Case Manager II

SHELTER, Inc. rebuilds lives one family at a time, by helping them re-establish a home and assisting with the skills and resources needed to live the life they deserve. Created in 1986, we are a community-based non-profit currently operating in Contra Costa, Solano, Sacramento, and Marin counties. In 2025 our compassionate teams helped 3,994 adults and children secure or maintain their housing.

We believe a safe home and the opportunity to thrive are rights-not privileges. Every day, our teams have the honor of walking alongside families and individuals as they rebuild their lives. If you're looking for more than just a job-and you want to be the spark that ignites lasting change in your community-you'll find purpose here!

Work Location: Pittsburg, CA

Employment Details: Full Time, Non- Exempt, Monday - Friday during business hours

Compensation: $30-32/hour

Please note, this is a grant funded position with a potential to expire in December 2026.

About the role: We are searching for a Case Manager II that will help with various programs that includes survivors of domestic violence and Permanent Supportive Housing participants. This role includes frequent travel for home visits. If you're a compassionate person who wants to make a life-changing difference in someone's life, we'd love to talk with you

What you'll do:

Intake and Assessment

• Screen prospective program participants for eligibility. Provide complete information regarding program services, expectations, rights and responsibilities.
• Obtain and review necessary case acceptance authorizations/consents including income verification and other documentation to determine eligibility for program and services; review with supervisor.
• Complete assessments including HMIS Intake, VI-SPDAT, and Housing Retention Assessment and use information to evaluate participant strengths, needs, and risk indicators.

Case Planning and Monitoring

• Conduct interviews, access resources to gather information for factual base on which to formulate a plan.
• Critically analyze information gathered during assessment phase and apply in the formulation of a plan.
• Demonstrate knowledge and understanding of participant health and social presenting risks and apply appropriate risk stratification.
• Convey knowledge of health and/or social service delivery model to participants.
• Establish participant goals based on appropriate resource utilization, participant consensus, and level of care and services required.
• Document accurately in established record system.
• Communicate participant care plan with support staff.
• Provide timely completion of all case planning and implementation activities.
• Apply effective follow-up dates to care plan interventions.
• Perform routine comprehensive, independent reassessment of participant status and progress toward achievement of plan goals. Make adjustments in writing as appropriate.
• Utilize existing community resources in providing care/services to meet goals.
• Follow agency procedures to link with other SHELTER, Inc. services and staff supports.
• Pro-actively promote appropriate adjustments in the care plan to enhance outcomes when situation is static or regressive
• Maintain accurate, up-to-date documentation in the established case management record system.
• Communicate changes in eligibility for services and financial assistance during program participation verbally and in writing.
• Act in accordance with laws and procedures governing confidentiality, release of information, consent, domestic violence reporting, mandated reporting, etc.
• Plan for, review with participant, and conduct appropriate closure of cases against specified criteria when resulting from program completion or voluntary exit.
• In case of involuntary discharge/termination, or other adverse action, work with program manager to ensure all procedures are followed.
• Provide post-placement and/or post-exit support as indicated by program or participant needs.
• Maintain post-placement contact with participants to document housing status at 1, 2, 3, 6, 9, and 12 months after participation.
• Participate in internal and external case conference/case coordination meetings.
• Keep current on best practices in the social services and housing placement fields.
• Connect and maintain liaison to internal and external service resources.
• Carry a caseload of up to 25 households in need of housing assistance, maintaining regular contact with program participants, other service partners, etc.
• Share information with program participants related to personal/family budgeting and financial management, including support with filing tax returns, filing for Earned Income Tax Credit, banking and credit repair.
• Help program participants connect to public and private service resources available to assist them in attaining their stabilization, and follow-up on referrals to encourage participants forward momentum/progress.
• Ensure participant(s) minor children are enrolled in school and other services.
• Regularly report to supervisor on challenging issues that arise in participants progress, presenting recommendations for service transfers, discontinuances or extensions.
• Participate in the process of preparing progress reports for internal and external customers as directed.
• Complete/attend trainings as required and to enhance skills.

Data and Documentation

• Follow established procedure for opening service file.
• Keep all relevant service data up-to-date in HMIS system and maintain case files in accordance with applicable guidelines, completing data entry immediately or no later than within 24 hours of service interaction.
• Comply with data integrity and security policies.
• Meet data quality standards by reviewing discrepancies in data received, verifying accuracy, requesting clarification and advising supervisor of issues related to data.

What you'll bring:

• Bachelors degree in social services or related area, certification from a four year program in related area, and/or a combination of education and experience that demonstrates a capacity to help people coming from crisis situations and traumatizing circumstances to develop self-sustainability. Associates degree with relevent experience will be considered.
• Experience with vulnerable populations, including domestic violence survivors, is preferred.
• Proficient computer skills, including Microsoft Office Suite (Outlook, Word and Excel)
• Ability and willingness to occasionally work flexible hours to accommodate participants available during the evening or on weekends , as agency needs.
• Experience working in diverse settings with people across all socio-economic spectrums and a wide variety of personalities and roles - staff, residents, local agencies, contractors, lenders, etc.
• Billingual is a bonus!

Key Proficiencies you'll need:

• Knowledge of social service resource systems and self-help intervention strategies.
• Independently counsel populations of mental health, substance abuse, homeless individuals
• Knowledge and skills in handling substance abuse and mental health issues.
• Knowledge of public benefits and financial resources available in the community.
• Ability to successfully develop relationships utilizing motivational interviewing techniques.
• Crisis intervention and conflict resolution skills including use of motivational interviewing, harm reduction approach, and trauma-informed care.
• Knowledge of family budgeting and money management.
• Thoroughness and accuracy with data collection, entry and quality control in a web based database.
• Patience/tolerance and tact/diplomacy.
• Knowledge of family budgeting and money management.
• Clear/firm-yet-flexible boundaries, consistent energy level and positive demeanor.
• Thoroughness and accuracy with data collection, entry and quality control in a web based database.
• Professionalism: high level of integrity and strong ethical values show capacity to maintain highest standards of confidentiality with all records, including organizational and individual information.
• Strong oral/written communication and listening skills.
• Self-motivated and accountable for work time and other agency resources.
• Quality control: demonstrates accuracy and thoroughness, monitors own work to ensure quality and applies feedback to improve performance.
• Well organized: able to effectively manage multiple assignments to meet project deadlines.

Position Requirements:

• This position requires frequent driving. A valid California driver license, reliable personal vehicle, current personal auto insurance as required by law.
• Must successfully pass a criminal background check
• Must provide TB test clearance

What we offer:

• 18 days of Paid Time Off
• 15 paid holidays, including your birthday!
• 100% paid medical insurance (Kaiser, Anthem Blue Cross), dental, vision for employees, 50% for your dependents.
• 100% paid Group Term Life insurance, Accidental Death & Dismemberment, Long-term disability insurance
• Up to $3,000 Education Reimbursement a year
• 403b with SHELTER Inc., matching contribution
• Pet Insurance
• Employee Assistance Program
• Discount Marketplace
• Internal growth opportunities

We value diversity

SHELTER, Inc., is an equal opportunity employer. We believe diverse perspectives drive innovation and lead to better outcomes for the communities we serve. We strongly encourage applications from individuals with varied backgrounds, identities, and lived experiences.

Notice: This description is a guide only. Upon hire, you will receive a formal job description.