Financial and Employment Planner Eligibility

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

Financial and Employment Planner Eligibility

• Full-time
• Job Title: Financial and Employment Planner Eligibility (930961)
• State Location: WI
• Compensation: USD 24.52 - USD 25.77 - hourly

At APM, we live our values ofiCARE–Integrity, Customer focus, Accountability, Respect, and Excellence– in everything we do. We are a purpose-driven organisation where procurement decisions directly impact the people and communities we serve.

In the US, our services span rehabilitation, employment, allied health, and community support. What we procure—from clinical supplies and assistive technologies to professional services and digital platforms—enables our teams to deliver life-changing outcomes every day.

Joining APM means being part of a global team that values impact and inclusion. You’ll work in an environment where your expertise will help shape a procurement function that is not only commercially strong but socially meaningful.

The Financial and Employment Planner – Eligibility is responsible for determining initial and ongoing eligibility for W-2 services and Job Access Loans (JALs). This role ensures timely access to benefits by verifying documentation, maintaining accurate case records, and conducting thorough eligibility reviews in accordance with program guidelines.

• 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.

Required

• 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.

Preferred

• Associate or bachelor’s degree in human services, Public Administration, or related field.
• Experience with W-2 or other public assistance programs.Familiarity with Wisconsin Works (W-2) eligibility guidelines.
• Bilingual (Spanish or Hmong) a plus.

Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the industry’s best practices to work by focusing on the development, design, and delivery of demand-driven workforce solutions.

When you join Equus, you can expect extensive learning opportunities and networking programs. But most of all you can expect to make a lasting impact on the lives of others.

At Equus we are strengthened by diversity. We are committed to providing a work environment in which everyone is included, treated fairly and with respect. Equus Workforce Solutions is proud to be an Equal Opportunity Employer. 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.

By clicking the link above or any third-party link within this posting, you are leaving this site and going to a third-party website where the third-party website's terms and privacy policy apply