Lead Case Manager
Job Title: Lead Case Manager Department: Housing Program
Reports to: Operations Director
Revision Date: July 13, 2026
FLSA Status: Non-Exempt, 40 hours weekly
Direct Reports: None
Job Summary: The Lead Case Manager serves as the senior team member and point of consultation for UP's Case Management team, providing training, guidance, and case consultation to other case managers — particularly on complex housing navigation and landlord situations — while carrying a caseload of clients facing barriers to safe, affordable housing. The Lead Case Manager addresses each client’s unique needs through a trauma-informed, person-centered approach that fosters healing, restores independence, and supports long-term housing stability, while helping ensure consistent, high-quality practice across the team.
Responsibilities:Case Management:Build relationships with clients while enforcing the community agreement, establishing trust and rapport with proven ability to establish and maintain professional boundaries. Assessing client needs, developing individualized care plans using a person-centered and strength-based approach, coordinating referrals to community resources, and monitoring client progress towards their goals. Assist clients in completing all housing related documents, including assistance with housing applications, landlord negotiations, background checks, and move-in support. Transporting or arrangement of transportation that assists clients with needed services to overcome barriers to care. Help clients procure and maintain the necessary documentation to become housing ready.Assesses clients’ physical, social and emotional needs while doing intakes and all necessary paperwork to ensure confidentiality and agreements for client/agency working relationship. Make referrals and conduct home visits or meet clients in the community, as needed, to provide comprehensive support. Assist clients in obtaining medical and financial entitlements and benefits.Work in collaboration with community providers while connecting clients to resources in support of barrier removal and goal setting for sustainable housing. Supports clients in utilizing community resources, developing independent living skills and becoming reintegrated into the community. Identifies gaps in services for people experiencing homelessness and develops program plans to meet those needs. Completes documentation by maintaining thorough and accurate client records, including case notes, service plans, and progress updates, in compliance with agency and funding requirements. Completes necessary record-keeping in the Homeless Management Information System (HMIS) and completes other documentation as required by agency and specific situations. Provides crisis intervention as necessary.
Housing Navigation:Assists clients in finding and successfully securing housing.Provides mediation and advocacy with landlords on behalf of the client to develop a workable strategy to secure and maintain housing. Ensure that leases, rental assistant programs, walk-through inspections, and other relevant rental paperwork are HUD compliant and ready to be processed. Generates and maintains consistent communication (written and verbal) between all parties, tenant, landlord, case manager, agencies, debtors, creditors-serving as the liaison between property managers/landlords/neighbors and clients.
Case Manager Coordination:
● Coordinates and leads bi-monthly case review meetings with the case management teams.
● As team lead, provides other case managers with training resources and advises in navigating difficult landlord situations.
● Assists other case managers on home visits, as needed.
● Serves as the primary point of consultation for complex or high-barrier client cases, providing guidance to case managers.
● Conducts periodic quality reviews of case files and HMIS documentation to ensure compliance with agency and funder standards.
● Onboards and mentors new case managers, including shadowing and ongoing coaching.
● Tracks and reports on case management team outcomes (e.g., housing placements, time-to-housing) to the Operations Director.
● Monitors HUD, HMIS, and fair housing policy updates and communicates relevant changes to the team.
● Coordinates caseload distribution and coverage among case managers to ensure continuity of client services.
Other Duties:
● Attends assigned community meetings as a representative of UP.
● Models trauma-informed, client-centered service standards for the case management team.
● Supports the mission and values of UP while also adhering to the agency policies, procedures and professional code of ethics.
● Participates in all required staff meetings, documentation needs, training and staff events.
● Represents the Case Management team in cross-departmental meetings or agency-wide planning as needed.
● May assist with reporting on housing outcomes for board meetings, grant reports, or funder site visits.
● Provides lunch coverage in the day shelter on a rotating schedule, as needed.
Required Skills/Abilities:
Excellent customer service and interpersonal skills with the ability to relate to others. Knowledge of HUD Housing program philosophies and strategies.Ability to work independently and prioritize effectively in a fast-paced environment with a strong sense of urgency.Very strong organizational, attention to detail, and time-management skills.Strong communication skills and the ability to effectively and sensitively communicate with all levels of management.Ability to cope with and defuse situations utilizing de-escalation techniques. Proficiency with, or ability to quickly learn, the Homeless Management Information System (HMIS) and Salesforce CRM for client record-keeping and compliance documentation.
● Working knowledge of Housing Choice Voucher (Section 8) procedures, fair housing law, and landlord-tenant regulations.
● Negotiation and mediation skills for resolving landlord-tenant conflicts and advocating on behalf of clients.
● Understanding of trauma-informed care practices when working with individuals who have experienced trauma or crisis.
● Strong written documentation skills, with the ability to produce clear, accurate case notes and service plans that meet agency and funder compliance standards.
● Working knowledge of public benefits and entitlement programs (e.g., Medicaid, SNAP, SSI/SSDI) to assist clients in accessing services.
● Commitment to maintaining client confidentiality and adherence to data privacy standards, including HMIS privacy and security requirements.
● Cultural competency and experience working with diverse populations and individuals experiencing vulnerability or crisis.
● Demonstrated leadership or mentoring ability, with skill in coaching, training, and developing team members.
● Ability to guide, advise, and influence peers effectively without formal supervisory authority.
● Skill in facilitating meetings and leading group discussions.
● Sound, independent judgment when advising others on complex or high-barrier client cases.
● Basic quality assurance / case file review skills to identify and address documentation gaps.
● Flexibility and willingness to shift priorities as needed.
● Knowledge of office and computer equipment and software (Microsoft Office and/or Google Workspace).
● Occasional work may be needed at night, on weekends, and in inclement weather.
Must have a valid driver's license, reliable vehicle and appropriate vehicle insurance to transport clients.
Education and Experience: Bachelor’s degree in social sciences or related field Minimum of 5 years of experience in social services1-3 years of experience in leasing, affordable housing, rental property management, or HUD housingOr, any combination of education and experience that meets the qualifications above
Preferred Education and ExperienceMaster’s degree in social sciences or related fieldKnowledge of HUD and/or Tax Credit HousingPrior experience with homeless populations
Work Environment: Office and homeless shelter; Job may be performed in areas/neighborhoods that could be considered threatening.
Physical Requirements: The physical demands described are represented as those that must be met by an employee to successfully perform the essential functions of the job, with or without a reasonable accommodation.Ability to operate a motor vehicleAbility to converse with and listen to people in many different settings Ability to sit, walk, stand, sit, use hands and fingers, reach with arms and hands, bend, squat, climb stairs, kneel and twist on an intermittent or continuous basis Ability to occasionally push, pull, lift and/or carry supplies up to 25 pounds Work takes place in a social services environment where long periods of standing, working on a computer, walking to various work areas, and going up and down stairs may be needed Ability to work in an environment where there may be animals present, including cats and dogs.
Travel Required: Yes, limited local travel for site/housing visits
To Apply: https://app.unicuspar.com/jobs/up-for-women-and-children-lead-case-manager and for any questions emails us at empower@uplouisville.org
Up for Women and Children is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workforce, and we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or other legally protected characteristics.
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