Financial Case Manager

East House Corporation; City of Rochester (NY); On-site; USD 40,000 - 50,000; Full time

Job summary

East House Corporation in Rochester, NY, is seeking a passionate Financial Case Manager to assist clients in accessing financial and medical benefits. The role involves assessing client needs, coordinating funding, and documenting interactions per standards. Successful candidates will possess a high school diploma or equivalent experience, or a bachelor's degree in a relevant field. Strong communication skills and knowledge of community resources are essential. Join us in making a difference in the lives of those in need.

Qualifications

• High School Diploma or equivalent and four years of paid human service experience OR a Bachelor's degree with two years of experience.
• NYS motor vehicle license, safe driving record, and personal vehicle for work.

Responsibilities

• Assess clients' need for financial and medical benefits.
• Coordinate funding in collaboration with other departments.
• Assist clients in searching for essential community services.
• Maintain documentation to defined standards.

Skills

Demonstrated knowledge of community resources

Effective written and oral communication skills

Ability to work cooperatively with diverse clients

Basic computer literacy

Education

High School Diploma or equivalent

Bachelor's degree in a human service-related field

Job description

East House is a dedicated and compassionate organization committed to helping individuals in need access the financial and medical assistance they deserve. We are seeking a Financial Case Manager to join our team and assist clients in navigating the complex world of entitlements and community services. If you are passionate about making a positive impact in your community and have the necessary qualifications, we invite you to apply for this rewarding position.

Key Responsibilities

• Clients Able to Access & Maintain Benefits
  • Assess clients' need for financial and medical benefits and assist them in establishing and maintaining eligibility for benefits.
  • Provide financial literacy education tailored to each client's needs.
  • Assist clients in establishing a Social Security Representative Payee as indicated.
• Agency Paid for Services
  • Coordinate the establishment of funding in collaboration with Evaluation/Admission Coordinators, Finance Department, and program unit staff to ensure funding is in place at the outset of services.
  • Develop sliding scale or repayment agreements with clients as needed.
  • Follow up to minimize uncollected debt.
• Clients Linked to Needed Community Services [OASAS Licensed Program Only]
  • Assist clients in searching for safe affordable housing, legal services, selecting healthcare providers, and other essential community services.
• Documentation Standards Met
  • Maintain documentation to the standards defined by regulators, funders, and [Your Organization's Name] policies and procedures.

Physical/Mental Demands

• Frequent sitting, handling objects and paperwork, computer use, and verbal/written communication.
• Occasional lifting of up to 30 lbs., walking, standing, and reaching.
• Finger dexterity to operate a telephone and computer keyboard.
• Hearing and visual abilities to engage in conversations and read documents.
• Ability to read and interpret policies, procedures, and various other information.
• Ability to maintain emotional control under stressful situations.

Working Conditions

• Traditional office environment.
• Frequent local travel and occasional transportation of clients may be required.

If you are a dedicated and empathetic individual looking to make a difference in the lives of others, we encourage you to apply for the Financial Case Manager position. Join our team and help us empower clients to access the resources they need for a brighter future.

East House is an equal opportunity employer and welcomes candidates from all backgrounds to apply. We look forward to reviewing your application.

East House is a proud RMAPI (Rochester-Monroe Anti-Poverty Initiative) Level Up Champion for our commitment to social justice and promoting economic mobility in our community.

Requirements

• High School Diploma or equivalent and four years of paid human service experience OR
• Bachelor's degree in a human service-related field and two years of paid human service experience.

Licensure/Certifications

• NYS motor vehicle license, safe driving record, and availability of a personal vehicle for work.

Other Skills/Knowledge/Experience

• Demonstrated knowledge of community resources, including social security, public assistance, and Medicaid systems.
• Effective written and oral communication skills.
• Ability to work cooperatively and effectively with culturally diverse clients, staff, and community service providers.
• Basic computer literacy, including internet navigation, email, word processing, and spreadsheet skills.