CASE MANAGER
Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, Dunham Trust Company was chartered in 1999. The firm also has executive offices in Loveland, Colorado and Las Vegas, Nevada.
The Case Manager will be responsible to a ssess, facilitate, manage, and oversee assigned cases with respect to individual guardianship and non-guardianship cases related to psycho/social issues.
This position is in-office with the ability to travel to client locations as needed with own trasnportation (good driving record required). We are not able to sponsor visas at this time.
Primary Responsibilities:
Assess the financial and physical needs of individuals through interviews, including relatives, or other concerned individuals, to make eligibility determinations and coordinate available community resources and professional care decisions to meet their needs within their economic means;
Manage or assist in the management of the finances of persons, monitoring and documenting all transactions to ensure sufficient resources to pay claims and expenses; provide financial status reports to the courts in compliance with accepted fiduciary standards and Nevada Revised Statutes;
Consult with public officials, agency representatives, and other professionals regarding the provision of services and problem resolution;
Anticipate client’s needs and address appropriately, including arranging transportation, setting up medical appointments, ordering medication refills, and managing finances;
Complete Medicaid/Medicare applications, create care plans, research benefits for which the client may be eligible;
Monitor well-being of each person through in-person visits as well as contact with group homeowner, hospital/facility manager, and/or family members;
When needed ensure the person is receiving the community interactions appropriate for their situation;
Make medical decisions and provide consents honoring all previous advanced directive decision making documents issued on behalf of the person;
Communicate as appropriate with all relevant parties regarding changes in placement, medical condition, and/or any restrictions to the person;
Complete wellness visits on at least a monthly basis and regularly maintain up-to-date reports in the local database, as well as complete Annual Report of Guardian and assist with the accounting; attend court hearings on such;
Collect and search for information on next of kin (family members); per court order or direction of attorney, distribute wills, pertinent documents, and other assets to appropriate parties while demonstrating diplomacy and tact with grieving family members;
Other assistance as needed;
File for any benefits or assistance for which the person is eligible.
Education Required:
Bachelor’s degree in social work, Psychology, Nursing or any field of study that may relate to the care of persons with behavioral/disability needs;
2 years relevant course work
Ability to obtain Licensed Social Worker (LSW) designation within a designated time period.
Experience Required:
Minimum of two years of demonstrated experience or a combination of experience and training working with seniors, adults with mental illness and/or adults with disabilities.
Demonstrated understanding of provision of social and human services.
Special Skills Required:
Able to use independent judgment, analytic thinking, and discretion to interact with internal and external clients to provide excellent service;
Ability to work under intensive deadlines with frequent interruptions;
Must have good computer skills with ability and willingness to maintain regular and reliable documentation;
Exhibits professional, confident, and positive demeanor with clients and co-workers;
Possesses excellent organizational skills with outstanding attention to detail and follow-up
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Long-Term Care Insurance (company paid)
Flexible Spending Plans (Medical and Dependent Care)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
Other Great Benefits!
401(k) Plan with generous company match
Employee Stock Purchase Plan
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events
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