Financial Case Manager: Housing & Benefits Support

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

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.