Case Manager

BDO USA; Aiken (SC); On-site; USD 40,000 - 58,000; Full time

Job summary

BDO USA in South Carolina is seeking a Case Manager to serve as the primary contact for program applicants requiring financial assistance. This in-office role requires travel to several intake centers and collaboration with clients, case management, and leadership on applications.

Responsibilities include assisting applicants with completing applications, reviewing submissions for completeness, updating applicants on status, and maintaining records in the program system.

Qualifications

• Two or more years of customer service or clerical experience required.
• Knowledge of creating tables and graphs in Microsoft Excel required.
• Experience with specialized advisory service or in related fields preferred.

Responsibilities

• Provides excellent and consistent customer service to applicants, clients, constituents, and program team members.
• Assists applicants with the completion and submission of their program applications.
• Reviews submitted applications for completeness and ensures all documentation is received for eligibility review.
• Reviews applicant vulnerability factors and assigns priority status to their applications.
• Conducts orientations and introductory calls to applicants and requests needed documentation.
• Keeps applicants updated on the status of their program applications.

Skills

Customer service

Communication

Analytical skills

Interpersonal skills

Detail-oriented

Education

High School Diploma or GED

Associate degree

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Job Description

The Case Manager serves as the primary contact for a dedicated population of program applicants who require financial assistance. This role will maintain a complete understanding of all applicable program policies, requirements, and procedures and review all cases within the guidelines established. The Case Manager may assist with or lead day-to-day case management activities, which may include processing, monitoring, tracking, and reporting applications within a functional area with little or no direct supervision. This role may specialize in specific subjects within the functional area.

Job Summary

This position is required to be in office, and you will be required to travel to several intake centers in order to collaborate directly with clients, case management and leadership regarding program applications. Local travel may be required at times.

Job Duties

• Provides excellent and consistent customer service and support to applicants, the client, constituents, and program team members
• Assists applicants with the completion and submission of their program applications, as needed
• Reviews submitted applications for completeness and ensures that the program has received all documentation and information needed to perform an eligibility review
• Reviews applicant vulnerability factors and assign appropriate priority status to their application
• Conducts an orientation and introductory call to assigned applicants and request any application documentation or information needed to make the application complete
• Ensures program applicants are continuously updated regarding the status of their program application
• Provides frequent, diligent, and professional communication
• Obtains a working knowledge of applicant needs and program eligibility criteria
• Understands program requirements and other key objectives
• Understands program processes from start to finish and communicates those processes clearly to applicants
• Gathers applicant documentation and uploads to program system of record
• Records all communications in the program system of record
• Other duties as required

Education

• High School Diploma or GED, required
• Associate degree, preferred

Experience

• Two or more years’ experience providing customer service and or clerical work, required
• Knowledge of creating tables and graphs in Microsoft Excel, required
• Experience relevant to the functional area and/or experience providing specialized advisory service, which may include construction, financial, housing, and/or related industry knowledge, preferred
• Experience with CDBG housing and/or FEMA hazard mitigation and similar programs/projects, preferred

License/Certifications

• Valid driver’s license and good driving record, required

Software

• Proficient in the use of Microsoft Word, Excel, Outlook, required
• Proficient in the use of the internet, required

Other Knowledge, Skills & Abilities

• Ability to manage effectively with or without subordinates
• Knowledge, skills, and abilities necessary to perform the job function with little to no supervision, while remaining acutely aware of timelines, meeting deadlines, and performance measures
• Ability to acquire a working knowledge of applicable rules and regulations and the ability to provide technical assistance
• Excellent written and verbal communication skills, strong analytical skills, ability to work independently, and effective interpersonal skills
• Ability to quickly learn new software applications
• Detail-oriented with close attention to program compliance requirements, record keeping guidelines, and file closeout expectations
• Strong customer service skills and knowledge of customer service best practices
• Ability to maintain the confidentiality of program information

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability