Financial Case Manager

Catholic Charities of Steuben/Livingston

Town of Bath (NY)

On-site

USD 57,859,000 - 61,992,000

Full time

14 days+

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Competitive salary

403b retirement plan

Generous time off

Comprehensive benefits package

Growth opportunities

Meaningful community impact

Job summary

Catholic Charities of Steuben/Livingston is seeking a Financial Case Manager to support residents at our Bath, NY residence. The role focuses on helping clients establish and maintain eligibility for financial assistance and coordinating with public assistance agencies.

This full-time position requires experience in human services, strong organizational skills, and the ability to manage billing and documentation while maintaining confidentiality.

Qualifications

Associates preferred; High School Diploma or equivalent required.
Two years of prior experience in substance abuse or related human service field preferred.
Valid NY State Driver License and access to a reliable vehicle.
Ability to use Windows, Microsoft Office and multiple online software platforms as required by funders and partners.

Responsibilities

Assist residents in establishing funding and act as a liaison with Public Assistance representatives and the agency.
Function as liaison between CCSL Residential Services and DSS.
Ensure recertification paperwork is completed and submitted timely to DSS.
Complete monthly billing reports indicating payments received and those in arrears.
Advocate for and teach clients basic living skills related to banking, budgets, and benefits programs.

Skills

Two years of relevant experience

Excellent communication skills

Driver's license

Education

Associates preferred

High School Diploma or equivalent required

Tools

Windows

Microsoft Office

Online software platforms

Job description

Description

We are Hiring!

Job Posting: Financial Case Manager

Location: Bath, NY

Department: Residential Services

Employment Type: Full time

Schedule: Mon thru Fridays days

Salary: $21.00 /hr

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.

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.

Requirements

Qualifications

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.

Top Benefits and Perks