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Financial Case Manager

Pine Grove, PA

1 DAYS AGO

23142943

Summary

Pine Grove, PA

In-Person

$16.00 - $19.00 per Hour

1 Years Experience

High school graduate or equivalency certificate (GED)

No Commission

40.00 hours per week / Day Shift / Full-Time

Description

Position Summary Thompson's Social Services is a nonprofit representative payee agency dedicated to supporting vulnerable individuals in managing their income and maintaining financial stability. The Financial Case Manager I supports the daily administrative and financial coordination tasks required to maintain accurate client financial accounts and services. This position assists with client communication, financial record updates, Social Security Administration (SSA) reporting, and routine financial account management tasks. The Financial Case Manager I helps ensure client records are accurate, documentation is properly maintained, and financial transactions are tracked appropriately while supporting the overall workflow of the Financial Case Management team. Key Responsibilities

Client Communication & Support

Answer incoming client calls and respond to general questions and requests.

Receive and document client fund requests and add them to the appropriate request tracking systems.

Follow up with clients and service providers regarding bills and financial obligations.

Screen and respond to client voicemails and requests in a timely manner.

Conduct monthly client contact calls and document completed contact within client records.

Client Financial Case Management

Review and update client budgets as needed to ensure financial stability and accuracy.

Process weekly client funds requests and ensure proper documentation.

Maintain accurate records in AccuFund related to client accounts and transactions.

Complete and submit PA ABLE additional funds contribution forms as needed.

Complete client asset verifications to ensure compliance with SSA, housing, and Medical Assistance (MA) program requirements.

True Link Card Management

Monitor client True Link balances regularly and identify accounts exceeding established thresholds.

Order replacement or new True Link cards for clients as needed.

Add or update recurring transfers and emergency fund allocations.

SSA Compliance & Reporting

Submit and manage updates to the Social Security Administration including address changes, living arrangement changes, inpatient status, incarceration reports, and other required updates.

Review and complete SSA disability update reports.

Assist clients in maintaining compliance with SSA reporting requirements.

Qualifications

Required

Strong organizational skills and attention to detail when managing financial records.

Ability to communicate clearly and professionally with clients, SSA representatives, and service providers.

Proficiency with computer systems and standard office software.

Preferred

Experience working in social services, financial services or administrative support.

Familiarity with SSA reporting processes and benefits management.

Experience working with vulnerable or high-needs populations.

Bilingual is a plus

Key Skills and Competencies

Client-centered communication and problem solving

Strong attention to detail

Strong collaboration and team support skills

Commitment to ethical financial stewardship and client dignity Additional Details How To Identify Potential Job Scams