Financial Assistance Coordinator

ENDEAVORS • San Antonio, TX

1d • $20 - $22 • Onsite

About The Position

This role is responsible for ensuring the prompt and accurate payment of Veterans’ eligible program expenses to third-party providers. The Financial Assistance Coordinator will document and maintain thorough records of these transactions. The position involves coordinating and processing Temporary Financial Assistance (TFA) payments, reviewing financial assistance requests, submitting them for quality assurance, preparing financial reports, updating client records in Salesforce and HMIS, conducting audits, and providing administrative support. The role also requires data entry for client enrollments, generating reports, communicating with various stakeholders to resolve discrepancies, submitting monthly VA Repository uploads, and demonstrating strong attention to detail in a fast-paced environment. A key aspect of the role is to provide exceptional customer service by prioritizing the needs of clients.

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.
• Driver’s License with 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 need dictates.

Nice To Haves

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

Responsibilities

• Coordinate and process Temporary Financial Assistance (TFA) payments to third-party providers for approved client expenses in alignment with service plans.
• Review financial assistance requests and supporting documentation submitted by Case Managers to ensure compliance with funder requirements and internal standard operating procedures (SOPs).
• Submit TFA to the Quality Assurance team for review and processing.
• Prepare and submit bi-monthly Concur reports for credit card transactions, ensuring all supporting documentation and receipts are accurately uploaded; maintain detailed records of payments and receipts.
• Update client records by uploading proof of financial assistance to Salesforce and documenting services provided in the HMIS system.
• Conduct regular peer-to-peer Quality Assurance audits of Temporary Financial Assistance (TFA), including review of TFA logs, client files, HMIS, and Salesforce, making necessary corrections to maintain program compliance; ensure adherence to financial policies and procedures outlined in the program manual.
• Provide administrative support including copying, faxing, note-taking, mail retrieval and distribution, and coordinating travel arrangements for office staff.
• Perform data entry for client enrollments, recerts and exits, ensuring accuracy and compliance with HUD and VA data standards; generate recurring and as needed reports, and participate in HMIS trainings, meetings, and webinars.
• Communicate with landlords, case managers, and other third-party providers to obtain missing information, provide payment status updates, and facilitate timely processing of payments; coordinate with case managers or vendors to resolve discrepancies and obtain correct information when submissions are returned by the Quality Assurance team.
• Submit monthly VA Repository uploads, ensuring accuracy and compliance; make necessary corrections to uploads and address data quality issues identified in HMIS reports.
• Demonstrate strong attention to detail to ensure tasks are completed accurately and in compliance; effectively work in a fast-paced environment with shifting priorities, manage multiple tasks simultaneously, and provide excellent customer service while coordinating with internal staff and external partners.
• Other duties as assigned.
• 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

• The job description mentions a commitment to providing a work environment free from discrimination and harassment, and offers reasonable accommodation for individuals with disabilities.

What This Job Offers

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