Financial Case Manager

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

Benefits offered by this job

Medical Insurance (80% paid)

Dental Insurance

Vision Insurance

Flexible Spending Accounts

Retirement Plan

403(b) Retirement Plan

Life Insurance

Paid Time Off

Educational Assistance

Scholarship Programs

Licensure Reimbursement

Referral Bonuses

Job summary

Concern Housing is seeking a Financial Case Manager to provide financial management services for tenants in NYC housing programs. The role includes rent collection support, benefit eligibility, budgeting education, and liaising with SSA and HRA as the organization’s representative payee.

Responsibilities include case management, housing assistance, and coordinating payments and documentation. The position emphasizes financial literacy and ongoing compliance with agency requirements.

Qualifications

• Bachelor’s degree required and 2 years in a similar setting preferably with mental health populations.
• Knowledge of Social Security, Public Assistance, and Medicaid systems.

Responsibilities

• Provide case management services including service planning, referrals, and entitlements.
• Counseling, documentation, and support services for tenants.
• Assist with housing needs, rent issues, and maintenance concerns.
• Conduct site visits and safety inspections; monitor benefits and recertifications.
• Coordinate representative payee services and SSA documentation.
• Monitor rent payments and establish repayment agreements.
• Provide budgeting education and money management support.
• Participate in supervision and meetings.
• Offer crisis intervention and 24/7 coverage.

Skills

Case management

Budgeting education

Financial literacy

Communication with SSA/HRA

Education

Bachelor's Degree in Psychology, Rehabilitation, Social Work or related mental health discipline

Tools

NetSuite

Job description

Concern Housing is seeking a Financial Case Manager to provide financial 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).

Concern Housing is seeking a Financial Case Manager to provide financial 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

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.

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.