CFA Caseworker II

Job Title: CFA Caseworker II

Department: Critical Financial Assistance

Location: San Antonio, TX

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 and veteran families by improving their financial, emotional, and social well-being. Operation Homefront is sourcing candidates for a CFA Caseworker II position in San Antonio, TX.

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

Desired candidates will have: 

• Bachelor’s degree in related field required strongly preferred, Master’s degree a plus.
• 2 years of experience providing case management, public assistance and/or military services.
• Non-profit experience preferred.
• Experience with military families, wounded warriors and military service programs strongly preferred.
• Knowledge of financial planning and budgeting skills preferred.
• Strong knowledge of MS Office Programs
• Ability to motivate self and others to achieve goals and meet deadlines
• Valid driver’s license.
• Acceptable MVR (annual)
• Criminal background check
• ProfileXT
• Selective Hiring

Typical duties include: 

• Interviews clients to conduct needs assessments, review financial information, gather supporting documentation and assess client requests for program eligibility. 
• Provides crisis intervention services and connects service members with other resources / referrals as needed. 
• Communicates clearly and concisely, verbally and in writing, including case documentation, email and phone communications. 
• Partners with clients in the course of 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. 
• 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. 
• Develops and maintains relationships with military leadership, family service centers, family readiness groups, other military non-profits and hospital case managers. 
• Assists management in training new staff through modeling target behaviors and providing shadowing opportunities for new hires. 
• Creates, updates and maintains records on case actions, including actions taken with clients and families, records required for follow-up with clients and those needed for operational and/or audit purposes. 
• Assists clients with troubleshooting application issues as needed. 
• Maintains confidentiality of records and information. 
• Monitors all case files to ensure appropriate documentation and information is kept in a secure locations. 
• Perform 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. 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.