SOUTHWEST ECONOMICS SOLUTIONS
JOB TITLE:
Lead Case Manager/Data Retention Specialist
CLASSIFICATION:
Non-Union
CENTER OF EXCELLENCE & UNIT:
SWES CATEGORY:
REPORTS TO
Senior Manager of Workforce/Workforce Director
SUPERVISES:
N/A
POLICY COUNCIL APPROVAL DATE: JOB CODE:
Interested candidates should apply through our website:
https://www.swsol.org/about-us/jobs
POSITION SUMMARY: The Lead Case Manager will be responsible for ensuring all programs within Center for Working Families (CWF) get access to Income Supports, Workforce Development, and Financial Coaching. The Lead Case Manager will work with the CWF staff and Data Entry Specialist help ensure all efforts are recorded in the CWF data system Salesforce, as required to support the United Way for Southeast Michigan, LISC and Southwest Economic Solutions. The Lead Case Manager is also responsible for reporting to management weekly and managing data and reporting requirements for all aspects of the participants in the program including coordinating with training partners and employers to ensure participants’ successful journey through training, placement and their first years of employment. Responsibilities include case management, outreach, intake and assessment, provision of income supports, barrier removal as needs are identified by other staff. The case manager also works to maintain the SWES internal and external services and supports the mission and vision of the program.
ESSENTIAL JOB DUTIES/ CORE POSITION COMPETENCIES: (A Core Competency is the demonstrated ability to carry out the primary responsibilities of the job)
- Coordinate staff to ensure that all reporting data is up-to-data and accurate.
- Coordinate team efforts of financial coaches, income supports coaches and workforce development coaches, to efficiently achieve goals set for the CWF
- Coordinates with training providers to ensure participants successfully engage in opportunities and follow through with commitments.
- Review CWF Salesforce monthly reports with managers who have staff using the system to ensure timely and accurate reporting
- Prepare progress reports and narratives as required for grants
- Reaches out to employers and engages them to identify potential positions for participants and connect participants to those positions.
- Maintains connections with participants post-employment to provide supports, referrals and retention activities.
- Responsibilities include case management, outreach, intake and assessment, provision of income supports, barrier removal as needs are identified within workforce programs including but not limited to Homeless Veteran Reintegration Program, Earn and Learn and Youth Programing.
- Provides intake, assessment and screening of potential participants as they establish significant relationships that will support participants through program participation.
- Ensures that participants meet the eligibility requirements to enroll.
- Assists participants with accessing supportive services and other barrier removal activities.
- Adheres to the Southwest Solutions policies and procedures.
- Adheres to the Southwest Solutions code of ethics, and complies with local, state and federal laws.
- Serves on agency committees, working groups and other projects as assigned.
- Performs other duties as assigned by supervisor, contractual obligations and/or program description.
ESSENTIAL JOB REQUIREMENTS:
EDUCATION: Bachelor’s degree preferred in related field
EXPERIENCE: Three or more years of experience working in programs providing social and/or employment services for at-risk populations.
REQUIRED CERTIFICATIONS & LICENSURES: Possession of a valid driver’s license and access to a private vehicle for day-to-day job performance.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES: Familiarity with available community resources, services and partner organizations.
Ability to communicate effectively in oral and written form with good command of the English language demonstrated through speech, writing and computing.
Ability to maintain cultural awareness and sensitivity to differing attitudes, backgrounds and abilities.
Strong interpersonal and organizational skills
Ability to share information effectively with individuals and groups.
Skilled in standard clerical procedures and filing systems, proper customer service etiquette, communication systems, word processing and database use.
Capacity to input data, organize and manage confidential documents and records.
Commitment to providing exceptional customer service and presenting a professional image to all constituents.
Ability to effectively manage time, and organize and prioritize work assignments.
Flexibility in days and hours in case of important community events in evenings or on weekends.
HELPFUL SKILLS:
PHYSICAL REQUIREMENTS: Working Conditions
Services will be provided in the office or other appropriate community settings. Work may require travel in an urban community.
Physical Requirements
Sitting, standing, walking, driving, repeated hand and wrist motions (for use of computers, phones, and other office equipment) are required. Must be able to tolerate varied weather conditions when traveling within the community.
Attachment: Core Competencies that identify behaviors and skills that all employees are expected to demonstrate to carry out the mission and goals of Southwest Counseling Solutions.
Employee Acknowledgement
I, ___________________________________, acknowledge review of this job description.
Employee’s Name – Please Print
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