Case Manager W2 Financial Employment Planner (Finance)

Case Manager Job Compensation:

• Starting $21.00 to $23.00 Per Hour | Depending on Experience.

Case Manager (Bilingual) Financial Employment Planner Job Responsibilities:

• Perform "resource specialist" functions by meeting one-on-one with Wisconsin Works (W-2) and Related Programs applicants to assess immediate needs and connect to appropriate services and/or programs to address those needs; conduct W-2 and Related Programs orientation; conduct initial interview and assign up-front activities, as appropriate.
• Determine initial and ongoing eligibility for W-2/Refugee Cash Assistance (RCA)/Refugee Medical Assistance (RMA) by collecting and verifying non-financial and financial documentation within required application processing timeframes and make W-2/RCA placement decisions within required timeframes.
• Jointly develop an Employability Plans with applicants/participants, identifying goals toward employment, and assigning the steps/activities to reach those goals; schedule and host regular workshops for caseload as needed.
• Conduct informal assessments to identify appropriate placement on W-2 ladder; determine how best to address participation/employment barriers through case management and appropriate W-2 activities; refer to internal/external resources that will address barriers and move W-2 families toward self-sufficiency, including providing advocacy for participants who are pursuing Supplemental Security Income (SSI)/Social Security Disability Insurance (SSDI).
• Identify barriers to participation, assist participants with obtaining documentation of barriers, and help participants to overcome challenges through guidance, counseling and access to services both inside and outside the organization.
• In coordination with an Employment/Career Consultant, engage and assign participants to allowable activities designed to enhance employability, including job readiness, education, work experience, job skills training, and job search/placement activities and maintain federal Work Participation Rate as required by contract.
• With assistance from Employment Services staff, track participants' progress throughout the duration of the program, and ensure participation in assigned activities by monitoring attendance weekly, entering nonparticipation timely, and applying payment reductions per policy.
• With assistance from Employment Services and Quality Assurance (QA) staff, track, verify and achieve performance outcomes claims based on agency goals and contract requirements.
• Establish and maintain ongoing participant contact to monitor job retention activity, to identify and assist in resolving related barriers (i.e., childcare, transportation, etc.) to job retention, to evaluate strengths, barriers, and progress, and assist with matching participants to viable employment opportunities.
• Respond timely to program/case monitoring reports to ensure compliance with W-2 policies, procedures and contractual obligations and maintain a satisfactory level of compliance.
• Collect and verify that required eligibility documentation is acquired and in Electronic Case File (ECF); collect and review activity documentation and submit to ECF scanning on a timely basis.
• Enter and update necessary participant information into the various systems (CWW, WWP, UMOS tracking programs) and ensure services/benefits are delivered within required timeframes.
• Develop and maintain working relationships with other UMOS and partner agency staff members to coordinate program participants' access to support services and other workforce development programs.
• Interact appropriately and diplomatically with participants, responding to/returning phone calls timely, immediately addressing/authorizing support service needs (e.g. child care, transportation), and motivating participants, still holding them accountable for assigned activities, as they move toward employment and self-sufficiency.
• Document all case activities and customer interactions in CWW/WWP case comments as required by contract and related policy.
• Maintain at least monthly contact with participants in order to evaluate strengths, barriers, and progress, assist with matching them to viable employment opportunities and/or job skills, and, or assist with the pursuit of SSI/SSDI.
• Conduct and coordinate participant home visits, employer site visits, and potential SSI/SSDI legal proceedings.
• Attend meetings conferences, trainings and workshops as assigned, and perform special projects and other related duties as assigned.

Case Manager (Bilingual) Financial Employment Planner Job Qualifications:

• Minimum of a High School Diploma (or equivalent) supplemented by two years of post-secondary education, in a relevant field. Note: Additional years of work experience in a relevant field can be substituted for one year of education.
• Minimum two years of work experience in one or a combination of the following: case management; human/social services-related customer service, counseling, or workforce development. Note: Additional years of post-secondary education in a relevant field can be substituted for one year of experience.
• Must possess strong written and oral communication skills and the ability to meet project performance goals.
• Professional ability to aid to participants in making and carrying out vocational/educational objectives and ability to navigate complex service delivery systems.
• Ability to work in a demanding, fast-paced environment and respond to customer needs with respect and diplomacy.
• Ability to recognize barriers to activity participation and/or employment, such as AODA, domestic abuse, physical and mental health issues.
• Ability and experience in maintaining and utilizing participant's confidential information to assist them in accessing necessary services to address barriers.
• Ability to conduct individual sessions in motivation, employment techniques, education, vocational counseling and basic budgeting and personal finance.
• Bilingual in Spanish and English, preferred.
• Demonstrated working knowledge of and experience using computer programs such as Microsoft Office Suite (e.g., Office 365), including Word, Excel, Outlook, etc., and experience with database systems; able to enter data quickly with high level of accuracy into electronic data systems within required timeframes.
• Must have a car, valid driver's license and adequate car insurance and be able to travel and work irregular hours.

Employment with UMOS is contingent upon successful completion of a criminal background check prior to employment.

UMOS isan equal opportunity Affirmative Action employer, and all qualified applicants will receive consideration for employmentwithout regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.