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Social Worker jobs at McKinley - Youth • Family • Community - 27 jobs

  • Mental Health Rehabilitation Specialist

    McKinley Children's Center 3.9company rating

    Social worker job at McKinley - Youth • Family • Community

    McKinley Youth Family and Community are what we are all about We offer a great working environment and benefits package McKinley encourages growth so that you can Be your Best HUMAN At McKinley employees share a set of guiding principles We embrace a culture that is Hopeful Understanding Moral Awesome Nurturing HUMAN The Company McKinley is a highly respected welfare organization with a comprehensive array of programs and services which touch nearly 1800 lives annually including short term residential treatment program STRTP Foster Care Adoptions Mental Health Services and Special Education McKinley has 5 locations throughout southern California with our main campus located in San Dimas We embrace a culture that is HUMAN Hopeful Understanding Moral Awesome Nurturing McKinley has created a Hopeful environment in which we choose optimism in finding the motivation to achieve our greatest dreams We are a team dedicated to Understanding individual needs and do so by listening and embracing each individuals stories We strongly embrace our agencys Morals by treating everyone with kindness and respect At McKinley we acknowledge our team members and clients Awesome qualities by celebrating what makes each individual unique We are dedicated to Nurturing a Trauma Informed Integrated Care approach that has created a unique culture within the organization We celebrate diversity by our commitment to cultivating an inclusive and affirming environment for all The Position We are looking for a Mental Health Rehabilitation Specialist who is willing to embrace McKinleys mission and HUMAN values The Mental Health Rehabilitation Specialist is responsible for providing therapeutic support to the children and families receiving services MHRS staff plays a vital role within the team including coordinating treatment and delivery of mental health services to the children and their families Compensation and Benefits The pay range were offering is 2500 2800 hourly depending Based on experience Our people are the heart of our organization which is why we offer robust benefits to support your health and wellness as well as your personal and financial well being Medical Dental and Vision Insurance we offer a company defined contribution of 620monthLife InsuranceFlexible Spending AccountPaid Time OffSick TimePaid Holidays403b retirement plan with company match up to 3Employee Assistance ProgramTuition ReimbursementEmployee Referral BonusCredit Union MembershipTraining Opportunities to Further Personal and Professional Growth Qualifications A Bachelors degree and 4 years of experience in a mental health setting as a specialist in the fields of physical restoration social adjustment or vocational adjustment or Up to 2 years of graduate professional education may be substituted for the experience requirement on a year to year basis or Up to 2 years of post associate arts clinical experience may be substituted for the required educational experience in addition to the requirement of four years experience in a mental health setting source Title 9 Division 1 Section 630Google suites; Microsoft Office; general keyboarding skills Ability to learn and use mental health software EXYMMust pass a pre employment physical examination Must have the ability to commute to various sites including off campus and have the ability to physically restrain children if needed DOJ FBI Child Abuse IndexInsurability Under Corporate Automobile Insurance Key Responsibilities Deliver mental health services within their scope of practice In consultation with the treatment team and clinical supervisor use independent judgment and discretion in identifying mental health needs creating appropriate intervention strategies and self initiating treatment interventions Conduct case consultations and assist in the clients coordinator of care In consultation with the treatment team and clinical supervisor assess the effectiveness of services and change service delivery as needed Provide crisis intervention services as needed Develop an understanding of the McKinley treatment model Create and facilitate group mental health activities based upon assessments of group mental health needs Adhere to mental health requirements regarding activities structure and documentation Work cooperatively with an interdisciplinary team to plan and implement mental health services Monitor at risk behaviors and intervene appropriately Communicate appropriately and professionally with all employees children families and other individuals Attend all required orientation classes training sessions and meetings as assigned Complete all required documentation including daily notes and rosters in a legible professional manner consistent with the guidelines set forth by federal and state laws and regulatory agencies Conduct all interactions with children and families with respect; mindful of treatment plans with extra attention to specialized plans Assist in the orientation and training of new employees Participate in the agencys Quality Improvement plan as assigned Other related duties as assigned Why Should You Apply Our Mission work for an organization that makes a real difference in peoples lives Competitive pay Several benefit options Employee tuition reimbursement Great training for staff Join McKinley to Be Your Best HUMAN
    $51k-71k yearly est. 33d ago
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  • CA UR Case Manager I

    Corvel 4.7company rating

    Rancho Cucamonga, CA jobs

    The Utilization Review Case Manager gathers demographic and clinical information on prospective, concurrent and retrospective in-patient admissions and out-patient treatment, certifies the medical necessity and assigns an appropriate length of stay while supporting the goals of the Case Management department and of CorVel. This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Identifies the necessity of the review process and communicates issues of concern to the appropriate claims staff/customer Collects data and analyzes information to make decisions regarding certification or denial of treatment Documents all work in the appropriate manner Promotes utilization review services with stakeholders Complies with all safety rules and regulations during work hours in conjunction with the Injury and Illness Prevention Program (IIPP) Additional duties as assigned KNOWLEDGE & SKILLS: Must have thorough knowledge of both CPT and ICD coding Ability to interface with claims staff, attorneys, physicians and their representatives, as well as advisors/clients and coworkers Effective organization skills in a high-volume, fast-paced environment Strong time management skills with the ability to meet designated deadlines Excellent written and verbal communication skills Ability to work both independently and within a team environment Strong interpersonal skills Ability to utilize Microsoft Office including Excel spreadsheets Knowledge of the workers' compensation claims process preferred Knowledge of outpatient utilization review preferred EDUCATION & EXPERIENCE: Graduate of accredited school of nursing with an associate's degree, Bachelor of Science degree or Bachelor of Science in Nursing Current Nursing licensure in the state of operation required; RN is required unless local state regulations permit LVN/LPN 4 or more years of recent clinical experience Prospective, concurrent, and retrospective utilization review experience preferred Experience in the clinical areas of OR, ICU, CCU, ER and/or orthopedics preferred PAY RANGE: CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time. For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process. Pay Range: $29.95 - $44.77 per hour A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first. ABOUT CORVEL: CorVel, a certified Great Place to Work Company, is a national provider of industry-leading risk management solutions for the workers' compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!). A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off. CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. #LI-Remote
    $30-44.8 hourly 7d ago
  • CA Telephonic Case Manager II

    Corvel Career Site 4.7company rating

    Folsom, CA jobs

    The Telephonic Case Manager coordinates resources and develops cost-effective, personalized care plans for ill or injured individuals. The goal is to support quality treatment and, when appropriate, a timely return to work. This role uses clinical expertise to assess the appropriateness of current treatment plans based on the patient's medical and physical condition. The Case Manager communicates directly with treating physicians to evaluate and recommend alternative care options when needed. They also explain medical conditions and treatment plans to patients, family members, and adjusters, while supporting the objectives of the Case Management department and of CorVel. This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide medical case management to individuals through coordination with the patient, the physician, other health care providers, the employer, and the referral source Provide assessment, planning, implementation, and evaluation of patient's progress Evaluate patient's treatment plan for appropriateness, medical necessity, and cost effectiveness Utilize medical and nursing knowledge to discuss the current treatment plan/alternate treatment plans with the physician Make medical recommendations of available treatment plans to the payer Implement care such as negotiating and coordinating the delivery of durable medical equipment and nursing services Devise cost-effective strategies for medical care Required to prepare organized reports within a specified timeframe Minimum Productivity Standard is 95% per month Complies with all safety rules and regulations during working hours in conjunction with the Injury and Illness Prevention Program (“IIPP”) Additional duties as assigned KNOWLEDGE & SKILLS: Ability to make independent medical decisions and recommendations to all parties Effective multi-tasking skills in a high-volume, fast-paced, team-oriented environment Ability to interface with claims staff, attorneys, physicians and their representatives, and advisors/clients and coworkers Excellent written and verbal communication skills Ability to meet designated deadlines Computer proficiency and technical aptitude with the ability to utilize MS Office including Excel spreadsheets Strong interpersonal, time management, and organizational skills Ability to work both independently and within a team environment EDUCATION & EXPERIENCE: Bachelor's degree required, BSN preferred Graduate of accredited school of nursing Current RN Licensure in state of operation 3 or more years of recent clinical experience, preferably in rehabilitation URAC recognized Case Management certification (ACM, CCM, CDMS, CMAC, CMC, CRC, CRRN, COHN, COHN-S, RN-BC) required to be obtained within 3 years of hire if no nationally recognized certification is present at time of hire Strong clinical background in orthopedics, neurology, or rehabilitation preferred Strong cost containment background, such as utilization review or managed care helpful Certification as a CIRS or CCM preferred PAY RANGE: CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time. For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process. Pay Range: $31.46 - $47.59 per hour A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first. ABOUT CORVEL: CorVel, a certified Great Place to Work Company, is a national provider of industry-leading risk management solutions for the workers' compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!). A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off. CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. #LI-Remote
    $31.5-47.6 hourly 52d ago
  • CA UR Case Manager I

    Corvel Career Site 4.7company rating

    Rancho Cucamonga, CA jobs

    The Utilization Review Case Manager gathers demographic and clinical information on prospective, concurrent and retrospective in-patient admissions and out-patient treatment, certifies the medical necessity and assigns an appropriate length of stay while supporting the goals of the Case Management department and of CorVel. This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Identifies the necessity of the review process and communicates issues of concern to the appropriate claims staff/customer Collects data and analyzes information to make decisions regarding certification or denial of treatment Documents all work in the appropriate manner Promotes utilization review services with stakeholders Complies with all safety rules and regulations during work hours in conjunction with the Injury and Illness Prevention Program (IIPP) Additional duties as assigned KNOWLEDGE & SKILLS: Must have thorough knowledge of both CPT and ICD coding Ability to interface with claims staff, attorneys, physicians and their representatives, as well as advisors/clients and coworkers Effective organization skills in a high-volume, fast-paced environment Strong time management skills with the ability to meet designated deadlines Excellent written and verbal communication skills Ability to work both independently and within a team environment Strong interpersonal skills Ability to utilize Microsoft Office including Excel spreadsheets Knowledge of the workers' compensation claims process preferred Knowledge of outpatient utilization review preferred EDUCATION & EXPERIENCE: Graduate of accredited school of nursing with an associate's degree, Bachelor of Science degree or Bachelor of Science in Nursing Current Nursing licensure in the state of operation required; RN is required unless local state regulations permit LVN/LPN 4 or more years of recent clinical experience Prospective, concurrent, and retrospective utilization review experience preferred Experience in the clinical areas of OR, ICU, CCU, ER and/or orthopedics preferred PAY RANGE: CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time. For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process. Pay Range: $29.95 - $44.77 per hour A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first. ABOUT CORVEL: CorVel, a certified Great Place to Work Company, is a national provider of industry-leading risk management solutions for the workers' compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!). A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off. CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. #LI-Remote
    $30-44.8 hourly 60d+ ago
  • Paid Social Manager

    SoFi 4.5company rating

    San Francisco, CA jobs

    The role SoFi is seeking a talented Paid Social Manager to join the performance marketing team and help lead our acquisition efforts. As a member of one of SoFi's largest and most efficient channels, you will have a meaningful impact on the growth of the business. You will play a key role in analyzing data, finding trends, and developing strategies. What you'll do: Develop and implement the digital acquisition and retargeting strategy for SoFi's consumer financial products by building and executing campaigns on Meta, TikTok, Snapchat, and other paid social channels, while collaborating closely with our agency to ensure alignment and maximize campaign effectiveness Design and execute audience testing strategies to identify and optimize target segments, leveraging data-driven insights to improve campaign performance and ROI Work with influencer team and external vendors to create authentic and engaging influencer content that resonates with our target audience, driving brand awareness and customer acquisition Drive creative asset ideation, testing road maps, and optimization with our internal creative team and creative agency Analyze and understand the business impact driven by campaigns to establish marketing KPIs and forecast long-term growth Build reports and own communication with key internal stakeholders to keep the business apprised of marketing performance Collaborate with cross-functional teams such as the brand marketing, martech, compliance, and finance What you'll need: 4+ years experience running performance marketing campaigns on Meta and other digital channels Technical knowledge of the Meta ads platform (understand tracking, auction dynamics, ad products, and best practices for direct response campaigns) Understand mobile app acquisition marketing and relevant tracking technologies (experience with Branch a plus) Advanced knowledge of Excel/Google Sheets for data analysis and campaign reporting (Tableau and Amplitude experience a plus) Strong analytical and quantitative skills - ability to work with large data sets in order to derive actionable campaign insights Strong organization and project management skills with the ability to own projects from end-to-end in a fast-paced environment Ability to adapt to a challenging regulatory environment while still creating breakthrough marketing campaigns Strong communication skills and ability to present learnings with internal teams
    $80k-112k yearly est. Auto-Apply 41d ago
  • Social Worker - Social Worker (LCSW)

    Lucile Packard Children's Hospital Stanford 4.5company rating

    Palo Alto, CA jobs

    MedSource Travelers is seeking a qualified healthcare professional for a travel assignment in Northern California. Please have resume, skills checklist, 2-3 references within the last 12 months and an Active California license to apply. Contract us about job details and weekly stipend pay option breakdowns. Pay rate is based on the following requirements and candidates must also meet unit specific requirements to be considered. 5+ years of experience: Can be dependent on ASN vs BSN education, travel assignment experience, Level 1 Trauma Center and/or teaching hospital experience. The benefits of MedSource Travelers include, Weekly Pay Holiday Pay Continuing Education Referral Bonus Medical Benefits Dental Benefits Vision Benefits Let's get started!
    $64k-98k yearly est. 5d ago
  • Personal Injury Case Manager (Spanish-Speaking)

    Orion Placement 4.8company rating

    Beverly Hills, CA jobs

    Pay: $28.00 - $50.00 per hour Why This Is a Great Opportunity Join a highly respected personal injury firm handling serious and catastrophic injury cases Play a critical, client-facing role supporting injured clients during pivotal moments Work closely with attorneys, legal secretaries, and medical providers on high-value cases Stable, full-time, on-site position with competitive pay, benefits, and bonuses Employer-paid parking in Beverly Hills Collaborative, fast-paced environment with long-term growth potential Location On-site role in Beverly Hills, CA, working from a professional and well-run personal injury law office. Note This role requires prior law firm case management experience and fluency in Spanish and English. About Our Client Our client is a well-established personal injury law firm based in Beverly Hills, California, known for representing clients in serious injury and wrongful death matters. The firm has a strong reputation for results-driven advocacy, compassionate client service, and a team-oriented culture that values accountability, precision, and professionalism. Job Description Serve as a primary point of contact for clients throughout their personal injury cases Communicate regularly with Spanish- and English-speaking clients regarding case status Coordinate medical treatment, records requests, and provider follow-ups Track case progress, treatment updates, and damages Assist attorneys with case development by gathering and organizing records and information Communicate with insurance adjusters and third parties as directed Maintain organized and accurate case files in the firms case management system Support settlement preparation and pre-litigation case progression Qualifications 1+ years of experience as Case Manager at a law firm Fluency in Spanish and English required Experience working in a plaintiff-side personal injury law firm is ideal Strong communication and client-service skills Highly organized with strong attention to detail Comfortable managing a high-volume caseload Why Youll Love Working Here Meaningful, client-facing work where you make a real difference Supportive legal team with clear structure and expectations Exposure to serious injury cases and complex matters Long-term stability with room to grow professionally Competitive compensation, benefits, and a professional office environment JPC-589 Job Type: Full-time Benefits: Dental insurance Paid time off Retirement plan Vision insurance
    $28-50 hourly 10d ago
  • Case Manager-BHC-Mabury (82089)

    Homefirst 3.9company rating

    San Jose, CA jobs

    Case Manager PROGRAM/LOCATION: BHC-Mabury, San Jose, Ca SUPERVISOR: Program Manager JOB TYPE: Full Time, Non-Exempt COMPENSATION: $32.20/Hourly Established in 1980, HomeFirst™ is a nonprofit organization passionately working to end homelessness. We serve the Bay Area community through low-barrier programming and systems leadership - meeting each person where they are by offering support and resources that address immediate and long-term housing needs. With nearly 45 years of experience, we view housing as a fundamental human right and understand that solving homelessness requires a collaborative effort. OUR VALUES Kindness : We act with empathy toward others. Passion : We ignite change to fulfill our mission. Excellence : We deliver exceptional service to our communities. ROLE SUMMARY: The Bridge Housing Community (BHC) program is intended to provide Emergency Interim Housing opportunities to unhoused single adults. The BHC is designed with a focus on safety and client centered care through three phases of service delivery - Emergency Interim Housing, Transition Period, and Bridge Housing. The BHC serves adults and is a referral based only program with no drop-in services provided to individuals not enrolled. The Maybury site will consist of adult sleeping units with private restrooms and showers, and a community space that will include access to a shared kitchen, computer lab, pet area, and vehicle parking. The EIH site will offer a variety of supportive services, community engagement and direct contributions to help each participant achieve stable housing. Sites will be fully staffed and operate seven days per week, 24 hours per day with on-site security services. The Case Manager will work with the BHC team and program participants to support participants successful exits from BHC to stable permanent housing. QUALITIES: The BHC Case Manager is passionate about serving others and sees themself in a helping profession long term. They are pro-active and responsive to the needs of our participants, meeting them “where they're at” and bridging the gap between the individual and our services. They manage their time well and demonstrate strong organizational abilities. With the support of program leadership, the Case Manager participates in our culture of learning and increases their knowledge of evidence-based practices over the course of their employment. Together, we model the values and principles of HomeFirst within the agency and broader community. HomeFirst is a diverse company in a diverse field, and the Case Manager seeks to work with people from a variety of social and economic backgrounds. They are a highly collaborative member of our participant services team and enjoy a team-oriented work environment. DUTIES/RESPONSIBILITIES: Welcome agency guests into the facility including program participants, volunteers and staff Maintain a case load providing case management and other direct service to all participants Work with program participants to develop and implement an individual case management plan and provide support to achieve set goals Provide community-based case management and referral services to program participants Collaborate with community partners regarding support services for residents Collaborate with BHC Resident Advocates, Clinicians, Community Engagement Coordinator, Program Manager and Associate Director to ensure comprehensive services are provided to participants Partner with external service providers to support participants in reaching identified housing goal Conduct client intake and program specific documentation Conduct participant orientations with service providers and participants Communicates any client challenges and success with services team Utilizes supervision appropriately, maintaining open lines of communication and provide updates on intake activity Maintain thorough, accurate records of case management activities with every program participant, as required by grant contract and internal compliance standards Provide support services that foster positive working relationships with participants and partners Provide support services that employ Trauma Informed Care, a Critical Time Intervention (CTI) model Conduct engagement through a Strength Based approach Ability to provide crisis-de-escalation interventions in a face passed environment Monitor participant's activities to ensure that they are compliant with program requirements Participate in Case Conferencing to support participants in reaching personal and housing goals Transition resident to the next appropriate level of care Knows and implements agency and program policies and procedures Properly reports any suspected cases of abuse Maintains professional relations, healthy boundaries and conduct Meets regularly with program participants at a frequency determined by their needs Provide support during BHC community activities and events Documentation (20%) Documents, via progress notes in HMIS, all case management activity within 3 business days and maintains all other case file paperwork and documentation Participates in ongoing analysis of and program alignment with industry best practices Proactively and consistently improves the quality and effectiveness of program services Complete and submit incident reports, behavioral contracts, and gross violations as needed Conducts ongoing re-assessments of the resident's needs and status, and documents assessment in HMIS General (10%) Attends all meetings/trainings relevant to this position Assists with office-related tasks as needed Assists with other duties as assigned BENEFITS HomeFirst provides comprehensive benefits, including 100% employer-paid medical, dental, and vision coverage and additional wellness options like chiropractic care, mental health support, pet insurance, and an Employee Assistance Program. We offer a 401(k)-retirement plan with generous matching, life and disability insurance, flexible spending accounts, commuter benefits, and workers' compensation. Employees enjoy 12 holidays, sick leave, and PTO starting at 15 days annually, increasing with tenure, plus 8 hours of civic engagement leave annually to volunteer. ORGANIZATIONAL EQUITY STATEMENT At HomeFirst, diversity, equity, and inclusion guide our services, workplace, and decisions. Recognizing housing as a social justice issue, we prioritize equitable practices, honor lived experiences and uphold dignity for all. By fostering belonging, accountability, and continuous improvement, we embed DEI values in our processes, recruitment, and leadership, striving for excellence at every level. HomeFirst is proud to be an Equal Opportunity and Affirmative Action employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, or any other status protected by law. We also consider qualified applicants with criminal histories consistent with applicable federal, state, and local law. Additionally, HomeFirst participates in the E-Verify program, as required by law. HomeFirst is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application process. If you need assistance or accommodation due to a disability, please let your recruiter know. Qualifications QUALIFICATIONS: Bachelor's degree and relevant experience in non-profit agencies (Bachelor's degree may be substituted by 2 years of case management experience) Case management experience Experience in developing relationships with community partners and outside agencies Ability to manage multiple projects concurrently and be flexible with priorities Demonstrated ability to develop and maintain priorities and meet established deadlines Exceptional organizational skills Strong sense of accountability Ability to present oneself and the agency professionally to internal and external audiences Ability to work as a member of a team Ability to work with people of diverse socio-economic backgrounds Understanding of and sensitivity to the needs of the unhoused Preference for extensive office-onsite based work Strong written and oral communication skills Bilingual-Spanish preferred
    $32.2 hourly 3d ago
  • Temp Case Manager SSVF Shallow Subsidy (82208)

    Homefirst 3.9company rating

    San Jose, CA jobs

    Case Manager, Supportive Services for Veteran Families (SSVF) PROGRAM/LOCATION: Santa Clara County SHIFT: Day, Mon-Fri SUPERVISOR: Program Manager STATUS: Temporary, Full-time/ Non-Exempt (February 2026 thru June 2026) COMPENSATION: $32.20 Hourly ABOUT HOMEFIRST Established in 1980, HomeFirst™ is a nonprofit organization passionately working to end homelessness. We serve the Bay Area community through low-barrier programming and systems leadership - meeting each person where they are by offering support and resources that address immediate and long-term housing needs. With nearly 45 years of experience, we view housing as a fundamental human right and understand that solving homelessness requires a collaborative effort. OUR VALUES Kindness : We act with empathy toward others. Passion : We ignite change to fulfill our mission. Excellence : We deliver exceptional service to our communities. POSITION OVERVIEW: The Case Manager is responsible for supporting program participants in developing housing stability plans and addressing barriers to housing. To this end, the Case Manager participates in our collective effort to end and prevent homelessness. The Case Manager - Housing Stabilization is passionate about serving others and sees themself in a helping profession long term. They are pro- active and responsive to the needs of our participants, meeting them “where they're at” and bridging the gap between the individual and our services. They manage their time well and demonstrate strong organizational abilities. With the support of program leadership, the Case Manager participates in our culture of learning and increases their knowledge of evidence-based practices over the course of their employment. Together, we model the values and principles of HomeFirst within the agency and the broader community. HomeFirst is a diverse company in a diverse field, and the Case Manager seeks to work with people from a variety of social and economic backgrounds. They are a highly collaborative member of our participant services team and enjoy a team-oriented work environment. REPORTING RELATIONSHIPS: This role reports to the Program Manager. PRIMARY RESPONSIBILITIES: Maintain a caseload of 20-30 participants. Provide comprehensive case management services. This may include Initial eligibility, verification and enrollment. - Ongoing needs and status assessments - Budgeting - Administration of financial assistance - Information and referral - Crisis de-escalation - Safety planning, risk assessment, and mandated reporting - Employment and benefits assistance - Advocacy - Other direct service provision Meet with participants at a frequency and location determined by their needs. Engage in the consistent application of evidence-based practices. Support internal program support specialist activities as needed. This may include: Street-based or community outreach efforts Landlord engagement Workshop coordination Participate in case conferencing and collaborative care coordination. compliance with contract, agency, and licensing requirements. Achieve identified program and position deliverables. Adhere to task completion deadlines. Maintain thorough and accurate documentation of participant services in accordance with agency and contractual standards. Attend all job-related meetings, including program staff meetings and agency-wide meetings. Participate in opportunities for learning and skill maintenance/development. Utilize supervision appropriately, maintaining open lines of communication and providing updates on activity. Assist with other duties as assigned. BENEFITS HomeFirst provides comprehensive benefits, including 100% employer-paid medical, dental, and vision coverage and additional wellness options like chiropractic care, mental health support, pet insurance, and an Employee Assistance Program. We offer a 401(k)-retirement plan with generous matching, life and disability insurance, flexible spending accounts, commuter benefits, and workers' compensation. Employees enjoy 12 holidays, sick leave, and PTO starting at 15 days annually, increasing with tenure, plus 8 hours of civic engagement leave annually to volunteer. ORGANIZATIONAL EQUITY STATEMENT At HomeFirst, diversity, equity, and inclusion guide our services, workplace, and decisions. Recognizing housing as a social justice issue, we prioritize equitable practices, honor lived experiences and uphold dignity for all. By fostering belonging, accountability, and continuous improvement, we embed DEI values in our processes, recruitment, and leadership, striving for excellence at every level. HomeFirst proud to be an Equal Opportunity and Affirmative Action employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, or any other status protected by law. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Additionally, HomeFirst participates in the E-Verify program, as required by law. HomeFirst is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application process. If you need assistance or an accommodation due to a disability, please let your recruiter know. Qualifications QUALIFICATIONS (YOU HAVE) Knowledge and Experience, General 1 year of paid or volunteer experience in social work or related human services, required Bachelor of Arts in Social Work (BASW) or related human services degree, preferred, not required Proficient in Microsoft Office suite Valid CA driver's license and insurance, and ability to be added onto agency insurance
    $32.2 hourly 3d ago
  • Systems Adoption Specialist (User Adoption)

    Avalonbay Communities 4.5company rating

    San Jose, CA jobs

    Full time State: California City: San Jose Zip Code: 95128 Total Base Pay Range $68,000.00 - $113,400.00 Creating a better way to live is the purpose that binds AvalonBay associates. We take that purpose seriously and expect you will as well. By focusing on collaboration, innovation, and taking ownership of our choices and actions, we act in ways that focus on creating value for our customers, investors and associates. Your positive, professional, and consistent personal interactions make AvalonBay a great place to work. The Role The Systems Adoption Specialist plays a key role in supporting both community and departmental operations by promoting the effective and consistent use of policies, procedures, and digital tools. This position helps AvalonBay associates by monitoring compliance, offering technical support, and driving user adoption of operational systems. Additionally, the role provides onboarding assistance during acquisitions and lease-ups and occasionally contributes to training efforts. A strong working knowledge of property management software applications will help ensure success in this position. Essential Job Functions Perform quality assurance monitoring & reporting to ensure systems and applications are used as intended, within compliance and in accordance with AVBs policies and procedure. May support efforts in defining quality assurance criteria. Provides technical support for associates using resident and vendor facing systems and applications, including Tier 1 support, “how do I” guidance and occasional training. Escalates more complex situations to management. Assists with acquisitions onboarding, including conversion of community data into AvalonBay systems and community setup with AVB systems/applications. Support lease-ups and asset management projects by ensuring accurate system and application setup for existing and new developments. Provide systems support on the implementation of jurisdictional requirements. Non-Essential Functions: All other tasks assigned by the manager. Minimum Qualifications: Education: Bachelor's degree in business administration, Management, or a related field preferred. High School diploma (or equivalent) is required Experience: Minimum 1 years of experience in multi-family property management, real estate, hospitality, or retail preferred. Minimum 1 years of experience on one or more of AvalonBay's software applications required. See list of applications in the KSA section below. Knowledge, Skills and Abilities: Strong verbal and written communication skills, with the ability to create reports and deliver presentations and work across different teams. Strong analytical skills to review reports, interpret data, and prioritize tasks. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Ability to operate general office equipment (computer, telephone, copier, fax machine) Demonstrates basic familiarity with AvalonBay's software applications and is actively developing proficiency in tools such as DocuSign, Workday, App Lease, Salesforce, and the Resident Portal. Shows a willingness to learn and expand knowledge across multiple systems used in daily operations. Experience in system testing, troubleshooting, and user support for technology platforms. Strong attention to detail in compliance monitoring, training needs identification, and quality assurance. Willingness and ability to travel locally between sites and occasionally travel outside the immediate area, and which may include overnight stays. Physical Demands: Office-based environment with occasional travel. Working Environment: Normal office environment Training: Satisfactory completion of AVB's new hire orientation within 30 days of employment or the first training session offered after employment. All System and Facilitation-related training Any other applicable training assigned by the manager. How AvalonBay Supports You We know that our teams are the beating heart of our success and we're committed to showing our appreciation. We offer: Comprehensive benefits - health, dental and vision, 401(k) with company match, paid vacation and holidays, tuition reimbursement, an employee stock purchase plan and more. Click on Benefits (************************************ for information. Growth based on achievement and promotion from within. Associate recognition (a company-wide recognition program that celebrates associate efforts and successes in contributing to the overall success of the organization - including destination awards, ‘AvalonBay's Very Best' recognition program and others!). A 20% discount on our incredible apartment homes. A culture built on purpose and our core values - A Commitment to Integrity, A Spirit of Caring, and A Focus on Continuous Improvement. Additional Info AvalonBay is proud to be an equal opportunity employer and is committed to an inclusive and diverse work environment free of discrimination and harassment. We believe that in order to achieve our purpose of creating a better way to live, we must recruit, develop and retain associates with a wide range of backgrounds, experiences and perspectives and create an environment that encourages all voices to be heard, understood and appreciated. With this we know we can do great things. AvalonBay makes employment decisions without regard to a person's race, ethnicity, color, religion, sex, national origin, sexual orientation, gender identity, pregnancy (including childbirth, lactation or related medical conditions), age, physical or mental disability, genetic information (including characteristics or testing), citizenship status, military or veteran status, or any other status protected by the law. Applications are being accepted on an ongoing basis. AvalonBay does not require or request that you provide any information that identifies your age, date of birth, or dates of school attendance or graduation. Please redact this information prior to the submission of your application and/or leave these fields incomplete on your application. For California residents, if you elect to apply to AvalonBay you accept the AvalonBay California Personnel Privacy Notice (***********************************************************************
    $35k-47k yearly est. Auto-Apply 3d ago
  • Wealth Management Specialist

    Bank of America Corporation 4.7company rating

    Los Angeles, CA jobs

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the team's practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Role is designed to allow employees to study and obtain all required registrations. The Elite Growth Practice (EGP) Private Wealth Relationship Manager position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position. Relationship Managers further develop and enhance existing client relationships. They spend the majority of their time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. They assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. They engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. Role Responsibilities * Identify and own the client onboarding process * Document client interactions and provide team with time sensitive updates * Execute on team service model * Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy * Engage specialists/partners to address client's needs * Identify and own the client off boarding process * Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service * Monitor and report on client satisfaction and manage the resolution of client escalations Role Requirements * Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration * Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC") * Obtain and/or maintain at least one firm approved designation * Possess and demonstrate strong communication skills * Ability to lead through collaboration and influence without direct authority * Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once * Thorough knowledge and understanding of the suite of Wealth Management products and services * Proven ability to manage risk and support sound decisions * Ability to research escalated client issues for response/resolution Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 37.5
    $96k-145k yearly est. 43d ago
  • Personal Injury Case Manager

    Orion Placement 4.8company rating

    Glendale, CA jobs

    Pay: $20.00 - $30.00 per hour Why This Is a Great Opportunity Join a reputable, growing plaintiff-side firm handling meaningful personal injury matters Be the primary point of contact guiding clients through treatment and the claims process Work on a steady flow of cases including auto, premises, dog bite, pedestrian, and more Fast-paced environment with real ownership, variety, and day-to-day impact Competitive hourly pay plus benefits, with room to grow as the firm grows Location On-site in Glendale, CA, Monday through Friday, full-time Note: Must have hands-on personal injury pre-litigation case management experience and be comfortable managing a busy caseload on-site About Our Client Our client is a highly reputable plaintiff-side law firm focused on helping injured individuals, workers, and consumers stand up to large corporations, insurance companies, and employers They are known for compassionate client service, high-impact advocacy, and a results-driven approach This team takes pride in doing meaningful work, moving cases forward quickly, and treating clients with care Job Description Manage personal injury pre-litigation files from intake through resolution Open claims, send representation letters, and run policy limits Coordinate client treatment by setting up medical providers, scheduling, and tracking appointments Request and track police reports, DMV documents, medical records, and medical bills Maintain and update the client treatment portfolio and confirm medical balances Assist clients with property damage claims Communicate with clients, providers, and internal team members with urgency and professionalism Support additional case tasks as assigned in a high-volume environment Qualifications Personal injury pre-litigation case management experience Strong multitasking skills and ability to prioritize in a fast-paced setting Excellent communication skills with clients, providers, and internal teams Resourceful, self-starter mindset with strong follow-through Comfortable working on a computer for prolonged periods and handling standard office demands Why Youll Love Working Here Mission-driven work where your role directly impacts real people Positive, team-oriented environment with a reputation for strong client care High ownership role with variety across different case types Clear structure, steady workflow, and the satisfaction of moving cases forward Benefits package includes medical, dental, vision, and 401(k) JPC-525 Job Type: Full-time Benefits: Dental insurance Life insurance Paid time off Vision insurance
    $20-30 hourly 18d ago
  • Personal Injury Case Manager

    Orion Placement 4.8company rating

    Glendale, CA jobs

    Pay: $20.00 - $30.00 per hour Why This Is a Great Opportunity Join a reputable, growing plaintiff-side firm handling meaningful personal injury matters Be the primary point of contact guiding clients through treatment and the claims process Work on a steady flow of cases including auto, premises, dog bite, pedestrian, and more Fast-paced environment with real ownership, variety, and day-to-day impact Competitive hourly pay plus benefits, with room to grow as the firm grows Location On-site in Glendale, CA, Monday through Friday, full-time Note: Must have hands-on personal injury pre-litigation case management experience and be comfortable managing a busy caseload on-site About Our Client Our client is a highly reputable plaintiff-side law firm focused on helping injured individuals, workers, and consumers stand up to large corporations, insurance companies, and employers They are known for compassionate client service, high-impact advocacy, and a results-driven approach This team takes pride in doing meaningful work, moving cases forward quickly, and treating clients with care Job Description Manage personal injury pre-litigation files from intake through resolution Open claims, send representation letters, and run policy limits Coordinate client treatment by setting up medical providers, scheduling, and tracking appointments Request and track police reports, DMV documents, medical records, and medical bills Maintain and update the client treatment portfolio and confirm medical balances Assist clients with property damage claims Communicate with clients, providers, and internal team members with urgency and professionalism Support additional case tasks as assigned in a high-volume environment Qualifications Personal injury pre-litigation case management experience Strong multitasking skills and ability to prioritize in a fast-paced setting Excellent communication skills with clients, providers, and internal teams Resourceful, self-starter mindset with strong follow-through Comfortable working on a computer for prolonged periods and handling standard office demands Why Youll Love Working Here Mission-driven work where your role directly impacts real people Positive, team-oriented environment with a reputation for strong client care High ownership role with variety across different case types Clear structure, steady workflow, and the satisfaction of moving cases forward Benefits package includes medical, dental, vision, and 401(k) JPC-525 Job Type: Full-time Benefits: Dental insurance Life insurance Paid time off Vision insurance
    $20-30 hourly 12d ago
  • Case Manager

    Recovery Dynamics LLC 4.1company rating

    Los Angeles, CA jobs

    Job DescriptionBenefits: 401(k) Health insurance Paid time off Job Title: Case Manager Reports to: Clinical Director Department: Clinical Supervises: Not Applicable Salary: DOE + Benefits (after successful completion of Introductory Period) General Summary: The Case Manager is responsible for the support and mentoring of clients while in Treatment. He/she will maintain caseload. Acts as the central receiver of pertinent clinical data and works closely with the Clinical Director in the formulation of treatment planning, responding to crisis within the milieu, and planning for the needs of clients and client milieu to ensure efficacy of service delivery. Job Duties:* Completion of all Case Management duties and/or documentation within Recovery Dynamics LLC and DHCS timelines: 1. Intake 2. Assessment 3. Treatment/Recovery Planning 4. Documentation of progress and treatment plan reviews 5. Discharge planning and documentation 6. Clinical updates to family and/or referral sources (as allowed via client consents) 7. Regular sessions with clients, as outlined via Participant Admission Agreement and Treatment Plan 8. Crisis Intervention 9. Referral to outside providers (dental, legal, psychiatry, etc.) 10. Group facilitation; both process and educational groups 11. Preparation of group materials and researching new methodologies for inclusion in group and individual sessions 12. Other duties as assigned Minimum Qualifications: 1. Current certification through CCAPP as a Certified Alcohol and Drug Counselor. PLEASE DO NOT SUBMIT YOUR CV IF YOU ARE NOT CERTIFIED - Thanks! 2. One year of experience as a Case Manager with strong professional references attesting to high degree of clinical sophistication 3. Specific knowledge of process addiction and treatment resources 4. Advanced assessment, treatment planning, discharge planning, and documentation skills 5. Knowledge of dual diagnosis treatment practices, including non-pharmacological symptom management techniques 6. Current certification in CPR/First Aid *The job duties listed above should not be construed as an exhaustive list of all job duties required. Other duties will be assigned as needs arose and according to programming need.
    $40k-55k yearly est. 6d ago
  • Case Manager - RO

    Optima Tax Relief 4.2company rating

    Santa Ana, CA jobs

    As a Case Manager for Optima Tax Relief, LLC ("Optima") in its Santa Ana, California or Chandler, Arizona office, this role reports to the Case Manager Team Lead. This role serves as direct contact and guide to Optima clients during the Resolution Phase of their case. They help educate the client on possible courses of action for their case based on their circumstances. To do so, Case Managers will work with various departments at Optima to help resolve clients' concerns. The team is comprised of the following groups: Automated Collection System (ACS) and Specialty (Audit, Offer-in-Compromise (OIC), and Revenue Officers (RO). The ACS team is responsible for getting the client out of or preventing collection activity. Similarly, cases assigned to IRS RO are assigned to a specialized team due to the severity of the clients tax issues. The OIC team investigates whether Optima clients qualify for tax settlement under the IRS Offer-in-Compromise plan after the initial resolution is determined. Finally, the Audit team represents clients for both IRS open audits and audit reconsiderations. Managers must champion Optimas culture and Core Values and help lead the department to deliver the best customer experience. ESSENTIAL DUTIES & RESPONSIBILITIES The essential functions include, but are not limited to the following: * Serve as the main point of contact for the client once they are with a resolution service (ACS, RO, Audit, and OIC). * Educate the client on key and relevant tax issues/concept as it pertains to the client's facts and circumstances. * Go over the financial analysis prepared by the tax professional which includes the client's income, expenses, and assets. * Assist in screening, verifying, and gathering required documentations for the applicable service. * Collaborate internally to service the client. * Draft detailed summary of client communications in Optima's CRM. * Maintain consistent workflow and high level of customer service. * Perform other tasks as assigned by direct manager. * Actively participate in Optima culture events and activities. * Other duties as assigned. In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.
    $39k-54k yearly est. 3d ago
  • Case Manager - OIC

    Optima Tax Relief 4.2company rating

    Santa Ana, CA jobs

    As a Case Manager for Optima Tax Relief, LLC ("Optima") in its Santa Ana, California or Chandler, Arizona office, this role reports to the Case Manager Team Lead. This role serves as direct contact and guide to Optima clients during the Resolution Phase of their case. They help educate the client on possible courses of action for their case based on their circumstances. To do so, Case Managers will work with various departments at Optima to help resolve clients' concerns. The team is comprised of the following groups: Automated Collection System (ACS) and Specialty (Audit, Offer-in-Compromise (OIC), and Revenue Officers (RO). The ACS team is responsible for getting the client out of or preventing collection activity. Similarly, cases assigned to IRS RO are assigned to a specialized team due to the severity of the clients tax issues. The OIC team investigates whether Optima clients qualify for tax settlement under the IRS Offer-in-Compromise plan after the initial resolution is determined. Finally, the Audit team represents clients for both IRS open audits and audit reconsiderations. Managers must champion Optimas culture and Core Values and help lead the department to deliver the best customer experience. ESSENTIAL DUTIES & RESPONSIBILITIES The essential functions include, but are not limited to the following: * Serve as the main point of contact for the client once they are with a resolution service (ACS, RO, Audit, and OIC). * Educate the client on key and relevant tax issues/concept as it pertains to the client's facts and circumstances. * Go over the financial analysis prepared by the tax professional which includes the client's income, expenses, and assets. * Assist in screening, verifying, and gathering required documentations for the applicable service. * Collaborate internally to service the client. * Draft detailed summary of client communications in Optima's CRM. * Maintain consistent workflow and high level of customer service. * Perform other tasks as assigned by direct manager. * Actively participate in Optima culture events and activities. * Other duties as assigned. In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.
    $39k-54k yearly est. 3d ago
  • Case Manager - OIC

    Optima Tax Relief 4.2company rating

    Santa Ana, CA jobs

    As a Case Manager for Optima Tax Relief, LLC ("Optima") in its Santa Ana, California or Chandler, Arizona office, this role reports to the Case Manager Team Lead. This role serves as direct contact and guide to Optima clients during the Resolution Phase of their case. They help educate the client on possible courses of action for their case based on their circumstances. To do so, Case Managers will work with various departments at Optima to help resolve clients' concerns. The team is comprised of the following groups: Automated Collection System (ACS) and Specialty (Audit, Offer-in-Compromise (OIC), and Revenue Officers (RO). The ACS team is responsible for getting the client out of or preventing collection activity. Similarly, cases assigned to IRS RO are assigned to a specialized team due to the severity of the clients tax issues. The OIC team investigates whether Optima clients qualify for tax settlement under the IRS Offer-in-Compromise plan after the initial resolution is determined. Finally, the Audit team represents clients for both IRS open audits and audit reconsiderations. Managers must champion Optimas culture and Core Values and help lead the department to deliver the best customer experience. ESSENTIAL DUTIES & RESPONSIBILITIES The essential functions include, but are not limited to the following: Serve as the main point of contact for the client once they are with a resolution service (ACS, RO, Audit, and OIC). Educate the client on key and relevant tax issues/concept as it pertains to the client's facts and circumstances. Go over the financial analysis prepared by the tax professional which includes the client's income, expenses, and assets. Assist in screening, verifying, and gathering required documentations for the applicable service. Collaborate internally to service the client. Draft detailed summary of client communications in Optima's CRM. Maintain consistent workflow and high level of customer service. Perform other tasks as assigned by direct manager. Actively participate in Optima culture events and activities. Other duties as assigned. In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need. Qualifications EDUCATION AND EXPERIENCE REQUIREMENTS High school diploma or equivalent education required 2 plus years relevant experience KNOWLEDGE, SKILLS,& ABILITIES Excellent organizational, time-management, written, and communication skills. Self-starter, industrious, and motivated. Strong listening skills with the ability to understand and influence people. Team player. Proficient and comfortable with office equipment (Computer skills Microsoft Office, Outlook). Strong work ethic and commitment to excellence.
    $39k-54k yearly est. 3d ago
  • Case Manager - RO

    Optima Tax Relief 4.2company rating

    Santa Ana, CA jobs

    As a Case Manager for Optima Tax Relief, LLC ("Optima") in its Santa Ana, California or Chandler, Arizona office, this role reports to the Case Manager Team Lead. This role serves as direct contact and guide to Optima clients during the Resolution Phase of their case. They help educate the client on possible courses of action for their case based on their circumstances. To do so, Case Managers will work with various departments at Optima to help resolve clients' concerns. The team is comprised of the following groups: Automated Collection System (ACS) and Specialty (Audit, Offer-in-Compromise (OIC), and Revenue Officers (RO). The ACS team is responsible for getting the client out of or preventing collection activity. Similarly, cases assigned to IRS RO are assigned to a specialized team due to the severity of the clients tax issues. The OIC team investigates whether Optima clients qualify for tax settlement under the IRS Offer-in-Compromise plan after the initial resolution is determined. Finally, the Audit team represents clients for both IRS open audits and audit reconsiderations. Managers must champion Optimas culture and Core Values and help lead the department to deliver the best customer experience. ESSENTIAL DUTIES & RESPONSIBILITIES The essential functions include, but are not limited to the following: Serve as the main point of contact for the client once they are with a resolution service (ACS, RO, Audit, and OIC). Educate the client on key and relevant tax issues/concept as it pertains to the client's facts and circumstances. Go over the financial analysis prepared by the tax professional which includes the client's income, expenses, and assets. Assist in screening, verifying, and gathering required documentations for the applicable service. Collaborate internally to service the client. Draft detailed summary of client communications in Optima's CRM. Maintain consistent workflow and high level of customer service. Perform other tasks as assigned by direct manager. Actively participate in Optima culture events and activities. Other duties as assigned. In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need. Qualifications EDUCATION AND EXPERIENCE REQUIREMENTS High school diploma or equivalent education required 2 plus years relevant experience KNOWLEDGE, SKILLS,& ABILITIES Excellent organizational, time-management, written, and communication skills. Self-starter, industrious, and motivated. Strong listening skills with the ability to understand and influence people. Team player. Proficient and comfortable with office equipment (Computer skills Microsoft Office, Outlook). Strong work ethic and commitment to excellence.
    $39k-54k yearly est. 3d ago
  • Case Manager

    Century Housing Corporation 3.7company rating

    Long Beach, CA jobs

    Job Description JOB TITLE: Case Manager I and II (depending on location) DIVISION/UNIT: Century Oasis Resident Services (OASIS) STATUS: Non-exempt (Full-Time) SUPERVISOR: Resident Services Supervisor LOCATION: (Long Beach, Los Angeles, South Bay, O.C.) GENERAL SUMMARY: Case Management Services form the core of the services for people who are homeless, at risk of homelessness, formerly homeless and who have complex health and/or behavioral health conditions; are high utilizers of public services and other vulnerable populations including individuals with criminal justice histories and individuals who are exiting institutions such as hospitals, residential treatment programs, and custody facilities. The team employs a “whatever it takes approach” to assist a client in their transition from homelessness to housing stability. Case management includes, but is not limited to the following: outreach and engagement, intake and assessment, service planning, linkage to health, substance abuse disorder, mental health and other supportive services. Assistance in benefit establishment, transportation, legal issues and crisis intervention. ESSENTIAL DUTIES AND RESPONSIBILITIES: Coordinate and implement support services for a caseload of individuals residing in permanent supportive housing. Develop effective, trusting relationships with residents-with a focus on facilitating housing placement and stability, independence and maintenance of improved physical and mental health. Assist in the screening, assessment, and application of residents including orientation to housing policies, resources, and goals. Work with clients to create an individual service plan, and conduct comprehensive assessments to be reviewed and updated quarterly. Learn and utilize the project's database software (CHAMP/HMIS/APRICOT), maintain up to date, accurate, and complete data and progress notes as required by the project and its funding sources. Maintain a current, thorough knowledge of community resources and utilize these to provide comprehensive services to residents. Provide interventions and crisis management services, including after-hours crisis response. Provide individualized referrals to primary medical care, mental health services, and other community services as needed. Work cooperatively and cohesively with other members of the multidisciplinary team, including participation in weekly property meetings, services staff meetings and staff training. Work cooperatively with property management staff to fairly and effectively enforce lease requirements with the goal of maintaining housing. Assist residents in the management of daily activities and scheduled appointments- facilitating socialization, health maintenance, sense of community, and progress in recovery. Obtain training in and practice Housing First strategies and Harm Reduction- to help residents be successful in permanent housing. Participate with administrative staff, in program compliance, evaluation and modification. Understand and promote CVC's mission, vision, and values. Adheres to all Century Policies and Procedures. Provide coverage for programs which occur occasionally during evening and weekend hours Other duties as assigned by supervisor. Required Knowledge, Skills and Abilities Experience working with clients with mental illness, chronic health issues, and substance use disorders. Experience working in permanent supportive housing with low income, diverse populations; Excellent oral and written communication, organization and time management skills; Knowledgeable about eligibility requirements, application procedures and benefits of federal and state entitlement program; Be able and willing to work flexible hours which may include evenings or weekends; The ability to establish, maintain, track, measure and report to stakeholders the program's objectives and their efficacy in assisting residents to achieve their life opportunities objectives; Ability/willingness to work in a flexible, tolerant, diverse, community setting; Ability/willingness to work with individuals and families who have mental disabilities and/or substance addictions; as individuals, survivors and persons with rights, dignity, and a self-determined future; A good sense of humor and self-confidence; Must be computer literate in word processing and database; EDUCATION AND EXPERIENCE: Minimum Requirements: Case Manager I: Bachelor's Degree in human services, social work, OR comparable professional experience. Case Manager II: Bachelor's Degree in human services, social work, and 3 years of professional experience. Physical Requirements Rarely (0-12%) Occasionally (13-33%) Frequently (34-66%) Regularly (67%- 100%) Seeing: Must be able to read and see the computer XX Hearing: Must be able to hear well enough to communicate with telephone callers, clients, and co-workers XX Standing/Walking XX Climbing/Stooping/Kneeling: Sitting: Must be able to sit at the workstation for long periods XX Lifting/Pulling/Pushing: Must be able to lift 15 pounds XX Fingering/Grasping/Feeling: Must be able to write, keyboard, and use phone system XX Salary and Benefits: Attractive compensation with fully- paid medical, dental, vision and life/AD&D, long-term care, retirement plan with company match, paid time off, paid holidays and more. Paid college tuition assistance, professional development opportunities and college loan repayment assistance available. Our organization is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin or Veteran status.
    $42k-50k yearly est. 20d ago
  • Family Counselor

    Alternative Family Services 3.7company rating

    San Leandro, CA jobs

    Family Counselor - San Leandro Ready to make a positive impact in the lives of children, youth and families? Join our team as a Family Counselor at the Gathering Place. As a Family Counselor you will provide a safe, comfortable, and family-friendly environment where referred parents and children who have been separated can complete their visits and receive a range of services including therapeutic, supervised, and observed visitation. The Gathering Place Family Counselor works with children and families involved in the child welfare system within the Dependency Investigation Unit. As a Family Counselor, you are responsible for promoting positive parenting skills and supporting families during supervised and observed visits. This is a full-time opportunity to work with a dynamic team. The Gathering Place is a collaborative project between Alternative Family Services (AFS), Alameda County Social Services Agency, and Alameda County Behavioral Health Care Services. The Gathering Place is committed to maintaining family attachments during the difficult period of separation. It offers a continuum of services that eliminates obstacles to visitation while promoting positive family interactions. Alameda County Department of Child and Family Services' goals for families are to increase timely reunification and reduce re-entry rates into the child welfare system. About Alternative Family Services Alternative Family Services is a Foster Family, Adoption and Mental Health Agency that has been serving abused and neglected children in our community since 1973. Our mission is to support vulnerable children and families in need of stability, safety, and well-being in communities. We provide a wide range of foster, adoption, mental health and transition-aged youth services in English and Spanish. We have eight locations throughout the Bay Area and over 200 employees. We celebrate diversity, equal opportunity, and excellence. Responsibilities Supervise and monitor visits with children and families Provide a variety of interventions to promote positive parenting skills. This may include, but is not limited to, coaching, skill building and supportive feedback Submit written documentation of visitation to CPS workers according to Agency protocols and expectations Transport children to and from visits Drive into a variety of community settings using a non-agency owned vehicle in safe working order Will be required to work in either the Oakland or Pleasanton office Provide emergency response; evenings and weekends may be required Ensure compliance with HIPAA privacy practices Adhere to our attendance and punctuality policy Assume other duties as assigned by supervisor Qualifications Associates Degree or related experience working in the field of child welfare preferred Understanding of family dynamics, child and adolescent development Experience in foster care, residential or group home care desirable Able to drive and transport children into a variety of community settings using a personal vehicle that is maintained in safe working order Valid California driver's license with an acceptable driving record, auto insurance showing as an insured driver on the policy and vehicle registration Experience with diverse populations needed Agree to work on cultural competency as it relates to the diverse client population served Obtain and maintain fingerprint and government background clearances CPR/First Aid certification Able to read and write fluently in English Able to clearly communicate verbally and in writing Able to meet the specific linguistic needs to the target population Able to maintain a professional demeanor in a stressful environment Able to interact calmly and professionally with clients who may act out due to behavioral disabilities and their parents Able to interact with co-workers as part of a cooperative team Work with minimal direct supervision and able to manage time and prioritize workload Possess a high level of integrity, honesty and strong work ethic Excellent organizational and detail skills Driving Requirements This position requires the employee to work out in the community and within foster homes throughout the Bay Area. Thus, position requires employee to possess a valid CA driver's license and valid automobile insurance with his/her name on the verification card as an insured driver on the policy at all times. Position requires daily access to a car in safe working order. We Offer A professional and supportive work environment $24-$25/hour IRS standard mileage reimbursement Generous Sick Time accrual Full-time staff receive a benefits package which includes: Medical Dental Vision Chiropractic & Acupuncture Flex-spending options Life and disability insurance 403(b) option Over 7 weeks time off annually! (11 vacation days the first year - accruals starting on your 1st day and progress up to 20 days a year! 12 paid holidays including your birthday off & 12 sick days annually!) AFS makes substantial monthly contributions on your behalf to keep out of pocket premiums at an all time low! Other than all legally mandated benefits (such as paid sick leave, worker's compensation insurance, and social security) there are no benefits affiliated with this position. We are an Equal Opportunity Employer. We do not discriminate on the basis of Ancestry, Age, Color, Disability, Genetic Information, Gender, Gender Identity, Gender expression, Marital status, Medical condition, Military or veteran status, National origin, Race, Religion, Sex and Sexual orientation.
    $24-25 hourly 60d+ ago

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