Senior Intake & Eligibility Specialist

Job Description

Job Description

The San Diego Workforce Partnership is the leader for innovative workforce solutions in San Diego County. We fund and deliver job training programs that enable all job seekers to develop the skills and knowledge needed for in-demand careers. Our vision is that every business in our region has access to a skilled workforce, and every job seeker has access to meaningful employment. We seek to earn trust and inspire growth in every action we take.

Position Summary

Reporting to the Manager of Career Centers. The Senior Intake & Eligibility Specialist supports the delivery of comprehensive intake and eligibility services within San Diego Workforce Partnership. This role provides advanced eligibility review, coaching support to peers, and subject matter expertise in the implementation of Workforce Innovation and Opportunity Act (WIOA), EDD and DOL. In addition, the Senior I&E Specialist acts as a resource for troubleshooting complex eligibility screenings, reviewing documentation, and helping maintain compliance with program policies and performance standards.

Essential Functions  

1. Conduct intake and eligibility assessments for WIOA and partner programs across multiple channels (in-person, phone, virtual).
2. Review participant eligibility documentation for accuracy and completeness, providing quality assurance checks when needed.
3. Stay current with SDWP, EDD, and DOL policy changes and assist with disseminating relevant updates to team members and participants.
4. Support intake and orientation sessions, including re-enrollment and dual enrollment efforts with partner programs.
5. Provide guidance and informal mentoring to Intake & Eligibility Specialists on documentation standards, data entry, and client communication.
6. Provide technical support with CalJOBS, Salesforce, and eFile entries and report issues to IT Team as needed.
7. Track and report on intake metrics, enrollment progress, and program compliance goals.
8. Maintain confidentiality and data integrity in accordance with privacy and regulatory standards.
9. Collaborate with Career Navigators, Training Coordinators, Business and Community Representatives, and community partners to ensure accurate and timely enrollment and service alignment.
10. Represent the intake & eligibility team in meetings, trainings, and stakeholder discussions as assigned. This includes serving as a representative of SDWP at community events, job fairs and other public engagements to support collaboration and promote program expansion in the community.
11. Assist Career Center Managers in developing training and onboarding material for the Intake & Eligibility Specialist role, as well as in coaching and providing ongoing training to current Intake & Eligibility Specialists.
12. Provide support to the Center Manager by conducting second reviews of eligibility files, as needed, to ensure compliance and accuracy.
13. Support Intake & Eligibility Specialists by assisting with high-need or complex customer service situations, helping to resolve issues and ensure a positive participant experience.
14. Contribute to peer reviews and internal audits to help maintain service quality and ensure adherence to program compliance standards.
15. Help identify service gaps or process improvements and make recommendations to leadership.
16. Perform other related duties as assigned.

Fundamental Job Requirements

• Bachelors degree in human services, business, social work, or related field experience.
• 3-4 years of experience in workforce development, case management, or eligibility-based programs.
• Strong working knowledge of WIOA eligibility, CalJOBS, and documentation standards.
• Demonstrated ability to provide technical guidance to peers and support operational consistency.
• Proficiency with Microsoft Office Suite and client data systems (e.g., Salesforce, CalJOBS).
• Strong interpersonal, written, and verbal communication skills.

Desired Requirements

• Masters’s degree in a related field.
• Certificate in project management, leadership or related field
• Experience in a lead role.
• Experience with data auditing and performance metric reporting.

Our Values

Compassion. Collaboration. Opportunity.

We Love to Take Care of Our Workforce Associates –

We offer a great work environment, a culture that values individuality and inclusion, collaborative and innovative teams, and a competitive pay and benefits package. Our benefits include: PTO, PTO sell-back program, generous employer-paid benefits (platinum plans), company-paid learning and professional development program, pension plan and 457 retirement plan additional employee wellness. Compensation for this position ranges from $31.36-$43.98.

In the spirit of pay transparency, we are excited to share the base salary range for this position. If you are hired at San Diego Workforce Partnership, your final base salary (within the pay range), will be determined based on factors such as education, knowledge, skills, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members when determining any final offer. Please keep in mind that the range mentioned above is the full base salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future and continued salary growth. We also offer generous benefits and retirement plans.

At the Workforce Partnership, we don’t just accept difference — we celebrate it, we support it, and we thrive on it for the benefit of our employees, and the work that we do in the communities we serve. We are proud to be an equal opportunity workplace for all. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. Auxiliary aids and services are available upon request to individuals with disabilities.

San Diego Workforce Partnership is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other characteristic protected by applicable federal, state, or local law.