Bilingual Financial Empowerment Caseworker Job Description

 

Position Title: Financial Empowerment Caseworker

Department: Financial Empowerment

Reports To: Financial Empowerment Manager

Start Date: ASAP

Employment Class: Full-time, Year-round

Pay Status: Non-exempt

Hours Per Week: 40

Location: Summit County, CO (Four days, 32 hours, in-person, in-office required)

Language Requirement: Bilingual English and Spanish (Proficient)

Full Pay Range: $24.00/hr – $28.80/hr. Actual pay will be adjusted based on experience and qualifications.

Hiring Range: $24.00/hr - $24.50/hr.

 

Job summary:

The Financial Empowerment Caseworker is responsible for engaging and assessing family needs and barriers, coordinating supportive services, and assisting with family goals/needs as they arise. The Financial Empowerment Caseworker will build strong client-working relationships and use motivational interviewing and strengths-based techniques in the strengthening families framework and goal setting. The Financial Empowerment Caseworker will provide intensive case management services, including supportive services such as housing and financial counseling, medical and dental assistance, utilities and energy assistance, connection to resources, and client advocacy.

 

Main Areas of Focus:

  • Administrative 10%
  • Budget and Financial Management 5%
  • Data Entry and Analysis 30%
  • Appointments and Client Support 55%

 

Our benefits for Full-Time Year-Round employees include:

  • Five weeks of paid time off per year (flexible and fixed), and additional personal time off as well as paid holidays. Time off accrual rate increases with tenure.
  • Medical, dental, and vision insurance with employer contribution for employees and eligible dependents (some plans are covered 100% by employer, multiple buy-up options available)
  • Health Savings Account (HSA) and Flexible Spending Account (FSA) for health and dependent care expenses.
  • Life Insurance and AD&D, covered by employer
  • Employee Assistance Program (EAP)
  • Short- and Long-Term Disability (STD, LTD)
  • Voluntary Benefits (Accident Plan, Hospital Indemnity, Critical Illness, and Legal Plan)
  • 403(b) Retirement plan
  • Paid training and professional development opportunities
  • Discounted ski passes and access to shared ski medallion
  • Local recreation discounts and perks

 

Primary duties:

  • Assess family needs and provide ongoing intensive case management and appropriate support under the supervision of the Financial Empowerment Manager and in collaboration with the Financial Empowerment team.
  • Implement and deliver Intensive Case Management across all Financial Empowerment programs or grants. Demonstrate “strengths-based” motivational interviewing techniques to create, implement, adjust, and track family goals.
  • Conduct follow-up appointments and assessments with families per the CFSA and family development plan.
  • Timely communication with landlords, medical providers and partners to help meet clients' basic needs.
  • Maintain a caseload of a minimum of 20-22 clients or families as assigned, on a rolling basis throughout the year.
  • Utilize internal and external databases as required and enter and track all data ideally immediately, but within 48hrs after client contact. Review and audit data for any trends, errors or areas for improvement.
  • Implement the Family Development Framework while ensuring 80% of all appointments are held in person for optimal connection and communication.
  • Review assessment progress along with goals and referral follow through with clients on a consistent basis to ensure progress towards stability is tracking forward.

 

Responsibilities include but are not limited to:

  • Help coordinate, promote and facilitate Financial Empowerment workshops and Housing Justice Coalition.
  • Represent the FIRC and Financial Empowerment Team at community outreach events or meetings.
  • Make warm referrals to other internal departments and community partners.
  • Actively search out and be open to changes within the program based on best practices, grant requirements, community trends/needs and internal organizational approaches.
  • Maintain client confidentiality and understand/uphold all HIPAA related guidelines.
  • Assist in training and education of future financial empowerment team members.
  • Attend all FIRC required recurring meetings, trainings and events.
  • Help cover Front Desk when needed, and coordinate with Financial Empowerment Manger to take one-off client appointments outside of caseload as needed.
  • All other duties as assigned.

 

The person we are looking for will:

- Have case management experience, be organized, and enjoy working with local families
- Show warmth, respect, and empathy to families and clients

- Have strong team cooperation and the ability to work independently with clients

- Demonstrate superior time management skills and ability to meet deadlines.

 

General requirements of the position include:

  • Excellent verbal and written communication skills; bilingual proficiency in English and Spanish required.
  • Ideally 2 years of experience in case management, social work, family development, or related field.
  • Bachelor’s degree in Social Work, Human Services, or related field preferred; or equivalent experience accepted.
  • Ability to use a strengths-based approach and communicate with families and clients with honesty, integrity, and a sensitivity to the needs and differences of diverse cultures.
  • Genuine interest in our mission and personal/professional commitment to our values.
  • Candidates may be subject to a background check and professional reference check.

 

Physical requirements of the position include:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Use of hands to handle, feel, grasp, and operate objects and tools, and reach and lift with hands and arms
  • Hand-eye coordination is necessary to operate computers and various pieces of equipment
  • The employee is frequently required to stand, walk, stoop, kneel, crouch, and twist
  • The employee must frequently lift and/or move up to 25 pounds

 

Our work environment:

The work environment described here is representative of what must be met by an employee while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position will be required to work in person, in close contact with their teammates and clients. The noise level in the work environment is usually moderate but varies due to activities and staffing on site. While performing the duties of this job, the employee may work in client homes or other meeting spaces where variable conditions could exist.

 

About us:

Serving its community since 1993, the Family & Intercultural Resource Center (FIRC) is a non-profit organization that aims to enhance the quality of life in Summit County by providing information, assistance and education to families, immigrants and refugees. The FIRC fosters collaboration among community agencies and businesses and advocates for family and cultural competence.

 

FIRC is an Equal Opportunity Employer

FIRC is committed to building a diverse, equitable, and inclusive community, and we seek to recruit, develop, and retain the most talented people from a wide variety of backgrounds. We prohibit discrimination and harassment of any kind based on race, color, national or ethnic origin, sex, gender identity or expression, sexual orientation, pregnancy, age, religion, disability, veteran status, genetic information, or any other characteristic protected by federal, state, or local laws.

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