Job Title: Case Worker Assistant (Temporary)
Reports To: Director of HomeOwnership Center
FLSA Status: NonExempt, hourly
Approved Date: July 22, 2020
Revised Date: March 16, 2021
Note: This is a grant funded position. Continuation is contingent on future grant funding.
The Case Worker Assistant provides high quality customer service assistance to Trellis clients interested in accessing the Emergency and Utility Assistance Program. Case Worker Assistant communicates with clients and also data entry. Case Worker Assistant reports to the Director of HomeOwnership Center.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Essential duties and responsibilities include the following. Other duties may be assigned.
• Return calls promptly and courteously
• Track progress on calls.
• Handle all information with care and high confidentiality.
• Respond to general inquiries regarding Trellis – Emergency Program.
• Provide accurate information to clients.
• Screen and route calls to proper Trellis staff.
• Route messages from voicemail or take complete names and phone numbers for return calls.
• Assist in obtaining missing client documents.
• Maintain orderly files.
• Data entry.
• E-mail clients appropriate grant information.
• Refer ineligible applicants to other agencies, as appropriate.
• Maintain general and public office areas so that areas remain neat and clean.
To perform this job successfully, an individual must be able to perform each essential
duty satisfactorily. The requirements listed below are representative of the knowledge,
skill, and/or ability required. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school graduate (with strong aptitude in basic math). Basic clerical experience including Office products (Word, Excel, Outlook)
Bilingual in Spanish and English. Strong spoken (English and Spanish) and written (English) communication skills.
CUSTOMER SERVICE SKILLS
Ability to deliver high quality customer service with good organizational skills with a pleasant personality. Excellent telephone skills.
Math skills in adding, subtracting, multiplying and dividing. Attention to detail while reviewing client documents.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Basic proficiency in Word, Excel, DBase management and use of internal e-mail system.
CERTIFICATES, LICENSES, REGISTRATIONS
Employee must present proof of automobile insurance coverage. Minimum liability limits shall be $100,000 bodily injury and $25,000 property damage coverage or such limits as deemed appropriate by the Chief Executive Officer.
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 sit and use hands to finger, handle, or feel. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand, walk, talk and hear. Specific vision abilities required for this job include close vision, and ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with this job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed when circumstances change.
Trellis expects that every employee be reliable and punctual in attendance.
EMPLOYMENT & HIRING
We comply with Equal Employment Opportunity and Affirmative Action laws and regulations.
APPLYING FOR THE POSITION
To apply for this position, please email your resume and cover letter to Ramona Aceves at firstname.lastname@example.org.
THIS JOB DESCRIPTION REPLACES ALL PREVIOUS JOB DESCRIPTIONS FOR THIS POSITION.