Essential Responsibilities:
- Provide support in understanding paperwork relate to social security benefits and provide advocacy as needed
- Process all new applications for Organizational Representative Payee
- Close all accounts in accordance with Social Security guidelines including the proper return of conserved funds
- Ensure funds from representative payee accounts are used to meet the basic needs of food, shelter, clothing, and medical care
- Responsible for the disbursement of funds and successful collection of all required paperwork and receipts in accordance with policy and procedures.
- Collaborates with the program staff to process budget changes timely and accurately
- Monitor all checking and savings accounts on Individuals behalf to ensure minimum balances are maintained while also corresponding with Funds Management Training Plans
- Reports changes in the clients' status to the Social Security Administration (SSA) upon notification of such an event by program staff.
- Ensures client's account is reconciled and conserved funds forwarded to the SSA in the event the client is no longer receiving services.
- Works with the Internal Audit and Finance staff to establish and enforce all new representative payee policies and procedures.
- Works with the Finance staff to research and address account reconciliation questions and variances as needed.
- Research complex issues and questions and demonstrate problem solving skills
- Communicates to and provides training to program staff on rep payee issues, as needed.
- Responds to all inquiries with rep payee information.
- Ensures that all receipts and disbursements are processed in a timely manner.
- Creates and delivers all client reports to Social Security on a timely basis.
- Maintains current on Social Security issues and regulation
Qualifications:
- Bachelor's degree in Accounting, Business Administration, or related. In some cases, experience may be substituted for academic training.
- Experience with Rep Payee functions is strongly preferred
- Knowledge of payroll and accounts payable procedures and practices
- Excellent organizational, time management, analytical, and communication skills required
- Ability to handle people and situations with diplomacy, compassion and tact
- Must be able to travel to banking institutions, county offices and SSA offices
- Valid drivers license and an acceptable driving record required
- Ability to work within the Mission of the agency, we are called to strengthen communities by empowering people to respond to life's challenges.
Trainings Required:
- Certify in First Aid and CPR within 90 days of employment
- Ascentria Organizational Orientation
- Maintain mandatory training certifications and e-Learning certificates, as needed
- Organizational Rep Payee
- DDS Regulations concerning management of client funds
- Maintain mandatory training and certifications as required.
Preferred
Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well
Team Player : Works well as a member of a group
Enthusiastic : Shows intense and eager enjoyment and interest
Dedicated : Devoted to a task or purpose with loyalty or integrity
MotivationsPreferred
Ability to Make an Impact : Inspired to perform well by the ability to contribute to the success of a project or the organization
Work-Life Balance : Inspired to perform well by having ample time to pursue work and interests outside of work
Self-Starter : Inspired to perform without outside help
Equal Opportunity Employer
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