Triage & Eligibility Specialist — Workforce Programs

Equus Workforce Solutions; Dallas (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Equus Workforce Solutions in Dallas seeks a detailed, client-focused Case Manager to support the WIOA Youth program. You will assess eligibility, collect documentation, enroll customers in services, and ensure accurate, real-time data entry in the correct systems.

The role requires collaboration with partners, strong communication, and reliable transportation. Bilingual English/Spanish is preferred; associate degree required.

Qualifications

• Associate’s degree from a recognized community college or related case management experience.
• Excellent verbal and written communication skills.
• Sound knowledge of workforce programs (SNAP, TANF, WIOA, NCP, RESEA, TAA, SEAL).
• Ability to work independently and reliably.
• Familiarity with the communities being served and local resources.
• Public speaking experience.
• Computer skills with word processing and spreadsheet software.

Responsibilities

• Assists customers with enrollment in Career Office federally funded services.
• As part of a cross-functional team, demonstrates knowledge of services and labor market information.
• Coordinates activities and conducts outreach with partners, school districts, and employers.
• Interviews customers to assess training needs, experience, and eligibility.
• Determines eligibility per local, state, and federal policies to ensure proper funding.
• Collects and verifies documentation and conducts data entry as required.
• Provides ineligible individuals with alternative resources within the center and community.
• Documents counselor notes reflecting eligibility status for WIOA youth program consideration.
• Ensures counselor notes contain factual information and professional decisions.
• Assists individuals in determining what additional information may be needed for eligibility.
• Documents that participants meet criteria and maintain accurate files.
• Adheres to updated TWC guidelines and completes Work in Texas and Wagner-Peyser processes.
• Verifies funding streams are explored and case files updated; co-enrolls as appropriate.

Skills

Communication

Customer service

Bilingual EN/ES

Data entry

Office software

Education

Associate’s degree

Tools

MS Word

Excel

Job description

Equus Workforce Solutions in Dallas seeks a detailed, client-focused Case Manager to support the WIOA Youth program. You will assess eligibility, collect documentation, enroll customers in services, and ensure accurate, real-time data entry in the correct systems.

The role requires collaboration with partners, strong communication, and reliable transportation. Bilingual English/Spanish is preferred; associate degree required.