Opportunities for Williamson & Burnet Counties · 1 day ago
Temporary Full-Time Intake Processor - Community Services
Georgetown, TX
Full-time
Hybrid
Entry Level
1+ years expOpportunities for Williamson & Burnet Counties is seeking a Temporary Full-Time Intake Processor responsible for energy assistance intake functions. The role involves processing applications, determining financial eligibility, and maintaining documentation while collaborating with the Program Director and energy vendors.
Individual & Family Services
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
Qualification
Required
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
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
Regular and punctual attendance (8:00 a.m. to 5:00 p.m.) is an essential function of the position
Preferred
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
Valid Texas driver's license
Company
Opportunities for Williamson & Burnet Counties
History Opportunities for Williamson & Burnet Counties (OWBC) was established in 1965 as the area’s official Community Action Agency.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase