Protective Payee Caseworker

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  • Full-Time
  • Milwaukee, WI
  • Job Type Details: This is a full-time, 40 hours/week, hourly position.

The Salvation Army Emergency Lodge provides a wide variety of services to those in need. Since 1979, the 120-bed Emergency Lodge, located at 1730 N 7th St. in Milwaukee, has provided emergency shelter to homeless individuals and families with children. More than 80% of residents successfully move from shelter to safe, affordable housing each year. If you want to help make a difference by serving your community and helping those in need, apply now!

The Protective Payee Caseworker will provide training and coordination of Protective Payee services.

Protective Payee and Casework

  • Carry a caseload of clients who receive Social Security and are recommended to use a protective payee by Social Security Administration or who voluntarily want to use a protective payee.
  • Assist clients in setting short- and long-term goals related to their finances, health, housing, and others pertinent areas of the client’s life. Track progress toward goals.
  • Work with client to establish a budget and assist client to manage money within that budget.
  • Assist clients in securing and maintaining mainstream benefits such as FoodShare, Badgercare, etc.
  • Receive fixed income from Social Security in a client trust account. Perform all bank transactions, bookkeeping and maintain a personal account for each client.
  • Ensure client’s basic needs are met by paying monthly fixed costs such as rent, utilities, etc.
  • Issue personal allowances based on the client’s ability to manage money.
  • Monitor food and clothing needs and if necessary, make purchases of these on behalf of client.
  • Complete all annual and bi-annual payee reports for the Social Security Administration.
  • File for annual Homestead Credit and/or Energy Assistance Rebate for clients who are eligible.
  • Work with County accountants at DHQ to process check requests and other financial disbursements.
  • Connect with assigned clients a minimum of twice a month to discuss progress.


  • Help clients resolve conflicts and disputes regarding services.
  • Assist in securing and maintaining adequate housing.
  • Serve as liaison with schools, daycares, and other resources for families with children.
  • Monitor any medical and psychiatric needs of assigned clients, ensuring their participation in prescribed treatment programs.
  • Connect AODA clients with appropriate treatment facilities and resources.

Service Coordination

  • Maintain adequate client documentation, plans and assessments.
  • Maintain adequate records both statistically and fiscally, and submit reports as required by The Salvation Army.
  • Track outcomes as needed.
  • Attend all staff meetings for the purpose of coordination, communication and in-service training.
  • Participate in all seasonal activities as required.
  • Become knowledgeable about services available at Milwaukee area Salvation Army Corps in order to provide appropriate referrals.
  • Help coordinate social activities with PH, TH, and payee staff.

Education:  Bachelor’s degree in social services, human services, psychology, or sociology preferred.

Experience:  Three years experience serving clients in a social services operation.

-Or- Any equivalent combination of education and experience that provides the requisite knowledge, skills, and abilities

Certifications:  Valid Wisconsin Driver’s License with clearance to drive from TSA insurance. Social Work certification from the State of Wisconsin preferred.

Please use this link to apply on our career site.

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