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State of Washington Classified Job Specification

FINANCIAL SERVICES SPECIALIST 1

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FINANCIAL SERVICES SPECIALIST 1
165G
Category: Financial Services

Definition

This is the in-training level of the series. Under close supervision, conducts interviews to determine initial eligibility for food benefit programs and redetermine eligibility for a variety of financial assistance and medical programs. Processes changes in client circumstances, implements Federal and State regulations and determines the effect on the continuing eligibility of clients.

Typical Work

On a planned, progressive assignment basis, interviews clients, analyzes written and oral information, and determines initial and/or continued eligibility for financial, food, child care and medical programs; assesses immediate need in emergent situations; authorizes necessary warrants, medical, food and child care benefits; implements program changes and case closures as dictated by regulations, department policies, and changes in clients' circumstances;  

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;

Reads and interprets Washington Administrative Code and procedural manuals;

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

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

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

Performs other related work as required.

Knowledge and Abilities

Knowledge of:  fundamentals of person-to-person communication; office practices and procedures; business English and letter writing; spelling and arithmetic. 

Ability to:  develop interviewing skills; learn to interpret and analyze data in accordance with established procedures; learn agency services; learn and understand the motivations for human behavior in order to work effectively with members of the public and co-workers; learn to recognize social problems needing referral to social services.

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

A Bachelor's degree; 

AND

Experience examining/processing loan applications, medical insurance or rehabilitation claims, unemployment insurance claims, or in a customer service job where the major duties involve public contact, or a job providing staff support in financial eligibility determination will substitute, year for year, for education. 

OR

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

Note:  Employees shall be advanced to Financial Services Specialist 2 after completing six months of satisfactory service as a Financial Services Specialist 1 and satisfactory completion of the Financial Services Specialist Training Plan which includes on the job and classroom training.

Class Specification History

New class (replaces Financial Service Technician 1, code 3501): 3-1-87 (emergency basis 6-12-86; permanent 8-14-86)
Revised minimum qualifications: 6-12-87
Revised minimum qualifications: 10-11-91
Revised minimum qualifications: 12-13-96
Revised minimum qualifications: 5-15-98
Revised new class code: (formerly 34950) effective July 1, 2007
Revised salary range, definition, typical work and desirable qualifications; adopted June 30, 2017; effective July 1, 2017.

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