Case Management and Services Data Clerk - W2 Program

Overview

Earn up to $3,000 in incentive pay during your first year of employment! Are you a motivated, results-oriented candidate seeking to put your talents, skills, and experience to work as part of a mission-driven, customer-focused organization? If so, we invite you to join UMOS’ diverse and dedicated team of over 1,000 professionals making a positive difference across more than 60 offices in seven states.

Whether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farm worker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures.

Benefits To support its team members, UMOS offers highly competitive compensation as well as a benefits package including:

• Paid time off that will increase over your years of service
• 15 paid holidays annually
• A robust range of insurance covering health, dental, vision, life, short- and long-term disability, and accidental death & dismemberment
• The options to establish either a Health Savings Account or Flexible Spending Account, which can be used to cover deductibles, prescriptions, and other healthcare expenses
• A variety of support services to promote well-being through the employee assistance program
• Retirement plan options, including 401(k) and Roth IRA, allowing you to make pre-tax or after-tax contributions. For those participating in the 401(k) Retirement Plan, UMOS annually contributes at least 3% of employees’ eligible compensation.
• $19.00 to $22.78/HR (depending on experience).

The following responsibilities and duties detail the role’s primary activities and expectations:

• Identify appropriate documents for scanning into the electronic case file system and prepare documents and hard case files for scanning into the electronic case file (ECF) system.
• Verify documents are properly coded for scanning and enter accurate ECF codes. Ensure timely and accurate data collection and data entry in WWP, ECF, and other systems, as required by policy and procedures.
• Assist with Case File Documentation compliance.
• Assist customers with W2 Intake Pre-Check and in obtaining eligibility documentation, such as bank statements and school enrollment.
• Audit cases verifying CWW coding matches eligibility documents in ECF.
• Check for compliance of Informal Assessments and alert FEPs accordingly.
• Carry out Job Readiness Questionnaires.
• Schedule appointments for FEPs (e.g., W2 Eligibility Reviews, Employability Plan Reviews, Extension Discussions, Extension Decisions, and Monthly Contacts) and reschedule appointments for absentee FEPs.
• Review FEPs Daily Schedule Check Lists for inaccuracies.
• Receive program attendance and documentation (e.g., participant Job Logs) and enter related data into state tracking systems.
• Enter nonparticipation into state tracking system after attendance is verified.
• Enter case comments into WWP when issuing correspondence/email distribution to participants within required time frames.
• Assist with job readiness workshops, track participant attendance, and enter case comments; also enter nonparticipation for Employment Services activities.
• Translate/interpret on behalf of customers as needed.
• Assist with mass mailings/email distribution and provide staff with clerical support during UMOS events, job fairs and workshops.
• Participate in off-site community events and job fairs; assist with event flyer distribution in the local community.
• Perform home visits or work site visits as needed for employment verification tasks and other services to customers.
• Assist Employment Services Unit with resume writing.
• Assist with flyer design and development for department events (e.g., job fairs and education events). Prepare meeting and training handouts.
• Maintain confidentiality of participant data and comply with government and agency regulations.
• Perform special projects, attend meetings and other related duties as assigned.