Job Title: Caseworker – Money Management
Program: Money Management
Classification: Full Time Non-Exempt with Benefits
Reports to: Program Manager – Money Management Services
Annual Salary: $19.05 per hour; 37.5 hour work week
AGENCY OVERVIEW: Lutheran Social Services of Northern California is a Non-Profit agency providing services in supportive housing and money management. Lutheran Social Services responds when people are vulnerable because of homelessness, mental illness, drug addiction or disaster. Providing support services and compassionate guidance, we help individuals and families to stabilize their lives and become self-sufficient.
MISSION STATEMENT: To promote stability and honor the dignity of those we serve by providing supportive housing services that lead to self-sufficiency.
POSITION DESCRIPTION: Provide money management services for chronically homeless adults with special needs who are living in supportive housing.
· Maintain a strength-based perspective.
· Provide services to a diverse population.
· Treat others with respect and courtesy, striving for open and honest working relationships.
· Maintain high ethical standards when dealing with others.
· Demonstrate good judgment and common sense.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.
· BA/BS degree from an accredited college or university, or equivalent combination of education and experience
· Ability to work collaboratively with other providers of human services
· Working knowledge of Microsoft Office, budgets and financial transaction records
· Ability to define problems, collect data, establish facts, and draw valid conclusions
· Ability to collaborate on reporting to funding sources
· Ability to effectively present information to clients and/or their representatives
· Willingness to travel to locations outside of San Francisco for staff meetings and trainings
· Ability to work closely with other staff members as a team-player
· Experience working with chronically homeless adults with special needs, which include mental - health diagnoses, substance use, and/or HIV.
· Knowledge of resources for chronically homeless adults with special needs.
· Knowledge of income benefits: RSDI, SSI, VA, and CAAP.
· Bilingual English/Spanish a plus.
The duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude or limit the position if the work is similar, related or a logical assignment for this classification.
· Schedule and complete intakes.
· Construct and implement client’s budget; adapt budget with client as needed.
· Process check runs for rent payments, utilities and other expenses. Distribute client funds, monthly, weekly or sometimes daily.
· Planning, referrals, crisis intervention, and other reasonable services requested by the client.
· Provide money management education to clients.
· Keep clients' Financial Management records current and complete.
· Maintain other record keeping as designated by the Program Manager.
· Understand and consistently implement the policies and procedures of program, income sources, and LSS.
· Monitor client compliance with the policies and procedures of program, income sources, and LSS.
· Fulfill contract objectives.
· Work collaboratively with the housing sites’ property management and support services on behalf of the client.
· Engage in professional development / training.
· Understand and follow LSS personnel policies and procedures.
· Perform other temporary duties as assigned by the Program Manager.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. While performing the duties of this job, the employee is regularly required to sit and operate a computer for extended periods of time. The employee frequently is required to use hands to hold objects, writing instruments, or files; and talk, hear and smell. The employee is occasionally required to stand, walk, sit, reach with hands and arms, and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. This position requires the ability to see, review and share the organizations bills, payments, financial statements, and physical accounting files with other accounting staff; the incumbent will also have access to the organization’s banking and other highly confidential financial information. Because of this, the incumbent must have the ability to perform the job at the location of the organization’s accounting staff.
The employee may be required to travel to locations within the regional areas of LSS. This may require standing in lines and while traveling the employee may be exposed to vibration while driving a car. While performing the duties of the job, the employee may occasionally travel outside in varied weather conditions.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Lutheran Social Services is an Equal Opportunity Employer.
Mission and Vision
LSS of Northern California promotes stability and honor the dignity of those we serve by providing supportive housing services that lead to self-sufficiency. We envision communities that have hope, stability, and a path to self-sufficiency.
The roots of LSS were planted in 1883 in San Francisco when a group of West Coast Lutherans gathered to celebrate the 400th anniversary of Martin Luther’s birth. In the first organized expression of Lutheran social ministry for West Coast Lutherans, money was collected for the care of orphans.
By 1925, an institutional chaplaincy program was established and began serving the elderly in residential care facilities. In 1945, the Lutheran Welfare Council of Northern California was formed to act as a social service agency supported by Lutheran churches of the area. It offered a range of programs and advocacy calling for social reform to help the needy. In 1967, the Lutheran Child and Family Service and the Lutheran Welfare Service merged to become Lutheran Social Services of Northern California (LSS).
In the years that followed, LSS secured contracts for home management training, transitional housing, child abuse prevention, and substance abuse prevention. LSS responded to the AIDS crisis in the early 1990s by creating the city’s first financial management and representative payee services. This program continues to serve more than 2,000 people with special needs. LSS was one of the first faith-based agencies in San Francisco to respond to the AIDS crisis.
In 1996, money management programs became a major focus and a foundation for other support services for vulnerable individuals and families, such as case management and supportive housing. In 1998, we began providing case management services in permanent supportive housing sites. Every year, LSS helps thousands of individuals with acute needs, including the elderly, young families, people with mental illness or disabilities, the chronically homeless, victims of domestic violence, individuals fighting addictions, people living with HIV/AIDS and young people who are struggling to transition from the foster care system to independence.
LSS works to address the underlying causes of homelessness, which may include mental illness, disability, chronic disease, unemployment, poverty, addiction, placement in the foster care system or surviving a disaster. We provide case management and support services in five permanent supportive housing sites in San Francisco, as well as to individuals in additional supportive housing sites in San Francisco, Contra Costa, Sacramento and San Joaquin counties.
LSS is part of a network of 300 Lutheran social ministry organizations, making it one of the largest non-profit healthcare and social services systems in the United States. These organization touch the lives one in every 40 people in the nation and have a combined annual operating budgets in excess of $3.5 billion.
Culture & Perks