Financial Assistance Coordinator

Endeavors•Dallas, TX

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 role coordinates Temporary Financial Assistance (TFA) payments for approved expenses in clients’ service plans, confirms payment receipt, and submits TFA documentation weekly to the Financial Assistance and Quality Assurance Coordinator. It also supports SSVF Program compliance through periodic peer-to-peer quality assurance audits and accurate recordkeeping across check registers, TFA logs, client files, and HMIS. The coordinator maintains communication with relevant program staff, keeps an accurate checkbook balance, promptly forwards credit card receipts and required forms to accounting, and updates client files and HMIS. The position requires regular attendance, a valid driver’s license with a clear record, daily access to a vehicle without prior notice, and willingness to travel to various locations as business needs dictate. The employee is expected to demonstrate exceptional customer service and put children, families, Veterans, or clients first in support of Endeavors’ mission.

Requirements

High school education or equivalent reading and writing skills.
At least 6 months of experience in accounting, bookkeeping, and/or auditing; 1 year preferred.
At least 6 months of experience in a customer-service-focused environment; 1 year preferred.
Valid driver’s license with a clear record.
Daily use of a vehicle without prior notice.
Willingness and availability to travel to various locations as business needs dictate.
Regular and acceptable attendance, as determined by the employer.

Nice To Haves

Associate’s degree in accounting.
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 included in clients’ service plans.
Confirm receipt of payments and submit TFA documentation weekly to the Financial Assistance and Quality Assurance Coordinator.
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 corrections as needed to support SSVF Program compliance.
Maintain an accurate checkbook balance at all times.
Forward credit card receipts and appropriate forms promptly to the accounting department.
Keep detailed records of payments made.
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.