Case Manager - Community Services

Opportunities for Williamson and Burnet Counties•Georgetown, TX

16d•Hybrid

About The Position

The Case Manager performs case management functions and services for the Community Services Block Grant (CSBG). The position reports to the Program Director and operates under moderate supervision, with limited latitude for independent judgment, discretion, and initiative. The role may qualify for hybrid work as determined by the Program Director. The Case Manager maintains knowledge of TDHCA CSBG and TAC rule changes, program processes, and Community Services benefits and services. The role includes assessing client needs, developing and supporting service delivery plans, connecting clients with resources, providing budget and career coaching, assisting with job searches and resumes, supporting accountability and goal attainment, and advocating to help clients overcome barriers. The Case Manager maintains client records and databases, completes monthly performance reports, tracks caseload activity, and works with community partners and local service providers. The position requires regular client contact and availability Monday through Friday, 8:00 a.m. to 5:00 p.m., as needed. Regular and punctual attendance during those hours is an essential function. Local travel for home visits and other client-related needs is required. The work takes place in a fast-paced environment where priorities may change; weekend, evening, and some holiday work may be required.

Requirements

Bachelor’s degree in social or behavioral sciences or a related field; related experience may substitute for the degree, with a minimum of four years required for substitution.
Two years of social services or related experience.
Excellent customer service skills and experience communicating face-to-face, in writing, and verbally.
One year of experience with Microsoft Office 365, Outlook, and SharePoint.
Valid Texas driver’s license.
Ability to operate Microsoft 365 software, Outlook, spreadsheets, Teams, Adobe DC, and database programs.
Ability to perform mathematical functions accurately.
Ability to work effectively with others and provide excellent customer service to internal and external customers.
Ability to evaluate, analyze, solve problems, and coach within program requirements.
Ability to adapt job tasks as needed, organize and prioritize work, and use effective time-management techniques.
Ability to ensure compliance with regulatory agency requirements and policies and respect confidentiality.
Ability to handle multiple tasks, meet deadlines, follow verbal and written instructions, and maintain attention to detail.
Ability to maintain a dedicated work area for a hybrid schedule, as discussed with the Program Director.
Ability to meet the position’s stated physical and mobility requirements, including driving and lifting or carrying items weighing up to 50 pounds.

Nice To Haves

One year of experience working in an office environment, both with a team and independently.
One year of accounting or related experience.
One year of Adobe DC experience.
Bilingual in English and Spanish.

Responsibilities

Maintain current knowledge of TDHCA CSBG and TAC rule changes and internal processes, serving as a resource for the Community Services program.
Complete TDHCA CSBG monthly performance reporting by the fifth of each month.
Maintain contact with each client for at least one hour per month, increasing contact as client needs require.
Assess client needs and develop a client service delivery plan; coach and guide clients through the plan.
Provide appropriate resources and services, and monitor clients’ use of referrals.
Provide budget counseling and money-management coaching.
Guide career development through coaching, wraparound services, and contacts as identified in the Service Delivery Plan.
Assist clients with job-search coaching, one-on-one job searching, and resume building.
Support client accountability and progress toward goals by reviewing service delivery plans and matrices, discussing next steps, and following up.
Be available to signed clients by phone, email, text, or in person as needed, Monday through Friday, 8:00 a.m. to 5:00 p.m.
Achieve Family National Performance Indicator goals provided by the Program Director.
Advocate with or for clients to remove barriers and help them achieve goals.
Maintain client databases and electronic files, including notes, services provided, and financial assistance provided.
Travel for home visits and other client needs in the local area as needed.
Report client activities and caseload status monthly to the Program Director using the provided Excel template.
Develop and maintain community-partner relationships through weekly outreach and visits, and attend interagency networking meetings throughout the month.
Develop and foster working relationships with local service providers, including employment services, community and technical colleges, continuing education programs, and community resource organizations.
Maintain paper records, electronic files, and databases according to established documentation procedures.
Learn the rules, regulations, and requirements of the CEAP and CSBG programs, and gain knowledge of benefits offered by Community Services.
Learn to complete applications and understand the internal process from intake through processing for each line of service through on-the-job training.
Learn the agency’s services and maintain access to referral information.
Attend scheduled one-on-one, team, and program meetings.
Adhere to OWBC ethics expectations; cooperate and work effectively with others; and act diplomatically, honestly, and fairly.
Perform other duties as assigned or as they become apparent.