Intake Processor - Community Services

Opportunities for Williamson and Burnet Counties

Georgetown, TX

Full-time

3 days ago

Job Description

Benefits:

Competitive salary
Health insurance
Paid time off
Vision insurance
Wellness resources
401(k)
401(k) matching
Dental insurance

Who We Serve:
Opportunities serve thousands of people annually in Williamson & Burnet Counties. Working cooperatively with other agencies, we are an advocate for those who might not otherwise have a voice in the community. We are dedicated to providing services to help those in need achieve a better, more productive life.

Our Mission:
To empower children, families, and seniors to achieve and maintain independence by partnering with area organizations to provide education, nutrition, and community support.

Our Vision:
A healthy, educated community in which all people live independently and with dignity.

Position Summary:
The Intake Processor is responsible for energy assistance intake processor functions. This position reports to the Assistant Program Director and operates under moderate supervision with little latitude for the use of independent judgment, discretion, and initiative.

Essential Job Duties:

Process CEAP (Comprehensive Energy Efficient Assistant Program) 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 (Federal Poverty Level) structure set up for the program utilizing the tools and resources provided
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 current pledge to vendor immediately after an application has been determined approved
Document service provided into the database
Create and distribute approval letter to the client either by email/mail, save a copy in e-file and update tracking spreadsheet
Document and save payments and vendor information into e-file
Collaborate with CEAP team 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 information provided
Perform duties according to program guidelines, policies and procedures as determined by OWBC and programmatic rules determined by TDHCA (TX Dept of Housing & Community Affairs) and TAC (TX Administrative Code)
Provide other program or funding benefits to clients per individual household qualifications
The position must obtain understanding of the rules, regulations, and program requirements of the CEAP program
The position must obtain knowledge of all benefits provided by Community Services
The position must obtain the knowledge to complete an application and gain the internal knowledge of how an application moves from intake to processed for each line of service through OTJ training
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 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

Knowledge, Skills, and Abilities:

Ability to operate various Microsoft 365 software, outlook, spreadsheets, TEAMS , Adobe Acrobat, 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 demand 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

Minimum Qualifications:
Education and Training:

High School Diploma, or GED

Experience:

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
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
Required one (1) year of experience with Microsoft Office 365, Outlook, SharePoint; prefer one (1) year of Adobe DC experience
Preferred Bilingual in English/Spanish

Licenses/Certifications:

Valid Texas driver’s license.

Mental / Physical Tasks (F= Frequent, O=Occasional, R=Rarely):

| F | Standing- required when making copies, meeting people, moving from work area to work
| F | Handling - reports, vehicles, laptops, keys
| F | Hearing/Talking/Listening - communicate with employees and others, answering the telephone, participating in meetings, giving presentations
| F | Fine Dexterity - operate computer, calculator, to write, mouse, projector tools
| F | Sitting - performing work at the desk while reading, writing, in meetings, driving, riding in vehicle to sites and meetings.
| O | Kneeling/Crouching/Crawling - plug in equipment, when connecting PC components, plugging in cords, open lower drawers/cabinets, handling department materials; clean work area
| F | Walking - required when making copies, meeting people, moving from work area to work area, performing general office duties
| F | Bending/Twisting – to reach files, reports, handle paper, reach drawers
components, plugging in cords, opening drawers/cabinets, participate in meetings, handling department materials; clean work area
| F | Grasping/Holding-holding binders, phones, tablets and work resources
| O | Balancing – standing, reaching, driving
| F | Lifting/Carrying- report binders, paper, laptop, supplies up to 50lbs
| F | Vision - to drive and assist individuals in medical need
| F | Pushing/Pulling – open/close file/copier drawers, open & close doors, rolltop carriers
| F | Foot Controls - driving
| F | Driving - scheduled and unscheduled trips to and from meetings and sites
| F | Reaching- answering the phone, reach for files, and reports, plug in a laptop

Working Conditions:

Working in a fast-paced environment with priorities and plans that may change rapidly
Working on weekends, evening and some holidays may be required

Why work for us?

15 Paid Holidays
Paid Time Off
Paid Education (Upon Approval)
Medical Insurance
Dental Insurance
Vision Insurance
403(b) plus employer match
Employee Assistance Program
Chipper-Assistance in Student Loan Forgiveness and Lower Payments

Numbers & Facts

Location	Georgetown, TX
Job Type	Full-time

Skills

Accountingunmatched
Administrative Skillsunmatched
Adobe Acrobatunmatched
Adobe Product Familyunmatched
Analysis Skillsunmatched
Benefits Softwareunmatched
Billingunmatched
Calculatorsunmatched
Calendar Managementunmatched
Community Supportunmatched
Community and Social Servicesunmatched
Copying Machinesunmatched
Customer Support/Serviceunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Driver's Licenseunmatched
Employee Assistance Planunmatched
Energy Efficiencyunmatched
English Languageunmatched
Establish Prioritiesunmatched
Fundingunmatched
Health Insuranceunmatched
High School Diplomaunmatched
Laptop PCunmatched
Maintain Complianceunmatched
Mathematicsunmatched
Medical Assistanceunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft Product Familyunmatched
Microsoft SharePointunmatched
Multilingualunmatched
Multitaskingunmatched
Nutritionunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Regulationsunmatched
Regulatory Complianceunmatched
Regulatory Requirementsunmatched
Spanish Languageunmatched
Spreadsheetsunmatched
Student Loansunmatched
Team Playerunmatched
Telephone Skillsunmatched
Time Managementunmatched
Training/Teachingunmatched
Vision Planunmatched
Web Client Plug-insunmatched

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