Case Manager - Burnet Georgetown

Case Manager - Burnet

Full Time • Georgetown
The happiest people I know are those who lose themselves in the service of others.
 — Gordon B. Hinckley

Why work for us?

·         No Nights or Weekends
·         15 Paid Holidays
·         Paid Time Off
·         Paid Education (Upon Approval)
·         Medical Insurance
·         Dental Insurance 
·         Vision Insurance
·         403(b) plus employer match
·         Employee Assistance Program
·         Chipper-Assistance in Student Loan Forgiveness and Lower Payments 

Who We Serve:

Opportunities serves thousands of people annually in Williamson & Burnet Counties. Working cooperatively with other agencies, we are an advocate for those who might not otherwise have a voice in the community. We are dedicated to providing services to help those in need achieve a better, more productive life.

Our Mission:

To empower children, families, and seniors to achieve and maintain independence by partnering with area organizations to provide education, nutrition, and community support.

Our Vision:

A healthy, educated community in which all people live independently and with dignity.

Position Summary:
The Case Manager is responsible for performing case management functions and servces of the Community Services Block Grant.  The position reports to the Program Director and operates under moderate supervision with limited latitude for the use of independence, judgment, discretion, and initiative.
 
Community Services Block Grant Case Manager: 
  • Maintain current knowledge of TDHCA CSBG and TAC rule changes and internal processes to be a resource for the Community Services program as provided by the program director.
  • Perform and complete TDHCA CSBG monthly performance reporting due 5th of each month
  • Must maintain contact with each client a minimum of 1 hour per month.  This is a minimum and intervals may increase based on the needs of the client.
  • Develop a client service delivery plan and coach and guide the client through the plan
  • Determine and address the needs of the client by creating a Service Delivery Plan
  • Provide appropriate resources and services to clients and monitor referral utilization the appropriate resources and services by the client 
  • Provide budget counseling and money management coaching to the client
  • Guide career development as determined in the Service Delivery Plan providing with coaching and wraparound services and contacts.  
  • Assist with Job searching Coaching and one on one searching, resume building; Accountability - Keeping the client on track to achieve their goals by visiting SDP, matrix, discussing next steps and following up on goals.
  • Motivate client accountability
  • Available by call, email, text, or in-person - to each signed client on an as-needed basis for support – Monday - Friday 8 am to 5 pm
  • Achieve Family National Performance Indicators (FNPI) goals in performance management.  FNPIs will be provided by the Program Director
  • Advocate with/for the client to remove barriers and to achieve goals
  • Maintain client database and electronic file to include notes, services provided, and  financial assistance provided
  • Travel for home visits or local area as needed for client
  • Report client activities and caseload status monthly to Program Director in the excel spreadsheet template provided by the Program Director.
  • Develop and maintain relationships with community partners through weekly outreach, weekly visits and attend interagency networking meetings throughout the month
  • Develop and foster working relationships with local service providers such as Employment Services offered through staffing agencies, educational services provided through community and technical colleges including Continuing Ed classes and utilizing other resource services such as the Caring Place or Round Rock Serving Center. 
  • Maintain client records of paper, efiles, and databases according to established procedures for documentation. 
  • The position must obtain understanding of the rules, regulations, and program requirements of the CEAP & CSBG programs as provided by the program director. (TDHCA) 
  • The position must obtain knowledge of all benefits provided by Community Services as provided by the program director. (TDHCA) 
  • The position must obtain the knowledge to complete an application and gain the internal knowledge of how an application moves from intake to processed for each line of service through OTJ training.
  • The position must obtain general knowledge of all services provided by the agency (OWBC) and maintain immediate access as to how to provide referrals as provided by the program director. (TDHCA) 
  • Attend all scheduled meetings for one on one, team and program.
  • All employees are expected to adhere to OWBC ethics expectations.
  • Must be able to cooperate and work effectively with others.
  • Must be diplomatic, honest, and fair.
  • Regular and punctual attendance (8:00 a.m. to 5:00 p.m.) is an essential function of the position.
  • Perform other duties as assigned or as they become apparent.
  • Must be able to work effectively in both team and individual work environment
  • All employees are expected to adhere to OWBC ethics expectations
  • Must be diplomatic, honest, and fair
  • Perform other duties as assigned or as they become apparent
  • Position  may qualify for hybrid work as determined by the Program Director
 
 
Knowledge, Skills, and Abilities:
  • Ability to operate various Microsoft 365 software, outlook, spreadsheets, TEAMS , Adobe DC and database programs. 
  • Ability to perform mathematical functions accurately. 
  • Ability to work effectively with others.
  • Ability to provide excellent customer service to internal and external customers.
  • Ability to evaluate, analyze, problem solve and coach within the confines of the program and requirements.
  • Ability to flex with job tasks when change is necessary to meet the demand of the day.
  • Ability to organize, prioritize and utilize effective time management techniques.
  • Ability to ensure compliance with regulatory agency requirements and policies.
  • Ability to always respect confidentiality.
  • Ability to carry out multiple tasks and meet deadlines. 
  • Ability to follow instructions furnished in verbal or written format. 
  • Ability to be detail orientated.
  • Ability to have a dedicated area for hybrid schedule as discussed with Program Director.
 
Minimum Qualifications:
Education and Training:
  • Bachelor’s degree in social or behavioral sciences or related fields. Related experience may be substituted for a degree; a minimum of four years for substitution. 
 Experience:
  • Two (2) years of social services or related experience
  • Must have excellent customer service skills and experience with face to face, written and verbal communication.
  • Must have customer service experience with face to face, written and verbal communication.
  • Prefer one (1) year experience working in an office environment with a team and working independently.
  • Prefer one (1) year of accounting or related experience.
  • Required one (1) year of experience with Microsoft Office 365, Outlook, SharePoint; prefer one (1) year of  Adobe DC experience.
  • Preferred Bilingual in English/Spanish
 
Licenses/Certifications:
·         Valid Texas driver’s license.
 
Mental / Physical Tasks (F= Frequent, O=Occasional, R=Rarely):
  | F | Standing- required when making copies, meeting people, moving from work area to work area, general office duties; clean work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer. | F | Handling- reports,  laptop, Alarm code; door code, general office supplies, cleaning supplies; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer; Driving
 | F | Hearing/Talking/Listening-to hear the door open and close, to hear the reception bell, communicate with employees and clients, answer the telephone, participate in meetings, gather data telephonically | F | Fine Dexterity-operate laptop, keyboard, calculator, writing, utilizing a mouse, dial a phone number, provide materials to clients, enter data
 | F | Sitting-performing work at the desk reading, writing, working applications, meetings; driving | O | Kneeling/Crouching/Crawling-plug in equipment, when connecting PC components, plugging in cords, open lower drawers/cabinets, handling department materials; clean work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer.
 | F | Walking - required when making copies, meeting people, moving from work area to work area, performing general office duties; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer. | F | Bending/Twisting – communicate with employees and clients, answer the telephone, plug in equipment, when connecting PC components, plugging in cords, opening drawers/cabinets, participate in meetings, handling department materials; clean work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer.
 | F | Grasping/Holding-holding binders, phones, tablets, work resources; general office tools & machines, pens, clipboards, reams of paper, cleaning work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer; driving | O | Balancing – communicate with employees and clients, answer the telephone, participate in meetings; step stool/ladder; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer.
 | F | Lifting/Carrying- required when making copies, answering phone, carrying laptop, meeting people, moving from work area to work area, handling department materials; banker’s boxes of information/material ; cleaning work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer. | F | Vision    communicates with employees and clients, to use the computer, see the monitor general office tools/machines, answer the telephone, participate in meetings, to observe; to clean work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer; driving
 | F | Pushing/Pulling – required when making copies, meeting people, moving from work area to work area, handling department materials; cleaning work area; public outreach inside/outside setup 10’/10’ canopy/ 6’ table/ outreach materials as needed specific to outreach – must be able to lift 25 lbs and move across an area to the set up space as dictated by organizer. | O | Other
 | F | Reaching- required when making copies, meeting people, moving from work area to work area, handling department materials; reaching cabinets (top, inside, down) ; cleaning work area; driving | O |   
 
 
 
Working Conditions:
·         Working in a fast-paced environment with priorities and plans that may change rapidly.

We are an Equal Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.





(if you already have a resume on Indeed)

Or apply here.

* required fields

Location
Or
Or

U.S. Equal Opportunity Employment Information (Completion is voluntary)

We are an Equal Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.

You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Form CC-305
OMB Control Number 1250-0005
Expires 4/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.