Financial and Employment Planner Eligibility
Core
Determine initial and ongoing eligibility for W-2 services and Job Access Loans (JALs) by verifying documentation and conducting interviews.
Role type
Eligibility determination specialist
Builds
W-2 program services and Job Access Loans (JALs)
Domain
Public assistance / Workforce development
Deliverable
client delivery
Required skills
eligibility determination, benefits administration, documentation verification, case record management, regulatory compliance, program rule interpretation
Preferred skills
W-2 program experience, Wisconsin Works (W-2) guidelines familiarity, bilingualism (Spanish or Hmong)
Responsibilities
Conduct eligibility interviews, verify income and residency documentation, maintain case records, monitor participant circumstances, respond to participant inquiries, participate in audits and quality assurance reviews
Seniority
Mid-level IC