WIOA Eligibility Specialist

The WIOA Eligibility Specialist conducts applicant intake evaluates and documents eligibility for WIOA Adult Dislocated Worker and Youth services and prepares complete participant files for assignment to a Career Navigator. The position applies to federal state Board and SERCO requirements consistently and provides applicants with clear respectful and timely communication. The Eligibility Specialist does not independently approve training or supportive-service expenditures unless separately authorized in writing.

• Review applications and pre-eligibility information for completeness and identify required eligibility documentation.
• Contact applicants and begin the intake process within established local timeframes including the three-business-day intake expectation.
• Conduct interviews and explain program requirements priority of service participant responsibilities complaint rights and available accommodations.
• Verify identity age authorization to work residency income employment status selective service requirements school status barriers and other applicable eligibility factors.
• Determine and document eligibility for WIOA Adult Dislocated Worker and Youth programs using current policy and approved verification sources.
• Apply priority-of-service requirements and elevate questionable conflicting or exception-based determinations to the Workforce Program Supervisor.
• Enter accurate and timely eligibility registration and service information in WorkinTexas and other required systems.
• Issue and track pending-document notices outreach attempts and closure notices in accordance with established procedures.
• Maintain orderly electronic files and ensure required documents are uploaded indexed signed and legible before certification.
• Complete a documented handoff to the assigned Career Navigator including eligibility category identified barriers pending actions and customer commitments.
• Participate in file reviews corrective actions training and monitoring and correct identified errors within required timeframes.
• Provide service without discrimination and arrange language assistance auxiliary aids or reasonable accommodations when requested or indicated.
• Bachelors degree in a related field.
• Experience determining eligibility for WIOA or another publicly funded program.
• Experience using WorkinTexas DocuWare or a comparable case-management system.
• Knowledge of documentation verification eligibility confidentiality and equal opportunity requirements.
• Ability to interpret policy analyze records calculate income identify discrepancies and document defensible decisions.
• Strong interviewing customer service organization time-management and written communication skills.
• Ability to manage multiple applications and deadlines accurately with limited supervision.
• Proficiency with Microsoft Office and electronic case-management systems.
• Meet established standards for timely applicant contact intake completion eligibility determination and file transfer.
• Maintain eligibility and data-entry accuracy at or above the required contractual and local standard.
• Maintain complete case notes and supporting documentation sufficient to withstand monitoring and audit review.
• Provide accurate status updates and escalate barriers before an application becomes unnecessarily delayed.
• Demonstrate professional respectful and accessible customer service.
• Maintain confidentiality and safeguard personally identifiable financial medical and other restricted information.
• Comply with WIOA TWC Workforce Solutions Brazos Valley SERCO equal opportunity accessibility safety and records-management requirements.
• Successfully complete required training and maintain any job-related credentials or system access.
• Perform other related duties as assigned. Duties responsibilities and reporting relationships may be adjusted to meet operational and contractual needs.

Education: Associate degree in business administration human services social services public administration or a related field.

Experience: Two years of customer service eligibility case processing workforce development social services or closely related experience.

Equivalent combination: SERCO may consider an equivalent combination of education training and relevant experience subject to Human Resources approval.

Work is primarily performed in an office and customer-service environment with extended computer use frequent communication and handling confidential records. The employee must be able to perform the essential functions of the position with or without reasonable accommodation.

• Maintain confidentiality and safeguard personally identifiable financial medical and other restricted information.
• Comply with WIOA TWC Workforce Solutions Brazos Valley SERCO equal opportunity accessibility safety and records-management requirements.
• Successfully complete required training and maintain any job-related credentials or system access.
• Perform other related duties as assigned. Duties responsibilities and reporting relationships may be adjusted to meet operational and contractual needs.