Financial Assistance Case Manager

JOB DESCRIPTION

Financial Assistance Case Manager

FLSA: Full-Time Professional/Non-Exempt

STEPS is seeking a compassionate and resourceful Case Manager to provide direct financial crisis support to employees of Skookum. This role will involve assisting clients in navigating financial hardships, developing financial literacy skills, and connecting with community resources to achieve long-term stability. The Case Manager will help clients create realistic budgets, manage debt, and, in some cases, facilitate the payment of overdue bills for essential needs such as housing, utilities, transportation, and food. This position is responsible to and supervised by the Vice President of Administration.

DUTIES:

1. Conduct confidential intake assessments of client’s financial situations to identify immediate and long-term needs and eligibility.

2. Provide tailored support to address financial crises, including facilitating the payment of overdue bills for essential services.

3. Develop personalized budgeting plans to help clients manage their income and expenses effectively. Provide guidance on debt management strategies, including negotiating with creditors and creating repayment plans.

4. Educate employees on financial literacy, covering topics such as saving, credit scores, and responsible spending habits.

5. Responsible for traveling weekly to Fort Gregg-Adams, monthly to Fort Eustis, Yorktown, and Fort Pickett, and quarterly to Camp Lejeune. Twice a year to Maryland and DC sites.

6. Responsible for assisting employees in California, Wyoming, Idaho, Montana, Texas, New Mexico, Tennessee, Arkansas, and Kansas virtually and may visit any of these locations if there is an increase in need. (If mutually agreed upon with Skookum)

7. Assist employees in accessing emergency financial assistance programs and other available resources.

8. Responsible for updating the monthly Skookum report and financial expense spreadsheet. Track outcomes to measure the impact of financial support initiatives.

9. Responsible for completing public relation activities as needed to enhance community knowledge of STEPS’ services.

10. Responsible for maintaining a positive, professional and open relationship with local service/referral agencies, including but not limited to customers, employers, job site supervisors, internal departments, parents/guardians, care staff, and the public

11. Responsible for inputting data to maintain confidential case files, documentation, and case notes within required time frames.

12. Maintain a non-judgmental, empathetic approach to build trust and rapport with employees.

13. Other duties as assigned.

QUALIFICATIONS:

• Bachelor’s Degree from an accredited college/university with a degree in Social Work, Human Services, Counseling, or a related field. Experience working in government funded programs preferred. A combination of education/work experience may be substituted.
• 2 years of experience in case management, financial counseling, or a related field, preferably working with individuals with disabilities.
• Strong knowledge of financial literacy principles, including budgeting, debt management, and resource planning.
• Familiarity with community resources and support programs addressing housing, utilities, food insecurity, and transportation.
• Exceptional interpersonal and communication skills with a high level of empathy and cultural sensitivity.
• Strong problem-solving and organizational abilities, with attention to detail and confidentiality.
• Proficiency in Microsoft Office Suite and case management software.

PHYSICAL DEMANDS OF THE ESSENTIAL FUNCTIONS:

1. Skill in communicating in spoken conversation – adequate volume speech.

2. Skill in writing/reading.

3. Skill in mathematics.

4. Normal hearing required for conversation, telephone use, and emergency information systems.

5. Visual acuity, depth perception, and field of vision within normal range.

6. Accurate color vision.

7. Must be independently mobile on all surfaces and situations.

8. Must be able to move safely about work area.

9. Must be ambulatory on all surfaces and situations.

10. Must have bilateral use of hands for repetitive single grasp and release tasks.

11. Must have bilateral use of hands for repetitive fine manipulation.

12. Must have bilateral use of foot/feet for repetitive movement as in operating foot controls.

13. Must be able to reach below shoulders.

14. Must be able to reach above shoulders.

15. Must have full active range of motion of all extremities.

16. Must be able to climb steps, ladder, and ramps frequently.

17. Must be able to bend/squat/twist/kneel frequently.

18. Must be able to turn head 180 degrees frequently.

19. Must be authorized for coverage under agency insurance if operating agency vehicle, have good driving record, valid Virginia driver’s license, and/or required level of personal auto insurance.

20. Must be able to perceive size, discrimination, temperature, shapes, and/or textures.

21. Must be able to physically transfer client from a wheelchair in a safe manner.

22. Must have the physical stamina to work at least 12 hours per day.

23. Must be able to tolerate heat and humidity.

EMOTIONAL DEMANDS OF THE ESSENTIAL FUNCTIONS:

1. Must be able to change routine in a positive manner.

2. Must be able to follow through on assignments independently.

3. Must have good organizational skills.

4. Work output must be at a competitive level.

5. Must be able to solve problems as they arise.

6. Must have stable work behaviors on a daily basis.

7. Must have adequate individual coping skills.

8. Must be able to maintain good work attendance.

9. Must be able to participate in decision making.

10. Must be able to respond appropriately to emergency situations.

11. Must be able to exercise good judgment in an effort to maintain a safe work environment.

Job Type: Full-time

Pay: Up to $31.25 per hour

Expected hours: No less than 40 per week

Benefits:

• 403(b)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Hybrid remote in Farmville, VA 23901

Salary : $31