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Overview

Position Information

SALARY RANGES:

  • Eligibility Specialist Trainee: $2,977.00 – $3,801.00 per month
  • Eligibility Specialist I: $3,129.00 – $3,995.00 per month
  • Eligibility Specialist II: $3,288.00 – $4,197.00 per month

Description:

The Eligibility Specialist classifications determine the eligibility of applicants and recipients for public assistance programs through interactive interviewing and fact gathering. They maintain current knowledge of program regulations and procedures necessary for multi-program caseload administration, initiate and process casework through automated systems, identify needs, make appropriate referrals for health, social, and/or employment services, and perform related work as required.

  • Eligibility Specialist Trainee: This is the classroom and on-the-job trainee level where emphasis is on learning the basic regulatory and statutory requirements of multiple public assistance programs. Trainees progress to Eligibility Specialist I upon satisfactory completion of one year as a trainee.
  • Eligibility Specialist I: This is the entry-level classification where incumbents learn to independently determine public assistance eligibility, apply knowledge and skills learned from training, and work toward the journey level in the series.
  • Eligibility Specialist II: This is the journey-level classification where incumbents demonstrate working knowledge of eligibility regulations, handle more complex tasks and/or caseloads independently, and may be assigned lead specialist duties or special assignments with a greater degree of independent judgment.

SUPERVISION EXERCISED AND RECEIVED:

Incumbents in the Eligibility Specialist Trainee classification typically receive supervision from an Eligibility Supervisor and may receive lead direction from an Eligibility Specialist III.

Incumbents in the Eligibility Specialist I and II classifications typically receive supervision from an Eligibility Supervisor and may receive lead direction from an Eligibility Specialist III.

Examples of Duties:

Duties may include, but are not limited to, the following:

  • Performs interactive interviews to elicit eligibility information.
  • Analyzes financial and eligibility information.
  • Explains regulations, rules, and policies to clients.
  • Ensures accuracy and completion of application and declaration forms.
  • Resolves discrepancies by securing documentation.
  • Enters and retrieves data from an automated computer system.
  • Determines the level of benefits.
  • Reviews and interprets information provided on various forms.
  • Makes referrals for employment and other services.
  • Organizes and prioritizes caseload.
  • Troubleshoots task and/or case issues.
  • Communicates orally and in writing with clients and others.
  • Identifies suspected fraud.
  • Participates in special projects, studies, work assignments, and committees.
  • Prepares correspondence and reports.
  • Performs related duties as assigned.

EMPLOYMENT STANDARDS:

Eligibility Specialist Trainee:

  • Two (2) years of full-time clerical experience, or
  • One (1) year of full-time experience determining eligibility, or
  • Completion of sixty (60) semester or ninety (90) quarter college units.

Eligibility Specialist I:

  • One (1) year full-time experience in an Eligibility Specialist Trainee classification, or
  • One (1) year of full-time experience determining eligibility, or
  • Graduation from an accredited four-year college or university.

Eligibility Specialist II:

  • One (1) year full-time experience in an Eligibility Specialist I classification, or
  • Two (2) years of full-time experience determining eligibility.

Supplemental Information:

  • Ability to speak, read, and write Spanish in addition to English is optional.
  • Some positions may require possession of a valid California driver license.
  • Position may require pre-employment drug testing, physical, and fingerprinting for a background investigation.
  • Examination administration and processing time is approximately two weeks after the closing date of the job bulletin.
  • Retest period is six (6) months from the established eligibility date.
  • Special testing arrangements may be made for disability, military, or religious reasons.
  • Applicants must possess essential personal qualifications including integrity, initiative, dependability, good judgement, ability to work cooperatively with others, and a state of health consistent with the ability to perform assigned duties.
  • The Merit System Services program is committed to equal employment opportunity for all.

Minimum Education and Experience

Minimum Months of Experience: 12
Education Required: High School
Driver's License Required: Yes
Hiring Requirements for This Job:
  • Drug Testing / Screening
  • Background Checks
  • Reference Check