Money Management Program Case Aide

Description

Catholic Charities, Diocese of Joliet offers 43 paid days off per year, excellent medical benefits, and an employer-sponsored 403b plan that requires no contribution from employee. We prioritize your well-being and financial security.

Do you want to use your skills and talents to make a lasting difference in the world? At Catholic Charities Diocese, of Joliet we are mission-driven, focused on positive results for people and believe that people should be treated with dignity and respect.

If you feel the same way, we encourage you to join us in making a difference! Discover an extraordinary career opportunity that combines competitive pay with outstanding benefits.

General Responsibilities

1. Handles a wide array of administrative tasks to ensure compliance with agency/programmatic policies and procedures. Maintains programmatic spreadsheets that maintain client data. 
2. Assist other program staff with completing phone calls to clients, community partners, banks, utility companies, landlords, etc. 
3. Complete monthly checking reports on bank statements from program clients. 
4. Completely monthly monitoring calls to clients. 
5. Correspond with program volunteers at the direction of the Program Manager. 
6. Obtain and track volunteer compliance documents. 
7. Assist with completion of paperwork for clients, including, but not limited to LIHEAP applications, SSA Documents, consent forms, etc. 
8. Assemble assessment/reassessment packets for new clients entering the program.

Essential Functions

1. Assists program manager and program case manager with clerical and administrative duties that support the program. 
2. Informs Program Manager of any challenges, problems, or concerns in a timely manner.
3. Maintains up to date and accurate client files and databases, as required by Agency/programmatic policies and procedures, professional standards, and external requirements of all relevant regulatory licensing or accrediting bodies in the course of      performing job expectations. 
4. Assists with Program Quality Improvement and some Administrative support functions, including reviewing files, processing intakes, processing terminations, and electronic case recordings. 
5. Mails correspondence to clients and processes returned mail as needed for the program.  
6. Attends staff meetings, conferences, and training programs as recommended by supervisor.
7. Occasional coverage of the front desk receptionist duties in the absence of the Office Coordinator and fill in coverage.
   

Great Employer Provided Benefits

• Time-off: 14 Holidays - 15 Vacation days - 5 Paid Leave days and 9 Sick days
• Medical/Dental/Vision Health Insurances
• Flexible Spending Account
• Short-term Disability Insurance
• Long-Term Disability Insurance (employee paid optional)
• Life and AD&D Insurance
• 403B Retirement Plan with employer contributions
• Employee Assistance Program (EAP)

Requirements

1. A high school diploma or equivalent is required for this position; or an Associate’s degree is preferred with preferences in areas of human services, social work, psychology, sociology or related field.  All degrees must come from a regionally accredited educational institution which has U.S. Department of Education approval.
2. Minimum of one (1) year of experience working with persons from diverse social backgrounds and older adults is preferred. 
3. Ability to relate well to persons with disabilities and older adults, respecting their privacy, dignity, and right to self-determination.
4. Should be caring, compassionate, and able to connect with older adults. 
5. Proficiency in the use of Microsoft Office applications including Outlook, Word, and Teams. Must have knowledge of the basic functions and use of Excel for all data tracking related to the Money Management Program.
6. Proficiency in the use of Quicken software. 
7. Strong verbal and written communications skills; organizational and time management skills.
8. Passage of complete background clearance, and any other required testing or clearances.
9. Catholic Charities, Diocese of Joliet, has adopted and follows the Codes of Ethics established by Catholic Charities USA, the National Association of Social Workers and the American Psychological Association. As an employee of the Agency you are expected to support these codes to the extent doing so is consistent with and allowed by applicable law.
10. A valid driver’s license, reliable means of transportation and proof of liability insurance is required.