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ORANGE COUNTY UNITED WAY JOB 
DESCRIPTION 


 Job Title: Enrollment Specialist 
Reporting To: Senior Manager, Community 
Programs 

 Department: CalFresh, 211 OC Position: Full-time/Non-EXEMPT 

 
Purpose of Position 
Enrollment Specialist is primarily responsible for helping people over the phone assess their eligibility and successfully apply 
on their behalf for benefits programs including, but not limited to: CalFresh (known federally as Supplemental Nutrition 
Assistance Program or SNAP), Low-Cost Utility Assistance, California Alternative Rates for Energy Program (CARE), and other 
approved application processes. 
 

Key Duties and Responsibilities 
 • Perform in-depth screenings and assessments, collects client information, and encourage clients to apply for entitled 

benefits. 
 • Enroll clients over the phone through BenefitsCal (online –CalFresh and Medi-Cal), and other approved application 

processes, which includes answering questions on their behalf, obtaining consent and uploading images of their 
documentation. 

 • Maintain accurate tracking and reporting for enrollment programs and referral services. 
 • Conduct client follow-up via phone and text message to ensure the continuation of benefits. 
 • Assist with community outreach events throughout the County of Orange. 
 • Follow up with the client to determine application approvals and advocate on their behalf when experiencing barriers. 
 • Provide first-contact resolution by ensuring that each customer’s needs are addressed to the best of 2-1-1’s ability 

during their first contact with 211OC. 
 • Collaborate with and serve as a resource to community organizations and 211OC staff to share best practices and other 

knowledge. 
 • Assess participants’ immediate needs and make referrals to appropriate resources. 
 • Develop an expert working knowledge of the 211OC’s management software including Community Information 

Exchange database, telephony, softphone, texting, administrative systems and other approved software. 
 • Empower clients to choose the services they feel are most appropriate for their situations. 
 • De-escalate dissatisfied clients and intervene during crises and/or situations of abuse. 
 • Troubleshoot unavailability of services through expert knowledge of navigation of the 211OC’s resource database and 

through teamwork with other Information &amp; Referral (I &amp; R) Specialists and the Resource Department. 
 • Assist clients in problem-solving when no services are available which can meet their needs. 
 • Divide time between answering contacts for benefits enrollment and the 2-1-1 general line based upon department call 

volume and staffing levels. 
 • Advocate on behalf of clients who have been denied services 
 • Troubleshoot basic technological failures 
 • Performs other duties as assigned 
 

Core Competencies 
All employees, in performing their respective tasks and duties, are to perform quality work within deadlines, with or 
without direct supervision; interact professionally with other employees, customers, and suppliers; work effectively as a 


team contributor on all assignments; and work independently while understanding the necessity for communicating and 
coordinating work efforts with other employees and organizations. 

 
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits 
customer feedback to improve service; responds to requests for service and assistance; meets commitments. 
Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; remains neutral and unbiased; 
remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly; listens and obtains clarification; responds well to questions; participates in meetings. 
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret 
written information. 
Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and 
procedure manuals; ability to write routine reports and correspondence; ability to speak effectively before groups of 
customers or employees of organization. 
 

Job Requirements/Technical Knowledge 

 • High School Diploma or BA/BS Degree in the Human Service Field 
 • Prior experience providing information and referral services or related experience in the human service field is 

desirable 
 • Must be Bilingual (English and Spanish– verbal and written) 
 • One year of experience working directly with individuals and families in crisis from the community 


Compensation 
 • $21.00 – $23.00 per Hour. Competitive Benefits 


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 frequently required to be able to remain in a stationary position 75% 
of the time. The person in this position needs to occasionally move about inside the office to access file cabinets, records, 
and office machinery. Constantly operates a computer and other office productivity machinery, such as a calculator, copy 
machine and computer printer. Occasionally ascends/descends stairs, and constantly positions self to maintain computers in 
the office, including under the desks. The person in this position frequently communicates with coworkers and customers 
who have inquiries about our business operations and the community we service; therefore, the person must be able to 
exchange accurate information. The employee must occasionally lift and/or move up to 25 pounds 
 

Send Cover Letter and Resume To: 
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a>

Orange County United Way

Enrollment Specialist

ORANGE COUNTY UNITED WAY 
JOB DESCRIPTION 


 Job Title: Workforce Development Coach, Upskill 
OC 

 Reporting To: Program Manager, United for 
Financial Security 

Department: United for Financial Security Position: Full time / Non-Exempt 


Purpose of Position: 
Orange County United Way (OCUW) is seeking an experienced, self-motivated, and client-focused 
Workforce Development Coach to support UpSkill OC participants pursuing a living wage career. UpSkill 
OC helps dislocated workers, unemployed &amp; under-employed adults move from unemployment or low-
wage positions into long-term, living-wage occupations. UpSkill OC connects qualified candidates to 
training, support, and jobs by partnering with local government agencies, community-based organizations, 
and the business community. The program ensures a strong job pipeline that matches the employer's 
needs with trained candidates. This is a grant funded position. 
 

Key Duties and Responsibilities 
 • Conduct monthly check-ins with participants to monitor progress and address educational, 

training, or programmatic challenges. 

 • Create and maintain Individualized Employment Plans (IEPs) for each participant, outlining career 
goals, training needs, and action steps. 

 • Track participant progress and update case notes in Salesforce. 

 • Assist participants with career exploration, resume development, interview preparation, and job 
search strategies. 

 • Support clients in setting and achieving career goals, particularly in high-demand industries such as 
healthcare, IT, cybersecurity, and skilled trades. 

 • Provide ongoing guidance and motivation to help participants overcome barriers to employment. 

 • Connect participants to job opportunities with partnering employers and provide support during 
onboarding. 

 • Support with employer site visits, career talks, and networking events. 

 • Participate in program evaluation, quality assurance, and continuous improvement efforts. 

 • Collaborate with the team to ensure a seamless participant experience and achieve program goals. 

 • Maintain accurate and up-to-date participant records in Salesforce. 

 • Prepare reports on participant progress, job placements, and program outcomes. 

 • Ensure compliance with program requirements and funding guidelines (e.g., WIOA). 

 • Conduct and support program outreach efforts. 

 • Participate as a member of the United for Financial Security team and perform other tasks as 

assigned. 


Job Requirements/Technical Knowledge 
 • Experience in workforce development, career coaching, or case management. 
 • Familiarity with Orange County post-secondary educational institutions and employer networks. 
 • Proficiency in Microsoft office suite tools 

 
Core Competencies 
All employees, in performing their respective tasks and duties, are to perform quality work within 
deadlines, with or without direct supervision; interact professionally with other employees, customers, and 
suppliers; work effectively as a team contributor on all assignments; and work independently while 
understanding the necessity for communicating and coordinating work efforts with other employees and 
organizations. 
 
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; 
solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments. 
Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; remains neutral and unbiased; 
remains open to others' ideas and tries new things. 
Oral Communication - Speaks clearly; listens and obtains clarification; responds well to questions; participates in 
meetings. 
Written Communication - Writes clearly and informatively; edits work for spelling and grammar; able to read and 
interpret written information. 
Language Skills - Ability to read and interpret documents such as safety rules, operating and maintenance 
instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak 
effectively before groups of customers or employees of organization 


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 frequently required to be able to remain in a 
stationary position 75% of the time. The person in this position needs to occasionally move about inside 
the office to access file cabinets, records, and office machinery. Constantly operates a computer and 
other office productivity machinery, such as a calculator, copy machine and computer printer. Occasionally 
ascends/descends stairs, and constantly positions self to maintain computers in the office, including under 
the desks. The person in this position frequently communicates with coworkers and customers who have 
inquiries about our business operations and the community we service; therefore, the person must be 
able to exchange accurate information. The employee must occasionally lift and/or move up to 25 pounds. 

 
Compensation 
$29 - 35 per hour Depending on Experience. Competitive benefits. 


 
Send Resume and Cover Letter To: 
<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 


<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

Workforce Development Coach, Upskill OC

ORGANIZATION OVERVIEW
About United Way Fresno and Madera Counties&nbsp;
United Way Fresno and Madera Counties (United Way) is on a mission to mobilize the collective power of community to&nbsp;advance lasting solutions and measurable change&nbsp;for the most urgent issues our neighbors face,&nbsp;particularly focusing on addressing the racial&nbsp;wealth gap for working families. We believe everyone deserves an opportunity to achieve the building blocks of a good life — a quality education, financial stability, and good health — and that expanding this opportunity is both a core objective and a key strategy to fulfilling our mission. We work with hundreds of individuals and organizations that share a vision for what is possible when we UNITE our efforts.
OVERVIEW OF RESPONSIBILITIES 
	Reporting to the Interim VP of Operations and Administration, this position is responsible for the physical and digital infrastructure at United Way, including maintenance and security of the property, management of tenants, and oversight of information technology vendors and systems. Building and parking lot are owned by United Way and include office space for United Way staff and tenants, community event spaces, and warehouse space. This position supervises the Office Manager and the Facilities Coordinator.
KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Duties &amp; Responsibilities
<ul><li>Ensure United Way’s physical property, telecommunications systems, and information technology are well-maintained and meet the needs of staff, tenants, and community members.</li>
<li>Proactively ensure ongoing maintenance and security of building and parking lot. Maintain prioritized list of maintenance needs. Ensure that items are assigned and completed in a timely and cost-effective manner, and communicated to appropriate stakeholders.</li>
<li>Provide oversight to community spaces and warehouse, creating and reinforcing guidelines for use so that all users can keep the spaces organized and ready for use at all times.</li>
<li>Manage processes and policies related to building tenants (long term contract as well as event groups), with the goal of a fully-leased property.</li>
<li>Oversee procurement and vendor relationships related to building maintenance and security as well as telecom services and information technology. Assess vendors and systems regularly to ensure alignment with UW’s needs. Regular vendors include, but are not limited to, janitorial, security, and IT support.</li>
<li>Manage budget for facilities and technology equipment purchase, maintenance, and contracts. Ensure timely processing of all relevant receivables and payables.</li>
<li>Maintain availability to staff for basic IT support such as troubleshooting equipment, and determining appropriate vendor for escalation as needed.</li>
<li>Manage the renewal of relevant property and liability insurances; report and track claims as needed.</li>
<li>Maintain good working relationship with relevant licensing and government agencies.</li>
</ul>Supervisory Responsibility
This position will oversee two internal staff as well as external IT, security, janitorial and vendor contracts.
Physical Demands
At times, this position may include periods of extended physical activity such as walking, climbing, stooping, kneeling, and bending to inspect all aspects of the property, including technology equipment. Position at times requires the ability to lift up to approximately 50 lbs. 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.
EDUCATION/REQUIREMENTS
Knowledge, Skills and Expertise
<ul><li>Facilities management skills: ability to assess and complete basic maintenance, building, and repair tasks; knowledge of equipment, supplies, and materials used in commercial property maintenance; general understanding of plumbing, HVAC, electrical, security, etc.</li>
<li>IT skills: knowledge and understanding of standard office hardware and software systems; ability to troubleshoot hardware and software; experience with software and IT support vendors; ability to support users and suggest appropriate steps for resolution.</li>
<li>Ability to manage vendors, contracts, and budgets.</li>
<li>Ability to exercise good judgment, manage time effectively to solve problems and take initiative, assign tasks and projects to appropriate parties, and respond appropriately to changing circumstances and priorities.</li>
<li>Ability to develop and maintain relationships with multiple internal and external individuals.</li>
<li>Detail-oriented with strong organizational skills.</li>
<li>Strong computer skills including Microsoft Office and cloud-based systems.</li>
<li>Fluency in English required, with strong written and oral communication skills.</li>
<li>Ability to multitask and work under tight deadlines in a fast-paced office environment.</li>
<li>Flexible to change; proven ability to manage multiple high-priority projects and deadlines without compromising quality.</li>
<li>Preferred but not required is experience managing tenants within a commercial office building.</li>
<li>Understanding of and commitment to the mission, vision, and goals of United Way.</li>
</ul>Education and/or Experience
<ul><li>Associate degree or equivalent from two-year college or technical school.</li>
<li>A minimum of 5 years relevant facilities experience with at least 1 year IT support experience.</li>
<li>Combination of experience and education.</li>
<li>Supervisory experience is strongly preferred.</li>
</ul>UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●&nbsp;&nbsp; &nbsp;Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.&nbsp; This drives their performance and professional motivations. 
	●&nbsp;&nbsp; &nbsp;Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●&nbsp;&nbsp; &nbsp;Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●&nbsp;&nbsp; &nbsp;Results-Driven: Dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact. 
	●&nbsp;&nbsp; &nbsp;Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

3 Administration / Customer Service Jobs in California