Case Aide

The Salvation Army Southern California•Tucson, AZ

6d•Onsite

About The Position

The Case Aide administers electric utility assistance for Trico Electric Cooperative at Hospitality House in Tucson, Arizona. The role receives referrals exclusively from Trico; clients cannot initiate assistance requests directly. The Case Aide screens and interviews clients, verifies documentation, evaluates eligibility under Federal Poverty Guidelines and Trico program requirements, and processes approved assistance in accordance with established criteria and available funding. Assistance amounts are set by Trico’s percentages and eligibility criteria, not at the Case Aide’s discretion. The position also communicates application decisions and documentation needs to clients, coordinates account and payment information with Trico and Tucson Metro Finance, maintains client files and records in WellSky and Excel, and connects clients with Salvation Army and community resources. The role is 20 hours per week, part-time, with a stated schedule of 1 p.m. to 5 p.m. Physical duties include frequent movement and lifting, as detailed in the job description. Qualified individuals must be able to perform essential duties with or without reasonable accommodation.

Requirements

High school diploma or GED.
Proficiency in Microsoft Word, Excel, Outlook, and database systems.
Strong organizational, communication, and customer service skills.
Ability to conduct client interviews, evaluate financial information, and perform basic calculations.
Ability to work independently, maintain accurate records, and meet deadlines.
Ability to maintain confidentiality of sensitive client information.
Successful background clearance.
Ability to perform the essential duties with or without accommodation.
Regularly walk, stand, climb or balance, stoop, kneel, crouch, crawl, and reach with hands and arms on a continuous basis.
Regularly lift and/or move up to 15 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 40 pounds.
Required vision abilities include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.

Nice To Haves

Experience in social services or financial assistance programs.

Responsibilities

Receive and process referrals exclusively from Trico Electric Cooperative; clients cannot initiate assistance requests directly.
Conduct client screenings and interviews in person or by telephone.
Collect and verify identification, utility bills, proof of income, and other supporting documentation in person, by email, or by fax.
Determine household eligibility using Federal Poverty Guidelines and Trico’s established program requirements.
Calculate assistance amounts according to percentages and eligibility criteria established by Trico; amounts are not determined at the Case Aide’s discretion.
Review applications for completeness and process eligibility determinations promptly, subject to available funding.
Communicate with clients about application status, missing documents, eligibility decisions, and approved assistance.
Coordinate with Trico to verify account balances, past-due amounts, and existing payment arrangements.
Notify clients by email of approved assistance amounts and program decisions.
Refer clients to Salvation Army and community resources, including food, housing, financial assistance, diapers, holiday programs, back-to-school assistance, and community meals.
Prepare check requests and coordinate approved payments with Tucson Metro Finance.
Track assistance amounts, payments, funding balances, and program outcomes using Excel spreadsheets.
Maintain complete hard-copy client files containing applications, identification, income verification, utility bills, and required supporting documentation.
Enter client services and assistance information into The Salvation Army’s WellSky database.
Maintain accurate records and provide program statistics and reports as requested.
Attend required meetings and training.
Perform other duties related to the position of Case Aide.