POSITION TITLE: Financial Case Manager
REPORTS TO: EFSC Director
STATUS: Exempt; Full-time
Join the team at The Senior Source and feel the energy, enthusiasm, and passion for Making Older Better. We are seeking a Financial Case Manager that possesses exceptional technology, organizational, communication, and time management skills, and experience working in a fast-paced environment.
SUMMARY
The Financial Case Manager reports directly to the Director of the Elder Financial Safety Center. This pivotal role involves overseeing a variety of financial case management services individualized to older adults with low income. This includes Medicare insurance counseling, benefits enrollment, and addressing complex financial issues. As an integral member of the Elder Financial Safety Center team, the Financial Case Manager collaborates with cross-functional teams to promote the economic security of individuals aged 55 and above. This role does not involve direct supervision of staff.
PROGRAM GOAL
Help individuals 55+ increase their economic security by providing resources to apply for eligible benefits.
DUTIES AND RESPONSIBILITIES
- Cultivate relationships with diverse clients, evaluate their financial status, facilitate benefits enrollment, offer budgeting guidance and financial coaching, and conduct follow-ups to ensure progress
- Assist clients with Medicare Open Enrollment to increase enrollment, reduce confusion, and prevent enrollment errors
- Manages a caseload of clients who receive money management services by assisting them with ongoing budget and financial oversight, finding secure, affordable housing, accessing legal services, and selecting healthcare providers
- Provides financial literacy and exploitation prevention education
- Gather, analyze, and compile statistics and data pertinent to financial trends among older adults, grant requirements, and agency needs
- Ensure eligible clients are connected to employment services or other resources to enhance their financial well-being
- Represent the Center and agency on community boards and coalitions working to address financial security and poverty alleviation for seniors
- Make sure all required data, forms, and assessments for the program are conducted accurately and the outcomes are appropriately recorded and shared
- Coordinate outreach and marketing for financial services with the marketing and communications department
- Manages and maintains client and professional contacts, resources, and community network information in a database using standardized documentation practices
- Leads and participates in project initiatives as a member of a cross-functional team inside and outside the scope of expertise and experience
REQUIREMENTS
- Three to five years of relevant experience or equivalent education
- Cultural competence and ability to work in diverse teams
- Strong motivational and training skills
- Initiative-taking with excellent communication skills
- Adaptable and capable of working in a fast-paced environment
- Bachelor’s degree preferred, particularly in Social Work, HR, Benefits, Insurance, Financial Field, or related area
- Bilingual in Spanish and English preferred
- Proficiency in technology and data management systems
WORKING ENVIRONMENT
Office, work from home, and community working environment
DISCLAIMER
The preceding description is not designed to be a complete list of all duties and responsibilities required of the Elder Financial Safety Center Financial Case Manager.
POSITION POSITIVES
• Generous PTO policy
• 403B contribution plan with employer matching
• Opportunities for working remotely with supervisor permission
• A collaborative culture with team building and staff events throughout the year
If interested, please submit a cover letter, salary requirements, and resume to Julie Krawczyk at JKrawczyk@theseniorsource.org.
The Senior Source is the #1 resource in the Dallas area for empowering and equipping individuals and families to navigate aging. Since 1961, we have provided financial and emotional services for older adults to age with dignity and purpose. Whether older adults are navigating financial matters, caregiving issues, or senior living options, The Senior Source guides them towards a successful solution.
The Elder Financial Safety Center is a collaboration between The Senior Source, Dallas County Probate Courts, and Dallas County District Attorney’s Office offering PREVENTION, PROTECTION, and PROSECUTION services. Our vision is to ensure all older adults live in a safe community with the financial resources to securely age with dignity.
Diversity and inclusion are essential to The Senior Source’s mission of enhancing the quality of life of older adults in Dallas. We continually foster and support the principles and values of our agency by promoting an environment that is welcoming and inclusive of all values, opinions, experiences, cultures to best address the needs of our employees, clients, and volunteers.
The Senior Source is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals and in which personnel processes are merit-based and applied without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship, or other protected characteristic.
