FINANCIAL ASSISTANCE SPECIALIST - CASE MANAGE

Job Description

Job Description

Job Summary :

This position provides coaching and intensive short term Financial Assistance Case Management to help adults build self-sufficiency and gain economic empowerment. This position works towards the goal of helping the client to end/decrease reliance on crisis assistance for their health, safety and welfare needs.

Minimum Qualifications :

Education: Bachelor’s Degree in Social work or related field.

Experience: Minimum of 6 months experience in case management, engaging hard to reach people, assessment, housing stability, planning and connecting to resources/referrals.

Primary Job Functions:

• Work with the client to create a plan of action that wraps individualized responsive instruction and services around clients.
• Teach concrete life skills
• Conduct one on one visits with the client
• Complete an intake with the client to gather relevant information to enter into Welsky
• Create a Housing Stability Plan that includes information on events or circumstances that led to the current need, barriers, strengths and action steps with target dates
• Provide coaching on Financial Literacy (budgeting/establishing a savings fund/building credit)
• Assist with job searches, interviewing skills, building a resume
• Brainstorm strategies to increase income/decrease expenses
• Review affordable housing options
• Link with educational/vocational resources
• Access JFCS programs/resources and community resources (SNAP/TANF/HUD/Medicaid/ACCESS/Disability)
• Advocate for/ accompany clients to appointments
• Help get required documentation for benefits
• Help sign up for virtual school or evaluate vocational options to increase clients employability
• Complete exit interviews with clients
• Collect data on housing stability by doing JEA searches at specific time frames to report back to COJ
• Maintain client files
• Other duties as assigned

Other Requirements:

• Clear a Level II background screening. (
• Clear a reference check (professional and personal).
• Clear a local background check from Duval County and the County in which you reside.
• Clear a drug screen.
• Provide a copy of your educational attainment on your first day of employment.
• Clear a Motor Vehicles Records check.
• Provide proof of your auto insurance and maintain a minimum personal auto bodily injury liability insurance.
• Clear an E-Verify check to substantiate that the successful candidate meets the Department of Homeland Security authorization requirements to work in the United States (for more information visit