• Respond to inquiries from prospective and current beneficiaries, attorneys, and partner agencies.• Develop strong relationships with beneficiaries to assess their unique needs and develop a plan to maximize benefits while acting in accordance to various Special Needs Trust rules and regulations. • Collaborate with the Trust’s Agent to approve disbursements by reviewing and ensuring accuracy in all submitted documents.• Create outreach strategies and cultivate relationships with community partners to increase enrollment in our Master Pooled Trust. • Hold virtual and in-person presentations for education and recruitment purposes.

• Collaborated with the Community, Property Manager, and potential tenants to complete enrollment and qualification process with new clients as vacancies become available.• Developed an individualized service plan and goal sheet for each client-family and conduct monthly family meetings to facilitate progress.• Cultivated and maintain strong community partner relationships.• Coordinated community resources referrals to ensure economic mobility and successful transition to self-sufficiency. • Planned and facilitated community resource trainings.

• Established the operations for processing referrals, database management, and outreach timelines.• Supported hundreds of youth's journey into the program by confirming eligibility, engaging with families directly, and collecting necessary paperwork using an engaging, strengths-based, and trauma-informed approach.• Held presentations for social workers, youth, school counselors, etc. about the program and referral process to recruit new youth.• Created a vast network of programs to refer youth who are not eligible.• Developed outreach strategies and relationships with community partners.• Supported the development of MOUs with community partners.

• Supported hundreds of youth's journey into the program by confirming eligibility, engaging with families directly, and collecting necessary paperwork using an engaging, strengths-based, and trauma-informed approach.• Conducted phone screenings with social workers, foster family agencies, and other referral parties. • Held presentations for social workers, youth, school counselors, etc. about the program and referral process to recruit new youth.• Developed the ideas and framework for external informational content. • Generated, in conjunction with Program Director, recruitment goals and recruitment strategies.

• Supported Program Director and Managers with daily project management• Translated flyers, documents, and other materials from English to Spanish• Generated and coded P.O.’s, invoices, and program receipts for monthly expenses• Reviewed applications to ensure completion, prepare student files, and provide to Program Manager for distribution

• Managed member inquiries and benefit requests.• Engaged with current members through weekly website and social media posts.• Ensured the financial obligations of the organization by processing bills, credit card payments, donation payments, and deposited checks internally.

• Tracked and analyzed payments and donations while auditing for discrepancies.• Worked with state government entities to ensure compliance with charitable solicitation laws.

• Processed travel vouchers, commercial invoices, and government payments. • Reviewed and audited accounting documents.

• Processed hundreds student financial aid applications.• Set up jobs for students workers and assisted with student payroll processing.