Financial Case Manager

Concern Housing; Medford (NY); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Medical Insurance (80% premium)

Dental and Vision Insurance

Flexible Spending Accounts

Retirement Plan 403(b)

Life Insurance

Paid Time Off

Job summary

Concern Housing seeks a Financial Case Manager to provide financial management services to tenants in NYC housing programs. The role includes rent collection, benefits eligibility, budgeting education, and SSA representative payee liaison duties, with a focus on financial literacy and compliance.

The position runs Monday–Friday, 8am–4pm, with duties spanning site visits, crisis intervention, and thorough documentation to support residents’ financial stability.

Qualifications

• Bachelor's Degree in Psychology, Rehabilitation, Social Work or related mental health discipline.
• 2 years experience in a similar setting and/or working with people with mental illnesses.
• Knowledge of Social Security, Public Assistance, and Medicaid systems.
• NY State driver's license required.

Responsibilities

• Provide case management services, including service planning, medication monitoring, referrals, community integration, and entitlement support.
• Provide individual counseling, support services, and required documentation.
• Assist clients with housing needs, maintenance concerns, landlord and lease issues, and rent-related matters.
• Conduct site visits and monthly fire safety inspections as required.
• Assist clients with benefits, financial assistance, appeals, and recertifications.
• Coordinate Representative Payee services, including SSA documentation, benefit payments, rent, bills, and PNA distributions.
• Monitor rent payments and arrears in NetSuite, follow up on outstanding balances, and establish repayment agreements as needed.
• Provide financial literacy, budgeting, and money management support.
• Participate in weekly supervision and staff meetings.
• Provide crisis intervention, including 24/7 cell phone coverage.
• Maintain required documentation and remain current with all agency compliance requirements and trainings.

Skills

Case management

Budgeting

Community resources

Social services

Communication

Education

Bachelor's degree in Psychology, Rehabilitation, Social Work or related field

Tools

NetSuite

Job description

About the Organization Concern Housing is a non-profit agency committed to helping individuals and families to live in the community with dignity and enhanced opportunities through the provision of housing and support services. We are one of the largest housing agencies of this kind in New York State, currently serving approximately 1,300 individuals and families in over 240 locations. Concern offers a variety of housing options with individualized support services designed to support personal growth and independence. Our workplace culture thrives by embracing diversity and rewarding innovative ideas. Diversity at our agency means fostering a workplace in which individual differences are recognized, appreciated, respected and responded to in ways that fully develop and utilize each person's talent and strengths.

Position Financial Case Manager

Full-Time/Part-Time Full-Time

Location Medford, NY

Days/Hours

Description

Concern Housing is seeking aFinancial Case Manager to providefinancial management services to tenants/ residents residing in Concern’s NYC housing programs. The role is multi-focused and includes assistance with rent collection and monitoring, establishing and maintaining eligibility for benefits, and providing budgeting education and support to tenants to help improve their financial literacy skills. The position also serves as Concern’s NYC representative payee liaison with the Social Security Administration (SSA) and agency contact with the Human Resources Administration (HRA).

Days/Hours: Monday - Friday; 8am - 4pm

Duties and Responsibilities:

• Provide case management services, including service planning, medication monitoring, referrals, community integration, and entitlement support.
• Provide individual counseling, support services, and required documentation.
• Assist clients with housing needs, maintenance concerns, landlord and lease issues, and rent related matters.
• Conduct site visits and monthly fire safety inspections as required.
• Assist clients with benefits, financial assistance, appeals, and recertifications.
• Coordinate Representative Payee services, including SSA documentation, benefit payments, rent, bills, and PNA distributions.
• Monitor rent payments and arrears in NetSuite, follow up on outstanding balances, and establish repayment agreements as needed.
• Provide financial literacy, budgeting, and money management support.
• Participate in weekly supervision and staff meetings.
• Provide crisis intervention, including 24/7 cell phone coverage.
• Maintain required documentation and remain current with all agency compliance requirements and trainings.

Requirements: Bachelors Degree in Psychology, Rehabilitation, Social Work or other related mental health discipline, plus 2 years experience working in a similar setting and/or working with people with mental illnesses. Demonstrated knowledge of community resources, including Social Security, Public Assistance, and Medicaid insurance systems. NYS motor vehicle license required.

Concern Housing offers a generous benefit package which includes; Medical Insurance (Agency pays 80% of the premium), Affordable Voluntary Dental and Vision Insurance, Flexible Spending Accounts, Agency Sponsored Retirement Plan, Employee Sponsored 403(b) Retirement Plan, Agency Sponsored Life Insurance Coverage and an Excellent Paid Time Off Package. Concern encourages employee growth, offering Educational Assistance and Scholarship Programs, Licensure Reimbursement and Possible Internship/Clinical Supervision. Referral Bonuses are also available!

Salary- $55,000/yr

Position Requirements

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

This position is currently accepting applications.