Case Manager

Case Manager

Case Manager

POSITION SUMMARY:

The Case Manager is responsible for the implementation of case management, information and referral and outreach services to JFS Case Management Clients. The Case Manager reports to the Senior Engagement Manager.

EMPLOYMENT CLASSIFICATION:

The Case Manager position is a full-time non-exempt position.

DUTIES/RESPONSIBILITIES:

Individualized Case Management Services, which may include

  • Conduct telephone screenings to determine appropriateness for case management services.
  • Conduct a comprehensive case management assessment to determine the emergent and long-term needs including but not limited to financial, housing, medical, emotional, and physical needs of adults/families, senior clients and caregivers.
  • Work with clients to create customized case management plans to reflect goals, desired outcomes and target areas for resources and referrals.
  • Refer clients to appropriate community resources and advocate for or assist the client in obtaining such services.
  • Provide ongoing case management services to evaluate and reassess client’s progress with short and long-term goals and make modifications to these as necessary.
  • Assist client in identifying both formal and informal community resources and support systems based on client needs.
  • Work with partner organizations to identify resources to connect clients to local supportive services.
  • Assess client’s eligibility and make recommendations for individual financial support grants.
  • Make recommendations and provide on-going review of client’s need for Senior Housing rental program.
  • Work with Community Liaison to coordinate pantry and case management services.
  • Submit timely documentation and maintain accurate, complete case management documentation of all services and client related activities.
  • Establish and maintain close working relationships with clients, caregivers/families, and other community professionals.
  • Ensure that community resource information is kept updated and that staff is kept informed.
  • Coordinate services with other JFS staff.
  • Perform other duties as assigned.

Admin and Strategic

  • Performs basic administrative tasks such as record keeping, electronic chart management, and statistics related to performance and productivity of programs and services on a monthly basis.
  • Assist the Senior Engagement Manager to meet outcomes and benchmarks for success of services.
  • Collaborates and assists the Senior Engagement Manager, Director of Programs and Services, and Executive Director in assessing the community resource needs of the community.

KNOWLEDGE AND SKILLS:

  • Knowledge of issues impacting clients using a Bio-psychosocial approach to evaluating individuals and family’s needs.
  • Needs Assessment techniques and strategies.
  • Problem solving and conflict-resolution.
  • Ability to identify and access resources for clients in the greater Charlotte community.
  • Ability to collaborate and work with community partners.
  • Excellent verbal and written communication skills.
  • Good organizational skills.
  • Ability to use basic computer software programs such as Microsoft word, outlook and data entry and learn use of electronic health record.

Minimum Qualifications:

A Bachelor’s Degree, preferably in Social Services. At least two years of experience providing case management services.

 

Interested applicants should email their resume to rachel.green@jfscharlotte.org.

Case Manager

Senior Engagement Manager

Senior Engagement Manager

POSITION SUMMARY:

Oversees all JFS senior engagement services, including the supervision and management of personnel, the implementation, monitoring and evaluation of programs and services, and planning and developing new programs. The Senior Engagement Manager serves as the community representative for JFS in collaborating and planning services for older adults. The Senior Engagement Manager reports to the Director of Programs and Services.

EMPLOYMENT CLASSIFICATION:

The Senior Outreach Manager is an exempt full-time position.

DUTIES/RESPONSIBILITIES:

Supervisory

  • Responsible for the orientation, training, supervision, and annual performance evaluation of all senior engagement staff and case manager position.
  •  Ensure staff are providing required documentation for services provided.
  • Monitor staff productivity and work with assigned staff to ensure quality service delivery.
  • Assign and review work load of department staff.
  • Offer professional growth opportunities for professional staff.
  • Promote a collaborative, client-focused, and mission-aligned team culture.

Community Outreach Services

  • Plans and implements programming, educational and socialization groups, and outreach efforts to Senior residents in both senior living facilities and those residing in their own homes.
  • Educates the community on aging issues and resources to establish JFS as the Jewish community’s resource for the aging community.
  • Promotes JFS at various professional and community settings as it relates to senior services.
  • Maintains community contacts and relationships to maximize use of community resources.
  • Represents JFS at organizational or community meetings as it relates to services for seniors.
  • Implements inter-generational programs with the schools and institutions in the Jewish Community.
  • Coordinates and/or implements programs and services that support caregivers.
  • Conducts Jewish cultural programs for seniors who reside in the community or group facilities.
  • Collaborate with community partners in implementing Senior specific programs.
  • Oversees the senior visitation program.
  • Oversees the implementation of programs and services specifically for Holocaust survivors in the Greater Charlotte community.
  • Acts as the representative from JFS in planning community programs for Holocaust survivors living in the Greater Charlotte community.

Admin and Strategic

  • Performs basic administrative tasks such as record keeping, charts managements, and statistics related to performance and productivity of programs and services on a monthly basis.
  • Documents client services in the electronic data base.
  • In collaboration with the Director of Programs and Services and Financial Services Manager, assists in establishing a program budget.
  • Manages the quality improvement structure including data and outcomes for senior and caregiver programs and services.
  • Collaborates and assists the Director of Programs and Services and Executive Director in assessing the needs of seniors in the community.
  • Collaborate with the Director of Programs and Financial Services Manager to develop, manage, and monitor program budgets, including grants specific to senior services and Holocaust survivor programs.

Interdepartmental Collaboration

  • Work closely with internal departments to align efforts in program planning, service delivery, and community engagement.
  • Coordinate with the Community Liaison to match volunteers with senior engagement needs.
  • Collaborate with Marketing to promote senior programs and increase visibility in the community.
  • Ensure that programming aligns with agency-wide goals and integrates crossdepartmental resources effectively.

KNOWLEDGE AND SKILLS:

  • Management and supervisory skills.
  • Effective communication skills both verbally and in writing.
  • Ability to establish and maintain professional relationships and boundaries with client/families, staff and community agencies.
  • Ability to plan, organize, and manage service and program activities.
  • Knowledge of Jewish culture and values.
  • Knowledge of issues impacting older adults.
  • Ability to identify and access resources for Senior Adults in the Greater Charlotte community.
  • Understands service delivery trending in the aging community.
  • Comfort level and ability to speak and present in public.
  • Good organizational skills.
  • Use effective time management skills to complete required job duties.
  • Ability to work independently.
  • Ability to use basic computer software programs such as Microsoft word, outlook and data entry.

Minimum Qualifications:

A Bachelor’s Degree, preferably in Social Services. At least five years of experience, three years in a of supervisory position. Experience working with older adults. Specific training in the field of Gerontology a plus.

 

Interested applicants should email their resume to rachel.green@jfscharlotte.org.

Recent Study Highlights American Jewish Poverty

Recent Study Highlights American Jewish Poverty

Charlotte Jewish News, February 2025

By Howard Olshansky, JFS Executive Director

A recent study conducted by the Tulane University Grant Center for the American Jewish Experience, in collaboration with Rosov Consulting, highlights that a significant portion of the American Jewish population faces economic hardship. The study, titled “On the Edge: Voices of Economic Vulnerability in U.S. Jewish Communities,” was commissioned by The Harry and Jeanette Weinberg Foundation. Using a mixed-methods approach, the study gathered data from a survey of 1,958 respondents, in-depth interviews with 175 participants, and conversations with 38 human service professionals. The Network for Jewish Human Service Agencies, the national membership organization for Jewish Family Service organizations, played a key role in recruiting participants for the study.

The findings challenge the myth that poverty isn’t a Jewish issue. Like households across the United States, Jewish households with children, individuals with disabilities or chronic health issues, and single parents are more likely to experience financial vulnerabilities.

Others within the Jewish community also face economic challenges. Orthodox households, people of color, LGBTQ+ individuals, and Russian-speaking Jews are particularly vulnerable.

The study defines economic vulnerability as financial insecurity or instability. According to the findings, situational vulnerability affects 61% of respondents who are currently or recently struggling. This vulnerability is often triggered by unexpected life events such as job loss, health crises, or family dissolution. Other contributing factors include divorce, incarceration, substance abuse, and caregiving responsibilities. In fact, 74% of respondents reported experiencing one or more of these events.

At JFS, these findings come as no surprise. While we lack specific data about poverty in the Charlotte Jewish community, we know that many local families are struggling. Rising housing costs in the Charlotte area, coupled with national inflation and increasing day-to-day expenses, are taking a toll on vulnerable populations—especially single parents and those more likely to be unemployed.

One group JFS sees frequently is older adults. Many seniors living on fixed incomes are just barely getting by. The numbers tell the story: the average monthly Social Security income in North Carolina is approximately $1,800. Meanwhile, the average rent for a one-bedroom apartment in Charlotte is $1,400, not including utilities. Add food, healthcare costs, transportation, and other essentials, and expenses far exceed income.

This issue has worsened over the past few years as rents in Charlotte have risen. Seniors receiving case management services at JFS called their case managers in a panic after receiving notices that their rents were increasing by $200-$400. Without additional support, many faced eviction and homelessness. Thanks to philanthropic support, JFS created a fund to help supplement rent increases for Jewish seniors at risk of losing their homes.

However, seniors are not the only members of our community who are struggling to make ends meet. Many working families, particularly those with a single income, are also under financial strain. According to the Charlotte Business Journal, the annual salary required to live comfortably in Charlotte is $101,388, with $50,700 needed just for basic expenses. This equates to $24.38 per hour for one individual to cover essentials. By comparison, the average salary for a teacher in Charlotte-Mecklenburg Schools is $46,715—or $22.60 per hour.

At JFS, we see many individuals struggling with basic finances and facing additional challenges that impact their ability to manage. These may include mental health issues, a child with a disability, or an aging parent in need of care. Services like the JFS food pantry and case management are critical in connecting clients with the resources they need. For instance, using the food pantry might allow a senior to purchase medications instead of groceries, or help a family pay their utility bill. Case management services may assist with budgeting or connect clients to caregiving support, transportation resources, credit counseling programs, or government-funded housing and utility assistance programs.

Most importantly, the face of poverty doesn’t always look the way we expect. It’s not confined to one specific area of Charlotte. While lower-income neighborhoods certainly face greater challenges, financial hardship can affect individuals and families in any zip code. If you’ve donated food to the JFS Food Pantry or made a financial contribution, you have been helping someone in need, wherever they may live.