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Lifespan of Greater Rochester · 2 months ago

Case Manager-Financial Services

Rochester, NY

Full-time

Hybrid

Entry, Mid Level

$0/hr - $21/hr

2+ years exp

Lifespan of Greater Rochester Inc is a mission-driven nonprofit dedicated to assisting older adults in managing their financial affairs. The Case Manager will assess clients' financial situations, provide budgeting services, and advocate on their behalf while maintaining a caseload of 30-35 clients.

Elder CareNon ProfitTraining

Responsibilities

Assess and investigate financial situation of clients

Determine and plan appropriate actions that will assist client in becoming as financially secure as possible

Provide full bill paying and budgeting services to ensure long-term security

Assist with financial decision-making

Provide referrals to other community resources assisting the client to remain as independent as possible

Maintain and manage all records, case notes, billing, reports and metrics as required ensuring accuracy and compliance with agency departmental policies and procedures, including state and federal tax laws

Advocate with financial, creditor and other institutions and agencies on behalf of client

Appropriately bill clients for services rendered

Participate in all Lifespan staff meetings, trainings, continuous process improvement and in the implementation of agency mission and vision

Other duties as assigned by supervisor

Qualification

Financial acumenMedicaid expertiseBanking experienceCommunity resource knowledgeClient advocacyMulti-taskingComputer proficiencyOrganizational skillsCommunication skillsAttention to detail

Required

Associate in applied sciences required

2 years' banking or financial services experience required

Must have strong financial acumen and a working knowledge of community resources

Must have attention to detail and ability to multi-task

Strong organizational, verbal, written and telephone communication skills required

Must demonstrate knowledge of the eligibility requirements and application processes of benefits and programs applicable to clients, including but not limited to SSI and Medicaid, MMLTC, VA, Medicare, SNT

Must have a valid NYS Driver's License