Intake Specialist - Wisconsin Home Energy Assistance Program (WHEAP) MILWAUKEE, WISCONSIN

Earn up to $3,000 in incentive pay during your first year of employment!

Are you a motivated, results-oriented candidate seeking to put your talents, skills, and experience to work as part of a mission-driven, customer-focused organization? If so, we invite you to join UMOS’ diverse and dedicated team of over 1,000 professionals making a positive difference across more than 60 offices in seven states. Whether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures.

Benefits:
To support its team members, UMOS offers highly competitive compensation as well as a benefits package including:

• Paid time off that will increase over your years of service
• 15 paid holidays annually
• A robust range of insurance covering health, dental, vision, life, short- and long-term disability, and accidental death & dismemberment
• The options to establish either a Health Savings Account or Flexible Spending Account, which can be used to cover deductibles, prescriptions, and other healthcare expenses
• A variety of support services to promote well-being through the employee assistance program
• Retirement plan options, including 401(k) and Roth IRA, allowing you to make pre-tax or after-tax contributions. For those participating in the 401(k) Retirement Plan, UMOS annually contributes at least 3% of employees’ eligible compensation.

WHEAP Intake Specialist Job Compensation:

• $20.00/per hour 

WHEAP Intake Specialist Job Responsibilities:  

• Provide efficient, interactive intake services for WHEAP by phone, face-to-face or by mail to determine program eligibility.   
• Enter program applications into the WHEAP electronic data system timely and accurately.  
• Answer phones, schedule appointments, and provide program information to applicants.  
• Provide quick, proactive response to client requests for assistance, adhering to required response times.  
• Will coordinate and perform administrative activities and support by storing, retrieving, and integrating information for dissemination to staff and clients, answer and relay calls and messages, with follow-up to recipients in a professional manner.  
• Communicate with vendors regarding the repair and emergency fuel fills.   
• Verify earned and unearned income, including wages, child support, TANF, Social Security, Unemployment Insurance, etc.  
• Conduct community outreach and provide mobile intake services to community agencies, senior centers, housing/neighborhood centers, etc.   
• Maintain and secure client information, ensuring confidentiality whether in the office or out in the community. 
• Conduct home visits as necessary for the elderly, handicapped and disabled.   
• Respond to applicant questions, assist with verification, and carry out benefit processing in a timely manner.  
• Make referrals to the Weatherization program for WHEAP participants.  
• Work as part of a team to ensure the energy assistance program runs efficiently. 
• Participate in program awareness events held throughout the community.  
• Attend training, meetings and perform other duties as assigned. Enter program applications into the WHEAP electronic data system timely and accurately.  
• Answer phones, schedule appointments, and provide program information to applicants.  
• Provide quick, proactive response to client requests for assistance, adhering to required response times.  
• Will coordinate and perform administrative activities and support by storing, retrieving, and integrating information for dissemination to staff and clients, answer and relay calls and messages, with follow-up to recipients in a professional manner.  
• Communicate with vendors regarding the repair and emergency fuel fills.   
• Verify earned and unearned income, including wages, child support, TANF, Social Security, Unemployment Insurance, etc.  
• Conduct community outreach and provide mobile intake services to community agencies, senior centers, housing/neighborhood centers, etc.   
• Maintain and secure client information, ensuring confidentiality whether in the office or out in the community. 
• Conduct home visits as necessary for the elderly, handicapped and disabled.   
• Respond to applicant questions, assist with verification, and carry out benefit processing in a timely manner.  
• Make referrals to the Weatherization program for WHEAP participants.  
• Work as part of a team to ensure the energy assistance program runs efficiently. 
• Participate in program awareness events held throughout the community.  
• Attend training, meetings and perform other duties as assigned.   

WHEAP Intake Specialist Job Qualifications:  

• Associate degree or at least two years of experience doing similar work within another Social Service field, or within the WHEAP programs.   
• Two years' experience in case management or any equivalent combination of training and experience in the social services field.  
• Ability to work independently within established policies, procedures, and guidelines.   
• Strong interpersonal and communication skills.  
• Able to work flexible and irregular hours including on call evening hours.   
• Proficient in Microsoft Office Suite including Word, Excel, Outlook and Teams.  
• Bilingual in English and Spanish (Hmong, Rohingya, Burmese or Arabic) in verbal and written form PREFERRED.   
• Must have reliable transportation, a valid Wisconsin Driver License and adequate vehicle insurance and be able to travel within the state of Wisconsin.  

  Work Environment, Physical, and Sensory Demands:  

The demands described here are representative of those that must be met by an employee to successfully perform the job functions. Reasonable accommodations will be considered to enable individuals with disabilities to perform the essential job functions.  

  â€¯ Physical Demands:  

• Employee is frequently required to stand, walk, sit, bend.  
• Occasionally required to lift and /or move up to 30 lbs.   
• Occasionally required to drive.   
• Frequently exposed to moderate temperature generally encountered in a controlled and uncontrolled temperature environment. 
• Noise level in this work is usually quiet to moderate.   

 Tools & Equipment Used:   

• Phones, computer system, web-based software. 
• Fax machine, scanner, copy machine.  
• First aid equipment, fire extinguisher.  

 Usage varies by position.  

  

Additional Eligibility Requirements:  

• Employment with UMOS is contingent upon successful completion of a criminal background check prior to commencing.  

UMOS is an equal opportunity Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.