Financial Assistance Coordinator
About The Position
The Financial Assistance Coordinator ensures prompt and accurate payment of Veterans’ eligible program expenses to third-party providers and maintains thorough records. The position coordinates Temporary Financial Assistance payments for approved expenses in clients’ service plans, verifies receipt, and submits TFA documentation weekly. It also maintains payment and checkbook records, updates client files and HMIS, and supports compliance through periodic peer-to-peer quality assurance audits. The role requires regular communication with case management, outreach and intake, financial assistance, and program staff. It is based in Dallas, Texas, and requires travel to various locations as business needs dictate, with up to 50% travel. The coordinator is expected to provide exceptional customer service and put children, families, Veterans, and clients first in support of Endeavors’ mission to empower people to build better lives for themselves, their families, and their communities.
Requirements
- At least six months of experience in accounting, bookkeeping, and/or auditing; one year preferred.
- At least six months of experience in a customer-service-focused environment; one year preferred.
- High school education or equivalent reading and writing skills.
- A driver’s license with a clear record.
- Daily use of a vehicle without prior notice.
- Availability and willingness to travel to various locations as frequently as business needs dictate.
- Regular and acceptable attendance, as determined by the employer.
Nice To Haves
- Associate’s degree in accounting preferred.
- Experience with HMIS and VA Repository.
- Experience in a social service environment.
Responsibilities
- Coordinate and process Temporary Financial Assistance payments to third-party providers for approved expenses in clients’ service plans.
- Confirm receipt of payments and submit TFA documentation to the Financial Assistance and Quality Assurance Coordinator weekly.
- Maintain ongoing communication with the Lead Case Manager, Lead Outreach and Intake Specialist, Financial Assistance Associate, and Program Manager.
- Conduct periodic peer-to-peer quality assurance audits of TFA, including check registers, TFA logs, client files, and HMIS; make necessary corrections to support SSVF Program compliance.
- Maintain an accurate checkbook balance and detailed records of payments made.
- Promptly forward credit card receipts and appropriate forms to the accounting department.
- Update client case files and enter information into HMIS.
- Demonstrate exceptional customer service by placing the child, family, Veteran, or client first.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
