Financial Planner Case Manager - W2 Program

Description

Earn up to $3,000 in incentive pay during your first year of employment!

Are you a motivated, results-oriented candidate seeking to put your talents, skills, and experience to work as part of a mission-driven, customer-focused organization? If so, we invite you to join UMOS’ diverse and dedicated team of over 1,000 professionals making a positive difference across more than 60 offices in seven states. Whether you are passionate about facilitating early childhood development, providing training and career planning for a parent, aiding a farm worker in accessing basic needs and new opportunities, educating at-risk individuals in HIV prevention, or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures.

• 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.

• $19.00 to $23.50/HR (depending on experience).

• 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 time frames and make W‑2/RCA placement decisions within required time frames.
• 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…