FINANCIAL ASSISTANCE SPECIALIST - CASE MANAGER

Job Description

Job Description

Job Summary :

This position provides coaching and intensive short term Financial Assistance Case Management to help adults build self-sufficiency and gain economic empowerment. This position works towards the goal of helping the client to end / decrease reliance on crisis assistance for their health, safety and welfare needs.

Minimum Qualifications :

Education : Bachelor’s Degree in Social work or related field.

Experience : Minimum of 6 months experience in case management, engaging hard to reach people, assessment, housing stability, planning and connecting to resources / referrals.

Primary Job Functions :

• Work with the client to create a plan of action that wraps individualized responsive instruction and services around clients.
• Teach concrete life skills
• Conduct one on one visits with the client
• Complete an intake with the client to gather relevant information to enter into Welsky
• Create a Housing Stability Plan that includes information on events or circumstances that led to the current need, barriers, strengths and action steps with target dates
• Provide coaching on Financial Literacy (budgeting / establishing a savings fund / building credit)
• Assist with job searches, interviewing skills, building a resume
• Brainstorm strategies to increase income / decrease expenses
• Review affordable housing options
• Link with educational / vocational resources
• Access JFCS programs / resources and community resources (SNAP / TANF / HUD / Medicaid / ACCESS / Disability)
• Advocate for / accompany clients to appointments
• Help get required documentation for benefits
• Help sign up for virtual school or evaluate vocational options to increase clients employability
• Complete exit interviews with clients
• Collect data on housing stability by doing JEA searches at specific time frames to report back to COJ
• Maintain client files
• Other duties as assigned