Eligibility Specialist - W-2 & Job Access Loans

Equus; Milwaukee (WI); On-site; USD 34,000 - 36,000; Full time

Job summary

Equus Workforce Solutions in Wisconsin seeks a Financial and Employment Planner – Eligibility to determine initial and continued eligibility for W-2 services and Job Access Loans (JALs). You will verify income, residency, and household information, and maintain case records to support timely benefits.

Join a purpose-driven organization committed to inclusion and equal opportunity. You will collaborate with case managers and program staff, ensure compliance with state and federal rules, and

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years of experience in eligibility determination, benefits administration, or related field.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Office and eligibility systems.
• Ability to interpret and apply complex program rules and regulations.

Responsibilities

• Determine initial and continued eligibility for W-2 program services and Job Access Loans (JALs).
• Conduct eligibility interviews and verify required documentation including income, residency, and household composition.
• Maintain accurate and up-to-date case records to support timely benefit issuance and service delivery.
• Monitor changes in participant circumstances and update eligibility status accordingly.
• Collaborate with case managers and program staff to ensure coordinated service delivery.
• Ensure compliance with state and federal regulations governing W-2 and JAL eligibility.
• Respond to inquiries from participants regarding eligibility requirements and documentation.
• Participate in audits and quality assurance reviews to ensure program integrity.
• Uphold confidentiality and adhere to all applicable employment laws and program policies.

Skills

Attention to detail

Eligibility determination

Interpreting rules

Microsoft Office

Eligibility systems

Education

High school diploma or equivalent

Associate or Bachelor’s degree in human services or related field

Tools

Microsoft Office

Eligibility systems

Job description

Equus Workforce Solutions in Wisconsin seeks a Financial and Employment Planner – Eligibility to determine initial and continued eligibility for W-2 services and Job Access Loans (JALs). You will verify income, residency, and household information, and maintain case records to support timely benefits.

Join a purpose-driven organization committed to inclusion and equal opportunity. You will collaborate with case managers and program staff, ensure compliance with state and federal rules, and