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Purpose of PositionEnrollment 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<ul><li>Perform in-depth screenings and assessments, collects client information, and encourage clients to apply for entitled benefits.</li><li>Enroll clients over the phone through BenefitsCal (online – primarily CalFresh), and other approved application processes, which includes answering questions on their behalf, obtaining consent and uploading images of their documentation. </li><li>Maintain accurate tracking and reporting for enrollment programs and referral services.</li><li>Conduct client follow-up via phone and text message to ensure the continuation of benefits.</li><li>Follow up with the client to determine application approvals and advocate on their behalf when experiencing barriers.</li><li>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. </li><li>Collaborate with and serve as a resource to community organizations and 211OC staff to share best practices and other knowledge.</li><li>Assist with community outreach events throughout the County of Orange. </li><li>Assess participants’ immediate needs and make referrals to appropriate resources.</li><li>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.</li><li>Empower clients to choose the services they feel are most appropriate for their situations.</li><li>De-escalate upset clients and intervene during crises and/or situations of abuse.</li><li>Troubleshoot unavailability of services through expert knowledge of navigation of the 211OC’s resource database and through teamwork with other I&amp;R Specialists and the Resource Department. </li><li>Assist clients in problem-solving when no services are available which can meet their needs.</li><li>Divide time between answering contacts for benefits enrollment and the 2-1-1 general line based upon department call volume and staffing levels.</li><li>Advocate on behalf of clients who have been denied services</li><li>Troubleshoot basic technological failures</li><li>Performs other duties as assigned</li></ul>Core CompetenciesAll 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; remains open to others' ideas and tries new things. Active listener, able to handle conflict and remains neutral in situations open to others' ideas, and tries new things.Oral Communication - Effective communicator demonstrates the ability to de-escalate conflict. 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.Teamwork - Exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests.Professionalism - Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration, regardless of status or position; accepts responsibility for own actions; follows through on commitments.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. Able to effectively present in front of groups of customers or employees of the organization.Job Requirements /Technical Knowledge<ul><li>High School Diploma or BA/BS Degree in the Human Service Field</li><li>Prior experience providing information and referral services or related experience in the human service field is desirable</li><li>Must be Bilingual (English and Spanish– verbal and written) </li><li>One year of experience working directly with individuals and families in crisis from the community</li></ul>Compensation<ul><li>$20.90 per Hour. Competitive Benefits</li></ul>Physical Demands Physical demands are representative of the requirements necessary for an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this Job, frequent communication with other employees, and community members, in person, on the phone, and computer. Occasionally travel off-site to meetings and events. Able to lift, carry, push, and/or pull up to 25 pounds. Requires occasional stooping, kneeling, crouching, and/or crawling. Sedentary, sitting, walking, occasional lifting (overhead, waist level) from the floor, bending. Frequent near vision use for reading and computer use; may require long periods of sitting and/or standing. Frequent hand use and finger dexterity are needed to use a computer keyboard and operate standard office equipment. Job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change or new ones may be assigned at any time with or without notice.Send Resumes To: <a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a>Orange County United Way18012 Mitchell South, Irvine, CA 92614<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a>

Orange County United Way

Enrollment Specialist 

Purpose of Position: Under the direction of the Senior Program Manager, the Operations Specialist will manage, assess, and report on all operational components of OC Free Tax Prep program, which provides free tax preparation for low to moderate income households, individuals 60+, those with limited English proficiency, and persons with disabilities.Key Duties and Responsibilities  •    Support the Senior Program Manager in ensuring adherence to grant requirements set by various funding sources, including but not limited to California Earned Income Tax Credit (CalEITC), Internal Revenue Services (IRS,) and the American Associate of Retired Persons (AARP) Foundation  •    Work collaboratively with Program Specialist to fulfill required grant deliverables •    Track program data, including program details, objectives and results, and descriptive narratives on programmatic impact •    Coordinate with our IRS SPEC agent to receive regular Production; review for data tracking and analysis •    Complete all necessary reports for funders and internal monitoring  •    Assist with the development of the OC Free Tax Prep program budget and monitor all revenue and expense •    Administer OC Free Tax Prep partner grants and awards  •    Work with OC United Way internal departments to develop marketing, outreach, and communications collateral for the program; including by not limited to a monthly newsletter for continued volunteer and stakeholder engagement  •    Work with Program Specialist to order and distribute marketing collateral to ensure it matches grant requirements •    Support the Senior Program Manager in oversight of contractors and vendors related to operations and marketing •    Manage site coordinator contracts, including processing timesheets and expense reporting •    Assist with grant submissions and renewals •    Other duties as assigned Job Requirements/Technical Knowledge •    Knowledge of issues affecting low to moderate-income households and communities in Orange County •    Knowledge of tax preparation and/or finances strongly preferred  •    Ability to analyze statistical data from numerous sources for reporting purposes •    Ability to pass a Tax Law Certification exam upon hire (training provided) •    Ability to work independently and autonomously •    High level of attention to detail •    Interpersonal and communication skills •    Computer (Word, Excel, PowerPoint) and social media savvy •    Available to work evenings and weekends if required (typically in winter and spring)Physical Demands Physical demands are representative of the requirements necessary for an employee to successfully perform the essential functions of this position. The employee is required to actively listen and communicate clearly. The employee is required to stand and publicly speak. The employee is required to walk, reach with arms and hands, climb, balance, twist, lean, move from one location to another, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close and far. Reliable transportation and a clean driving record are required as the employee may need to travel throughout Orange County to meet with participants and for other work engagements. Ability to operate a computer keyboard and mouse, and lift files and reports is required. Employee must be able to lift and carry 25 pounds.Compensation  Commensurate with experience, education, and market, $66,560-$70,000/year. Competitive benefitsSend Resumes 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>

Operations Specialist, OC Free Tax Prep

Purpose of Position
We are seeking an experienced Senior Marketing Specialist to join our team to help build brand awareness and strong, consistent brand image of Orange County United Way within the community. The incumbent will be focused on the marketing and communication of two key initiatives, United for Financial Security and United for Student Success, as well as other marketing assignments. The successful candidate will be hands on managing, organizing and delivering marketing projects for print and digital. This position is responsible for understanding the needs and documenting the requirements of each project, prioritizing delivery dates, and successfully completing projects on time. This position will manage relationships with multiple vendors, collaborate with internal teams, and with consultants to bring projects to completion meeting deadlines.
Key Duties and Responsibilities
<ul><li>Serve as the lead point of contact for the United for Financial Security and United for Student success teams for all marketing requests.</li>
<li>Implement marketing strategies for the initiatives. Understand the needs, the goals, and the audience to provide guidance and deliver efficient solutions.</li>
<li>Oversee budgets and timelines. Responsible for driving projects to on-time completion and communicate changes to project timelines, scope, and budget when applicable.</li>
<li>Track projects on the marketing project traffic tool and update status weekly.</li>
<li>Execute advertising campaigns and marketing projects from concept to completion.</li>
<li>Responsible for all the assets development for the two initiatives (email marketing, videos, photoshoots, events, advertising, collaterals, content development, social media, websites, promotional items, etc.).</li>
<li>Understand the principles of branding and design to create and update marketing materials as needed.</li>
<li>Create tracking and prepare marketing reports to brief stakeholders on key performance indicators (KPIs).</li>
<li>Support and manage other marketing projects as needed.</li>
</ul>Core Competencies
<ul><li>Attention to detail with an eye for excellence (seriously, if attention to detail does not come naturally to you, this position is not the best fit).</li>
<li>Highly organized and self-motivated.</li>
<li>Ability to work within tight deadlines, adjust to new priorities, and balance short-term needs with long-term strategic initiatives.</li>
<li>Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail.</li>
<li>High emotional intelligence and excellent interpersonal skills. Ability to cultivate successful team collaboration spirit.</li>
<li>Excellent written and oral communication skills.</li>
<li>Creative-thinking and problem-solving.</li>
<li>Experience working efficiently with internal cross-functional teams as well as external vendors like graphic designers, advertisers, printers, and promo item reps.</li>
<li>Experience with Microsoft Office Suite (Outlook, Teams, Word, Excel, PowerPoint, SharePoint, etc.) as well as Google collaboration tools (Docs, Sheets, Forms, etc.).</li>
<li>Solid experience managing successful Google, social media, digital and print advertising.</li>
<li>Experience with email marketing platforms like Mailchimp.</li>
<li>Knowledge of WordPress.</li>
<li>Experience with some form builders platforms like Formstack, and design tools like Canva.</li>
<li>Experience with social media content development.</li>
<li>Experience with video production management as well as event management.</li>
<li>Experience with basic HTML, CRM platforms, and video editing software is a plus.</li>
<li>Strong verbal and written communication skills.</li>
</ul>Job Requirements 
<ul><li>7+ years of project management experience with a proven track record of success completing marketing print and digital projects</li>
<li>Bachelor’s degree preferred</li>
<li>Agency experience is a plus</li>
<li>Semi-flexible hybrid working schedule; 3 days in-office, 2 days remote.</li>
</ul>Employment Standards
<ul><li>Reacts well under pressure</li>
<li>Treats others with respect</li>
<li>Responsible for own actions</li>
<li>Follows through on commitments</li>
<li>Ability to work independently and proactively</li>
</ul>Compensation
<ul><li>Commensurate with experience, education, and market $66,560-$75,000</li>
<li> Competitive benefits</li>
</ul>Physical Demands 
Physical demands are representative of the requirements necessary for an employee to successfully perform the essential functions of this position. The employee is required to actively listen and communicate clearly. The employee is required to stand and publically speak. The employee is required to walk, reach with arms and hands, climb, balance, twist, lean, move from one location to another, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close and far. Ability to operate a computer keyboard and mouse, and lift files and reports is required. Employee must be able to lift and carry 25 pounds.
<a href="https://www.unitedwayoc.org/about-us/commitment-to-diversity-equity-inclusion/" target="_blank">View our commitment to Diversity, Equity and Inclusion Statement</a>
Send Resumes 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>

Senior Marketing Specialist

Position Summary: The Resource Development (RD) Assistant will primarily provide a leadership role in the management of the donor stewardship journey in order to achieve individual, department and company goals. Additionally, the RD Assistant will provide support to the Director of Resource Development in all areas related to implementing and supporting the fundraising initiatives and goals for United Way.  United Way professionals should exhibit core competencies: mission-focused, relationship-oriented, collaborator, results-driven, and brand-steward.
Duties and Responsibilities:
Drives Revenue &amp; Impact
<ul><li>Resident expert on customer relationship management system communications platform.</li>
<li>Run reports as requested on behalf of the Director of Resource Development which will enhance knowledge of donor base for effective communications.</li>
<li>Manage and maintain global accounts where engagement is requested (but presentations are not permissible) to encourage business support and achieve United Way goals.</li>
<li>Utilize CRM to review accounts and to process pledge transactions with a high level accuracy and speed.</li>
<li>Identify and write up adjustments to donor accounts as needed.</li>
<li>Maintain an organized filing system of donor pledge cards and payment documentation.</li>
</ul>Strategic Relationship Building
<ul><li>Responsible for carrying out all phases of the communication plan with donors for enhanced stewardship.</li>
<li>Through timely communications is able to connect donors’ and prospects’ areas of interest directly to United Way’s work and inspire commitment and support for United Way.</li>
<li>Utilizing our CRM/communications platform, practice effective stewardship by thanking donors, informing them about the impact of their gifts, and keeping them apprised of progress on Community Impact work.</li>
<li>Work effectively with other departments to achieve United Way goals and communicate to various stakeholders.</li>
</ul>Effective &amp; Engaging Communicator
<ul><li>Excellent written and oral communication skills to effectively present the United Way message to businesses, employees, and the community.</li>
<li>Provide excellent customer service and problem resolution to both internal and external constituents.</li>
</ul>Embracing &amp; Managing Change
<ul><li>Effectively work with the Director of Resource Development, UW Board members, and Campaign Cabinet to implement new and creative strategies for workplace campaigns to support United Way goals.</li>
<li>Work with UW, the Resource Development Team and Community Impact Team to engage donors as volunteers through effective communications as part of the stewardship journey.</li>
</ul>Entrepreneurial &amp; Innovative
<ul><li>Collaborate with the local community to meet organizational goals through special events (including but not limited to race parking) and affinity groups (including but not limited to Power of the Purse events.)</li>
</ul>This job description reflects the general duties assigned to the Resource Development Assistant, however, other duties may be assigned based upon needs that may arise within the organization and fall within the scope of the Resource Development Department.                                                                                                        Qualifications:
<ul><li>High School Diploma or equivalent required.</li>
<li>1 - 3 years of experience in database management, preferably in a non-profit organization.</li>
<li>Associate degree in business, accounting or database management an advantage.</li>
<li>Excellent computer and data entry skills.</li>
<li>Proficient with Microsoft Office products including Word, Excel, PowerPoint</li>
<li>Team player with the ability to work with AUW senior management to achieve organizational goals.</li>
<li>Detail oriented with strong organizational and project management skills.</li>
<li>Strong verbal and written communication skills, including public speaking and presentation skills.</li>
<li>High degree of professional integrity to deal ethically with confidential information.</li>
<li>Ability to work under minimal supervision.</li>
<li>Possess a valid driver’s license and have use of insured motor vehicle.</li>
</ul>Working Conditions &amp; Physical Requirements:
Work is carried out in a controlled, agreeable environment as generally represented by normal office conditions.  Employees may be required to assist with or attend various offsite events related to programs or fund raising that are scheduled evenings and/or weekends.  These events may require several hours on your feet and assisting with heavy lifting and carrying.
UNITED WAY CORE COMPETENCIES FOR ALL STAFF 
	●    Mission-Focused: Catalyze others’ commitment to mission to create real social change that leads to better lives and healthier communities.  This drives their performance and professional motivations. 
	●    Relationship-Oriented: Understands that people come before process and is astute in cultivating and managing relationships toward a common goal. 
	●    Collaborator: understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement. 
	●    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. 
	●    Brand Steward: Steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.

4 Full time Jobs in Irvine, CA, USA