Financial Assistance Coordinator

at  Catholic Charities of Louisville

EDUCATION AND EXPERIENCE:

Bachelor’s degree and social services experience preferred, or at least 2 years of social services administration and direct client service experience is required.

SPECIALIZED SKILLS AND KNOWLEDGE:

• Detail oriented, reliable, highly organized, and professional demeanor
• Must be self-motivated, require minimal supervision and able to work well in a team environment across multiple departments
• Must possess excellent written and verbal communications skills as well as the ability to engage appropriate etiquette with both internal and external contacts
• Excellent organizational, problem-solving, filing, and follow-up skills
• Must be Proficient in Microsoft Word, Excel, Outlook Office Mail, internet, and overall computer skills.
  Catholic Charities of Louisville is the social-service arm of the Archdiocese of Louisville. We provide help and create hope for the poor and vulnerable through a wide range of programs, assisting clients of all races, backgrounds and beliefs.
  Medical insurance, Life Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Paid Sick Days, Paid Holidays, Short Term Disability Long Term Disability, and 401K/403

1. Prepare, review, edit and oversee the Emergency Financial Assistance (EFA) data to support the EFA program, including managing monthly requests and creating digital forms and Excel spreadsheets to capture requests and demonstrate community needs.
2. Effectively screen and triage client service requests to appropriately make internal referrals and support participants.
3. Schedule clients for case management and financial appointments.
4. Assist case managers and front desk staff with daily operations and provide direct services or other coverage as needed.
5. Coordinate payment of all SVC emergency financial assistance pledges and requests. Work cooperatively with the Finance Department to efficiently disburse available funds. 6. Oversee and monitor tracking systems to ensure accurate financial payments and reporting. Maintain records accordingly.
6. Maintain continuous balance reconciliation to monitor remaining funds available for pledges and authorize weekly EFA appointment schedule based on available balances. 8. Manage necessary filing, reporting, and communication support to external funding individuals, agencies, and contacts.
7. Collaborate, organize and track client participation and data collection for seasonal special events.
8. Build relationships with community partners and develop/maintain an accurate record of new and existing partners and contacts.
9. Other tasks as assigned by the Director
   WORKING CONDITIONS: This work is performed in an office environment under normal working conditions.