Emergency Financial Assistance Case Manager

Catholic Charities Jacksonville; Jacksonville (FL); On-site; USD 44,000 - 48,000; Full time

Benefits offered by this job

Health insurance (100% employer paid)

Paid time off

Sick leave

12 paid holidays

Parental leave

Life insurance

Flexible spending account

Short-term disability

Long-term disability

401(k) retirement plan

Pension

Job summary

Catholic Charities Jacksonville Regional Office is seeking a full-time, in-office Emergency Financial Assistance Case Manager in Jacksonville, FL. The role supports clients through intake, eligibility, and coordinated emergency assistance, aiming to stabilize households and prevent homelessness.

The position requires a Bachelor’s degree in a related field and 2–4 years of case management experience, with a focus on compassionate service and accurate documentation.

Qualifications

• Bachelor’s degree in social work, human services, sociology, psychology, or related field required.
• 2–4 years of case management or direct service experience in nonprofit or social services setting.
• Experience with emergency assistance, housing stability, or low-income populations preferred.

Responsibilities

• Conduct client intake, screening, and needs assessments to determine eligibility for emergency financial assistance programs.
• Develop individualized service plans focused on stabilization and prevention of homelessness.
• Determine eligibility and process financial assistance requests per guidelines and policies.
• Coordinate payment of approved assistance to vendors in collaboration with Finance staff.
• Maintain accurate client records, documentation, and case notes in required databases and files.
• Ensure compliance with grant, contractual, regulatory, and agency requirements.
• Provide referrals to housing, food assistance, employment, benefits, and supportive services.
• Educate clients on budgeting and financial literacy; refer to community resources as appropriate.
• Monitor client progress and follow up on outcomes and ongoing needs.
• Participate in case reviews, team meetings, and supervision; prepare reports for monitoring and evaluation.
• Engage in outreach activities and community collaboration related to emergency assistance services.
• Maintain professional boundaries and ethical standards in all client interactions.

Skills

Case management

Assessment & intake

Documentation accuracy

Verbal & written communication

Caseload management

Collaboration

Education

Bachelor’s degree in social work or related field

2–4 years case management experience

Tools

Microsoft Word

Outlook

Excel

Client database systems

Job description

The Catholic Charities Jacksonville Regional Office is seeking a full-time, non-exempt Emergency Financial Assistance Case Manager. This is a 40 hour a week position, Monday to Friday, 8 am to 4:30 pm, in-office position is located in Jacksonville, FL. The salary range is $21 to $23 an hour, commensurate with experience and qualifications.

Catholic Charities offers a competitive non-profit compensation package with competitive pay rates and comprehensive benefits; 100% employer paid health insurance, paid time off, sick leave, 12 paid holidays, paid parental leave, life insurance, flexible spending account, short-term disability, long-term disability, supplemental 403B retirement plan, and pension.

Job Summary

Provides direct client services through the Emergency Financial Assistance program to individuals and families experiencing financial crisis. Responsible for intake, assessment, eligibility determination, case management, and coordination of emergency assistance services in accordance with agency policies, grant requirements, and best practices. Works to stabilize households, prevent homelessness, and promote client self-sufficiency while maintaining dignity and respect for all served.

Essential Duties And Responsibilities

• Conduct client intake, screening, and comprehensive needs assessments to determine eligibility for emergency financial assistance programs.
• Provide case management services, including development of individualized service plans focused on stabilization and prevention of homelessness.
• Determine client eligibility and process financial assistance requests in compliance with program guidelines, funding source requirements, and agency policies.
• Coordinate payment of approved assistance to vendors (e.g., landlords, utility companies) in collaboration with Finance staff.
• Maintain accurate, timely, and complete client records, documentation, and case notes in required databases and files.
• Ensure compliance with all grant, contractual, regulatory, and agency requirements related to service delivery and documentation.
• Provide referrals to internal and external resources, including housing, food assistance, employment, benefits, and supportive services.
• Educate clients on budgeting, financial literacy, and available community resources as appropriate.
• Monitor client progress and follow up to assess outcomes and ongoing needs.
• Participate in case reviews, team meetings, and supervision as required.
• Prepare required reports, statistics, and documentation for program monitoring and evaluation.
• Participate in outreach activities and community collaboration related to emergency assistance services.
• Maintain professional boundaries and ethical standards in all client interactions.
• Other duties as assigned.

Other Duties And Functions

• Carry out responsibilities in a manner that supports a mission-driven, compassionate, and collaborative culture.
• Maintain confidentiality of all client and agency information in accordance with agency policy and applicable laws.
• Demonstrate sensitivity to the cultural, socioeconomic, and spiritual characteristics of the populations served.
• Attend agency and departmental meetings as required.
• Participate in training, in-service activities, and continuing education for professional development and compliance.
• Maintain regular communication with supervisor regarding caseload, challenges, and client needs.
• Attend all Agency meetings as required.
• Participate in in-service activities, training, continuing education, conferences and workshops for professional development and compliance with grant and Agency policies.
• Comply with regulatory, statutory, contractual, grant and Agency standards for timeliness, completeness and accuracy when preparing and maintaining paperwork and required reports.
• Comply with Diocesan and Catholic Charities Bureau, Inc. general policies, regulations, and procedures.

Knowledge, Skills And Abilities

• Knowledge of case management principles and best practices.
• Ability to assess client needs and provide services in a compassionate, strengths-based manner.
• Strong organizational skills with attention to detail and documentation accuracy.
• Effective written and verbal communication skills.
• Ability to manage a caseload and prioritize tasks in a fast-paced environment.
• Ability to work collaboratively with clients, staff, volunteers, and community partners.
• Proficiency in Microsoft Word, Outlook, Excel, and client database systems; ability to learn agency-specific software.
• Ability to maintain professional boundaries and handle confidential information appropriately.
• Ability to remain calm and effective in crisis situations.

Required/Preferred Education And Experience

• Bachelor’s degree in social work, human services, sociology, psychology, or a related field required.
• A minimum of 2–4 years of case management or direct service experience in a nonprofit or social services setting.
• Experience working with emergency assistance, housing stability, or low-income populations preferred.

Other Requirements

• Clear a Level II background screening.
• Clear a reference check (professional and personal)
• Clear a local background check from the county in which you reside.
• Clear an annal Motor Vehicles Records check.
• Provide proof of and maintain a minimum personal auto insurance according to agency standards.
• Provide a copy of all certifications prior to your first day of employment.
• Clear an E-Verify check.
• Valid Florida state driver’s license and a reliable car.

Driving and Travel

• 20% travel is required for this job.
• This position requires that you drive your personal automobile or vehicle on agency business on behalf of Catholic Charities Bureau, Inc. Therefore, you must be at least 21 years old and have a current valid Florida Driver’s License with no more than 5 points on your Florida driver’s license within the last three years and no DUI convictions. You are required to carry automobile liability insurance in the amount of at least $50,000 for each person, $100,000 for each accident or occurrence for bodily injury, and $25,000 for property damage. Additionally, if transporting children, employees must be at least 25 years old and have increased limits of 100/300/50. Please read the CCB Automobile and Driving Policy for full driving requirements.