Financial Assistance Coordinator

Endeavors; Dallas (TX); On-site; USD 35,000 - 50,000; Full time

Job summary

Endeavors is seeking a dedicated individual in Dallas, Texas, to manage Temporary Financial Assistance payments and ensure compliance with the SSVF Program. The role involves maintaining detailed financial records, collaborating with various team members, and providing exceptional customer service to our clients.

The ideal candidate will have a minimum of a high school diploma, with preferred experience in accounting and customer service. A driver's license and reliable vehicle are required for this position.

Qualifications

• 6+ months experience in accounting, bookkeeping, or auditing.
• 1 year of customer service experience preferred.
• Experience in a social service environment is a plus.

Responsibilities

• Coordinate Temporary Financial Assistance payments.
• Maintain communication with team members.
• Conduct Quality Assurance audits of TFA.
• Keep accurate financial records.
• Provide exceptional customer service.

Skills

Attention to detail

Customer service

Accounting

Bookkeeping

Experience with HMIS

Education

High School diploma or equivalent

Associate's degree in accounting

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 checking register, TFA logs, client files, HMIS and making necessary corrections to ensure the 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.