The Case Worker (CW) fields requests (calls, emails, and in-person meetings) for financial assistance from community members in a professional, compassionate manner for determining client eligibility for LiftUp programs. The CW explores potential eligibility for referral to other community resources, responds to those requesting support, and at times, acts as a liaison with other human resource agencies, vendors, etc.
Description
KEY ACCOUNTABILITIES:
Provide courteous, compassionate, and professional customer service to clients, community partners, and prospective clients
Manage intake, client eligibility, approvals, and payment requests in a timely manner while maintaining accurate records
Adhere to and enforce department and organization policies
Maintain confidentiality
ESSENTIAL DUTIES:
Serve as the first point of contact for LiftUp’s Emergency Assistance Programs, and provide initial information and forms to begin the financial assistance process
Work onsite and digitally to handle client intake process, ensuring that necessary paperwork is completed and data is entered into client assistance database
Assist fellow Case Worker(s) to field Community Support inquiries and voucher requests or make other contacts as needed
Communicate with Food Bank Manager to learn of ongoing food support efforts (ex: Thanksgiving, food delivery, etc.) available to clients
Foster and maintain positive working relationships with fellow staff, volunteers, and community constituents
Attend staff meetings and relevant community meetings as needed
Maintain and report data related to inquiries, fund type, amount dispersed, etc. needed for community and board reporting
Maintain client files and records
Occasional grant writing and presentations to local giving circles for specific clients
Occasional attendance at community events to represent LiftUp and provide information about Community Support programs
Follow all LiftUp health and other safety protocols
Other duties as requested
MINIMUM REQUIREMENTS:
Degree in social work preferred, but not required
Prior case management experience preferred
Ability to speak Spanish preferred, but not required
Familiarity with Microsoft Office Suite and Google docs/sheets
Learn Google Voice integrations and faxing procedure
Excellent interpersonal and communication skills and ability to maintain confidentiality
Ability to work comfortably with people from various socioeconomic, racial, and cultural backgrounds with compassion and respect
Ability to meet deadlines, be self-motivated, self-disciplined and organized
Ability to multi-task in a fast-paced environment
Background Check Required
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