Financial Eligibility Specialist

1 month ago


Conroe, United States Workforce Solutions Full time

The individual in this entry level position provides superior customer service to applicants seeking financial aid assistance for training in a fast paced, multi-functional environment. The Eligibility Specialist will eagerly assist applicants with applications and required documents for financial assistance and other expanded services Workforce Solutions offers. Accurate and expedient data entry into appropriate systems and exceptional and timely communications with internal and external customers will be required. Interactions will be high volume via phone and/or other virtual communication methods. Regular Full-Time position.


Responsibilities

1.Determines customers eligible for Workforce Solutions financial aid.

2.Enter information in the appropriate management information system and maintain electronic files as needed.

3.Functions as a financial aid resource specialist for applicants, responding to inquiries from prospective students.

4.Handles a high volume of inbound and outbound communications with prospective residents seeking financial aid for training.

5.Processes a high volume of incoming applications/inquiries in a timely and accurate manner.

6.Collects accurate and complete information from residents, protecting confidential information while determining eligibility.

7.Makes recommendations for process improvements to continuously improve efficiency of operations and customer service.

8.Resolves routine customer concerns utilizing excellent customer service skills.

9.Maintains excellent productive working relationships with all business partners to ensure seamless customer service.


Experience Qualification Requirements:

High School Diploma or GED Equivalent required. Bachelor’s degree preferred.

3 years of experience preferably in eligibility and/or a customer service environment.

Broad base knowledge of Labor Market Information and financial aid for childcare and training programs (or demonstrated ability to learn quickly).

Ability to proactively resolve issues and seek answers, actively look for ways to help people, perform under pressure, meet tight deadlines and meet or exceed performance goals.

Strong organizational and time management skills with the ability to manage multiple projects.

Strong problem-solving skills with the ability to identify and evaluate problems and devise timely and effective solutions.

Excellent verbal, written and interpersonal communications skills to effectively interact with a wide-ranging audience in a diverse community.

Communicate effectively in writing as appropriate for the needs of the audience.

Superior customer service orientation and a commitment to timely resolution of customer issues is essential.

Has intermediate to advanced computer skills and must be able to provide instruction or guidance in computer operations and can provide technical assistance in software programs. Candidate must be able to communicate orally and in writing at a business level.

Ability to learn quickly and implement changes immediately.

Works accurately with great attention to detail. Time management and accountability to task.

Enthusiastic approach to innovative styles and practices of delivering superior customer interactions.


Background Requirements: Candidates must pass a pre-employment drug Screen and background check. Convictions will be reviewed on a case-by-case basis and may not necessarily prevent employment. Due to the nature of the employer's business, company policy requires that candidates with a criminal background or convictions will not be considered for employment.



Work Hrs: 40 hours (Monday thru Friday - 8:00 to 5:00 pm) Shift: 5 Days per week

Salary: $22.12 per hour



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