Financial Case Manager

Catholic Charities of the Diocese of Rochester

Town of Bath (NY)

On-site

USD 24,000 - 34,000

Full time

4 days ago

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Benefits offered by this job

Competitive salary and 403b retirement

Generous time off

Comprehensive benefits

Supportive environment

Growth opportunities

Meaningful community impact

Job summary

Catholic Charities of the Diocese of Rochester seeks a Financial Case Manager to support daily administrative tasks at the residence and help clients obtain financial assistance.

The role includes liaising with Public Assistance, DSS, and finance staff to ensure recertifications are filed and billing is accurate.

Qualifications

Associates degree preferred; high school diploma or equivalent required.
Two years of experience in substance abuse or related human services preferred.
Valid NYS driver license with reliable vehicle.

Responsibilities

Assist residents in obtaining funding and act as liaison with Public Assistance.
Serve as liaison between Residential Services and DSS.
Ensure timely submission of recertifications to DSS.
Prepare monthly billing reports showing payments and arrears.
Monitor confidentiality and maintain professional boundaries.

Skills

Verbal and written communication

Education

Associates preferred

High School Diploma or equivalent required

Tools

Windows

Microsoft Office

Online software platforms

Job description

General Description

The Financial Case Manager supports the daily administrative activities at the residence and assists clients in establishing and maintaining eligibility for financial assistance.

Assists residents in establishing funding, acting as liaison between Public Assistance representatives and the agency.
Functions as the liaison between CCSL Residential Services and DSS.
Ensures recertification paperwork is completed and submitted timely to DSS.
Completes monthly billing reports indicating payments received and those in arrears.
Advocates for and teaches clients basic living skills regarding banking, budgets, financial and medical benefits program as appropriate to the client’s ability.
Answers the business phone and direct calls.
Maintains petty cash records, monitor resident loans and repayment contracts.
Assists staff in monitoring the daily activities of residents and visitors.
Maintains professional boundaries with residents.
Adheres to confidentiality regulations.
Enters all insurance information into Med Lab system at the time of admission.
Ensures compliance with FNS agreement by collecting food stamp benefits from all residents monthly and provide receipt logs to finance office in a timely manner.
Completes other duties as assigned

Job Type

Full-time

Description

The Financial Case Manager supports the daily administrative activities at the residence and assists clients in establishing and maintaining eligibility for financial assistance.

Job Posting

Financial Case Manager

Location

Bath, NY

Department

Residential Services

Employment Type

Full time

Schedule

Mon thru Fridays days

Salary

$21.00 /hr

Essential Duties And Responsibilities

Assists residents in establishing funding, acting as liaison between Public Assistance representatives and the agency.
Functions as the liaison between CCSL Residential Services and DSS.
Ensures recertification paperwork is completed and submitted timely to DSS.
Completes monthly billing reports indicating payments received and those in arrears.
Advocates for and teaches clients basic living skills regarding banking, budgets, financial and medical benefits program as appropriate to the client’s ability.
Answers the business phone and direct calls.
Maintains petty cash records, monitor resident loans and repayment contracts.
Assists staff in monitoring the daily activities of residents and visitors.
Maintains professional boundaries with residents.
Adheres to confidentiality regulations.
Enters all insurance information into Med Lab system at the time of admission.
Ensures compliance with FNS agreement by collecting food stamp benefits from all residents monthly and provide receipt logs to finance office in a timely manner.
Completes other duties as assigned

Note: The above description is illustrative of tasks and responsibilities. It is not meant to be all inclusive. Employees are required to follow appropriate supervisory direction and perform other related duties as required.

Education

Associates preferred. High School Diploma or equivalent required.

Credentials

Valid NY State Driver License and access to a reliable vehicle

Experience

Two years of prior experience in substance abuse or related human service field preferred.

Relevant years of experience and education will be considered

Additional Qualifications

Adheres to all applicable federal and state laws and regulations including, but not limited to, those governing confidentiality, privacy, program, billing and documentation standards. All duties must be performed in accordance with CCDR’s corporate compliance and ethics program.
Ability to prioritize assignments, plan, and complete work projects with minimal direction
Exceptional time management skills and ability to effectively and meet deadlines
Excellent verbal/written skills
Previous experience working with diverse populations, including economic diversity.
Possession a valid NYS Driver’s license and a driver's record considered acceptable by agency and insurance carrier.
Continuous use of a reliable, registered and insured vehicle.
Ability to work in the following software programs: Windows, Microsoft Office, and multiple online software platforms as required by funders and partner organizations
Ability to maintain confidentiality and handle confidential information with discretion
Ability to demonstrate behaviors and attitudes which support organizational mission, philosophy, and policies
Ability to work in a cooperative and helpful manner with all individuals
Willingness and ability to foster agency and program wide cooperation and teamwork through use of positive/constructive communication techniques
Provide effective, equitable, understandable and respectful quality care and services that are responsive to diverse cultural health beliefs and practices, preferred languages, health literacy and other communication needs.
Catholic Charities is committed to leveraging the talent of a diverse workforce to create great opportunities for our agency and our people. EOE/AA Disability/Vet

Physical Demands/Work Environment

The physical demands/work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, talk, hear, stand, walk, use hands to type and/or perform light lifting. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. The noise level in the work environment is usually quiet.

Compliance

Adheres to all applicable federal and state laws and regulations including, but not limited to, those governing confidentiality, privacy, program, billing, and documentation standards. Any offer of employment will be contingent upon successful completion of a background check. CCDOR considers all background check information in accordance with applicable law.

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