Case Manager III, Financial Stability HUD Certified (Bilingual) (On-Call)

  • Full Time
  • Santa Rosa
  • In-Office

Website Catholic Charities of the Diocese of Santa Rosa

Base Pay: $42.00 / Hour
Employee Type: Non-Exempt
Minimum Experience: 1 Year
Required Degree: 2 Year Degree


This position must be HUD – Certified upon application. Work will be on-call. On-call work may be on evenings or weekends. Those hired of this position have the ability to accept or refuse requests for workdays as they are offered.

Bilingual in English/Spanish Required – Additional $1.00 per Hour (Must Pass Agency Bilingual Test)

The Case Manager III, Financial Stability (Bilingual) is an elevated financial stability specialist position with increased responsibility and demonstrated competency for working with individuals and families who are in need of support to find, secure, or maintain permanent affordable housing or who require support with financial education and resources. The Case Manager III, Financial Stability (Bilingual) conducts all financial stability related duties independently and exercises sound professional judgment. The Case Manager III, Financial Stability (Bilingual) focuses on developing solutions and providing support with Housing Affordability, Financial Management, Fair Housing Education, and Credit Counseling.

The Case Manager III, Financial Stability (Bilingual) compiles related documentation and reports needed to meet agency, grant, and program standards. This position supervises other staff and manages specialized programs for subpopulations. This position must maintain professional relationships and communicate effectively through shared tools provided by the agency. This position may perform direct client services and includes orienting all eligible participants to the program, performing administrative tasks involved in the review and maintenance of program caseloads, overseeing workflow and cases for the Case Manager I, Financial Stability and Case Manager I, Financial Stability.

Essential Functions

  • Develops a housing procurement, financial, and self-sufficiency case management plan with clients that includes an intake interview to determine client’s needs, goals, and eligibility.
  • Provide information to clients including, but not limited to, bankruptcy, collection action, credit education, credit reports, housing issues, consumer protection laws, student loans, wage attachments, banking services, budgeting, credit report ratings, and protection laws, etc. in individual and group settings.
  • Provide mediation and advocacy with landlords on the client’s behalf to develop a workable plan to obtain and/or maintain housing.
  • Assist participants in locating, securing housing, or maintaining housing of their choice; create and maintain consistent communication channels, both verbal and written, between several parties (i.e. tenant, landlord, referral source, collaborating agencies, debtors, and creditors).
  • Serve as an ongoing liaison between property managers and participants as well as between participants and neighbors including other resource providers and organizations; collaborate with services providers, governmental and non-governmental agencies, and other organizations and businesses to coordinate services for clients; must travel to provide face-to-face services to clients as needed.
  • Maintain the highest levels of confidentiality regarding client information, sharing it only as agreed upon by the client and as evidenced by a signed release form.
  • Provide information and referral assistance regarding available support from appropriate social service agencies and/or community programs.
  • Assist in the development of, and encourage adherence to, a personal budget through proactive housing and budget counseling sessions; provides budget counseling and education to assist clients in establishing payment plans for bills and past debts and to assist clients in obtaining and maintaining their housing.
  • Assist participants in the development of a strength-based/solution-focused individualized goal and action plan that promotes permanent housing and self-sufficiency.
  • Identify participant strengths and barriers to stability and assist participants in reducing barriers; link participants to resources and services.
  • Provide follow-ups to ensure stability and further progress towards self-sufficiency, including support, advocacy, listening, problem-solving, and identification of resources to assist with reintegration of participants in the community.
  • Apply knowledge of residential lease contracts to educate clients of their rights and responsibilities as tenants.
  • Collect and maintain accurate program data, client summaries, and records in Datalink and other programs that may be used for monthly, quarterly, and annual reporting.
  • Support staff in tracking and sharing information for reporting and contract compliance.
  • Proficient and knowledgeable in housing counseling services, resources, and modalities to conduct sessions with clients and training staff.
  • Participate in program improvement/development and cultivates partnerships with other providers.
  • Oversee certain programmatic components of Financial Stability as assigned, such as region specific contracts and subpopulation programs; completes trainings and/or certification to be able to provide specialized services.
  • Supports Case Managers and Program Manager in new employee onboarding, credit, financial, and housing stability trainings.
  • Train and support new staff and volunteers.
    Supervise a team of Case Manager I and II’s, including holding monthly, biweekly, and/or weekly sessions to address challenges and provide support.
  • Support the Mission, Vision, and Values of Catholic Charities in the performance of all essential job functions and responsibilities.

Note: Catholic Charities considers this position to be a mandated reporter of child abuse and elder abuse.

Other Responsibilities

  • Work with the Diocese of Santa Rosa and local parishes as appropriate and requested.
  • Perform other related duties as assigned.

Agency Culture

It is essential that all employees of Catholic Charities aspire to the following:

  •  A commitment to the agency’s mission, vision, and values.
  • A commitment to excellence in everything we do.
  • A commitment to performance and quality improvement.
  • A commitment to outcomes and measured results.
  • A commitment to innovation and to what is possible.

Education, Experience, and Skills Required

  • Associates degree or bachelor’s degree preferred; one to two years’ working as a Case Manager II, or other related work experience, one year in role supporting or supervising other staff/volunteers, required; two to four years of additional experience working in financial counseling may substitute for degree; four to eight years of additional experience working in financial counseling may substitute for bachelor’s degree.
  • Previous experience and working knowledge in working with clients in the areas of Housing Affordability,
  • Financial Management, Fair housing education, Credit Counseling and experience screening clients for eligibility and referring individuals to various community resources.
  • One to two years’ demonstrated competency or experience organizing and supporting program operations with an ability to implement systems.
  • Bilingual (English/Spanish), passing score on the Catholic Charities’ test of oral and written Spanish fluency required.
  • Ability to engage with and educate clients of diverse backgrounds in an interactive and culturally sensitive manner; knowledge and familiarity with harm reduction, motivational interviewing and de-escalation techniques.
  • Cooperative, friendly, and helpful attitude with clients and co-workers; understanding of people from diverse cultures and value systems; prior experience and understanding of the causes of poverty and vulnerability.
  • Ability to work independently and possess strong time management skills as well as ability to work as part of a team.
  • Computer literacy required, including experience with Microsoft 365 suite; familiarity with internet-based tools such as webmail, Google calendar, Webtime, Zoom, and Teams preferred.
  • Passion and enthusiasm for the mission of Catholic Charities and its clients.
  • Valid driver license and at least state required minimum of automobile insurance, clear DMV driving record and ability to provide own transportation. Must be willing and able to travel between agency sites.
  • Must pass DOJ background clearance (fingerprinting) in accordance with the Diocese of Santa Rosa’s policies prior to start of employment.

Equal opportunity employer

Catholic Charities of the Diocese of Santa Rosa is an Equal Opportunity Employer, seeking the best and brightest. Our organization does not discriminate against or harass any employee or applicant for employment because of race, color, creed, religion, national origin, sex, disability, age, marital status, membership or activity in a local human rights commission, or status with regard to public assistance. We support, educate, create opportunities for, and ensure the wellbeing of our staff for the betterment of those most in need.

CCDSR participates in E-Verify, an Internet-based system that compares information entered by an employer from an employee’s Form I-9, Employment Eligibility Verification, to records available to the U.S. Department of Homeland Security and the Social Security Administration to confirm employment eligibility.

HUD Certification required

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