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State of Washington Classified Job Specification

FINANCIAL SERVICES SPECIALIST 2

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FINANCIAL SERVICES SPECIALIST 2
165H
Category: Financial Services

Definition

This is the entry level of the series. Determines and/or maintains financial eligibility for public assistance (cash, food, medical, and child care) recipients using multiple automated eligibility, case maintenance or workflow systems. Conducts interviews to determine or redetermine eligibility for a variety of financial, medical, food and child care benefit programs. Processes changes in client circumstances, implements Federal and State regulations and determines the effect on the continuing eligibility of clients.

Typical Work

Interviews clients, analyzes complex written and oral information, and determines continued eligibility for financial, food, child care and medical programs; assesses immediate need in emergent situations; authorizes necessary warrants, medical, child care and food benefits; implements program changes and case closures as dictated by regulations, department policies, and changes in clients' circumstances;

Reads and interprets Washington Administrative Code and procedural manuals; obtains and reviews necessary data, documentation, and verification for each program of assistance as it relates to the recipients' specific circumstances; explains program requirements and services available; refers clients to both mandatory and optional services and to other agencies as required;

Detects discrepancies and clarifies data through telephone inquiries, correspondence, and interviews; recognizes and recomputes incorrect payments of grants, food benefits, medical, child care assistance and establishes overpayments;

Works within time frames and deadlines which are dictated by program requirements;

Conducts intensive interviews to determine initial eligibility for financial, medical, or food benefits;

Investigates complaints from the community as well as hotline calls and analyzes data for validity; conducts validation studies, reads cases, and makes home visits and collateral contacts to verify eligibility factors, discovers and reports errors made by agency or clients.

Attends and completes required training courses as mandated by the agency;

Performs other related work as required.

Knowledge and Abilities

Knowledge of:  philosophy of public welfare; State and Federal welfare laws and regulations; principles, problems, and practices of public welfare administration; principles of individual and group behavior, social and economic conditions and their effects upon individuals.

Ability to: Evaluate and recommend changes in eligibility assistance plan; express ideas clearly; work cooperatively with staff, clients and members of the community; accurately document, listen, observe, communicate, confront and engage in problem solving and conflict resolution.

Legal Requirement(s)

There may be instances where individual positions must have additional licenses or certification. It is the employer’s responsibility to ensure the appropriate licenses/certifications are obtained for each position.

Desirable Qualifications

Six months of experience as a Financial Services Specialist 1, and completion of the agency's Financial Services Specialist Training Program.

OR

One year of equivalent out-of-state experience conducting financial eligibility determination for public assistance to include financial, medical and food stamp programs. 

Note:  Employees shall be advanced to Financial Services Specialist 3 after completing nine months of satisfactory service as a Financial Services Specialist 2 and participation in the Financial Services Specialist Training Plan.

Equivalent education/experience.

Class Specification History

New class (replaces Financial Services Technician 2, code 3502) Effective March 1, 1987 (emergency basis June 12, 1986; permanent August 14, 1986)
Revised minimum qualifications: 6-12-87
Revised minimum qualifications: 12-13-96
Revised minimum qualifications: 4-10-98
Revised new class code: (formerly 34960) effective July 1, 2007
Revised desirable qualifications 8/13/2012; Delete language:  and/or Financial Service Technician 1.
Revised salary range, definition, typical work and knowledge and abilities; adopted June 30, 2017; effective July 1, 2017.

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