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UMOS, Inc. · 4 days ago

Financial Employment Planner 2 Case Manager - W2 Program

Milwaukee, WI

Full-time

Onsite

Entry, Mid Level

$19/hr - $23.50/hr

2+ years exp

UMOS, Inc. is a mission-driven organization dedicated to making a positive difference in the lives of families and communities. They are seeking a Financial Employment Planner 2 Case Manager to assess the needs of applicants for Wisconsin Works (W-2) and related programs, develop employability plans, and connect participants to appropriate services to facilitate their journey toward self-sufficiency.

Health CareNon ProfitService Industry

Responsibilities

Perform “resource specialist” functions by meeting one-on-one with Wisconsin Works (W-2) and Related Programs applicants to assess immediate needs and connect to appropriate services and/or programs to address those needs; conduct W-2 and Related Programs orientation; conduct initial interview and assign up-front activities, as appropriate

Determine initial and ongoing eligibility for W-2/Refugee Cash Assistance (RCA)/Refugee Medical Assistance (RMA) by collecting and verifying non-financial and financial documentation within required application processing timeframes and make W-2/RCA placement decisions within required timeframes

Jointly develop Employability Plans with applicants/participants, identify goals toward employment, and assign the steps/activities to reach those goals; schedule and host regular workshops for caseload as needed

Conduct informal assessments to identify appropriate placement on W-2 ladder; determine how best to address participation/employment barriers through case management and appropriate W-2 activities; refer to internal/external resources that will address barriers and move W-2 families toward self-sufficiency, including providing advocacy for participants who are pursuing Supplemental Security Income (SSI)/Social Security Disability Insurance (SSDI)

Identify barriers to participation, assist participants with obtaining documentation of barriers, and help participants overcome challenges through guidance, counseling, and access to services both inside and outside the organization

In coordination with an Employment/Career Consultant, engage and assign participants to allowable activities designed to enhance employability, including job readiness, education, work experience, job skills training, and job search/placement activities and maintain federal Work Participation Rate as required by contract

With assistance from Employment Services staff, track participants’ progress throughout the duration of the program, and ensure participation in assigned activities by monitoring attendance weekly, entering nonparticipation timely, and applying payment reductions per policy

With assistance from Employment Services and Quality Assurance (QA) staff, track, verify and achieve performance outcomes of claims based on agency goals and contract requirements

Establish and maintain ongoing participant contact to monitor job retention activity, to identify and assist in resolving related barriers (i.e., childcare, transportation, etc.) to job retention, to evaluate strengths, barriers, and progress, and assist with matching participants to viable employment opportunities

Respond timely to program/case monitoring reports to ensure compliance with W-2 policies, procedures and contractual obligations and maintain a satisfactory level of compliance

Collect and verify that required eligibility documentation is acquired and in Electronic Case File (ECF); collect and review activity documentation and submit to ECF scanning on a timely basis

Enter and update necessary participant information into the various systems (CWW, WWP, UMOS tracking programs) and ensure services/benefits are delivered within required timeframes

Develop and maintain working relationships with other UMOS and partner agency staff members to coordinate program participants’ access to support services and other workforce development programs

Interact appropriately and diplomatically with participants, responding to/returning phone calls timely, immediately addressing/authorizing support service needs (e.g., childcare, transportation), and motivating participants, still holding them accountable for assigned activities, as they move toward employment and self-sufficiency

Document all case activities and customer interactions in CWW/WWP case comments as required by contract and related policy

Maintain at least monthly contact with participants in order to evaluate strengths, barriers, and progress, assist with matching them to viable employment opportunities and/or job skills, and, or assist with the pursuit of SSI/SSDI

Conduct and coordinate participant home visits, employer site visits, and potential SSI/SSDI legal proceedings

Perform similar case management and career coaching functions for other (non-W-2) workforce development programs based on the specific contractual needs and requirements of those programs, as assigned

Attend meetings, conferences, trainings and workshops as assigned and perform special projects and other related duties as assigned

Qualification

Case managementWorkforce developmentVocational counselingMicrosoft Office SuiteBilingual in SpanishCustomer serviceBasic budgetingWritten communicationOral communicationMotivational techniques

Required

Minimum of a High School Diploma (or equivalent) supplemented by two years of post-secondary education, in a relevant field. Note: Additional years of work experience in a relevant field can be substituted for one year of education

Minimum two years of work experience in one or a combination of the following: case management; human/social services-related customer service, counseling, or workforce development. Note: Additional years of post-secondary education in a relevant field can be substituted for one year of experience

Must possess strong written and oral communication skills with the ability to write/type and document work and activities proficiently in English

Professional ability to aid participants in making and carrying out vocational/educational objectives and ability to navigate complex service delivery systems

Ability to work in a demanding, fast-paced environment and respond to customer needs with respect and diplomacy

Ability to recognize barriers to activity participation and/or employment, such as AODA, domestic abuse, physical and mental health issues

Ability and experience in maintaining and utilizing participant's confidential information to assist them in accessing necessary services to address barriers

Ability to conduct individual sessions in motivation, employment techniques, education, vocational counseling and basic budgeting and personal finance

Must have a car, valid driver's license and adequate car insurance and be able to travel, make home visits, and work irregular hours

Preferred

Bilingual in Spanish and English, preferred

Demonstrated working knowledge of and experience using computer programs such as Microsoft Office Suite (e.g., Office 365), including Word, Excel, Outlook, etc., and experience with database systems; able to enter quickly with high level of accuracy into electronic data systems within required timeframes

Benefits

Paid time off that will increase over your years of service

15 paid holidays annually

A robust range of insurance covering health, dental, vision, life, short- and long-term disability, and accidental death & dismemberment

The options to establish either a Health Savings Account or Flexible Spending Account, which can be used to cover deductibles, prescriptions, and other healthcare expenses

A variety of support services to promote well-being through the employee assistance program

Retirement plan options, including 401(k) and Roth IRA, allowing you to make pre-tax or after-tax contributions. For those participating in the 401(k) Retirement Plan, UMOS annually contributes at least 3% of employees’ eligible compensation.

Company

UMOS, Inc.

UMOS is a non-profit advocacy organization that provides programs and services which improve the employment, education, health, and housing of under-served populations.

Founded in 1965

Milwaukee, Wisconsin, USA

501-1000 employees