Financial Case Manager

Job Description

Job Description

Position Description

Foundation Communities (FC) is seeking a Financial Case Manager to join the Financial Wellness Program. In this collaborative and dynamic role, the Financial Case Manager will support FC residents at-risk for eviction by (1) providing case management for residents experiencing a financial crisis resulting in difficulty meeting rental and utility obligations, and (2) processing monthly applications for emergency rental and utility assistance. This role will be primarily based at one of FC's Prosper Centers and is expected to travel to FC properties across Austin several days per week to meet with residents.

Primary Responsibilities

Financial Case Management

• Maintain a caseload of 12-15 resident households by identifying residents who would benefit from ongoing case management from the monthly pipeline of emergency rental assistance applications and following up on referrals from property staff.
• Conduct intake assessments, identify client goals, develop service plans, connect clients to internal and external resources, provide case advocacy, monitor ongoing progress, and ensure appropriate case closure or transition to additional services.
• Utilize motivational interviewing and other trauma-informed, solution-focused strategies to strength client engagement and support goal attainment.
• Help eligible clients obtain public benefits through Texas Health & Human Services (i.e. Medicaid/CHIP, SNAP, WIC, TANF) by completing applications directly with clients or referring to the Benefits Team when appropriate.
• Recognize client safety concerns and connect clients to appropriate community resources and crisis services.

Emergency Rental & Utility Assistance Management

• Take and review applications for emergency rental and utility assistance for 40-50 resident households per month, applying eligibility criteria and knowledge of eviction risk to triage need and approve or deny applications.
• Communicate application decisions to residents and property staff and submit approved applications through FC’s accounting department or Austin Energy’s Plus 1 program.
• Collaborate with cross-department staff to evaluate application workflows and improve operational efficiency and accessibility for residents.

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General

• Honor cultural and linguistic diversity of FC residents and aim to provide services in their preferred language directly or through telephone language interpretation.
• Ensure compliance with program and property requirements, working collaboratively with property management to address resident concerns.
• Participate in team meetings across departments, including Prosper Programs, Children’s HOME Initiative, and Family Property Management, to build relationships and stay informed about programs and resources.
• Maintain timely and accurate documentation of case management meetings, virtual client communications (phone calls, emails, and texts), and emergency assistance applications in accordance with HIPAA guidelines and data security standards.
• Stay appraised of available community resources and best practices in eviction prevention.

Requirements

• Excellent communication skills with diverse stakeholders
• Excellent organizational skills and attention to detail
• Demonstrated commitment to diversity, equity, and inclusion
• Proficiency in Microsoft Office applications
• Proven ability to work independently and as part of a multidisciplinary team
• Bachelor’s Degree from an accredited college or university in social work, counseling, psychology, or related field with substantial knowledge of poverty, homelessness and mental health issues preferred, and may be substituted with relevant experience
• A minimum of two (2) years of experience working in a professional setting providing trauma-responsive services to ethnically and socioeconomically diverse and/or unhoused populations required
• Fluency in Spanish or other language (Arabic, Pashto) highly preferred
• Access to reliable transportation required

Working Conditions

• Primary Locations : Time is divided between a standard office environment and multiple locations.
• Travel Requirements: Requires up to 20% local travel between sites. A valid driver's license and reliable personal transportation are required. Mileage and travel expenses are reimbursed in accordance with company policy.
• Atmosphere: Fast-paced and dynamic. The employee must be comfortable transitioning between quiet office settings and active environments at property locations

Physical Requirements

• Mobility: Regular operation of a motor vehicle is required. Frequent walking, standing, and moving between buildings and floors are necessary when visiting locations.
• Lifting: Ability to occasionally lift, carry, and transport administrative supplies, equipment, or documents weighing up to 10 pounds.
• Dexterity: Prolonged periods of sitting at a desk and operating a computer, phone, and standard office equipment.

Compensation:

This is a full-time position working a 40-hour work week, $25.44/hour

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This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.

Foundation Communities provides an excellent benefits package including employer paid health benefits, 401(k) investment opportunity, Employee Assistance Program, paid vacation, holiday, and sick time.

In compliance with Foundation Communities’ duty to provide and maintain a workplace that is free of known hazards, Foundation Communities is requiring all employees to be fully vaccinated against COVID-19 unless they request and receive a reasonable accommodation.

Foundation Communities is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, sexual orientation & gender identity.