Veteran and Family Relief Case Manager

Case Manager

The Case Manager is responsible for providing comprehensive case management and coordinated supportive services to eligible veterans, surviving spouses, and dependent family members seeking assistance through the Veteran and Family Relief General Assistance Program funded by the Texas Veterans Commission. The Case Manager conducts client assessments, determines program eligibility, develops individualized service plans, and provides emergency financial assistance for eligible rental, utility, and other approved basic needs in accordance with grant requirements. The Case Manager works collaboratively with participants to promote eviction prevention, housing stability and long-term self-sufficiency by connecting them with employment services, workforce development, financial capability education, benefits enrollment, and other community resources.

Additional responsibilities include client outreach and engagement, comprehensive case management, documentation of eligibility and services, maintenance of grant-compliant client files, data entry, performance and outcome tracking, monthly reporting, and ensuring compliance with all Texas Veterans Commission, agency, and funding requirements. The Case Manager is expected to maintain strong partnerships with veteran-serving organizations and community providers while delivering services with professionalism, compassion, and a commitment to helping veterans and their families achieve lasting stability.

Position Responsibilities:

• Conduct comprehensive intake, eligibility screening, and needs assessments for eligible veterans, surviving spouses, and dependent family members in accordance with Texas Veterans Commission (TVC) Veteran and Family Relief grant requirements.
• Verify client eligibility by reviewing required documentation, including DD Form 214, proof of military service, income, residency, household composition, and other grant-required documentation.
• Develop individualized service plans that address immediate financial needs and establish goals toward housing stability, financial security, and long-term self-sufficiency.
• Provide comprehensive case management, including ongoing client engagement, progress monitoring, reassessments, and follow-up services.
• Determine eligibility for emergency financial assistance in accordance with grant guidelines and agency policies.
• Provide referrals to internal Catholic Charities programs and external community partners to address identified needs.
• Maintain an active caseload while ensuring timely documentation, follow-up, and continuity of services.
• Complete all case notes, assessments, service plans, eligibility documentation, and supporting records accurately and within required timeframes.
• Enter client information and program data into all required agency and grant databases in a timely and accurate manner.
• Maintain complete, organized, and grant-compliant client files in accordance with agency policies and Texas Veterans Commission requirements.
• Monitor participant progress toward identified goals using approved assessment tools and document measurable client outcomes.
• Conduct file reviews and quality assurance activities to ensure compliance with grant requirements, agency policies, and applicable federal and state regulations.
• Develop and maintain collaborative relationships with landlords, property managers, veteran-serving organizations, employers, educational institutions, workforce agencies, and other community partners to increase access to resources for program participants.
• Participate in outreach activities and community events to increase awareness of Veteran and Family Relief services and recruit eligible participants.
• Represent the organization professionally in meetings, case conferences, networking events, and community collaborations as directed by Associate Senior Director or Senior Director.
• Travel as necessary to conduct client visits, attend meetings, coordinate services, deliver payments or documentation to vendors, and support program operations.
• Must complete all required professional development assigned in a timely manner
• Must be sensitive to the service population's cultural and socioeconomic characteristics.
• Adhering to safety training and protocols on a daily basis, and taking precautionary measure to ensure the safety and well-being of self and others.
• Responsible for protecting the confidentiality of any information or material obtained in the service with the organization to include but not limited to client names and information, services rendered to clients, donors names and gifts, internal and external investigations or results of any investigations, and financial information.
• Adherence to the Code of Conduct and the Faith and Moral Policy is mandatory.
• Every employee is required to take a solution-oriented approach in their interactions and undertakings, as well as being a team member that promotes collaboration and commitment to the Mission and Vision of the organization.
• Other duties as assigned by the Associate Senior Director, Senior Director, or VP of Programs.

Competencies:

• Critical Thinking
• Customer Service
• Solution Oriented
• Teamwork

Minimum Qualifications:

• Education
  • Bachelor's degree in Social Work preferred but not required
  • Equivalent experience in social work or business-related field
• Experience
  • Minimum of 2 years of experience in nonprofit setting which at least 1 year of experience in Social Services and/or Case Management experience within the Veteran population is preferred;
  • Bilingual in English and Spanish is preferred but not required

Driving requirements:

• Must be at least 21 years of age
• Must have a valid driver's license with a clean driving record
• Must maintain valid vehicle liability insurance

Minimum Knowledge and Skills:

• Knowledge of Microsoft Office Programs and word processing
• Knowledge of Internet, email, and basic phone and voice messaging
• Ability to handle crisis and use critical thinking
• Ability to multitask and work in a fast-paced environment
• Excellent verbal and written communication
• Ability to maintain high standards of client confidentiality
• Experience working in case management or within grant funding preferred
• Must be detail oriented, organized, self-motivated, work well independently and on a team;
• Must have good written and verbal skills;
• Must have good critical thinking and problem-solving skills.

Travel Requirements:

Travel requirements for the position includes 10% local and 0% overnight.