Client Services Case Manager

Community Action Partnership of Dickinson•Williston, ND

8d•Onsite

About The Position

The Client Services Case Manager is responsible for all areas of Client Services, including Energy Share, financial management and budgeting with clients, and the Senior Commodities Supplemental Food Program. This role assists families and individuals by making appropriate referrals to internal and community resources. The position involves supporting the agency's mission, goals, and values, participating in strategic planning, and assisting the Program Director with fiscal constraints. The Case Manager identifies and addresses professional and organizational issues, maintains confidentiality, and serves as a liaison between departments and external agencies. Responsibilities include preparing reports, attending meetings and training, participating in committees, and traveling for agency business. The role also involves managing program inventory, securing equipment and supplies, monitoring volunteers and clients, and pursuing professional growth. Duties include picking up and delivering items, interviewing clients, completing paperwork, submitting applications, and utilizing program software for client tracking. A significant part of the role involves assisting with Self-Sufficiency Case Management, providing personal financial counseling, and supporting programs like Volunteer Income Tax Assistance (VITA), Representative Payee Program, Veteran Program, food distribution, and apartment management. The position requires answering incoming calls and assisting with the distribution of the Supplemental Commodity Food Program.

Requirements

Associate Degree in Office Administration or the equivalent.
Two years full-time experience in Office Administration or the Human Service field.
Experience working with people from various socio-economic and educational backgrounds.
Must possess a valid driver’s license and insurable driving record.
Demonstrated ability to establish a positive rapport with staff, clients, other agencies, businesses and the community.
Demonstrated ability to effectively communicate both in written and oral forms.
Proficient with computers and software to include Windows, Internet, Microsoft Office software and other office equipment.
Working knowledge of the client-tracking and Onesite software programs within 3-months of hire.
Obtain access to HUD Secured Site within 3 months of hire.
Demonstrated personal budgeting skills.
Certified as a Family Development Specialist or will obtain certification within 2 years from date of hire.

Responsibilities

Demonstrated support for the agencies mission, goals and values.
Participates in strategic planning of the program and direction of the program.
Assists the Program Director by keeping within the fiscal constraints of the budget.
Identifies professional and organizational issues and trends suggesting action, facilitating change and participates in restructuring of programs and services.
Maintains staff, client and agency wide confidentiality at all times.
Serves as liaison between departments in the agency and with other agencies and programs to fulfill the mission of the agency.
Prepares various statistical and narrative reports to meet all Agency, Government and Grant requirements.
Attends meetings, workshops, and training sessions as required by the Program Director.
Participates on program related committees as approved by the Program Director.
Is required to travel by ground or air to meetings, conferences, trainings, etc.
Assists with the program inventory, as well as securing necessary equipment and supplies.
Monitors all volunteers and clients within the department.
Continues professional growth through educational and training experiences in their field.
Pick up and deliver items for the agency using company or personal vehicle.
Meets and interviews clients, completes paperwork and submits applications for eligibility.
Utilize program software to monitor client information and services.
Maintain considerable knowledge of new legislation, statutes and administrative rules as it applies to housing/apartment management.
Process client applications for assistance.
Maintains records on Agency client tracking software.
Assists with Self-Sufficiency Case Management which includes assessments, referrals and developing goals/action plans.
Provides one-on-one personal financial counseling to analyze and assess individual financial concerns.
Assist with Volunteer Income Tax program (VITA) by preparing basic income tax returns.
Assist with Agency client services programs including Representative Payee Program, Veteran Program, food program, apartment management and answering incoming calls.
Assists with distribution of the Supplemental Commodity Food Program.