Financial Employment Planner 2 Case Manager

Job Details

Description
Earn up to $3,000 in incentive pay during your first year of employment
Are you a motivated, results-oriented candidate seeking to put your talents, skills, and experience to work as part of a mission-driven, customer-focused organization? If so, we invite you to join UMOS' diverse and dedicated team of over 1,000 professionals making a positive difference across more than 60 offices in seven states. Whether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures.

Benefits
To support its team members, UMOS offers highly competitive compensation as well as a benefits package including:

• Paid time off that will increase over your years of service
• 15 paid holidays annually
• A robust range of insurance covering health, dental, vision, life, short- and long-term disability, and accidental death & dismemberment
• The options to establish either a Health Savings Account or Flexible Spending Account, which can be used to cover deductibles, prescriptions, and other healthcare expenses
• A variety of support services to promote well-being through the employee assistance program
• Retirement plan options, including 401(k) and Roth IRA, allowing you to make pre-tax or after-tax contributions. For those participating in the 401(k) Retirement Plan, UMOS annually contributes at least 3% of employees' eligible compensation.

Financial Employment Planner 2 Case Manager Job Compensation

• $19.00 to $23.50/HR (depending on experience).

Financial Employment Planner 2 Case Manager Responsibilities

• Perform "resource specialist" functions by meeting one-on-one with Wisconsin Works (W-2) and Related Programs applicants to assess immediate needs and connect to appropriate services and/or programs to address those needs; conduct W-2 and Related Programs orientation; conduct initial interview and assign up-front activities, as appropriate.
• Determine initial and ongoing eligibility for W-2/Refugee Cash Assistance (RCA)/Refugee Medical Assistance (RMA) by collecting and verifying non-financial and financial documentation within required application processing timeframes and make W-2/RCA placement decisions within required timeframes.
• Jointly develop Employability Plans with applicants/participants, identify goals toward employment, and assign the steps/activities to reach those goals; schedule and host regular workshops for caseload as needed.
• Conduct informal assessments to identify appropriate placement on W-2 ladder; determine how best to address participation/employment barriers through case management and appropriate W-2 activities; refer to internal/external resources that will address barriers and move W-2 families toward self-sufficiency, including providing advocacy for participants who are pursuing Supplemental Security Income (SSI)/Social Security Disability Insurance (SSDI).
• Identify barriers to participation, assist participants with obtaining documentation of barriers, and help participants overcome challenges through guidance, counseling, and access to services both inside and outside the organization.
• In coordination with an Employment/Career Consultant, engage and assign participants to allowable activities designed to enhance employability, including job readiness, education, work experience, job skills training, and job search/placement activities and maintain federal Work Participation Rate as required by contract.
• With assistance from Employment Services staff, track participants' progress throughout the duration of the program, and ensure participation in assigned activities by monitoring attendance weekly, entering nonparticipation timely, and applying payment reductions per policy.
• With assistance from Employment Services and Quality Assurance (QA) staff, track, verify and achieve performance outcomes of claims based on agency goals and contract requirements.
• Establish and maintain ongoing participant contact to monitor job retention activity, to identify and assist in resolving related barriers (i.e., childcare, transportation, etc.) to job retention, to evaluate strengths, barriers, and progress, and assist with matching participants to viable employment opportunities.
• Respond timely to program/case monitoring reports to ensure compliance with W-2 policies, procedures and contractual obligations and maintain a satisfactory level of compliance.
• Collect and verify that required eligibility documentation is acquired and in Electronic Case File (ECF); collect and review activity documentation and submit to ECF scanning on a timely basis.
• Enter and update necessary participant information into the various systems (CWW, WWP, UMOS tracking programs) and ensure services/benefits are delivered within required timeframes.
• Develop and maintain working relationships with other UMOS and partner agency staff members to coordinate program participants' access to support services and other workforce development programs.
• Interact appropriately and diplomatically with participants, responding to/returning phone calls timely, immediately addressing/authorizing support service needs (e.g., childcare, transportation), and motivating participants, still holding them accountable for assigned activities, as they move toward employment and self-sufficiency.
• Document all case activities and customer interactions in CWW/WWP case comments as required by contract and related policy.
• Maintain at least monthly contact with participants in order to evaluate strengths, barriers, and progress, assist with matching them to viable employment opportunities and/or job skills, and, or assist with the pursuit of SSI/SSDI.
• Conduct and coordinate participant home visits, employer site visits, and potential SSI/SSDI legal proceedings.
• Perform similar case management and career coaching functions for other (non-W-2) workforce development programs based on the specific contractual needs and requirements of those programs, as assigned.
• Attend meetings, conferences, trainings and workshops as assigned and perform special projects and other related duties as assigned.

Financial Employment Planner 2 Case Manager Job Qualifications

• Minimum of a High School Diploma (or equivalent) supplemented by two years of post-secondary education, in a relevant field. Note: Additional years of work experience in a relevant field can be substituted for one year of education.
• Minimum two years of work experience in one or a combination of the following: case management; human/social services-related customer service, counseling, or workforce development. Note: Additional years of post-secondary education in a relevant field can be substituted for one year of experience.
• Must possess strong written and oral communication skills with the ability to write/type and document work and activities proficiently in English.
• Professional ability to aid participants in making and carrying out vocational/educational objectives and ability to navigate complex service delivery systems.
• Ability to work in a demanding, fast-paced environment and respond to customer needs with respect and diplomacy.
• Ability to recognize barriers to activity participation and/or employment, such as AODA, domestic abuse, physical and mental health issues.
• Ability and experience in maintaining and utilizing participant's confidential information to assist them in accessing necessary services to address barriers.
• Ability to conduct individual sessions in motivation, employment techniques, education, vocational counseling and basic budgeting and personal finance.
• Bilingual in Spanish and English, preferred.
• Demonstrated working knowledge of and experience using computer programs such as Microsoft Office Suite (e.g., Office 365), including Word, Excel, Outlook, etc., and experience with database systems; able to enter quickly with high level of accuracy into electronic data systems within required timeframes.
• Must have a car, valid driver's license and adequate car insurance and be able to travel, make home visits, and work irregular hours

Work Environment, Physical, And Sensory Demands
The demands described here are representative of those that must be met by an employee to successfully perform the job functions. Reasonable accommodations will be considered to enable individuals with disabilities to perform the essential job functions.

Physical Demands

• Employees are frequently required to stand, walk, sit, and bend.
• Occasionally required to lift and /or move up to 20 lbs.
• Frequently required to drive.
• Frequently exposed to moderate temperature generally encountered in a controlled temperature environment and outside setting.
• Noise level in this work is usually quiet to moderate.

Tools & Equipment Used

• iPads, iPhones, laptop computers, projectors, copy/scanner machine, fax machine.
• Various computer software; and
• Use first aid equipment, fire extinguisher.

Usage varies by position.

Additional Eligibility Requirements

• NONE

UMOS is
an equal opportunity Affirmative Action employer, and all qualified applicants will receive consideration for employment
without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.