Case Manager - Taylor
Georgetown
Case Manager - Taylor
Full Time • Georgetown
The happiest people I know are those who lose themselves in the service of others.
— Gordon B. Hinckley
— Gordon B. Hinckley
Why work for us?
· No Nights or Weekends
· 15 Paid Holidays
· Paid Time Off
· Paid Education (Upon Approval)
· Medical Insurance
· Dental Insurance
· Vision Insurance
· 403(b) plus employer match
· Employee Assistance Program
· Chipper-Assistance in Student Loan Forgiveness and Lower Payments
Who We Serve:
Opportunities serves thousands of people annually in Williamson & Burnet Counties. Working cooperatively with other agencies, we are an advocate for those who might not otherwise have a voice in the community. We are dedicated to providing services to help those in need achieve a better, more productive life.
Our Mission:
To empower children, families, and seniors to achieve and maintain independence by partnering with area organizations to provide education, nutrition, and community support.
Our Vision:
A healthy, educated community in which all people live independently and with dignity.
Position Summary:
Position Summary:
The Case Manager is responsible for performing case management functions and services of the Community Services Block Grant. The position reports to the Program Director and operates under moderate supervision with limited latitude for the use of independence, judgment, discretion, and initiative.
Community Services Block Grant Case Manager:
- Manintain current knowledge of TDHCA CSBG and TAC rule changes and internal processes to be a resource for the Community Services program as provided by the program director.
- Perform and complete TDHCA CSBG monthly performance reporting due 5th of each month
- Must maintain contact with each client a minimum of 1 hour per month. This is a minimum and intervals may increase based on the needs of the client.
Develop a client service delivery plan and coach and guide the client through the plan - Determine and address the needs of the client by creating a Service Delivery Plan
- Provide appropriate resources and services to clients and monitor referral utilization the appropriate resources and services by the client
- Provide budget counseling and money management coaching to the client
- Guide career development as determined in the Service Delivery Plan providing with coaching and wraparound services and contacts.
- Assist with Job searching Coaching and one on one searching, resume building; Accountability - Keeping the client on track to achieve their goals by visiting SDP, matrix, discussing next steps and following up on goals.
- Motivate client accountability
- Available by call, email, text, or in-person - to each signed client on an as-needed basis for support – Monday - Friday 8 am to 5 pm
- Achieve Family National Performance Indicators (FNPI) goals in performance management. FNPIs will be provided by the Program Director
- Advocate with/for the client to remove barriers and to achieve goals
- Maintain client database and electronic file to include notes, services provided, and financial assistance provided
- Travel for home visits or local area as needed for client
- Report client activities and caseload status monthly to Program Director in the excel spreadsheet template provided by the Program Director.
- Develop and maintain relationships with community partners through weekly outreach, weekly visits and attend interagency networking meetings throughout the month
- Develop and foster working relationships with local service providers such as Employment Services offered through staffing agencies, educational services provided through community and technical colleges including Continuing Ed classes and utilizing other resource services such as the Caring Place or Round Rock Serving Center.
- Maintain client records of paper, efiles, and databases according to established procedures for documentation.
- The position must obtain understanding of the rules, regulations, and program requirements of the CEAP & CSBG programs as provided by the program director. (TDHCA)
- The position must obtain knowledge of all benefits provided by Community Services as provided by the program director. (TDHCA)
- The position must obtain the knowledge to complete an application and gain the internal knowledge of how an application moves from intake to processed for each line of service through OTJ training.
- The position must obtain general knowledge of all services provided by the agency (OWBC) and maintain immediate access as to how to provide referrals as provided by the program director. (TDHCA)
- Attend all scheduled meetings for one on one, team and program.
- All employees are expected to adhere to OWBC ethics expectations.
- Must be able to cooperate and work effectively with others.
- Must be diplomatic, honest, and fair.
- Regular and punctual attendance (8:00 a.m. to 5:00 p.m.) is an essential function of the position.
- Perform other duties as assigned or as they become apparent.
- Must be able to work effectively in both team and individual work environment
- All employees are expected to adhere to OWBC ethics expectations
- Must be diplomatic, honest, and fair
- Perform other duties as assigned or as they become apparent
- Position may qualify for hybrid work as determined by the Program Director
Knowledge, Skills, and Abilities:
- Ability to operate various Microsoft 365 software, outlook, spreadsheets, TEAMS , Adobe DC and database programs.
- Ability to perform mathematical functions accurately.
- Ability to work effectively with others.
- Ability to provide excellent customer service to internal and external customers.
· Ability to evaluate, analyze, problem solve and coach within the confines of the program and requirements.
· Ability to flex with job tasks when change is necessary to meet the demand of the day.
- Ability to organize, prioritize and utilize effective time management techniques.
- Ability to ensure compliance with regulatory agency requirements and policies.
- Ability to always respect confidentiality.
· Ability to carry out multiple tasks and meet deadlines.
· Ability to follow instructions furnished in verbal or written format.
· Ability to be detail orientated.
· Ability to have a dedicated area for hybrid schedule as discussed with Program Director.
Minimum Qualifications:
Education and Training:
- Bachelor’s degree in social or behavioral sciences or related fields. Related experience may be substituted for a degree; a minimum of four years for substitution.
Experience:
- Two (2) years of social services or related experience
- Must have excellent customer service skills and experience with face to face, written and verbal communication.
- Must have customer service experience with face to face, written and verbal communication.
- Prefer one (1) year experience working in an office environment with a team and working independently.
- Prefer one (1) year of accounting or related experience.
- Required one (1) year of experience with Microsoft Office 365, Outlook, SharePoint; prefer one (1) year of Adobe DC experience.
- Preferred Bilingual in English/Spanish
Licenses/Certifications:
· Valid Texas driver’s license.
Mental / Physical Tasks (F= Frequent, O=Occasional, R=Rarely):
| F | Standing- required when making copies, meeting people, moving from work area to work area, general office duties; clean work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer. | F | Handling- reports, laptop, Alarm code; door code, general office supplies, cleaning supplies; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer; Driving
| F | Hearing/Talking/Listening-to hear the door open and close, to hear the reception bell, communicate with employees and clients, answer the telephone, participate in meetings, gather data telephonically | F | Fine Dexterity-operate laptop, keyboard, calculator, writing, utilizing a mouse, dial a phone number, provide materials to clients, enter data
| F | Sitting-performing work at the desk reading, writing, working applications, meetings; driving | O | Kneeling/Crouching/Crawling-plug in equipment, when connecting PC components, plugging in cords, open lower drawers/cabinets, handling department materials; clean work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer.
| F | Walking - required when making copies, meeting people, moving from work area to work area, performing general office duties; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer. | F | Bending/Twisting – communicate with employees and clients, answer the telephone, plug in equipment, when connecting PC components, plugging in cords, opening drawers/cabinets, participate in meetings, handling department materials; clean work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer.
| F | Grasping/Holding-holding binders, phones, tablets, work resources; general office tools & machines, pens, clipboards, reams of paper, cleaning work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer; driving | O | Balancing – communicate with employees and clients, answer the telephone, participate in meetings; step stool/ladder; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer.
| F | Lifting/Carrying- required when making copies, answering phone, carrying laptop, meeting people, moving from work area to work area, handling department materials; banker’s boxes of information/material ; cleaning work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer. | F | Vision communicates with employees and clients, to use the computer, see the monitor general office tools/machines, answer the telephone, participate in meetings, to observe; to clean work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer; driving
| F | Pushing/Pulling – required when making copies, meeting people, moving from work area to work area, handling department materials; cleaning work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer. | O | Other
| F | Reaching- required when making copies, meeting people, moving from work area to work area, handling department materials; reaching cabinets (top, inside, down) ; cleaning work area; driving | O |
| F | Hearing/Talking/Listening-to hear the door open and close, to hear the reception bell, communicate with employees and clients, answer the telephone, participate in meetings, gather data telephonically | F | Fine Dexterity-operate laptop, keyboard, calculator, writing, utilizing a mouse, dial a phone number, provide materials to clients, enter data
| F | Sitting-performing work at the desk reading, writing, working applications, meetings; driving | O | Kneeling/Crouching/Crawling-plug in equipment, when connecting PC components, plugging in cords, open lower drawers/cabinets, handling department materials; clean work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer.
| F | Walking - required when making copies, meeting people, moving from work area to work area, performing general office duties; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer. | F | Bending/Twisting – communicate with employees and clients, answer the telephone, plug in equipment, when connecting PC components, plugging in cords, opening drawers/cabinets, participate in meetings, handling department materials; clean work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer.
| F | Grasping/Holding-holding binders, phones, tablets, work resources; general office tools & machines, pens, clipboards, reams of paper, cleaning work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer; driving | O | Balancing – communicate with employees and clients, answer the telephone, participate in meetings; step stool/ladder; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer.
| F | Lifting/Carrying- required when making copies, answering phone, carrying laptop, meeting people, moving from work area to work area, handling department materials; banker’s boxes of information/material ; cleaning work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer. | F | Vision communicates with employees and clients, to use the computer, see the monitor general office tools/machines, answer the telephone, participate in meetings, to observe; to clean work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer; driving
| F | Pushing/Pulling – required when making copies, meeting people, moving from work area to work area, handling department materials; cleaning work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer. | O | Other
| F | Reaching- required when making copies, meeting people, moving from work area to work area, handling department materials; reaching cabinets (top, inside, down) ; cleaning work area; driving | O |
Working Conditions:
· Working in a fast-paced environment with priorities and plans that may change rapidly.
We are an Equal Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Opportunities for Williamson & Burnet Counties (OWBC) was established in 1965 as the area’s official Community Action Agency. Opportunities is a private, non-profit corporation governed by a board of directors comprised of community leaders, elected officials and target area representatives. Throughout its history, Opportunities has administered a wide range of social service and economic opportunity programs.
Serving thousands of people annually, OWBC helps with energy assistance, childcare, nutrition, and education for those in need.
Mission:
To empower children, families and seniors to achieve and maintain independence by partnering with area organizations to provide education, nutrition, and community support.
To empower children, families and seniors to achieve and maintain independence by partnering with area organizations to provide education, nutrition, and community support.
Vision:
A healthy, educated community in which all people live independently and with dignity.
A healthy, educated community in which all people live independently and with dignity.
BENEFITS WE OFFER:
Physical:
-Medical, Dental and Vision coverage
Financial:
-Employer Matching Retirement Program
-Flexible Spending Accounts
-Employer-Paid Life insurance, Voluntary Life and AD&D Insurance Plans & more
Emotional:
-Employee Assistance Program (24-hour support line for emotional, mental/personal well-being, financial & legal assistance, and webinars and podcasts)
-Wellness Program
Social:
-Paid time off (PTO) - three (3) weeks in your first year
-14 paid holidays per calendar year
Professional:
-Tuition reimbursement for applicable programs
Minimal evening or weekend work required.
OWBC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, age, disability, or genetics. In addition to federal law requirements, OWBC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. OWBC is an equal opportunity/affirmative action employer.
Physical:
-Medical, Dental and Vision coverage
Financial:
-Employer Matching Retirement Program
-Flexible Spending Accounts
-Employer-Paid Life insurance, Voluntary Life and AD&D Insurance Plans & more
Emotional:
-Employee Assistance Program (24-hour support line for emotional, mental/personal well-being, financial & legal assistance, and webinars and podcasts)
-Wellness Program
Social:
-Paid time off (PTO) - three (3) weeks in your first year
-14 paid holidays per calendar year
Professional:
-Tuition reimbursement for applicable programs
Minimal evening or weekend work required.
OWBC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, age, disability, or genetics. In addition to federal law requirements, OWBC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. OWBC is an equal opportunity/affirmative action employer.
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