Eligibility Worker III

TCSA; Stockton (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

San Joaquin County Human Services Agency is seeking personnel to assist in determining eligibility for public assistance programs, conduct interviews, and process casework. The role involves training staff, ensuring accuracy, and coordinating with other agencies to serve clients efficiently.

Responsibilities include interpreting regulations, handling complex cases, and maintaining records with attention to timelines and compliance with policies.

Qualifications

• Two years experience equivalent to an Eligibility Worker II in San Joaquin County within the last five years.
• Experience in California county public assistance programs.
• Pre-employment background incl. DOJ Live Scan per agency requirements.

Responsibilities

• Lead assistance to determine eligibility for public assistance programs.
• Provide training to unit staff and assist with complex cases.
• Perform quality control reviews and verify client information for eligibility determination.
• Interview applicants and recipients in-person, by phone, or at a client’s home.
• Explain program eligibility requirements and assist with required forms and referrals.
• Coordinate with other agencies and departments to share information and services.

Skills

Interviewing clients

Training staff

Casework coordination

Office software

Education

Two years experience equivalent to an Eligibility Worker II

Tools

Office software

Job description

This examination is being given to fill one vacancy in the Human Services Agency and to establish an eligible list to fill future vacancies. Please be advised that Human Resources will only be accepting online applications for this recruitment. Resumes and paper applications will not be accepted in lieu of an online application. A completed application must be received online by the final filing deadline.

Pre-Employment Background, & DOJLive Scan: Potential new hires into this classification are required to successfully pass a DOJ Live Scan, and a pre-employment background investigation as a condition of employment. Final appointment cannot be made unless the eligible has successfully completed the DOJ Live Scan and pre-employment background investigation.

NOTE: All correspondences relating to this recruitment will be delivered via e-mail. The e-mail account used will be the one provided on your employment application during time of submittal. Please be sure to check your e-mail often for updates. If you do not have an e-mail account on file, Human Resources will send you correspondences via US Mail.

TYPICAL DUTIES

• Provides lead assistance to unit staff in determining eligibility for one or more public assistance programs; assists staff in interpreting laws, regulations, rules, and policies; acts as a resource person for staff; acts in the absence of the supervisor.
• Provides training to unit staff or others as assigned; assists with the most complex cases; ensures accuracy and completion of appropriate forms; ensures case processing is performed in accordance with established policies and procedures.
• Performs specialized technical work in the areas of quality control and/or quality assurance reviews, fair hearing compliance determinations, benefit recovery calculations, and other specialized assignments. Gathers, evaluates and verifies financial, personal and social information of clients to determine eligibility and benefit levels for one or more public assistance programs; initiates and processes casework through various automated systems.
• Interviews applicants and recipients (scheduled or unscheduled) in person, by telephone or at a client’s home; reviews applications and forms to ensure information provided is accurate and complete; verifies information; maintains case records; prepares and maintains correspondence and reports.
• Assists clients by explaining program eligibility requirements; completes required forms; explains client responsibilities; and makes referrals to other community resources.
• Initiates appropriate disposition of cases; approves, denies, transfers, or terminates public assistance programs; authorizes benefits within specific guidelines or makes appropriate referrals for immediate services and assistance; authorizes emergency assistance as necessary.
• Coordinates with other agencies or individuals involved in cases; acts as liaison between clients and other counties; coordinates with other units in the department; upon authorization, supplies information to other agencies and client representatives; directs clients to other offices or agencies for assistance as appropriate.
• Reviews and may authorize the work of others to ensure compliance with federal, state, and County rules, regulations, and policies; works with staff to resolve issues; provides coverage as needed.
• Organizes caseload to ensure that necessary case records and documents are processed and updated to comply with established timelines.
• Attends and participates in meetings and training programs; maintains knowledge of current policies, procedures, regulations, and departmental organization and community resources.

MINIMUM QUALIFICATIONS

Experience: Two years experience equivalent to an Eligibility Worker II in San Joaquin County service. This experience must have been in a California county public assistance program within the last five years. License: Possession of a valid California driver’s license if required by the nature of the assignment.

KNOWLEDGE

Laws, rules, and regulations governing the administration of public assistance programs; departmental and County policies and procedures; standard office practices and procedures; basic principles of supervision and training techniques; personal computer systems and general office computer software; techniques for interviewing and gathering information from a diverse population; filing and record keeping systems; language mechanics; correspondence and report formats; arith