**Engagement Specialist

5 days ago


Escondido, California, United States Equus Full time
Job Summary

We are seeking a highly skilled Engagement Specialist to join our team at Equus Workforce Solutions. As a critical member of our CalWORKs Program, you will play a key role in providing in-depth data analysis and meaningful reports to support program management.

Key Responsibilities
  • Review and Schedule New Referrals: Review and schedule new referrals, and update tracking tools daily to ensure timely and accurate processing.
  • Data Analysis and Reporting: Assist with generation of reports, including data gathering via computer systems, printed reports, or other available information to provide valuable insights to program stakeholders.
  • Supportive Services Processing: Responsible for processing supportive services, including reviewing supportive services journal entries and entering journal entries in project-specific systems in accordance with State requirements.
  • Communication and Engagement: Communicate with participants daily to engage them in attending appointments and provide program overview and information about orientation processes.
  • Collaboration and Teamwork: Collaborate with project units, business partners, and County to verify eligibility, policies, and processes to ensure seamless program delivery.
  • Administrative Tasks: Perform general office clerk duties, including maintaining and reconciling scheduling bank caseloads and tracking tools.
  • Documentation and Reporting: Document and update information in project-specific systems for tasks, supportive services in accordance with State requirements, and review monthly performance reports to take actions as needed.
  • Contractual and Operational Reports: Complete monthly contractual and internal operational reports to ensure compliance and program effectiveness.
  • Case Notes and Records: Maintain complete, accurate, and timely case notes and related records in manual and electronic systems.
  • Alerts and Notifications: Alert Employment Case Managers of scheduled determination appointments to ensure timely follow-up.
  • Data Management: Utilize county and company computer data processing systems to efficiently track participants' status and identify trends or patterns in complex data.
  • Supervision and Meetings: Attend, schedule, and participate in supervision meetings to discuss data and participants' status.
  • Data Quality and Integrity: Identify and interpret trends or patterns in complex data, filter and 'clean' data to identify and correct errors in data capture and design, and communicate with internal departments of any data discrepancies.
Qualifications
  • Education: High School Diploma or GED equivalent.
  • Skills and Abilities: Excellent customer service skills, including a positive attitude; ability to work with people from various backgrounds and with various needs; able to multi-task, work independently, with excellent organizational and time-management skills and have strong attention to detail; experienced with Microsoft 365 (Word, PowerPoint, Excel, etc.); demonstrated excellent leadership skills; capable of working responsibly with highly confidential information; and must meet all program requirements for pre-employment as required by Company and/or State regulations.
  • License/Certification: Valid driver's license from state of residence with a satisfactory driving record as defined by Company vehicle policy and/or liability insurance carrier (as applicable per program requirements).
Knowledge, Skills, and Abilities
  • Teamwork and Leadership: Must be able to work independently as well as part of a team; demonstrated excellent leadership skills.
  • Confidentiality and Integrity: Capable of working responsibly with highly confidential information.
  • Program Requirements: Must meet all program requirements for pre-employment as required by Company and/or State regulations.
Travel Requirements
  • Minimal Travel: Minimal travel required.
Work Environment and Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to individuals with disabilities to perform the essential functions.

  • Physical Demands: The ability to stand and/or walk continuously; the ability to bend, stoop, crouch, squat, push, pull, and reach above head frequently; the ability to use both hands for continuous grasping and for occasional fine manipulation and fingering (for example: use of a computer and/or imaging equipment); and the physical ability to frequently lift up to 25 pounds.

We are an equal opportunity employer and welcome applications from diverse candidates. All qualified applicants will receive consideration for employment without regard to race, color, gender, age, pregnancy, sexual orientation, gender identity, ancestry, religion, national origin, veteran status, physical or mental disability, or reprisal or any other characteristic protected under state, federal, or local law.



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