Finance Case Manager Specialist

Purpose

The purpose of this position is to maximize the estate and ensure the well-being of Public Fiduciary wards.

Responsibilities

• Prepares written correspondence to outside vendors
• Negotiates to reduce debts owed by clients
• Analyzes and maintains accounting records
• SUBMIT REPORTS AND DOCUMENTATION RELATING TO IRS AND SOCIAL SECURITY ADMINISTRATION
• PREPARES CHECKS
• Develops and implements case management plans in order to meet client needs
• Celebrates residential client visitations and monitors client residential placements for proper level of services
• SCHEDULES AND TRANSPORTS CLIENTS TO APPOINTMENTS (MEDICAL AND PSYCHIATRIC)
• LOCATES AND SECURES HOUSING, FOOD, AND CLOTHING FOR CLIENTS
• Maintains case records in compliance with Supreme Court regulations
• PERFORMS CASE STUDIES TO ASSESS PROBLEMS AND PRESENT ALTERNATIVE SOLUTIONS
• PREPARES REPORTS AND MAKES RECOMMENDATIONS REGARDING ASSIGNED CASES AND THEIR DISPOSITION
• INTERPRETS AND EXPLAINS PROGRAM RULES AND RESPONSIBILITIES TO CLIENTS AND THE GENERAL PUBLIC
• PREPARES AND REVISES CLIENT INVENTORIES AND SPENDING PLANS
• CONSULTS WITH MORTUARIES AND COORDINATES BURIAL ARRANGEMENTS

Requirements

Performs other duties as assigned.