Financial Service Officer

REPORTS TO: Financial Assistance Dept. Manager

HOURS: 8:00 AM – 4:00 PM (40 hours weekly)

SALARY RANGE: GS 10 STATUS: Classified; Non-Exempt

RESPONSIBILITIES:

• Conduct and adjudicate financial assistance applications for all clients as scheduled in daily caseload assignment.
• Review documentation required from clients applying for financial assistance; organization and assembly of this documentation into an electronic file.
• Review required documentation of banking, checking accounts, IRS forms, payroll information, credit card statements, etc., submitted by clients applying for financial assistance. Review of client background documentation such as birth, marriage, adoption, divorce, and other legal materials.
• Data entry of required client financial data into the CCVSC case management system.
• Establish a veteran’s eligibility to apply for CCVSC financial assistance through a review of all relevant DD-214s submitted by the client.
• Administration of indigent veteran funeral and burial benefits offered by the CCVSC, County, and federal Veterans Administration.
• Review of indigent and non-indigent veteran applications and determination of eligibility for funeral and burial aid. For qualified clients, formulation of recommendations for the amount of funeral/burial assistance to be awarded and presentation of these cases to the Executive Director for approval.
• Implementation of Board policy and procedures relating to veteran funeral and burial assistance.
• Answer telephone calls and emails as received; provide information to callers as required.
• Make appropriate client referrals to appropriate helping organizations, such as Cuyahoga Metropolitan Housing, Heating and Energy Assistance Program, food stamps, etc.
• Substitute for the receptionist as needed to cover absences or vacancies.

LOCATION:

While this position will be based out of the CCVSC main office, the employee should anticipate potential assignment to satellite offices at Wade Park or the Parma CBOC, various Cleveland area homeless shelters, other sites that might be developed by the Commission and/or the CCVSC. Assignment to one of these sites will be the decision of the Executive Director and Financial Assistance Manager. Financial Assistance Officers are also required to staff CCVSC displays and exhibits at outreach events. Failure to accept the assignment will result in the termination of the employee.

• Note: Other duties and responsibilities may be assigned to this position at the discretion of the Executive Director. Activities defined in the above position description do not preclude or exempt the employee from performing other related or non-related duties as may be required to maintain an effectively functioning office.

Revised 07/2024

CUYAHOGA COUNTY VETERANS SERVICE COMMISSION (CCVSC)

ANNOUNCES THE FOLLOWING CAREER OPPORTUNITY

The Cuyahoga County Veterans Service Commission is seeking candidates for the position of Veterans Service Officer. The application can be completed at

https://CCVSC Financial Service Officer Vacancy

Each applicant must be prepared to provide the following immediately upon request: cover letter; detailed resume; certified copies of all military discharges (DD-214); college transcripts; salary expectations; names & addresses of three (3) professional references. Application deadline: N/A.

Applicants will be required to take a series of skills/personality assessments as a part of the application process.

SALARY: Is determined by collective bargaining agreement.

PREFERRED QUALIFICATIONS:

• S. military veteran’s classification as defined by O.R.C. Title 59 (required) with honorable discharges for all periods served
• Knowledge of veteran benefits/assistance and various organizations that provide these programs
• Valid Ohio driver’s license
• Ability to work in both a team-focused environment and independently
• Willingness to work in multiple locations
• Must pass required background investigation and drug/alcohol screen

SUMMARY OF RESPONSIBILITIES:

It is the responsibility of the Financial Service Officer to assist veterans with the application for local benefits. The Veterans Service Officer must provide high quality customer service in a fast-paced, potentially emotional environment.