Intake Processor - Georgetown, United States - Opportunities for Williamson and Burnet Counties

Mark Lane

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Mark Lane

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Description

Benefits:


  • Competitive salary
  • Health insurance
  • Paid time off

The happiest people I know are those who lose themselves in the service of others.

— Gordon B. Hinckley

Why work for us?

  • No Nights or Weekends
  • 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

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 Program Director and operates under moderate supervision with little latitude for the use of independent judgment, discretion, and initiative.


Essential Job Duties:


  • Determine financial eligibility based on the household's previous 30day income and FPL structure set up for the program utilizing the tools and resources provide 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
  • Document service provided into the database
  • Document and save payments and vendor information into efile
  • Collaborate with Program Director regarding cancelled and/or clients no longer in the service needed
  • Establish and maintain correspondence with energy vendors
  • Contact clients on an asneeded basis to clarify 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 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 & CSBG programs as provided by the program director. (TDHCA) 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 general knowledge of all services provided by the agency (OWBC) and maintain immediate access as to how to provide referrals as provided by the program director. (TDHCA) as provided by the program director.
  • 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.
  • 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 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 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.
  • Ability to have a dedicated area for hybrid schedule as discussed with Program Director.

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 a

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