job Access Loan (JAL) eligibility reviews when requested and ensures clients understand loan expectations and responsibilities. Throughout the process, you will promote the Transition to Success (TTS) model, introduce tools such as the CARE Network and Map of My Dreams, and support Forward Service Corporation (FSC)’s mission through clear communication and consistent, client-centered support.

Nice To Haves

Associate’s degree or equivalent combination of education and relevant work experience
Minimum of two years’ experience in a related field
Strong customer service, communication, organizational, and time management skills
Ability to work effectively in a fast-paced, high-volume environment
A genuine commitment to helping others succeed
Willingness to earn and maintain required FEP and TTS Coach certifications

Responsibilities

Conducts initial W-2 eligibility determinations, including Job Access Loan (JAL) eligibility when applicable, in accordance with program policies and timelines.
Meets with clients via phone, in person, or video conferencing to assess needs, explain W-2 services, and guide enrollment steps.
Assists clients in gathering, submitting, and verifying required documentation to ensure timely enrollment and assignment to an ongoing W-2 case manager.
Manages assigned applications and tasks within state systems, maintaining accurate documentation, case notes, and compliance with W-2 and FSC standards.
Coordinates referrals and introduces additional resources when W-2 services alone do not fully meet client needs.
Promotes the CARE Network, Map of My Dreams, and the Transition to Success (TTS) model to support employment planning and goal setting.