Financial Case Manager

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Job Posting: Financial Case Manager

Location: Bath, NY

Department: Residential Services

Employment Type: Full time

Schedule: Mon thru Fridays days

Salary: $21.00 /hr

General Description

The Financial Case Manager supports the daily administrative activities at the residence and assists clients in establishing and maintaining eligibility for financial assistance.

Essential Duties and Responsibilities

• Assists residents in establishing funding, acting as liaison between Public Assistance representatives and the agency.
• Functions as the liaison between CCSL Residential Services and DSS.
• Ensures recertification paperwork is completed and submitted timely to DSS.
• Completes monthly billing reports indicating payments received and those in arrears.
• Advocates for and teaches clients basic living skills regarding banking, budgets, financial and medical benefits program as appropriate to the client’s ability.
• Answers the business phone and direct calls.
• Maintains petty cash records, monitor resident loans and repayment contracts.
• Assists staff in monitoring the daily activities of residents and visitors.
• Maintains professional boundaries with residents.
• Adheres to confidentiality regulations.
• Enters all insurance information into Med Lab system at the time of admission.
• Ensures compliance with FNS agreement by collecting food stamp benefits from all residents monthly and provide receipt logs to finance office in a timely manner.
• Completes other duties as assigned

Note: The above description is illustrative of tasks and responsibilities. It is not meant to be all inclusive. Employees are required to follow appropriate supervisory direction and perform other related duties as required.