WIOA Intake and Eligibility Specialist
GOODWILL CENTRAL COAST, Watsonville, CA, United States
Job Summary
Serves as the first point of contact for potential WIOA participants, determining eligibility and completing necessary intake procedures. Responsibilities include conducting and scheduling eligibility intakes, completing file reviews, performing data entry, uploading and submitting eligibility documents to the database system, facilitating outreach events, and carrying out other tasks to support participant enrollment in the WIOA program.
Essential Duties
First Point of Contact and Participant Support
Serve as the initial point of contact for potential participants, providing information about program services, eligibility criteria, and enrollment requirements.
Respond to inquiries via phone, email, and in-person interactions, addressing questions regarding program participation and next steps.
Support community outreach events to gauge and inform potential participants about available program services.
Participate in Rapid Response events to provide immediate assistance and resources to individuals affected by layoffs or workforce reductions.
Eligibility Determination and Intake Procedures
Conduct and schedule eligibility intakes, ensuring applicants meet WIOA program requirements.
Assist participants in completing intake forms and gathering necessary documentation.
Explain eligibility requirements and guide participants through the enrollment process.
File Review and Compliance
Verify eligibility documents and ensure all required paperwork is complete, accurate, and submitted within program deadlines.
Maintain compliance with WIOA regulations by reviewing and organizing participant files.
Track and follow up on missing or incomplete documentation.
Data Entry
Enter participant information and application details into the database system accurately and in a timely manner.
Upload and submit eligibility documents into the designated database for record‑keeping and compliance.
Maintain accurate case notes and documentation of participant progress and interactions.
Secondary Duties
Complete special projects as required/requested.
Perform related duties as assigned.
Qualifications
Education
Associate’s degree in Business Administration, Human Services, Social Work, Workforce Development, or a related field or equivalent; Bachelor’s preferred.
License/Certification
Valid California Class C driver’s license preferred.
Experience
Three years’ experience in direct sales, marketing, recruiting, human resources, or related profession, or equivalent.
Knowledge
Familiarity with local employers and industries; familiarity with DOL Employment and Training programs preferred; familiarity with Goodwill’s mission, general company policies and procedures (this may be learned on‑the‑job); thorough knowledge of and proficiency in computer technology, including advanced record‑keeping software, internet job search techniques, and typical computer software programs.
Equipment Used
Typical office equipment; vehicles.
Skills, Aptitudes and Temperaments
Ability to communicate effectively in English, both orally and in writing; ability to communicate in basic Spanish desirable.
Ability to understand and follow program‑specific policies and procedures.
Ability to demonstrate sensitivity to the needs of individual clients in terms of cultural diversity, physical limitations, economic hardship, learning disabilities, or other barriers to employment.
Ability to demonstrate understanding of the entire operations of the job site and work across functions to ensure optimal delivery of services.
Ability to demonstrate flexibility in service delivery times, including availability to attend community events or offer services during evenings and weekends as needed.
Ability to deal with people beyond giving and receiving instructions.
Ability to display comfort at relationship marketing, meeting new people and describing workforce services at events and over the phone in the form of “cold calling”.
Ability to understand others’ feelings and personal viewpoints and adapt accordingly.
Ability to organize and utilize time effectively to coordinate client schedules, staffing and report writing duties.
Ability to reason, make generalizations, evaluations and decisions based on both sensory/judgmental and measurable/verifiable criteria.
Ability to drive a vehicle for the transaction of company business; good driving record and insurance as required.
Ability to adhere to safe work practices as documented in company policies and report safety hazards promptly.
Job Setting
The job setting varies depending on the type of client activity, which may occur both inside a climatized, enclosed building and outside. Work involves collaboration with the client, client’s co‑workers and employer, and other rehabilitation staff and referring agents.
Physical Demands
Standing (rarely), walking (regularly), sitting (consistently), bending (rarely), twisting (rarely). Lifting up to 25 lbs. with occasional lifting of heavier items using proper equipment or assistance. Normal/ corrected visual, hearing, and auditory abilities are required.
WIOA Intake & Eligibility Specialist
Additional responsibilities and physical demands may be added, deleted or changed at any time at the discretion of management, formally or informally, either orally or in writing.
Job Modification
Physical aspects of the position may be modified depending on the specific modification and its duration.
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Serves as the first point of contact for potential WIOA participants, determining eligibility and completing necessary intake procedures. Responsibilities include conducting and scheduling eligibility intakes, completing file reviews, performing data entry, uploading and submitting eligibility documents to the database system, facilitating outreach events, and carrying out other tasks to support participant enrollment in the WIOA program.
Essential Duties
First Point of Contact and Participant Support
Serve as the initial point of contact for potential participants, providing information about program services, eligibility criteria, and enrollment requirements.
Respond to inquiries via phone, email, and in-person interactions, addressing questions regarding program participation and next steps.
Support community outreach events to gauge and inform potential participants about available program services.
Participate in Rapid Response events to provide immediate assistance and resources to individuals affected by layoffs or workforce reductions.
Eligibility Determination and Intake Procedures
Conduct and schedule eligibility intakes, ensuring applicants meet WIOA program requirements.
Assist participants in completing intake forms and gathering necessary documentation.
Explain eligibility requirements and guide participants through the enrollment process.
File Review and Compliance
Verify eligibility documents and ensure all required paperwork is complete, accurate, and submitted within program deadlines.
Maintain compliance with WIOA regulations by reviewing and organizing participant files.
Track and follow up on missing or incomplete documentation.
Data Entry
Enter participant information and application details into the database system accurately and in a timely manner.
Upload and submit eligibility documents into the designated database for record‑keeping and compliance.
Maintain accurate case notes and documentation of participant progress and interactions.
Secondary Duties
Complete special projects as required/requested.
Perform related duties as assigned.
Qualifications
Education
Associate’s degree in Business Administration, Human Services, Social Work, Workforce Development, or a related field or equivalent; Bachelor’s preferred.
License/Certification
Valid California Class C driver’s license preferred.
Experience
Three years’ experience in direct sales, marketing, recruiting, human resources, or related profession, or equivalent.
Knowledge
Familiarity with local employers and industries; familiarity with DOL Employment and Training programs preferred; familiarity with Goodwill’s mission, general company policies and procedures (this may be learned on‑the‑job); thorough knowledge of and proficiency in computer technology, including advanced record‑keeping software, internet job search techniques, and typical computer software programs.
Equipment Used
Typical office equipment; vehicles.
Skills, Aptitudes and Temperaments
Ability to communicate effectively in English, both orally and in writing; ability to communicate in basic Spanish desirable.
Ability to understand and follow program‑specific policies and procedures.
Ability to demonstrate sensitivity to the needs of individual clients in terms of cultural diversity, physical limitations, economic hardship, learning disabilities, or other barriers to employment.
Ability to demonstrate understanding of the entire operations of the job site and work across functions to ensure optimal delivery of services.
Ability to demonstrate flexibility in service delivery times, including availability to attend community events or offer services during evenings and weekends as needed.
Ability to deal with people beyond giving and receiving instructions.
Ability to display comfort at relationship marketing, meeting new people and describing workforce services at events and over the phone in the form of “cold calling”.
Ability to understand others’ feelings and personal viewpoints and adapt accordingly.
Ability to organize and utilize time effectively to coordinate client schedules, staffing and report writing duties.
Ability to reason, make generalizations, evaluations and decisions based on both sensory/judgmental and measurable/verifiable criteria.
Ability to drive a vehicle for the transaction of company business; good driving record and insurance as required.
Ability to adhere to safe work practices as documented in company policies and report safety hazards promptly.
Job Setting
The job setting varies depending on the type of client activity, which may occur both inside a climatized, enclosed building and outside. Work involves collaboration with the client, client’s co‑workers and employer, and other rehabilitation staff and referring agents.
Physical Demands
Standing (rarely), walking (regularly), sitting (consistently), bending (rarely), twisting (rarely). Lifting up to 25 lbs. with occasional lifting of heavier items using proper equipment or assistance. Normal/ corrected visual, hearing, and auditory abilities are required.
WIOA Intake & Eligibility Specialist
Additional responsibilities and physical demands may be added, deleted or changed at any time at the discretion of management, formally or informally, either orally or in writing.
Job Modification
Physical aspects of the position may be modified depending on the specific modification and its duration.
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