Financial Assistance Specialist
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Job Location:
Fort Myers, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
25-10-2025
Vacancies:
1 Vacancy
Job Summary
Ensure all required documents for a TFA are in the clients file prior to completing a TFA
Complete all requested Temporary Financial Assistance Request submitted within 1-2 business days of receipt.
Ensure all TFAs are submitted to the P.C prior to 11:30 on Mondays and Wednesdays for final approval and processing.
Maintain regular contact with all Case managers with the status of completed and pending TFAs.
Review and post all check run spreadsheets received from the finance dept.
Maintain correspondence with Landlord who receive payments from JFCS and have multiple veterans in their units (one landlord has more than one tenant receiving rental payments form JFCS).
Field all inquiries from Case Managers and Program Coordinators regarding TFAs
Assist Program Coordinator tracking all TFA payments
Comply with JFCS policies and procedures regarding confidentiality and the release of Protected Health Information (PHI) as required by the Health Insurance Portability and Accountability Act of 1996 (HIPAA)
Aid with special projects such as annual Veteran Stand Downs within the OMAP service area
Provide other assistance to the OMAP Program Coordinator as required.
A Bachelors degree from an accredited school of higher education preferably in a human services-related program (preferred)
At least two years of financial service experience (preferred/not required)
The ability to work independently and to take directions
The ability to establish and maintain positive relationships with local collaborative partners outside the agency which build community capacity to include Landlords
The ability to express and communicate ideas and knowledge clearly with reasonable organization and conciseness
The ability to organize ones time and effort to meet assigned situations and work demands
The ability to recognize understand and control ones biases
Required Experience:
IC
Key Skills
- Financial Services
- Financial Models
- Account Management
- General Ledger Accounts
- ERP
- Payroll
- External Auditors
- Customer Relationships
- Credit Card
- Financial Statements
- Business Units
- Annual Budget
- Income
- New Clients
- Financial Management
About Company
Jewish Family &Children’s Serviceof the Suncoast A Message From Our CEODr. Helene Lotman JFCS Groups, Activities, Meetings, and Events. JFCS holds regular support groups, meetings, training sessions, and other activities. If you have any questions, please feel free to call or email us ... View more
