Financial and Employment Planner Eligibility

📋 Description

• 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
• Maintain accurate and up-to-date case records to support timely benefit issuance and service
• 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.

🎯 Requirements

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