Case Aide

Salvation Army Careers•Tucson, AZ

2d•Onsite

About The Position

The Case Aide administers electric utility assistance for Trico Electric Cooperative through referrals received exclusively from Trico; clients cannot initiate requests directly. The position screens and interviews clients, gathers and verifies documentation, determines eligibility using Federal Poverty Guidelines and Trico program requirements, and calculates assistance according to Trico-established criteria. Assistance amounts are not determined at the Case Aide’s discretion, and processing is subject to available funding. The Case Aide communicates with clients about application status and decisions, coordinates with Trico to verify account information, arranges approved payments, and connects clients with Salvation Army and community resources. The role also maintains client files and database records, tracks program funding and outcomes, and provides statistics and reports as requested. The position is based at Hospitality House in Tucson, Arizona, and is part-time for 20 hours per week, with hours listed as 1 p.m. to 5 p.m.

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.

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 using percentages and eligibility criteria established by Trico; assistance 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.
Provide referrals 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 Case Aide position.