Financial Case Manager

East House is a dedicated non-profit organization committed to supporting individuals on their journey to recovery. We provide comprehensive services, including residential support, counseling, peer support and community outreach to empower individuals to overcome mental health and substance use disorders and lead fulfilling lives. Our mission is to foster a supportive environment that promotes healing and long-term recovery, while upholding our humanistic, optimistic, progressive, and collaborative values rooted in integrity. 

The Financial Case Manager assists clients in establishing and maintaining eligibility for financial and medical assistance and provides education about benefit entitlements and money management. This position also supports OASAS-licensed program clients in linking to needed community services while ensuring funding is secured and maintained for agency services.

In compliance with NYS's Pay Transparency Act, the salary range for this position is listed above. East House considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. The hiring process for this position may require a criminal background check and/or motor vehicle records check. Any verbal or written offer made is contingent on satisfactory results, as determined by Human Resources.

Responsibilities

• Assesses clients’ needs and assists in obtaining and maintaining financial and medical benefits.
• Educates clients on benefit entitlements and money management skills, tailored to individual capability.
• Assists clients in establishing Social Security Representative Payeeships when appropriate.
• Coordinates funding efforts with the Admissions team, Finance, and program staff to ensure timely service initiation.
• Develops and manages sliding scale or repayment agreements as needed and follows up on balances.
• Assists OASAS program clients in accessing housing, legal support, healthcare, and other services.
• Maintains documentation to meet regulatory, funder, and agency standards.

Other Duties

• Follows all applicable policies, federal and state laws, and East House compliance standards.
• Collaborates with the Office of Ethics, Compliance & Quality to address non-compliance, and document corrective actions. 

Note: This job description may not cover all job duties and is subject to change without notice. Job duties, responsibilities, and/or activities may change at any time with or without notice.

Qualifications

Required Education & Experience 

• High school diploma or GED required and 4 years of paid human services experience
• Bachelor's degree in a human service-related field with 2 years of experience.

Other Skills/Knowledge/Experience 

• Knowledge of community resources including Social Security, public assistance, and Medicaid.
• Effective written and oral communication skills.
• Ability to work cooperatively with culturally diverse clients, staff, and service providers.
• Basic proficiency in Microsoft Word and Excel.
• Basic computer literacy for email use, internet research, and simple document formatting.
• Valid NYS driver’s license in good standing and access to a personal vehicle for work-related tasks. 

Alignment with East House Values

• Humanistic, Collaborative, Optimistic, Progressive, Integrity.
• Represents the organization professionally and aligns with its mission.
• Performs work with integrity and in compliance with established processes, procedures, and regulations.

Accountability

• Takes responsibility for all work activities and personal actions.
• Follows through on commitments; implements decisions that have been agreed upon.
• Maintains confidentiality with sensitive information.
• Acknowledges and learns from mistakes without blaming others.
• Recognizes the impact of one’s behavior on others. 

Commitment to Belonging, Respect, and Building a Supportive Community

• Values and appreciates the unique backgrounds, experiences, and perspectives of every individual.
• Actively includes others in conversations and decision-making, fostering connections by learning about others' interests, and celebrating achievements to make individuals feel valued.
• Listening without judgment, communicating and interacting politely and civilly, and acknowledging others' contributions to show appreciation and build trust.
• Offering help, encouraging collaboration, and creating safe spaces where everyone feels comfortable sharing ideas and concerns 

Working Conditions/Work Environment

Traditional office and/or residential environment. Occasionally subjected to pressure due to time demands. May have to travel to various program locations which may not be accessible for individuals with reduced mobility.

Physical/Mental Demands

The physical demands/work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, talk, hear, stand, walk, ability to reach above or below shoulders, use hands to type and/or perform light lifting (up to 25 lbs.), and occasional stair-climbing.

Reasonable Accommodation 

East House provides reasonable accommodations to applicants with disabilities under the Rehabilitation Act, the Americans with Disabilities Act, the New York Human Rights Law, or similar applicable law. If you need reasonable accommodation for any part of the application and hiring process, please contact the Human Resources office at 585-238-4800 or email your request to [email protected]. Determinations on requests for reasonable accommodation will be made on a case-by-case basis.

EEO Statement

East House provides equal opportunity to all qualified individuals and does not discriminate on the basis of race, color, creed, age, marital status, sex, gender, religion, sexual orientation, gender identity, gender expression, national origin, veteran status or disability, or any other protected statuses in its hiring, promotions, and other employment activities.