CFA Caseworker I

Job Description

Job Title: CFA Caseworker I

Department: Critical Financial Assistance

Location: United States, Remote

FLSA Status: Exempt

Reports to: Manager, Critical Financial Assistance

Founded in 2002, Operation Homefront is a national nonprofit organization whose mission is to build strong, stable, and secure military families so they can thrive, not simply struggle to get by, in the communities they have worked so hard to protect. Operation Homefront is sourcing candidates for a remote CFA Caseworker I position.

The CFA Caseworker I’s primary responsibility is to provide basic case management to military families requesting critical financial assistance with a focus on routine/normative requests, financial situations and client characteristics as identified by program management. This position will interview clients to determine assistance needs as well as verify and determine eligibility based on guidelines set forth by Operation Homefront.

Desired candidates will have:

Bachelor’s degree in social services, counseling, or a related field required.

Significant, extensive, and successful case management experience may be considered in lieu of a bachelor’s degree.

Master’s degree preferred.

1 year of experience in providing case management, public assistance, and/or military services.

Non-profit experience preferred.

Experience with military families and programs preferred.

Knowledge of financial planning and budgeting skills are preferred.

Valid driver’s license.

Acceptable MVR (annual)

Criminal background check

MS Office Programs

SharePoint

100/300/100 personal auto coverage

Typical duties include:

Provides crisis intervention services and connects service members with other resources/referrals as needed and creates, updates, and maintains records on case actions, including actions taken with clients and families and records required for follow- up with clients and those needed for operational and/or audit purposes.

Interviews clients to conduct needs assessments, review financial information, gather supporting documentation, and assess client requests for program eligibility.

Partners with clients while providing assistance, including keeping clients updated on case status and approval / denial decisions, aiding clients in negotiating with vendors and creditors and maintaining a focus on client empowerment throughout the assistance process.

Communicates clearly and concisely, verbally and in writing, including case documentation, email and phone communications and assists clients in completing applications as needed

Demonstrates continuous effort to improve operations, decrease turnaround time, streamline work process and work cooperatively and jointly to provide quality seamless customer service.

Explains program services guidelines in a clear, accurate and friendly manner to clients, maintains confidentiality of records and information

Supports Special Projects and performs other duties as assigned.

Other Details:

General office and sedentary. Use of personal computing equipment, telephone, multi-functioning printer and calculator. Manual dexterity, ability to lift up to 10 pounds. bility to drive a motor vehicle and travel to and from meetings, training sessions or other business-related events to include overnight travel. May be required to work after hours to include weekends and holidays.

All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, or any other protected classification, in accordance with applicable federal, state, and local laws. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.

The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental, or similar duties which may be required from day-to-day. The candidate selected for employment will be required to submit to a criminal background check, motor vehicle record check, and education verification.

Full-time