Disaster Recovery Case Navigator

BDO USA, LLP; Greenwood (SC); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA, LLP is seeking an in-office Case Manager to serve as the primary contact for program applicants requiring financial assistance. The role involves reviewing policies, processing applications, and coordinating with clients and leadership to ensure eligibility.

The position requires travel to multiple intake centers and collaboration with case management teams. A High School Diploma or GED is required, with preferred Associate degree and 2+ years of customer service experience.

Qualifications

• Two or more years' experience providing customer service.
• Knowledge of creating tables and graphs in Microsoft Excel.
• Proficient in Microsoft Word, Excel, Outlook; strong written and verbal communication.

Responsibilities

• 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 documentation for eligibility review
• Reviews applicant vulnerability factors and assigns priority status to their application
• Conducts an orientation call to assigned applicants and requests needed documentation
• Keeps applicants updated on the status of their program application
• Maintains documentation in the program system of record
• Gathers applicant documentation and uploads to program system of record
• Records all communications in the program system of record
• Other duties as required

Skills

Customer service

Microsoft Excel

Communication

Documentation

Attention to detail

Education

High School Diploma or GED

Associate degree

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

BDO USA, LLP is seeking an in-office Case Manager to serve as the primary contact for program applicants requiring financial assistance. The role involves reviewing policies, processing applications, and coordinating with clients and leadership to ensure eligibility.

The position requires travel to multiple intake centers and collaboration with case management teams. A High School Diploma or GED is required, with preferred Associate degree and 2+ years of customer service experience.