Financial Case Manager
Posted Updated
Position: Case Manager - Disability Services
Since 1945, Catholic Social Services (CSS) has been a source of compassion, dignity, and hope for those Christ calls us to serve throughout our community. Serving over 10,000 individuals annually, our mission is supported by dedicated volunteers who help seniors find connections, guide families towards a brighter future, and assist young adults in transitioning to the workforce. Rooted in the belief that every person reflects the image of God, we journey together as neighbors, empowering individuals to shape their own futures with our unwavering support.
The case manager is responsible for managing personal finances for clients with disabilities and seniors. The Payee program, part of disability services, creates client budgets, writes check on the client behalf, produces client transaction reports, monitors deposits, and bill paying. The position will advocate for the clients rights and provide financial counseling for essential living needs. Serves as a backup to the payee coordinator, completes payee bank reconciliation and all other online banking activities. Provides office support for the department as needed.
Location: Zanesville, OH
Job Responsibilities
- Assisting Payee program: Check writing, Client budgets, Client transaction reports, Payee deposits, Payee bill paying, Direct client contact, Advocate for clients, submit payee reports to SSA as needed, help provide information for Clients’ taxes as needed.
- Complete Payee bank reconciliation and all other online banking activities including ACH deposits and online Bill Pay
- To provide Office Support for Agency as needed (including filing, answering incoming phone calls, completing fiscal documentation).
- Maintain client management system.
Job Requirements
- Two plus years related to administrative, monthly budgeting, clerical experience.
- Demonstrated experience with Microsoft office suites, Excel required
- Working knowledge of QuickBooks, preferred
- Prescreening requirements:
- Pass BCI / FBI background check and Drug screening
We offer:
Excellent Team Environment
Health, Vision, and Dental Benefits
Vacation and sick leave
403(b) Retirement Savings Plan w/match
Free Parking
Hourly pay: $17.50