Financial Case Manager

14 hours ago

Medford, New York, United States Concern Housing Full time
Job Summary

The Financial Case Manager is a critical role at Concern Housing, responsible for providing financial management services to clients residing in Supported Housing. This position requires a strong understanding of community resources, including Social Security, Public Assistance, and Medicaid insurance systems.

Key Responsibilities
  • Assess client need for financial income and assist in establishing and maintaining eligibility for benefits, including applications for Supplementary Security Income based on disability and Public Assistance benefits.
  • Assist with appeals and fair hearings related to tenant benefit eligibility.
  • Liaise with the Affordable Housing Compliance Specialist and program staff regarding initial, interim and annual recerts to help ensure timely completion and compliance.
  • Work with the Rep Payee Specialist to coordinate admission and administration of tenants enrolled in the rep-payee program.
  • Submit paperwork to local SSA offices for Representative Payee status and notify SSA of any participant changes that would affect their benefits.
  • Complete "Representative Payee Report" for each participant annually.
  • Coordinate receipt and recording of SSA benefit checks and related account disbursement in conjunction with Concern's Rep Payee Specialist, including rent, bill payment and Personal Needs Allowance (PNA) distribution.
  • Work with program staff to track rent payments and arrears documentation in NetSuite.
  • Monitor AR balances for accuracy and delinquency and conduct follow up phone calls for non-payment.
  • Prepare repayment agreements as necessary.
  • Assist tenants with financial assistance applications where needed (One Shot Deals, Emergency Rental Assistance, etc.).
  • Provide rent payment support and assist collection of accurate information for monthly AR reporting.
  • Work closely with Program Directors on any rent arrears cases that may require referral for eviction proceedings.
  • Assess clients for financial literacy and provide individual and group education around appropriate money management and budgeting skills.
  • For clients involved in education and employment service goals, provide relevant guidance and support around entitlements eligibility and reporting.
  • Maintain documentation to the standards defined by regulators, funders and Concern Housing policies and procedures.
  • Remain current with all Agency required compliance documents and trainings.
Requirements
  • High school diploma or equivalent and four year's paid human service experience OR Associates' degree in human service-related field and three years paid human service experience OR Bachelors' degree in human service-related field and two years paid human service experience.
  • Demonstrated knowledge of community resources, including Social Security, Public Assistance, and Medicaid insurance systems.
  • Ability to work cooperatively and effectively with culturally diverse clients, staff, and community service providers.
  • Strong computer skills required.
  • NYS motor vehicle license, safe driving record, and availability of personal vehicle for work preferred.
Benefits
  • Medical Insurance (Agency pays 80% of the premium).
  • Affordable Voluntary Dental and Vision Insurance.
  • Flexible Spending Accounts.
  • Agency Sponsored Retirement Plan.
  • Employee Sponsored 403(b) Retirement Plan.
  • Agency Sponsored Life Insurance Coverage.
  • Excellent Paid Time Off Package.

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