What are the responsibilities and job description for the Case Manager Money Management position at Conard House, Inc.?
THE ORGANIZATION: As a non-profit organization Conard House, Inc. builds welcoming communities and caring relationships that empower people and restore hope. We work with a diverse adult population and strive for cultural competency by respecting experience, promoting inclusion and building community. The position is with Conard House Supportive Housing Program, which provides on-site supportive services to formerly homeless adults with behavioral and medical health needs. Services include: income advocacy, money management, supportive case management and referrals to health care services. This position is included in the Collective Bargaining Agreement with SEIU 1021. Pursuant to the city and state’s Fair Chance Ordinance, we will consider qualified applicants with conviction records for employment. We are a committed equal opportunity employer. People with diverse cultural backgrounds encouraged to apply.
QUALIFICATIONS: Associate’s Degree and higher, or equivalent experience working with adults with mental health, substance use, or other life challenges. Demonstrated case management skills and knowledge of entitlement, community resources and housing programs. Must have good written communication skills. Experience with case management software, Panoramic a plus. Working knowledge of HIPAA regulations and mandated reporting requirements. Ability to work as a team member towards common goals and objectives. Must successfully complete a background check after conditional job offer.
DUTIES:
- Maintain accurate records in the Panoramic and Truelink systems to meet compliance requirements
- Provide ongoing case management and connect clients with community resources (e.g., medical, psychiatric, substance use, vocational)
- Participate in staff meetings, case conferences, and training sessions
- Provide representative payee services and create financial disbursement plans for clients
- Manage client budgets, ensuring bills and essential needs are covered
- Maintain up-to-date financial records in the Panoramic system
- Help clients with Social Security appeals, overpayment waivers, and utility discounts
- Monitor client accounts for unusual activity and notify relevant agencies of entitlement changes
- Submit accurate monthly reports and timesheets by required deadlines
- Report emergencies, work-related injuries, or breaches of privacy immediately
- Maintain professional boundaries with clients and collaborate with internal and external stakeholders
- Notify Program Director of absences or schedule changes in advance
- Provide services to residents in a manner that is supportive, constructive and non-judgmental.
- Maintain up-to-date case files in adherence with agency and funding department documentation standards.
- Respond in crisis situations and provide de-escalation and conflict resolution assistance.
- Perform general office duties such as phones, filing, etc.
- Attend on-site and agency meetings and trainings as scheduled.
- Perform other duties as assigned
Benefits
- Union Position: SEIU 1021
- Comprehensive Benefits Package: Medical, dental, vision, and retirement plan
- Paid Time Off: Generous vacation, sick leave, and holidays
- Professional Growth: Opportunities for training and career advancement
- Impactful Work: Make a difference in your community
Conard House is an equal opportunity employer. We are committed to creating an inclusive workplace and encourage individuals of all backgrounds to apply.
Job Type: Full-time
Pay: $30.36 per hour
Expected hours: 40 per week
Benefits:
- 403(b)
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
People with a criminal record are encouraged to apply
Application Question(s):
- Do you have experience with rep payee services?
- Are you located in San Francisco Bay Area?
- Can you work onsite, Monday to Friday, 9am to 5pm in San Francisco?
- Do you have experience with representative payee services?
Education:
- Bachelor's (Preferred)
Experience:
- case management: 2 years (Preferred)
Shift availability:
- Day Shift (Required)
Work Location: In person
Salary : $30