Financial Mobility Case Manager (Resource Center)

Paycom; New York (NY); On-site; USD 50,000 - 55,000; Full time

Job summary

Goddard Riverside's Resource Center in New York provides services to help low-income individuals access entitlements, benefits and resources. The Financial Mobility Case Manager develops stabilization plans, connects clients to benefits and supports long-term economic resilience.

The role involves conducting financial assessments, coordinating with counselors and partners, and promoting client autonomy while maintaining confidentiality in a client-centered setting.

Qualifications

• Associate degree in Human Services, Social Work, Psychology, Business, Financial Counseling or related field; OR High School Diploma/GED with 2–3 years of relevant case management and/or financial counseling/coaching experience.
• Bilingual English/Spanish required.

Responsibilities

• Conduct comprehensive financial assessments to identify barriers to household financial stability.
• Identify immediate financial crises requiring intervention (loss of income, rent arrears, utility shutoffs, etc.).
• Complete government benefits applications to maximize resources.
• Connect clients to benefits, housing support, workforce resources, and financial counseling.
• Develop individualized financial stabilization and mobility plans; educate on budgeting, banking, savings, credit and debt reduction.

Skills

Excellent communication

Motivational interviewing

Relationship-building

Public benefits knowledge

Multitasking

Education

Associate degree in Human Services or related field

High School Diploma/GED with 2–3 years relevant experience

Tools

Microsoft Office

Single Stop database

Job description

Job Details

Job Location: Resource Center - New York, NY 10030

Salary Range: $50,251.98 - $55,000.00 Salary/year

Intro/Program Description: Goddard Riverside's Resource Center programs are in Central and West Harlem. The Resource Center helps low-income individuals and families’ access and receive entitlements, benefits, and resources. The Resource Center also offers an array of services including, but not limited to, benefits screening, financial counseling, legal consultation and referrals to support services in the community and city wide.

Purpose of Position

The Financial Mobility Case Manager (FMCM) provides case management focused on helping individuals and families address financial barriers, stabilize immediate needs, and build long-term economic resilience. The position assesses client needs, connects clients to benefits and supportive services, and develops individualized financial stabilization plans in coordination with Resource Center staff, NYLAG Financial Counselors, and community partners

Schedule

Monday-Friday, 9:00am-5:00pm

Salary Range

$50,251.98-$55,000

Roles, Responsibilities, and Essential Duties

1. Client service
   • Conduct comprehensive financial assessments following warm handoffs from Resource Center staff to identify barriers affecting household financial stability.
   • Identify immediate financial crises requiring intervention, including loss of income, benefit interruption, rent arrears, utility shutoffs, debt concerns, or other financial barriers.
   • Complete government benefits applications to help stabilize clients and maximize available resources.
   • Connect clients to benefits, housing support, workforce resources, financial counseling, and other community resources based on identified needs.
   • Develop individualized financial stabilization and mobility plans based on each client’s needs, goals, and barriers. Educate clients on budgeting, banking, savings, credit, debt reduction and financial goal setting. Provide ongoing financial case management focused on behavior change, goal achievement, and financial resilience.
   • Advocate with agencies, providers, and community partners to help clients resolve financial barriers and access needed service
   • Promote client autonomy while maintaining confidentiality and providing culturally responsive, client-centered services.
   • Receive and review Resource Center referrals and warm handoffs to determine urgency, financial barriers, and next steps.
   • Coordinate with Resource Center staff, NYLAG Financial Counselors, and community partners to support client engagement and service connection.
   • Other duties as assigned.
2. Outreach & Education
   • Recruit clients through outreach, presentations and community events.
   • Assist in organizing and facilitating workshops on benefits, financial capability and available resources.
3. Data & Compliance
   • Document services, referrals, financial goals, stabilization activities, and client outcomes in accordance with program standards and outcome reporting.
   • Participate in supervision, quality improvement, and training.
4. Resource Center Team Member
   • Attend staff meetings, community meetings, case conferences, training programs and supervision meetings.
   • Work as a member of an active team and respond with flexibility to a fluid and evolving program environment
   • Assist in maintaining program office space and assist clients who visit the office.

Qualifications/Educational requirements

• Associate degree in Human Services, Social Work, Psychology, Business, Financial Counseling or related field; OR High School Diploma/GED with 2–3 years of relevant case management and/or financial counseling/coaching experience.
• Bilingual English/Spanish required.

Skills, Knowledge and Abilities

• Excellent communication, motivational interviewing and relationship-building skills.
• Strong knowledge of public benefits and entitlement programs required.
• Experience working with vulnerable populations in a community-based setting.
• Ability to multi-task & work in a fast-paced environment.
• Strong critical thinking, organization and documentation.

Computer Skills- To perform this job successfully, an individual should be:

• Proficient in Microsoft Office programs, especially Outlook, Word and Excel.
• Able to enter, manage and analyze data in spreadsheets and pull reports.
• Able to use or learn electronic databases such as Single Stop.

Physical Requirements

• Ability to lift 30lbs.

Work Environment

• The position is based at the Resource Center.
• Occasional outreach.

We are committed to building an inclusive workplace community grounded in respect for differences. We support hiring a broadly diverse team of qualified individuals who will contribute to our organizations.

Goddard Riverside and Isaacs Center provide equal employment opportunities to employees and applicants for employment without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, gender identity or any other characteristic protected by federal, state, or local law.

The intent of this job description is to provide a representative summary of duties and responsibilities that will be required of this position and title and shall not be construed as a declaration of the specific duties and responsibilities of any particular position. Employees may be requested to perform job related task other than those specifically presented in this description. This job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.