EEDD Intake and Referral Specialist I (#RS5501)
$18.84-$22.90 Hourly / $3,265.39-$3,969.11 Monthly / $39,184.79-$47,629.36 Yearly


Under general supervision, performs specialized clerical and technical work in processing applications for job training assistance; determines eligibility for services; assists in reviewing job orders; and does related or other work as required in accordance with Rule 3, Section 3 of the Civil Service Rules.


This is the first level in the EEDD Intake and Referral Specialist series. This class is primarily responsible for prescreening and referring clients to specific jobs or training programs and performs under less supervision while the EEDD Intake and Referral Specialist II level works independently to match job orders with potential referrals and may assist job developers to find and make placements.


  • Reviews applications and interviews applicants for job training programs; enters applicant information for referral to job or classroom training; codes applicant file with DOT codes for prior experience and current job interests.
  • Assists clients in completing various forms and applications; explains eligibility requirements as necessary.
  • Determines eligibility for various training programs; obtains and reviews documents required to determine eligibility; contacts other agencies to obtain information.
  • Applies program regulations to determine eligibility for classroom and job training programs.
  • Refers ineligible clients to alternate sources of assistance or for education such as English-as-a-Second Language or basic skills.
  • May assist in referring applicants to On-The-Job and other training programs.
  • Assists in reviewing job orders; assists in contacting employers to verify minimum qualifications and skills desired; performs computerized sorts of applicant records to identify potential referrals; assists in creating job descriptions.
  • Assists in screening applicants by phone or in person; assists in pre-screening resumes.
  • Assists in promoting services and programs at job fairs and various community events.



Experience:  One year of work at a level equal to or higher than Office Assistant in San Joaquin County, preferably in a social services agency.


Substitution:  One year of business school may substitute for six months of the required experience.



Education: Completion of 30 semester units at an accredited college or university.



License:  Possession of a valid California driver’s license.


Basic English sufficient to read job related materials and communicate the materials to clients; public relations and interviewing techniques; information organization; general office practices and procedures; gathering, organizing and reporting data; basic math; public relations techniques; community assistance and referral agencies.


Read, understand and apply laws, regulations, program policies/procedures, and other job related materials; use a computer and related software programs; gather, organize, input and maintain information; understand and follow oral and written instruction; explain program policies and procedures to clients and the public; establish and maintain effective working relationships with individuals from a wide variety of backgrounds; deal courteously with clients; communicate effectively both orally and in writing.


Mobility-Frequent operation of a data entry device; repetitive motion; sitting for long periods, walking; occasional standing, pushing, pulling, bending, squatting; climbing stairs; occasional driving; Lifting-Frequently 5 pounds or less; occasionally 5 to 30 pounds; Visual-Constant good overall vision and reading/close-up work; frequent color perception and use of eye/hand coordination; occasional use of depth perception and peripheral vision; Hearing/Talking-Frequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychological-Occasional decision making and public contact; Special Requirements-Some assignments may require working weekends, nights, and/or occasional overtime; Environmental-Occasional exposure to varied weather conditions.

San Joaquin County complies with the Americans with Disabilities Act (ADA) and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.

CLASS: RS5501; EST: 4/13/1988; REV: 6/8/2005;