Case File Specialist

Career TEAM is a leading high-tech workforce development company who combines their love for careering with technology and utilizes the best content, trainers, case managers, job developers, designers, programmers, and partners. Career TEAM is solving today's unemployment challenges through innovative solutions.

Career Team is seeking to hire a Case File Specialist for its office in Marshall, TX. The Case File Specialist is responsible for collecting and storing data to create a programmatically compliant case file for customers participating in WSET Program activities. This will be a temporary role, ending on or before September 30, 2024.

Career Team also offers a competitive package including:

• 401k with a generous employer match;
• medical, dental, and vision insurance with an employee-sponsored HSA on any qualifying plans;
• disability insurance;
• and supplemental insurance.

Your Impact on Career Team's Success:

• Track new program enrollments.
• Create physical program files for participants
  • Accurately label file folder
  • Printing out electronically communicated file contents
  • Hole punch and organize printed files
  • File printed documents in file folders as appropriate.
  • Files documents in the participant's file as appropriate, tracking and documenting program participation.
• Perform quality checks while assembling folders, assuring appropriate documents are included and accurately completed.
  • Errors identified are corrected before filing, if appropriate.
  • Errors requiring case manager correction are communicated to appropriate personnel
  • Outstanding error corrections are tracked and communicated with Program Advisors if necessary to ensure corrections.
• Upon exit, assure Employment Plan is included in the file and accurately reflects completion / exit information.
  • Update folder markings to reflect appropriate exit dates.
  • Update Employment Plan as needed.
  • Work with Basic Services Career Advisor as needed to assure signatures and initials are obtained as needed for Employment Plan closures.
• Maintain inventory of physical files to reflect location of files due to monitoring, etc.
• Maintain inventory of necessary file supplies.
• Run reports as needed to perform self-audit and assure physical files exist for all customers enrolled in assigned programs.
• Assure physical space is available for accommodating files.
• Lead assigned team to assure proper file storage and file destruction following program guidelines.
• Communicate with Program Leads regarding recurring issues of incorrect or missing file paperwork is addressed appropriately.
• Remain compliant with all training offered to ensure up-to-date knowledge of processes and procedures.
• Comply with self-audit guidelines and other processes to assure case quality.
• Maintain professionalism and confidentiality when dealing with private/sensitive issues and information.
• Other Job Duties: This job description is not intended to be all-inclusive. The employee may be requested to perform other reasonable related duties as assigned by the immediate supervisor and other management as required. The company reserves the right to revise or change job duties as business requirements dictate. It is also understood that the company reserves the right to change work schedules as required.

Ideal Qualifications Include:

• Education: Minimum of a Bachelor's Degree from an accredited college/university or equivalent relevant work experience or a combination of 4 years' qualifying education plus relevant work experience.
• Skills/Abilities: Must have knowledge of Microsoft Office: Outlook, Excel and Word, Microsoft TEAMs, Zoom or similar platforms.
• Ability to work efficiently virtually using phone, text, and video conference with customers, peers, and management.
• Must be able to work in a fast-paced, ever-changing environment.

Required Competencies: Professional Customer Service focus, learning orientation, communication proficiency, teamwork orientation, technical capacity.

Pay Range: $18/hr

Working conditions are primarily in an office environment with occasional travel to other locations within the East Texas service area.

About Career TEAM:
Founded in 1996, CareerTEAM, LLC is a private workforce development organization.

Career TEAM's outstanding record of accelerating the human condition has resulted in numerous honors:

• Named by Inc. Magazine as one of America's 500 fastest growing privately held companies
• Recipient of the US Chamber of Commerce Blue Chip Enterprise Award for innovation
• Featured by 60 Minutes, CNN, Money Magazine, Inc. Magazine and the British Broadcasting Network as an innovative, government funded solutions program
• Invited to the White House after being cited by the National Welfare-to-Work Partnership and National Alliance of Business as a top 10 US training provider

As a socially conscious organization, Career TEAM has found a healthy balance between for-profit innovation and community enrichment. Looking ahead, the organization will continue to close the nation's opportunity divide with additional government-funded workforce sites; while also building staff capacity of workforce funding sources and industry providers. See www.careerteam.com for more information.

Career Team is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Background Check Requirements. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position.

California Consumer Privacy Act ("CCPA"). Career Team is committed to complying with the CCPA and all data privacy and laws in the jurisdictions in which it recruits and hires employees. Career Team collects and uses Personal Information for human resources, employment, benefits administration, health and safety, and business-related purposes and to be in legal compliance. Below are the categories of Personal Information we collect and the purposes for which we intend to use this information:

Identifying information, such as your full name, gender, date of birth, and signature; Demographic data, such as race, ethnic origin, marital status, disability, and veteran or military status; Contact information, such as your home address, telephone numbers, email addresses, and emergency contact information; Dependent's or other individual's information, such as their full name, address, date of birth, and Social Security numbers (SSN); National identifiers, such as SSN, passport and visa information, and immigration status and documentation; Educational and professional background, such as your work history, academic and professional qualifications, educational records, references, and interview notes; Employment details, such as your job title, position, hire dates, compensation, performance and disciplinary records, and vacation and sick leave records; Financial information, such as banking details, tax information, payroll information, and withholdings; Health and Safety information, such as health conditions (if relevant to your employment), job restrictions, workplace illness and injury information, and health insurance policy information; Information Systems (IS) information, such as your search history, browsing history, login information, and IP addresses on the Company's information systems and networks; Biometric information, such as facial recognition, fingerprints, iris or retina scans, keystroke, or other physical patterns; and Geolocation data, such as time and physical location related to use of an internet website, application, device, or physical access to a Company office location.

The Company collects Personal Information to use or disclose as appropriate to:

(1) Comply with all applicable laws and regulations; (2) Recruit and evaluate job applicants and candidates for employment; (3) Conduct background checks; (4) Manage your employment relationship with us, including for: (a) onboarding processes; (b) timekeeping, payroll, and expense report administration; (c) employee benefits administration; (d) employee training and development requirements; (d) the creation, maintenance, and security of your online employee accounts; (e) reaching your emergency contacts when needed, such as when you are not reachable or are injured or ill; (f) workers' compensation claims management; (g) employee job performance, including goals and performance reviews, promotions, discipline, and termination; and (h) other human resources purposes; (5) Manage and monitor employee access to company facilities, equipment, and systems; (6) Conduct internal audits and workplace investigations; (7) Investigate and enforce compliance with and potential breaches of Company policies and procedures; (8) Engage in corporate transactions requiring review of employee records, such as for evaluating potential mergers and acquisitions of the Company; (9) Maintain commercial insurance policies and coverages, including for workers' compensation and other liability insurance; (10) Perform workforce analytics, data analytics, and benchmarking; (11) Administer and maintain the Company's operations, including for safety purposes; (12) For client marketing purposes; (13) Exercise or defend the legal rights of the Company and its employees, and affiliates, customers, contractors, and agents; and (14) to comply with requirements of government grants, including, but not limited to, program and audit requirements.