Education and/or Work Experience Requirements:

• Bachelor’s degree in Social Work, Human Services, or related field OR any combination of education and experience that is equal to the minimum requirements
• 1 year case management experience working with special needs populations; adults experiencing homelessness, adults with disabilities, and/or the elderly preferred
• Experience or understanding of Social Security Income and benefits
• Experience with community services, resources, and entitlements preferred
• Proficient in Microsoft Office Software applications and Outlook 365 features, databases (Apricot experience a plus)
• Experience with basic client budgeting and financial planning
• Working knowledge of Quicken, QuickBooks, Exact or similar accounting software preferred
• Reliable transportation with valid Texas Driver’s License and active auto insurance
• Clear multi-state criminal history and motor vehicle driving record
• Negative TB skin test or clear chest x-ray (required for credentialed staff only

Working Conditions/Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, State, and local standards
• Must be able to lift and carry up to 20 lbs.
• Ability to work remotely up to 75% of tim

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Complete new client intake and serve as primary point of contact to assigned client list
• Develop a budget and distribute funds in accordance with plan. Budgets will meet primary needs such as rent and utilities, and secondary needs with remaining funds dispersed to the clients as needed
• Maintain communication with clients and authorized supports regarding financial needs and budget changes
• Contact vendors (utility companies, medical services, landlords, etc.) to initiate services, negotiate rates and establish payment plans.
• Schedule and/or issue payments to vendors, disperse funds, and implement automated transactions
• Collect supporting documentation for all requested payments and disbursements
• Maintain accurate record of all financial transactions, monitor accounts in accordance with resource limitations
• Reconcile client ledger to ensure funds are received, payments are processed, and account remains in good standing
• Adhere to Organizational Rep Payee guidelines; including but not limited to reporting address changes, earned income, monitoring benefit limits, ensuring completion of SSA disability reviews and renewals
• Complete accurate and timely data entry in Apricot database including client information, updates, and progress notes * Conduct contract reporting within required parameters
• Develop and maintain tracking system for client physical and electronic file
• Attend agency staff meetings, trainings, and activities when appropriate
• Maintain client confidentiality, including but not limited to, personal identifying information, financial and medical records
• Perform special projects as assigned

Education and/or Work Experience Requirements:

• Bachelor’s degree in Social Work, Human Services, or related field OR any combination of education and experience that is equal to the minimum requirements
• 1 year case management experience working with special needs populations; adults experiencing homelessness, adults with disabilities, and/or the elderly preferred
• Experience or understanding of Social Security Income and benefits
• Experience with community services, resources, and entitlements preferred
• Proficient in Microsoft Office Software applications and Outlook 365 features, databases (Apricot experience a plus)
• Experience with basic client budgeting and financial planning
• Working knowledge of Quicken, QuickBooks, Exact or similar accounting software preferred
• Reliable transportation with valid Texas Driver’s License and active auto insurance
• Clear multi-state criminal history and motor vehicle driving record
• Negative TB skin test or clear chest x-ray (required for credentialed staff only)

Competencies:

• Ability to develop productive relationships with FEC leadership, coworkers, volunteers, and external partners
• Ability to cultivate and sustain professional boundaries with clients, coworkers, volunteers, and external partners
• Ability to work independently and as a team member to carry out assignments within parameters of instructions given, prescribed routines, and standard accepted practices
• Ability to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary service
• Ability to keep accurate and organized records
• Ability to clearly communicate in person, electronically, and by telephone
• Ability to organize work efficiently and prioritize response to changing needs of the program
• Ability to develop clients’ budgets and maintain financial records according to standards
• Openness to working with special needs populations: adults experiencing homelessness, adults with disabilities, veterans, and/or the elderly

Working Conditions/Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, State, and local standards
• Must be able to lift and carry up to 20 lbs.
• Ability to work remotely up to 75% of time

Job Type: Full-time
Pay: From $25.52 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: In perso