ECE Senior Eligibility Clerk

Position Summary:

The Senior Eligibility Clerk oversees eligibility processes across all sites, ensuring compliance with State regulations, accurate records, and timely reporting. This role leads and supports eligibility clerks, audits files, and collaborates with ECE leadership to improve operations, enrollment, and program effectiveness.

Essential Functions:

1.    Oversee the eligibility process across all sites, ensuring applicants receive proper forms and guidance to determine financial eligibility. Assist in complex or escalated eligibility evaluations.

2.    Maintain and monitor accurate participant records, ensuring all family documentation is complete, compliant with CDE/CDSS regulations, and updated as needed.

3.    Conduct regular audits of participant files to ensure program compliance and data integrity.

4.    Prepare, review, and submit accurate monthly and quarterly reports and other required documentation.

5.    Monitor and implement updates from CDSS/CDE management bulletins to ensure program policies and procedures remain current.

6.    Lead and facilitate staff meetings for eligibility clerks to standardize processes, troubleshoot challenges, and share best practices.

7.    Oversee the centralized waiting list, ensuring families are appropriately prioritized and contacted according to program policies.

8.    Monitor and support CareConnect operations, ensuring accurate tracking, reporting, and participant follow-up.

9.    Coordinate system-wide marketing and recruitment strategies, including developing a calendar of community events and promotional opportunities across all sites.

10. Partner with ECE leadership to forecast enrollment trends, identify gaps, and implement program-wide improvements.

11. Serve as a resource and mentor for eligibility clerks, providing guidance, training, and coverage as needed.

12. Update participant handbooks, internal policies, and procedures in alignment with regulatory changes.

13. Promote and model professional, positive behavior, communication, and collaboration with YMCA staff and stakeholders.

14. Maintain open communication channels with participants, site staff, supervisors, and external partners to support program operations.

15. Perform other duties as assigned to support the overall success and compliance of the program.

16. Other duties as assigned.

YMCA Competencies:

Mission and Community Oriented: Accepts and demonstrates YMCA values. Works effectively with people of different backgrounds, abilities, opinions and perceptions. Demonstrates a desire to serve others and fulfill community needs. Recruits volunteers and builds effective, supportive working relationships with them.

People Oriented: Seeks first to understand the other person’s point of view and remains calm in challenging situations. Builds rapport and relates well to others. Listens for understanding and meaning; speaks and writes effectively. Takes initiative to assist in developing others.

Results Oriented: Strives to meet or exceed goals and deliver a high-value experience for members. Embraces new approaches and discovers ideas to create a better member experience. Makes sound judgments, and transfers learning from one situation to another.

Establishes goals, clarifies tasks, plans work and actively participates in meetings. Supports fundraising. Follows budgeting policies and procedures and reports all financial irregularities immediately.

Personal Development Oriented: Accurately assesses personal feelings, strengths and limitations and how they impact relationships. Pursues self-development that enhances job performance. Demonstrates an openness to change and seeks opportunities in the change process.

Qualifications:

1. Must be 18 years of age or older.

2. High school diploma or equivalent required.

3. Criminal Clearance: including fingerprints.

4. Health Exam Screening, with negative tb test and negative drug test screening.

5. Complete all required online training(s).

6. 3 years of clerical experience, one year of which must have included the use of automated systems and involved the processing, examination or evaluation of completed forms.

7. Must be able to analyze facts related to the determination of financial eligibility for assistance; ability to work with applicable regulations governing the program; ability to understand and follow oral and written instructions.

8. Ability to record information legibly and accurately.

9. Experience with MS Office products.

10. Previous experience with diverse populations.

Working Conditions:

Environmental Factors: Indoor and outdoor facilities (e.g. childcare and recreational sites); exposure to heat, cold, potentially hazardous chemicals, toxic materials; work on slippery or uneven surfaces. Noise level is usually moderate.

• Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls. The employee frequently is required to stoop, bend, kneel, crouch, talk, hear, stand, walk, sit, and reach with hands and arms. The employee must occasionally lift, push, pull, and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. 

Job Position: Full-time

Job Pay Range: $21.53 - $26.91