Summary of Duties

The Financial Case Manager helps create a pathway to financial freedom for those at CTK Bellingham (or CTK Network) by drawing on the truth of Scripture, the grace of Jesus, and the Spirit-led generosity of the church. This role provides connection to community resources, offers faith-based financial literacy classes, prayerfully discerns next steps, and ensures wise stewardship of Blessing funds. 

Essential Functions 

 Financial Assistance & Care Management 

• Assess the full picture of CTK’ers in financial need and prayerfully determine how best to assist, which may include financial assistance, brainstorming and goal setting, referrals to community resources 
• Screen and process counseling and scholarship requests
• Identify CTK’ers who would benefit from and are interested in meeting regularly to plot a course towards sustainability, including problem solving, goal setting, and financial coaching and education
• Coordinate the Christmas Blessing for CTK’ers nominated from staff and key volunteers
• Regularly offer faith-based financial literacy groups, workshops, and classes
•  1:1/direct client work 

Administration 

• Write and track annual budget, coordinate payments 
• Communicate CTK Blessing stories and information in an accessible way both internally and to the public 
• Send out grief books as requested by ministry staff

Integration

• Initiate collaboration with other CTK staff and departments for appropriate referrals 
• Attend all staff and departmental meetings to ensure excellent team collaboration and alignment with the CTK mission
• Assist with other Blessing Team projects as needed

Community Resourcing

• Meet with local referral agencies to understand resources available and build collaboration
• Maintain an accessible, up-to-date compilation of community resources
• Assist walk-ins in connecting to the available resources relevant to their need

• Experience working with people from various socioeconomic backgrounds (poverty, middle-class, and wealth), in a ministry, social service, or volunteer role 
• High level of discernment, approaching complex issues as a listener to both the client and the Holy Spirit
• Ability to balance discernment with compassion, seeking to see them as God does rather than defined by their situation
• Active Christian faith that finds God in the midst of difficult life circumstances
• Eager to learn, flexible, enjoys change
• Basic skill with MS Office, Google Suite, database, and financial tracking