Case Aide

LOCATION: Hospitality House - 1002 N. Main Ave., Tucson, AZ

STATUS: 20 Hours PT – 1 pm–5 pm

Mission Statement: The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ to meet human needs in His name without discrimination.

QUALIFICATIONS:

• High School Diploma or GED required; experience in social services or financial assistance programs preferred.
• Proficiency in Microsoft Word, Excel, Outlook, and database systems.
• Strong organizational, communication, and customer service skills.
• Ability to conduct client interviews, evaluate financial information, and perform basic calculations.
• Ability to work independently, maintain accurate records, and meet deadlines.
• Ability to maintain confidentiality of sensitive client information.
• Successful background clearance.

RESPONSIBILITIES:

• Receive and process referrals exclusively from Trico Electric Cooperative; administer electric utility assistance for Trico Electric. Clients cannot initiate assistance requests directly.
• Conduct client screenings and interviews in person or by telephone.
• Collect and verify required documentation, including identification, utility bills, proof of income, and other supporting information, in person, by email, or by fax.
• Determine household eligibility using Federal Poverty Guidelines and Trico's established program requirements.
• Calculate assistance amounts based on the percentages and eligibility criteria established by Trico. Assistance amounts are not determined at the Case Aide's discretion.
• Review applications for completeness and process eligibility determinations promptly, subject to available funding.
• Maintain communication with clients regarding application status, missing documents, eligibility decisions, and approved assistance.
• Coordinate with Trico to verify account balances, past-due amounts, and existing payment arrangements.
• Notify clients by email of approved assistance amounts and program decisions.
• Provide referrals to Salvation Army and community resources, including food, housing, financial assistance, diapers, holiday programs, back-to-school assistance, and community meals.
• Prepare check requests and coordinate approved payments with Tucson Metro Finance.
• Track assistance amounts, payments, funding balances, and program outcomes using Excel spreadsheets.
• Maintain complete hard-copy client files containing applications, identification, income verification, utility bills, and required supporting documentation.
• Enter all client services and assistance information into The Salvation Army's WellSky database.
• Maintain accurate records and provide program statistics and reports as requested.
• Attend required meetings and training.
• Perform other duties as they relate to the position of Case Aide.

PHYSICAL REQUIREMENTS:

Qualified individuals must be able to perform the essential duties of the position with or without accommodation. A qualified person with a disability may request a modification or adjustment to the job or work environment in order to meet the physical requirements of the position. The Salvation Army will attempt to satisfy requests as long as the accommodation needed is reasonable and no undue hardship would result.

While performing the duties of this job, the employee is regularly required to walk, stand, climb or balance, stoop, kneel, crouch, crawl, and reach with hands and arms on a continuous basis. The employee must regularly lift and/or move up to 15 pounds, frequently lift and/or move up to 25pounds, and occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.