Jewish Financial Assistance Case Manager

Job Description: Provide short-term case management, referrals and emergency financial assistance to identified members of the local Jewish community who are eligible for such assistance. Position is a component of JFCS’s Jewish Healing Program (JHP). Individual will work closely with the JHP Director and other JFCS staff in identifying funding and referral sources.

Experience:  Two years’ experience in Human Services related field.

Physical Requirements:  Ability to occasionally drive to home visits and as well as within the community for trainings and various organizational meetings.

Education:  Bachelor’s degree in Human Services or related area of concentration.

Duties & Responsibilities:

  • Work closely with JHP Director screening and assessing clients to determine whether they are eligible for the program and in the recommendation of appropriate financial resources
  • referrals to be provided.
  • Assist clients with a budgeting guidance to control expenses and help enable them achieve financial self-sufficiency.
  • Establish a trusting relationship with clients so that their situation is handled sensitively and respectfully.
  • Case records must be maintained in accordance with JFCS  policies and procedures regarding confidentiality and the release of Protected Health Information (PHI) as required by the Health Insurance Portability and Accountability Act of 1996 (HIPAA)
  • Ability to comprehend bank and credit card statements.
  • Do limited follow-up of clients following rendered service(s)

Required Skills:

  • Ability to relate well with others including clients and colleagues
  • Good time management
  • Ability to relate with clients who may have multiple needs
  • Ability to prioritize tasks and follow through with required tasks
  • Ability to document in a timely fashion
  • Computer proficiency
  • Valid driver’s license

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