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Section I: Position Details
Job Opening Date: August 20, 2026
Job Status: This position is a full time seasonal contract (Early-September through approximately April 30) & 40 hours per week
Wage: $24.00/hour
General Summary of Purpose of this Position: Informs customers and interested parties of the scope, nature, and requirements of the Energy Assistance Programs. Processes Energy Assistance Program applications, verifies information, determines eligibility and benefit levels, and maintains required documentation Performs outreach functions and consumer education activities. Performs routine office functions and other duties as assigned.
Primary Job Duties and Responsibilities
1. Program Compliance (35%): Supports the Program Manager in meeting local, state, and federal compliance requirements.
Follows funding requirements and maintains complete and accurate documentation.
Participate in regular Energy team meetings to ensure adherence to regulatory requirements.
Work with Compliance and Customer Support departments to ensure shared understanding and data tracking
2. Customer Eligibility and Program Compliance (40%): Determines program eligibility and processes applications
Performs heat bill assistance intake and application processing
Assists customers with completing their application when necessary
Verifies information provided by applicant
Determines program eligibility, calculates benefits, and processes applications
Balances empathy for customers with sound judgment and consistent application of program requirements and funding limitations.
Maintains client files and appropriate documentation per program regulations
3. Customer Support (10%): Serves as a community resource person for all energy assistance programs
Explains the energy assistance programs (LIHEAP, CRF emergency furnace repair/replacement, Weatherization, Energy Share of Montana) to consumers and interested parties
May coordinate scheduling of service for no-heat situations
Attends appropriate meetings and training
Informs consumers and other interested parties of the scope, nature and regulations of the energy assistance programs
Demonstrates knowledge of local resources and makes appropriate referrals
4. Data Management & Reporting (5%): Supports the collection, maintenance, and review of accurate program data.
Maintain accurate data entry and reporting in databases such as CHIMES or Case Worthy, and ensure timely submission of reports for compliance purposes.
Maintains organized and current program records in approved Google Drive locations
Reviews program data for accuracy and compliance with reporting requirements
5. Teamwork (5%): Interacts and communicates with people representing a wide variety of backgrounds, organizations, agencies and professions
Communicates clearly and professionally in person, by telephone, electronically, and in writing
Promote effective communication and cooperation with staff, clients and other service providers
Represents the HRDC at public hearings and meetings
6. Organizational Participation (5%):
Attend all organizational team meetings
Read the weekly news to stay informed
Participate in trainings and wellness days when available
Conduct respectful, professional, and effective conversations with customers and volunteers regarding behavioral expectations, program compliance, and HRDC property standards.
Knowledge Skills and Abilities:
Program Philosophy and Service Delivery:
Adhere to the program philosophy that empowers customers with freedom of choice, autonomy, and accountability.
Additionally, this role will assist customers in developing their plans for belonging, well-being, meaning, and purpose.
Cultural Awareness:
Demonstrates the ability to understand and connect with customers from diverse socio-economic, ethnic, and cultural backgrounds, ensuring access to all appropriate internal and external community resources.
Equity, Safety, & Wellness:
The person in this position complies with HRDC safety policies, procedures & guidelines; participates in safety training & drills as required; Reports unsafe conditions, incidents or near misses immediately; takes proactive steps to ensure the work area is clean and safe at all times.
Actively promotes wellness, safety, and equity for all cultures and ethnicities.
Adheres to policies and programs that affirm, support, and value diversity, including those for LGBTQ+ individuals, families, and communities.
Customer Boundaries:
Travel:
This position will primarily serve customers located in Gallatin, Park and Meagher Counties
This position requires travel to inspections within the service areas
Occasional travel for training
Language Skills:
Ability to read, interpret, and write routine documents and correspondence in English; Spanish language skills perferred
Ability to analyze and interpret complex and sensitive information
Ability to explain complex program requirements clearly and respectfully
Ability to effectively disseminate information about HRDC and community programs.
Mathematical Skills:
Reasoning Ability:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of program manuals, guidelines, and instructions furnished in written, oral, diagram, or schedule form
Ability to define problems, collect data, establish facts, and draw valid conclusions
Confidentiality:
This position requires regular handling of sensitive and confidential client and agency information. Unauthorized disclosure could harm client interests and the organization, and may also violate state and federal privacy laws. This position may have access to reports, records, and personnel files, and must exercise the highest level of discretion, judgment, and confidentiality at all times.
Computer Skills:
Proficient in navigating spreadsheets, multiple databases, email, calendar
Willingness to learn new software systems
Proficient with Microsoft Office, Google Workspace, and web-based databases.
Drivers License:
Licenses or Certifications That Would Be Useful but Are Not Required:
Other Required Knowledge, Skills, or Abilities:
Ability to effectively work and communicate positively with all socio-economic groups
Ability to effectively perform duties with a thorough knowledge of agency goals, objectives, projects and services
Ability to balance direct customer service with detailed administrative responsibilities
Excellent attention to detail
Self-motivated with the desire to work with others and contribute to the team environment toward common goals.
Ability to work with minimal supervision and effectively manage workflow
Ability to present self and organization in a positive and professional manner
Ability to respond effectively to the most sensitive inquiries or complaints from customers
Demonstrate knowledge of community resources and partner agencies
Ability to effectively establish and maintain positive working relationships with other social service providers, organizations, program participants, and staff
Essential Physical, Mental and Emotional Requirements of this position. The following physical, mental and emotional abilities are considered essential to perform the duties listed above:
Education and Experience:
Supervision Received:
This position operates under general supervision.
The incumbent’s work is primarily assigned by daily workflow and operations.
The incumbent is authorized to make decisions as to the timing and sequence of work and the work is performed according to established policies and procedures and/or within applicable laws, rules and regulations governing the tasks being performed.
Supervision of Others:
Financial Responsibility:
Personal Contacts: The incumbent is responsible for the following personal contacts (either in oral or written form) when performing the Duties and Responsibilities of the Position:
Daily interaction with the public or consumers
Interacts with program managers, executives, HRDC boards and/or committees several times a year
Interacts with representatives of other service providers on a weekly or more frequent basis
Interacts with funding agencies to provide information or exchange facts annually
Interacts with governmental compliance or auditors to provide information or exchange facts annually
Working Conditions:
Works in a temperature-controlled office environment
Weekly or more frequent operation of a motor vehicle under all weather conditions
May interact with customers experiencing hygiene-related challenges
May interact with customers experiencing emotional distress or behavioral-health crises, which can manifest in loud outbursts, anger, and threats of harm to self or others
This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Assigned duties and responsibilities may be added, removed, or changed at any time as organizational needs evolve.
