Intake Processor

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 :

• 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 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
• Report current pledge to vendor immediately after an application has been determined approved.
• Document service provided into the database
• Create and distribute approval letter to the client either by email / mail, save a copy in e-file and update tracking spreadsheet
• Document and save payments and vendor information into 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 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 the knowledge to complete an application and gain the internal knowledge of how an application moves from intake to processed for each line of service through OTJ training.
• 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 accounting or related experience.
• Required one (1) year of experience with Microsoft Office 365, Outlook, SharePoint; prefer one (1) year of Adobe DC experience.
• Preferred Bilingual in English / Spanish

Licenses / Certifications :

Valid Texas driver’s license.

Mental / Physical Tasks (F Frequent, O Occasional, R Rarely) :

F Standing- required when making copies, meeting people, moving from work area to work area, general office duties; clean work area

F Handling- reports, laptop, Alarm code; door code, general office supplies, cleaning supplies

F Hearing / Talking / Listening-to hear the door open and close, to hear the reception bell, communicate with employees and clients, answer the telephone, participate in meetings, gather data telephonically

F Fine Dexterity-operate laptop, keyboard, calculator, writing, utilizing a mouse, dial a phone number, provide materials to clients, enter data

F Sitting-performing work at the desk reading, writing, working applications, meetings

O Kneeling / Crouching / Crawling-plug in equipment, when connecting PC components, plugging in cords, open lower drawers / cabinets, handling department materials; clean work area

F Walking - required when making copies, meeting people, moving from work area to work area, performing general office duties

F Bending / Twisting communicate with employees and clients, answer the telephone, plug in equipment, when connecting PC components, plugging in cords, opening drawers / cabinets, participate in meetings, handling department materials; clean work area

F Grasping / Holding-holding binders, phones, tablets, work resources; general office tools & machines, pens, clipboards, reams of paper, cleaning work area

O Balancing communicate with employees and clients, answer the telephone, participate in meetings; step stool / ladder

F Lifting / Carrying- required when making copies, answering phone, carrying laptop, meeting people, moving from work area to work area, handling department materials;

banker’s boxes of information / material ; cleaning work are

F Vision - communicates with employees and clients, to use the computer, see the monitor general office tools / machines, answer the telephone, participate in meetings, to observe; to clean work area

F Pushing / Pulling required when making copies, meeting people, moving from work area to work area, handling department materials; cleaning work area O Other

F Reaching- required when making copies, meeting people, moving from work area to work area, handling department materials;

reaching cabinets (top, inside, down) ; cleaning work area

Working Conditions :

• Working in a fast-paced environment with priorities and plans that may change rapidly.
15 days ago