Economic Mobility Case Manager

Position Summary

The Economic Mobility Case Manager provides comprehensive case management services to individuals and families seeking to improve their economic stability and overall quality of life. This position works closely with participants to assess needs, develop individualized service plans, connect clients to community resources, and support progress toward employment, education, financial wellness, and self-sufficiency goals. The Case Manager serves as an advocate, coach, and resource navigator while ensuring participants receive coordinated and effective support services.

Essential Duties and Responsibilities

• Conduct participant intake, assessments, and eligibility determination for program participation.
• Develop individualized service plans that identify goals, barriers, and action steps related to economic mobility and self-sufficiency.
• Provide ongoing case management, coaching, and support to participants throughout program enrollment.
• Connect participants with employment opportunities, workforce development programs, educational resources, and vocational training.
• Assist individuals in accessing supportive services, including housing assistance, transportation, childcare, healthcare, financial literacy resources, and public benefits.
• Monitor participant progress and update service plans as needed to reflect changing goals and circumstances.
• Maintain regular contact with participants through meetings, phone calls, virtual sessions, and community outreach activities.
• Collaborate with employers, educational institutions, community organizations, and service providers to coordinate support services.
• Accurately document participant interactions, case notes, referrals, outcomes, and program activities within agency databases and case management systems.
• Ensure compliance with program guidelines, funding requirements, and confidentiality standards.
• Assist participants in overcoming barriers that may impact employment, educational attainment, and long-term economic success.
• Participate in community outreach, recruitment events, resource fairs, and partnership-building initiatives.
• Prepare reports and assist with data collection related to participant outcomes and program performance measures.

Qualifications

• Bachelor's degree in Social Work, Human Services, Psychology, Counseling, Public Administration, Education, or a related field preferred.
• Minimum of two years of experience in case management, workforce development, social services, community-based programs, or related fields.
• Experience working with individuals and families from diverse socioeconomic backgrounds.
• Knowledge of community resources, benefit programs, workforce systems, and supportive services.
• Strong organizational, time management, and documentation skills.
• Proficiency in Microsoft Office Suite and case management software systems.
• Ability to maintain confidentiality and exercise sound professional judgment.
• Bilingual (English/Spanish) preferred.

Knowledge, Skills, and Abilities

• Strong assessment, case planning, and advocacy skills.
• Ability to build rapport and engage participants in a supportive and strengths-based manner.
• Effective problem-solving, crisis intervention, and conflict-resolution abilities.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to manage multiple cases while maintaining attention to detail and compliance requirements.
• Commitment to promoting economic mobility, self-sufficiency, and participant success.

Working Conditions

This position operates in a combination of office, community, and participant service environments. Local travel may be required to attend community meetings, outreach events, partner visits, and participant appointments. Occasional evening or weekend hours may be necessary to support program activities and participant needs.Xiente is an Equal Opportunity Employer committed to fostering an inclusive workplace and empowering individuals and families to achieve economic mobility and long-term success.