In-Office Disaster Recovery Case Manager

BDO USA; Greenwood (SC); On-site; USD 40,000 - 50,000; Full time

Job summary

BDO USA is seeking a Case Manager who serves as the primary contact for program applicants requiring financial assistance. The role requires an in-office presence with occasional travel to intake centers to collaborate with clients, case management, and leadership on applications.

The ideal candidate has 2+ years in customer service or clerical work, strong Excel capabilities, and proficiency in Word and Outlook. High school diploma or GED is required, with an associate degree preferred.

Qualifications

• Two or more years of customer service and/or clerical work experience.
• Ability to create tables and graphs in Microsoft Excel.
• Knowledge of applicable program requirements and ability to provide advisory support.

Responsibilities

• Provides excellent and consistent customer service and support to applicants and program team.
• Assists applicants with completing and submitting program applications when needed.
• Reviews submitted applications for completeness and ensures all documentation is received for eligibility review.
• Assesses applicant vulnerability factors and assigns appropriate priority status.
• Conducts orientation calls and requests documentation to complete applications.
• Keeps applicants updated on application status with clear, professional communication.
• Gathers documentation and uploads to the program system of record; records all communications.
• Performs other duties as required.

Skills

Customer service

Clerical work

Communication skills

Analytical skills

Detail-oriented

Education

High School Diploma or GED

Associate degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

BDO USA is seeking a Case Manager who serves as the primary contact for program applicants requiring financial assistance. The role requires an in-office presence with occasional travel to intake centers to collaborate with clients, case management, and leadership on applications.

The ideal candidate has 2+ years in customer service or clerical work, strong Excel capabilities, and proficiency in Word and Outlook. High school diploma or GED is required, with an associate degree preferred.