Intake Technician

Pay Range:

$20.98 - $24.68 hourly (DOE)

MONTROSE COUNTY BENEFIT INFORMATION:

2026 Montrose County Benefit Information

General Statement of Duties: Performs a variety of administrative and customer service duties including assisting clients in person and by phone issuing EBT cards scheduling and notifying households of appointments and providing information on program benefits requirements and resources. Provides general office support such as data entry document preparation and review mail and records management correspondence and cash handling. Accurately enters applications and redeterminations into the Colorado Benefits Management System (CBMS) retrieves and distributes PEAK and EDMS documents and assists with expedited walk-in appointments by conducting client interviews and gathering verifications. Operates CBMS and related systems to determine food assistance and medical assistance eligibility and deliver benefits in compliance with Federal State and County guidelines.

Supervision Received: Works under the close supervision of the Administrative Support Manager and is assigned duties according to specified procedures and receives detailed instructions. Work is checked frequently.

Supervision Exercised: This position has no supervisory responsibilities.

Essential Functions: Any one position may not include all of the duties listed nor do the listed examples include all duties which may be found in positions of this class.

• Performs routine clerical duties including answering the phones assisting clients at the front counter filing data entry scanning and filing records and preparing documents.
• Assists clients in completing forms applications and in obtaining necessary documentation and responds to inquiries and problems.
• Processes routine transactions based on guidelines policies procedures and materials used in the department within a designated time frame i.e. Colorado Revised Statutes County Policies and Procedures etc.
• Issues and explains EBT cards either in person or by mail.
• Explains program requirements and procedures to clients; responds to inquiries and ensures client understanding.
• Collects fees according to standards of department issues receipts and records transactions as appropriate; uses a computer to enter and retrieve information.
• Retrieves all incoming PEAK and EDMS documents in CBMS to distribute to appropriate Eligibility Technician.
• Enters all Redeterminations and Applications into CBMS scheduling appointments as needed and distributing to appropriate Eligibility Technician.
• Researches data bases including Colorado Unemployment Benefits System (CUBS) Automated Child Support Enforcement System (ACSES) SVES and SAVE to verify client information.
• Adheres to processing guidelines established in program rules and regulations for data entry and uploading of documentation into CBMS/EDMS.
• Maintains thorough case notes in CBMS.
• Completes informational reports in cases of suspected fraud and assists fraud investigator in verification of information.
• May perform other duties as assigned.
• Regular and predictable attendance is required.

MINIMUM QUALIFICATIONS

Required Knowledge Skills and Abilities:

Education: A High School graduate or equivalent with course work in general office procedures and business practices.

Experience: Previous work experience dealing with the public is preferred. Bilingual writing reading and speaking skills in Spanish may be preferred.

Required Knowledge: Ability to learn understand and apply department guidelines policies procedures and reference materials including Colorado Revised Statutes and County policies within a designated timeframe. Demonstrated ability to perform a variety of clerical and typing tasks with a high degree of accuracy and the ability to exercise sound independent judgment. Working knowledge of community service resources programs and the purpose of public service. Ability to analyze and apply agency and state rules and regulations when determining program eligibility approvals and denials. Ability to research interpret and comply with applicable state rules and regulations and use logical reasoning to effectively problem-solve.

Language Skills: Must have the ability to communicate effectively both verbally and in writing and the skill to organize materials and present information clearly and concisely in verbal and written form. Must understand and follow verbal and written instructions. Must have proficient knowledge of the English language proper grammar punctuation and spelling in other oral and written communication and have the ability to write routine reports and correspondences. Must be able to read comprehend and apply laws rules regulations policies and standard operating procedures required for this position as well as basic how-to documents and manuals.

Interpersonal Skills: Must have the ability to establish and maintain cooperative working relationships with fellow employees representatives of other agencies and organizations and members of the community. Must have a strong customer focus orientation and have the ability provide information answering questions and taking messages. Must be able to accept interruptions in a polite and effective manner. Must have the ability to be an effective team member and maintain sensitive and confidential information. Must maintain appropriate professional boundaries in relationships with customer/clients and the general public.

Mathematical Skills: Must have the ability to work with basic mathematical concepts such as addition subtraction multiplication and division and apply concepts such as fractions percentages ratios and proportions to practical situations.

Reasoning Skills: Must be able to apply basic principles of logic and reasoning to a variety of practical problems. Have problem solving and troubleshooting skills. Must have strong organizational skills and the ability to prioritize and work on multiple tasks. Must be able to exercise some independent judgment and function under pressure. Must be able to accomplish assigned tasks to meet established performance standards and objectives and thinks through the consequences of a decision prior to making it.

Office Technology/ Computer Skills: Must be able to apply basic principles of logic and reasoning to a variety of practical problems. Have problem solving and troubleshooting skills. Must have strong organizational skills and the ability to prioritize and work on multiple tasks. Must be able to exercise some independent judgment and function under pressure. Must be able to accomplish assigned tasks to meet established performance standards and objectives and thinks through the consequences of a decision prior to making it.

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 essential functions. While performing the duties of this job the employee is regularly required to talk and hear. The employee frequently is required to sit and stand for long periods of time; use hands and fingers to handle or feel; and reach with hands or arms. The employee is required to stand walk climb or balance twist stoop kneel crouch. Must be able to respond to the customers needs and perform tasks requiring extensive hand and eye coordination. Dexterity of hands and fingers to operate a computer keyboard mouse and other devices and objects. The employee must occasionally be able to lift and/or move objects up to 25 pounds. Specific vision abilities required by this position include close vision distance vision color vision peripheral vision depth perception and ability to adjust focus. Physical ability and mobility to drive a motor vehicle to and from field and meetings as required. Ability to work extended shifts and attend training and meetings outside of regularly scheduled hours and the ability to work in stressful situations.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job operates in a professional office environment. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines. Ability to tolerate and be productive in a quiet to moderate noise level in the work place. Employee will have periodic exposure to hazards in the field such as driving and inclement weather. Exposure to computer screens. May be exposed to potential angry hostile frustrated individuals and those with behavioral and/or cognitive challenges.

Special Requirements: Must possess and maintain a valid Colorado Drivers License and satisfactory driving record. Completion of mandatory HIPAA training and IS training courses 100 and 700 within one (1) year of hire.

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.

Required Experience:

IC