Financial Assistance Coordinator

Endeavors; Dallas (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Endeavors Inc. is seeking a detail-oriented administrator to manage Temporary Financial Assistance payments, maintain thorough records, and perform QA audits to ensure program compliance.

The role supports case management and accounting teams through accurate checkbook control and timely reporting. The position requires at least a high school diploma with accounting preference, 6+ months in accounting or auditing, strong customer service skills, and the ability to travel to different locations

Qualifications

• High School or equivalent reading and writing skills.
• Associate’s degree in accounting preferred.
• 6+ months experience in accounting, bookkeeping, and/or auditing; 1 year preferred.
• 6+ months experience in a heavy customer service focused environment; 1 year preferred.
• Experience with HMIS and VA Repository a plus.
• Experience in a social service environment a plus.
• Driver’s License with clear record.
• Daily use of a vehicle and willingness to travel as needed.

Responsibilities

• Coordinate and process Temporary Financial Assistance payments to third party providers.
• Confirm receipt of payments; submit TFA weekly to coordinators.
• Maintain communication with case managers and program staff.
• Conduct periodic Quality Assurance audits of TFA and ensure compliance.
• Maintain accurate checkbook balance and forward receipts to accounting.
• Keep detailed payment records and update HMIS client files.

Skills

Customer service

Accounting

Recordkeeping

Education

High School diploma or equivalent

Associate’s degree in accounting

Tools

HMIS

VA Repository

Job description

JOB PURPOSE: Ensure the prompt and accurate payment of Veterans’ eligible program expenses to third party providers. Document and maintain thorough records.ESSENTIAL JOB RESPONSIBILITIES: • Coordinate and process Temporary Financial Assistance payments to third party providers for approved expenses as part of the client’s service plan; Confirm receipt of payments; and submit TFA to Financial Assistance and Quality Assurance Coordinator on a weekly basis. • Maintain ongoing communication with Lead Case Manager, Lead Outreach and Intake Specialist, Financial Assistance Associate, and Program Manager. • Conduct periodic peer to peer Quality Assurance audit of Temporary Financial Assistance (TFA) to include, check register, TFA logs, client files, HMIS and making necessary corrections to ensure SSVF Program is within compliance. • Maintain accurate checkbook balance at all times. Forward all credit card receipts and appropriate forms to the accounting department promptly. Keep detailed records of payments made. Update client case file appropriately and enter information into HMIS database. • Other duties as assigned. • Demonstrate Exceptional customer service, in Everything you do, by placing the child, family, Veteran or client first to support our mission to \"Empower people to build better lives for themselves, their families, and their communities.\"ESSENTIAL QUALIFICATIONS:EDUCATION: High School or equivalent reading and writing skills. Associate’s degree in accounting preferred.EXPERIENCE: 6+ months experience in accounting, bookkeeping, and/or auditing, 1 year preferred; 6+ months experience in a heavy customer service focused environment; 1 year preferred. Experience with HMIS and VA Repository a plus. Experience in a social service environment a plus.ATTENDANCE: Must maintain regular and acceptable attendance at such level as is determined in the employer’s sole discretion.LICENSES: Driver’s License with clear record.VEHICLE: Must have daily use of a vehicle without prior notice.OTHER: Must be available and willing to travel to various locations and with such frequency as the business need dictates.Endeavors has a longstanding practice of providing a work environment that is free from all forms of employment discrimination, including harassment, because of race, color, sex, gender, age, religion, national origin, marital status, sexual orientation, gender identity, genetic information, disability, military or veteran status, or any other characteristic protected by law. We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities.Endeavors also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email [e-mail] or speak with your recruiter.Endeavors is dedicated to offering reasonable accommodations for individuals with disabilities. If you are a qualified candidate with a disability and need help submitting your application online, please reach out to us at [e-mail]. If you are chosen for an interview, we will provide further details on how to request accommodations for the interview process.