Financial Mobility Case Manager (Resource Center)

Goddard Riverside Community Center•New York, NY

24d•Onsite

About The Position

Goddard Riverside's Resource Center programs are in Central and West Harlem. The Resource Center helps low-income individuals and families access and receive entitlements, benefits, and resources. The Resource Center also offers an array of services including, but not limited to, benefits screening, financial counseling, legal consultation and referrals to support services in the community and city wide. The Financial Mobility Case Manager (FMCM) provides case management focused on helping individuals and families address financial barriers, stabilize immediate needs, and build long-term economic resilience. The position assesses client needs, connects clients to benefits and supportive services, and develops individualized financial stabilization plans in coordination with Resource Center staff, NYLAG Financial Counselors, and community partners.

Requirements

Associate degree in Human Services, Social Work, Psychology, Business, Financial Counseling or related field; OR High School Diploma/GED with 2–3 years of relevant case management and/or financial counseling/coaching experience.
Bilingual English/Spanish required.
Excellent communication, motivational interviewing and relationship-building skills.
Strong knowledge of public benefits and entitlement programs required.
Experience working with vulnerable populations in a community-based setting.
Ability to multi-task & work in a fast-paced environment.
Strong critical thinking, organization and documentation.
Proficient in Microsoft Office programs, especially Outlook, Word and Excel.
Able to enter, manage and analyze data in spreadsheets and pull reports.
Able to use or learn electronic databases such as Single Stop.

Nice To Haves

Additional preferred qualifications will be taken into account for salary offer.

Responsibilities

Conduct comprehensive financial assessments following warm handoffs from Resource Center staff to identify barriers affecting household financial stability.
Identify immediate financial crises requiring intervention, including loss of income, benefit interruption, rent arrears, utility shutoffs, debt concerns, or other financial barriers.
Complete government benefits applications to help stabilize clients and maximize available resources.
Connect clients to benefits, housing support, workforce resources, financial counseling, and other community resources based on identified needs.
Develop individualized financial stabilization and mobility plans based on each client’s needs, goals, and barriers.
Educate clients on budgeting, banking, savings, credit, debt reduction and financial goal setting.
Provide ongoing financial case management focused on behavior change, goal achievement, and financial resilience.
Advocate with agencies, providers, and community partners to help clients resolve financial barriers and access needed service.
Promote client autonomy while maintaining confidentiality and providing culturally responsive, client-centered services.
Receive and review Resource Center referrals and warm handoffs to determine urgency, financial barriers, and next steps.
Coordinate with Resource Center staff, NYLAG Financial Counselors, and community partners to support client engagement and service connection.
Recruit clients through outreach, presentations and community events.
Assist in organizing and facilitating workshops on benefits, financial capability and available resources.
Document services, referrals, financial goals, stabilization activities, and client outcomes in accordance with program standards and outcome reporting.
Participate in supervision, quality improvement, and training.
Attend staff meetings, community meetings, case conferences, training programs and supervision meetings.
Work as a member of an active team and respond with flexibility to a fluid and evolving program environment.
Assist in maintaining program office space and assist clients who visit the office.
Other duties as assigned.