Melise Jacob

Reviewed applications for completeness and accuracy; prepared budgets to determine eligibility for assistance programs.

Applied legal criteria to evaluate financial eligibility for assistance programs; determined grant amounts.

Explained eligibility program standards and procedures to clients; assisted with application completion.

Scheduled and conducted client interviews at agency offices, homes, or various institutions.

Investigated applicant statements via telephone or written verifications to ensure accuracy.

Investigated and resolved client issues regarding non-receipt of benefits, ensuring timely access to necessary support.

Reviewed cases with supervisor to evaluate quality of eligibility determination processes.

Drafted correspondence for clients and agencies; compiled data and generated reports to support eligibility processes.

Engaged work program participants in online interviews to identify employability barriers and deliver targeted counseling.

Conducted specialized in-person interviews, ensuring accuracy of participant data within online systems.

Drafted summaries post-interviews and assessed medical records for SSI eligibility determination.

Facilitated assistance and referrals to community services, increasing resource accessibility for participants.

Evaluated appropriateness of case actions by reviewing logs, forms, and other related documents.

Produced summary documents outlining review findings and establishing correction timelines for cases.

Managed essential adult service functions to ensure compliance and support for clients, including service verification processes.

Maintained computerized records while offering technical support to eligibility workers.

Greeted customers warmly through phone and in-person interactions.

Routed calls to appropriate employees or offices, facilitating effective communication.

Looked up case information for eligibility workers and customers in CalWIN.

Documented customer interactions in CalWIN, ensuring accurate and comprehensive records.

Processed intake transfers for new applications in a timely manner.

Managed scheduling of annual appointments for eligibility workers.

Created and dispatched appointment letters for eligibility workers, streamlining appointment scheduling.

Scanned documents into designated task locations within the Compass system.