Intake Processor - Community Services

• Competitive salary
• Health insurance
• Paid time off
• Vision insurance
• Wellness resources
• 401(k)
• 401(k) matching
• Dental insurance

Opportunities serve thousands of people annually in Williamson & Burnet Counties. Working cooperatively with other agencies, we are an advocate for those who might not otherwise have a voice in the community. We are dedicated to providing services to help those in need achieve a better, more productive life.

To empower children, families, and seniors to achieve and maintain independence by partnering with area organizations to provide education, nutrition, and community support.

A healthy, educated community in which all people live independently and with dignity.

The Intake Processor is responsible for energy assistance intake processor functions. This position reports to the Assistant Program Director and operates under moderate supervision with little latitude for the use of independent judgment, discretion, and initiative.

• Process CEAP (Comprehensive Energy Efficient Assistant Program) applications – ACCURACY IS ESSENTIAL
• Monitor and address tracking spreadsheet for new, incomplete, appeal and additional benefits applications
• Address application e-file and database for proper documentation
• Determine financial eligibility based on the household’s previous 30-day income and FPL (Federal Poverty Level) structure set up for the program utilizing the tools and resources provided
• Determine household Priority Rating and benefit allowance
• Request client bill and billing/usage history from the vendor and enter into a database
• Determine individual benefits per household qualification
• Create payments in the database
• Report current pledge to vendor immediately after an application has been determined approved
• Document service provided into the database
• Create and distribute approval letter to the client either by email/mail, save a copy in e-file and update tracking spreadsheet
• Document and save payments and vendor information into e-file
• Collaborate with CEAP team regarding cancelled and/or clients no longer in the service area, as needed
• Establish and maintain correspondence with energy vendors
• Contact clients on an as-needed basis to clarify information provided
• Perform duties according to program guidelines, policies and procedures as determined by OWBC and programmatic rules determined by TDHCA (TX Dept of Housing & Community Affairs) and TAC (TX Administrative Code)
• Provide other program or funding benefits to clients per individual household qualifications
• The position must obtain understanding of the rules, regulations, and program requirements of the CEAP program
• The position must obtain knowledge of all benefits provided by Community Services
• The position must obtain the knowledge to complete an application and gain the internal knowledge of how an application moves from intake to processed for each line of service through OTJ training
• Attend all scheduled meetings for one on one, team and program
• All employees are expected to adhere to OWBC ethics expectations
• Must be able to cooperate and work effectively with others
• Must be diplomatic, honest, and fair
• Regular and punctual attendance is an essential function of the position
• Perform other duties as assigned or as they become apparent
• The position may qualify for hybrid work as determined by the Program Director

• Ability to operate various Microsoft 365 software, outlook, spreadsheets, TEAMS , Adobe Acrobat, and database programs
• Ability to perform mathematical functions accurately
• Ability to work effectively with others
• Ability to provide excellent customer service to internal and external customers
• Ability to evaluate, analyze and…