Under direction, the 1406 Senior Clerk performs difficult, responsible and specialized clerical work and may assign clerical and office work to subordinate office personnel. This is the senior-level position in the Clerk series.
Incumbents in this position will work at various agency locations that accept applications from clients pursuing social services benefits administered by the Human Services Agency (HSA). This position requires effectively serving a diverse client base including those with histories of drug addiction, homelessness, incarceration, behavioral and other sensitive health issues.
Essential Duties:
According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job class and are not intended to be an inclusive list; may include additional duties as assigned.
Records Management
1. Process applications of customers wanting to receive social services benefits administered by the San Francisco Human Services Agency (SFHSA); assembling application packets and assist supported programs.
2. Perform index clearances; entering and/or updating customer demographics in the various client databases.
3. Complete workflow requests from Program staff.
4. Maintain data integrity of various client databases; merge duplicate files if appropriate; identify and correct erroneous customer information.
5. Collaborate with Program staff to troubleshoot and resolve issues pertaining to registration and clearance of case records.
6. Create and maintain new and existing customer case folders; send folders to offsite storage for archiving.
7. Track customer case folder movement using the Agency’s Case Folder Transit Tracking System and Client Index Database platforms.
8. Cross train staff members in the other Records Management (RM) units and the Reception Operation (RO) units to improve the overall efficiency of the team.
9. Work in a Service Center environment receiving inbound calls.
RECEPTION OPERATION
1. Receive and verify accuracy, completeness, and legibility of application packets.
2. Perform preliminary screening of applicant using the California Welfare Information Network and other Agency systems.
3. Record client demographics; schedule date and time of intake appointments using a Lobby Management and Appointment Scheduling systems.
4. Act as lobby navigator assisting customers using kiosks; check-in customers for their scheduled appointments, and direct customers to appropriate service stations.
5. Provide customers general information, respond to customer inquiries, troubleshoot customer ticket(s), and resolve other issues.
6. Operate CHANGES terminal to capture digital images of customers who are applying for CAAP benefits; and create shelter reservation for CAAP applicants using CHANGES.
7. Answer in person and phone inquiries from HSA staff, other government agencies, and the general public; including compile and generate reports from data sources as requested.
8. Receive, store, and stock client applications and other pertinent forms; prepare confidential records, files and other pertinent forms for destruction.
9. Pick up bundled reading materials from local libraries for client use.
10. Cross-train in tasks performed by other staff members in the Records Management units.
Location: San Francisco, CA
Posted: Aug. 23, 2024, 8:20 a.m.
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