Case Manager

SUMMARY: The Case Manager will engage and assist families to incrementally move them out of poverty by ensuring youth are prepared to graduate from high school and qualify for post-secondary education and financially empower families through asset building. Through a service-integrated financial coaching model, the Case Manager will work with families from a comprehensive strength-based approach to assess their needs, identify their goals and develop individualized service strategy plans that focus on improving their educational attainment and financial capability to achieve short- and long-term goals. This includes working in collaboration with community agencies to coordinate and provide linguistically and culturally competent wraparound services, identifying appropriate steps toward achieving goals and setting target dates to achieve goals. The Case Manager will motivate, encourage and track the progress of goals, milestones, and outcomes through bi-weekly case management meetings. Primary Duties and Responsibilities: Conduct intake, multi-benefit screenings and comprehensive assessments of families needs, including a financial health assessment of the families banking, credit, debt and savings as well as educational and psychosocial assessments through LAUSD Pupil Service Attendance Counselors; Develop with the families, a mutually agreed upon service strategy plan to address assessment findings and action steps toward achieving goals, including updating and reassessing the service strategy plan as needed. Identify, develop and coordinate high-quality community resources, services and referrals that will enhance the economic opportunity of families and assist them in addressing their needs; Build the families knowledge, skills and access to products and services around five pillars of financial security: 1) assets- assist families in building assets by working with them to create and implement plans for consistent savings, 2) banking connect families to low-cost mainstream banking services, 3) credit assist families in boosting credit scores by addressing negative information on credit reports and helping them build a solid credit history, 4) debt assist families in reducing their debt through budgeting and financial planning, and 5) taxes assist families with free tax preparation services to ensure families receive local and federal tax credits as well as encouraging them to save a portion of their refund for long-term goals; Coordinate various elements of academic and asset-building programs, including the Volunteer Income Tax Assistance (VITA) program, contacting service providers, assisting with volunteer-led activities, preparing program sign-in sheets and certificates, and administering surveys and follow-ups with families; Meet regularly with families to assist them in obtaining needed services/benefits to achieve service plan goals. Provide supportive counseling to strengthen the families ability to achieve goals, as well as, track and monitor progress and participation in services/activities; Develop and maintain customer files, including case notes and supporting documentation for all case management meetings, referrals, services and support services provided; utilize the program s web-based system to document enrollment, services and outcomes; and prepare monthly programmatic outcome reports; Maintain and document case management activities in accordance with agency and funder guidelines and procedures. Collect data and participate in evaluation and quality assurance activities, including case conferences and peer reviews; Attend and actively participate in team meetings, in-service training, staff development meetings, and all required FSC meetings and training; Conduct community presentations and assist with training and meetings; Participate in the planning and coordination of yearly events for families, including potluck dinners and dances, summer camp, community resource fairs and holiday events; and Other duties as assigned by supervisor and executive leadership. QUALIFICATIONS AND EXPERIENCE: Experience in case management with the ability to assess and work with families, who have complex and multiple issues to address; Prior experience working in the social service field preferred. Knowledge and experience with educational and asset-building programs and available resources; Empathetic listener and non-judgmental interviewing skills; Creative problem solver and ability to take initiative; Excellent work ethic and ability to work under pressure, address multiple priorities and meet deadlines; Ability to maintain appropriate, professional boundaries and confidentiality; Excellent organizational and administrative skills with the ability to complete high-quality and timely documentation; Excellent interpersonal communication and writing skills; Culturally competent in working with the public and individuals with various cultural and economic backgrounds and abilities. Friendly, dependable and flexible team player with the ability to use tact and diplomacy in communication and adapt to changes in a busy work environment. Experience supervising or coordinating interns or other staff a plus FOREIGN LANGUAGE(S) SPOKEN AND/OR WRITTEN: The ability to read, write and speak in English and Spanish is required, given that many of the targeted families are monolingual in Spanish. Cultural sensitivity is required. TECHNOLOGICAL KNOWLEDGE, SKILLS ND ABILITIES REQUIRED (IF ANY): Operational knowledge of the Internet and web-related technologies; Microsoft Office (Word, Excel, and PowerPoint); Windows Operating System. Ability to manage databases and reporting systems in order to produce a variety of written reports EDUCATION/LICENSE REQUIREMENTS: Bachelor of Arts degree in Social Work, Sociology, Human Services, Psychology, or related field First Year Master s Degree graduate in the Social Work field is preferred. ADDITIONAL REQUIREMENTS: Must have a valid California Driver s License, liability insurance and access to an automobile in good working conditions. Background and TB test Clearance COVID 19 Vaccinated Must be available to work until 8 p.m. at least once per week; weekends and evenings as needed BARRIO ACTION is an equal opportunity affirmative action employer and maintains a smoke and drug-free work environment BARRIO ACTION reserves the right to revise or change job duties and responsibilities as the need arises Employment Type: Full Time Years Experience: 1 – 3 years Salary: $19 – $25 Hourly Bonus/Commission: No

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