Financial Assistance Coordinator (Hybrid)

ENDEAVORS • Houston, TX

9h • $50,000 - $56,000 • Hybrid

About The Position

The Financial Assistance Coordinator is responsible for ensuring the prompt and accurate payment of clients’ eligible program expenses to third-party providers. This role involves documenting and maintaining thorough records of all financial transactions related to temporary financial assistance. The position requires exceptional customer service skills, prioritizing the needs of clients to support the mission of empowering people to build better lives. The role also includes conducting quality assurance audits of financial assistance processes and maintaining accurate accounting balances.

Requirements

• High School or equivalent, reading and writing skills.
• 6+ months experience in accounting, bookkeeping, and/or auditing.
• 6+ months experience in a heavy customer service-focused environment.
• Must maintain regular and acceptable attendance.
• Driver’s License with a clear record.
• Must have daily use of a vehicle without prior notice.
• Must be available and willing to travel to various locations and with such frequency as the business needs dictate.

Nice To Haves

• An associate’s degree in accounting is preferred.
• 1 year of experience in accounting, bookkeeping, and/or auditing preferred.
• 1 year of experience in a heavy customer service-focused environment preferred.
• Experience with HMIS and VA Repository is a plus.
• Experience in a social service environment is a plus.

Responsibilities

• Coordinate and process Temporary Financial Assistance payments to third-party providers for approved expenses as part of the client’s service plan.
• Confirm receipt of payments and submit TFA to Financial Assistance and Quality Assurance Coordinator/Finance on a weekly basis.
• Maintain ongoing communication with Lead Case Manager, QA, Finance, and Program Manager.
• Conduct a peer-to-peer Quality Assurance audit of Temporary Financial Assistance (TFA) to include a review of the check register, TFA logs, client files, and database, and make necessary corrections to ensure the Program complies.
• Maintain accurate checkbook/accounting balance at all times.
• Forward all credit card receipts and appropriate forms to the accounting department promptly.
• Keep detailed records of payments made.
• Update client case file appropriately and enter information into HMIS database.
• Demonstrate exceptional customer service, in everything you do, by placing the child, family, Veteran or client first to support our mission to "Empower people to build better lives for themselves, their families, and their communities."

Benefits

• Endeavors has a longstanding practice of providing a work environment that is free from all forms of employment discrimination, including harassment, because of race, color, sex, gender, age, religion, national origin, marital status, sexual orientation, gender identity, genetic information, disability, military or veteran status, or any other characteristic protected by law.
• We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities.
• Endeavors also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws.
• Endeavors is dedicated to offering reasonable accommodations for individuals with disabilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree