Financial and Employment Planner Eligibility

The Financial and Employment Planner – Eligibility is responsible for determining initial and ongoing eligibility for W-2 services and Job Access Loans (JALs). This role ensures timely access to benefits by verifying documentation, maintaining accurate case records, and conducting thorough eligibility reviews in accordance with program guidelines.

• 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 household composition.
• Maintain accurate and up-to-date case records to support timely benefit issuance and service delivery.
• 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.
• Respond to inquiries from participants regarding eligibility requirements and documentation.
• Participate in audits and quality assurance reviews to ensure program integrity.
• Uphold confidentiality and adhere to all applicable employment laws and program policies.