Case Manager - Community Services

Opportunities for Williamson & Burnet Counties; Georgetown (TX); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

Vision insurance

401(k)

401(k) matching

Dental insurance

Job summary

Opportunities for Williamson & Burnet Counties is seeking a Case Manager to deliver CSBG services under supervision, handling client outreach, service planning, and resource referral. The role emphasizes client coaching, budgeting, and career guidance within a community services framework.

The position requires a bachelor’s degree in social or behavioral sciences or related field, with strong Microsoft 365 and client service skills.

Qualifications

• Bachelor’s degree in social or behavioral sciences or related field; substitution allowed with experience.
• Experience with Microsoft 365, Outlook, and SharePoint is preferred.
• Strong customer service and communication skills; able to work in a team.

Responsibilities

• Maintain knowledge of TDHCA CSBG and TAC rule changes and internal processes.
• Perform monthly TDHCA CSBG performance reporting due by the 5th of each month.
• Maintain contact with each client for at least one hour per month and develop a Service Delivery Plan.
• Provide budget counseling and money management coaching to clients.
• Guide career development and provide wraparound services and referrals.
• Assist with job searching coaching, resume building, and progress follow-up.
• Attend scheduled one‑on‑one, team, and program meetings; maintain client records.

Skills

Microsoft 365

Outlook

Spreadsheets

TEAMS

Database programs

Customer service

Education

Bachelor’s degree in social or behavioral sciences

Tools

SharePoint

Adobe DC

Job description

Position Summary

The Case Manager is responsible for performing case management functions and services of the Community Services Block Grant (CSBG). The position reports to the Program Director and operates under moderate supervision with limited latitude for the use of independence, judgment, discretion, and initiative.

Benefits

• Health insurance
• Paid time off
• Training & development
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

Position Summary

The Case Manager is responsible for performing case management functions and services of the Community Services Block Grant (CSBG). The position reports to the Program Director and operates under moderate supervision with limited latitude for the use of independence, judgment, discretion, and initiative.

Community Services Block Grant Case Manager

• Maintain current knowledge of TDHCA CSBG and TAC rule changes and internal processes to be a resource for the Community Services program as provided by the program director.
• Perform and complete TDHCA CSBG monthly performance reporting due the 5th of each month
• Must maintain contact with each client for a minimum of one (1) hour per month. This is a minimum and intervals may increase based on the needs of the client.
  • Develop a client service delivery plan and coach and guide the client through the plan
  • Determine and address the needs of the client by creating a Service Delivery Plan
  • Provide appropriate resources and services to clients and monitor referral utilization of the appropriate resources and services by the client
  • Provide budget counseling and money management coaching to the client
  • Guide career development as determined in the Service Delivery Plan providing coaching and wraparound services and contacts.
  • Assist with Job searching Coaching and one-on-one searching, and resume building; Accountability - Keeping the client on track to achieve their goals by visiting SDP, matrix, discussing next steps, and following up on goals
  • Motivate client accountability
  • Available by call, email, text, or in-person - to each signed client on an as‑needed basis for support – Monday - Friday 8 am to 5 pm
• Achieve Family National Performance Indicators (FNPI) goals in performance management. FNPIs will be provided by the Program Director
• Advocate with/for the client to remove barriers and to achieve goals
• Maintain client database and electronic file to include notes, services provided, and financial assistance provided
• Travel for home visits or local area as needed for client
• Report client activities and caseload status monthly to the Program Director in the Excel spreadsheet template provided by the Program Director.
• Develop and maintain relationships with community partners through weekly outreach, weekly visits, and attend interagency networking meetings throughout the month
• Develop and foster working relationships with local service providers such as Employment Services offered through staffing agencies, educational services provided through community and technical colleges including Continuing Ed classes, and utilizing other resource services such as the Caring Place or Round Rock Serving Center.
• Maintain client records of paper, e-files, and databases according to established procedures for documentation.
• The position must obtain an understanding of the rules, regulations, and program requirements of the CEAP and CSBG programs as provided by the program director. (TDHCA)
• The position must obtain knowledge of all benefits provided by Community Services as provided by the program director. (TDHCA)
• The position must obtain the knowledge to complete an application and gain internal knowledge of how an application moves from intake to processed for each line of service through OTJ training.
• The position must obtain general knowledge of all services provided by the agency (OWBC) and maintain immediate access to how to provide referrals as provided by the program director. (TDHCA)
• Attend all scheduled meetings for one‑on‑one, team, and program meetings
• All employees are expected to adhere to OWBC ethics expectations.
• Must be able to cooperate and work effectively with others.
• Must be diplomatic, honest, and fair.
• Regular and punctual attendance (8:00 a.m. to 5:00 p.m.) is an essential function of the position.
• Perform other duties as assigned or as they become apparent.
• Must be able to work effectively in both team and individual work environments
• All employees are expected to adhere to OWBC ethics expectations
• Must be diplomatic, honest, and fair
• Perform other duties as assigned or as they become apparent
• The position may qualify for hybrid work as determined by the Program Director

Knowledge, Skills, and Abilities

• Ability to operate various Microsoft 365 software, outlook, spreadsheets, TEAMS, Adobe DC, and database programs.
• Ability to perform mathematical functions accurately.
• Ability to work effectively with others.
• Ability to provide excellent customer service to internal and external customers.
• Ability to evaluate, analyze, problem‑solve, and coach within the confines of the program and requirements.
• Ability to flex with job tasks when change is necessary to meet the demands of the day.
• Ability to organize, prioritize, and utilize effective time management techniques.
• Ability to ensure compliance with regulatory agency requirements and policies.
• Ability to always respect confidentiality.
• Ability to carry out multiple tasks and meet deadlines.
• Ability to follow instructions furnished in verbal or written format.
• Ability to be detail‑orientated.
• Ability to have a dedicated area for a hybrid schedule as discussed with the Program Director.

Education and Training

• Bachelor’s degree in social or behavioral sciences or related fields. Related experience may be substituted for a degree; a minimum of four years for substitution.

Experience

• Two (2) years of social services or related experience
• Must have excellent customer service skills and experience with face‑to‑face, written and verbal communication.
• Must have customer service experience with face‑to‑face, written, and verbal communication.
• Prefer one (1) year experience working in an office environment with a team and working independently.
• Prefer one (1) year of accounting or related experience.
• Required one (1) year of experience with Microsoft Office 365, Outlook, and SharePoint; prefer one (1) year of Adobe DC experience.
• Preferred Bilingual in English/Spanish

Licenses/Certifications

• Valid Texas driver’s license.

Mental / Physical Tasks (F= Frequent, O=Occasional, R=Rarely)

• | F | Standing: required when making copies, meeting people, moving from work area to work area
• | F | Handling: reports, vehicles, laptops, keys
• | F | Hearing/Talking/Listening: communicate with employees and others, answering the telephone, participating in meetings, giving presentations
• | F | Fine Dexterity: operate computer, calculator, to write, mouse, projector tools
• | F | Sitting: performing work at a desk, while reading, writing, in meetings, driving, riding in a vehicle to sites and meetings
• | O | Kneeling/Crouching/Crawling: plug‑in equipment, when connecting PC components, plugging in cords, opening lower desk drawers
• | F | Walking: from vehicle to site, area to area, to the copier
• | F | Bending/Twisting: to reach files, reports, handle paper, reach drawers
• | F | Grasping/Holding: holding binders, phones, tablets, and work resources | F | Balancing: standing, reaching, driving
• | F | Lifting/Carrying: report binders, paper, laptop, supplies up to 50 lbs. | F | Vision: to drive and assist individuals in medical needs
• | F | Pushing/Pulling: open/close file/copier drawers, open & close doors, rolltop carriers
• | F | Foot Controls – driving
• | F |Driving: scheduled and unscheduled trips to and from meetings and sites
• | F | Reaching: answer the phone, reach for files, and reports, plug in a laptop

Working Conditions

• Working in a fast‑paced environment with priorities and plans that may change rapidly.
• Working on weekends, evenings and some holidays may be required.