Case Manager

Job Summary:

The Case Manager serves as the primary contact for a dedicated population of program applicants who require financial assistance. This role will maintain a complete understanding of all applicable program policies, requirements, and procedures and review all cases within the guidelines established. The Case Manager may assist with or lead day-to-day case management activities, which may include processing, monitoring, tracking, and reporting applications within a functional area with little or no direct supervision. This role may specialize in specific subjects within the functional area.

This position is required to be in office, and you will be required to travel to several intake centers in order to collaborate directly with clients, case management and leadership regarding program applications.

Local travel may be required at times.
 

Job Duties: 

• Provides excellent and consistent customer service and support to applicants, the client, constituents, and program team members
• Assists applicants with the completion and submission of their program applications, as needed
• Reviews submitted applications for completeness and ensures that the program has received all documentation and information needed to perform an eligibility review
• Reviews applicant vulnerability factors and assign appropriate priority status to their application
• Conducts an orientation and introductory call to assigned applicants and request any application documentation or information needed to make the application complete
• Ensures program applicants are continuously updated regarding the status of their program application 
• Provides frequent, diligent, and professional communication 
• Obtains a working knowledge of applicant needs and program eligibility criteria
• Understands program requirements and other key objectives
• Understands program processes from start to finish and communicates those processes clearly to applicants
• Gathers applicant documentation and uploads to program system of record
• Records all communications in the program system of record
• Other duties as required
   

Qualifications, Knowledge, Skills and Abilities:

Education:

• High School Diploma or GED, required
• Associate degree, preferred

Experience:

• Two or more years’ experience providing customer service and or clerical work, required
• Knowledge of creating tables and graphs in Microsoft Excel, required
• Experience relevant to the functional area and/or experience providing specialized advisory service, which may include construction, financial, housing, and/or related industry knowledge, preferred
• Experience with CDBG housing and/or FEMA hazard mitigation and similar programs/projects, preferred

License/Certifications:

• Valid driver’s license and good driving record, required

Software:

• Proficient in the use of Microsoft Word, Excel, Outlook, required
• Proficient in the use of the internet, required

Other Knowledge, Skills & Abilities:

• Ability to manage effectively with or without subordinates
• Knowledge, skills, and abilities necessary to perform the job function with little to no supervision, while remaining acutely aware of timelines, meeting deadlines, and performance measures
• Ability to acquire a working knowledge of applicable rules and regulations and the ability to provide technical assistance
• Excellent written and verbal communication skills, strong analytical skills, ability to work independently, and effective interpersonal skills
• Ability to quickly learn new software applications
• Detail-oriented with close attention to program compliance requirements, record keeping guidelines, and file closeout expectations
• Strong customer service skills and knowledge of customer service best practices
• Ability to maintain the confidentiality of program information

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. 

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.  BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. 

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.”  Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets