Financial and Employment Planner Eligibility

Equus Workforce Solutions; Milwaukee (WI); On-site; USD 48,000 - 64,000; Full time

Job summary

Equus Workforce Solutions in Milwaukee seeks a Financial and Employment Planner – Eligibility to determine initial and ongoing eligibility for W-2 services and Job Access Loans.

You will verify documentation, maintain case records, collaborate with case managers, ensure regulatory compliance, conduct eligibility interviews, and support timely benefits delivery while upholding confidentiality.

Join a team focused on impactful workforce solutions and inclusive service delivery across the region.

Qualifications

• High school diploma or equivalent is required.
• 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

Organizational skills

Interpreting program rules

Communication skills

Adaptability

Education

High school diploma or equivalent

Tools

Microsoft Office

Eligibility systems

Job description

Company Description

At APM, we live our values of iCARE – 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.

Company Description

At APM, we live our values of iCARE – 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 a environment where your expertise will help shape a procurement function that is not only commercially strong but socially meaningful.

Job Description

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.

Qualifications

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.

Additional Information

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.