FINANCIAL ASSISTANCE SPECIALIST
Coordinates distribution of funds to individuals and families requiring emergency financial assistance. Manage the Women’s Giving Alliance program to serve women with both financial assistance and referrals for community services.
Education: Bachelor’s Degree in related field.
Experience: One year experience in finance, business, or social services environment including presentation skills. Knowledge of group dynamics and skills in leading group discussion.
PRIMARY JOB FUNCTIONS
Conduct face-to-face interviews with clients to determine nature and degree of needs including personal, financial, family, adjustments, employment, food, housing and other basic needs.
Secure information on financial and social factors contributing to client’s situation.
Determine eligibility for emergency financial assistance funds and services.
Refer clients to appropriate JFCS and community resources.
Enter case activity into Client Track, HMIS and ETO within 24 hours.
Staff cases with supervisor; reconcile and report on discrepancies and problems.
Distribute client satisfaction and follow-up surveys to Financial Assistance clients, per grant specifications.
Run JEA maintenance of housing report on sample of Financial Assistance and clients, per grant specifications.
Maintain documents and records for audits, in compliance with funder, JFCS and COA standards.
Complete other duties as assigned.
PERIODIC JOB FUNCTIONS
Document and report program status to agency.
Provide backup coverage to front desk as requested.