Plymouth Housing
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Representative Payee
role at
Plymouth Housing
Starting wage $29.60 per hour. This is a unionized position represented by Local 8 of the Office and Professional Employees International Union (OPEIU).
Job Summary The Representative Payee works collaboratively with Plymouth tenants, Plymouth staff, and the Social Security Administration to manage enrolled clients’ cash benefits, ensuring housing stability by helping tenants develop a budget, and by ensuring efficient payment of monthly expenses while complying with all requirements of the Social Security Administration. The role supports tenants in the collaborative development of a budget, provides for basic needs such as housing, clothing, and food, and aligns service delivery with Plymouth’s mission and the principles of cultural proficiency, antiracism, harm reduction, and the Housing First philosophy.
Essential Job Functions Supportive Services
Work with identified tenants and housing case managers (HCM) to help initiate payee application with the Social Security Administration (SSA) or complete the process to switch payee to Plymouth.
Conduct in‑person intake with tenant, with support from HCM as appropriate, to establish budget and savings goals.
Coordinate interim budget meetings with tenant and HCM upon request.
Create spending plans with tenant and HCM when tenants’ account balances are expected to exceed resource limits or when tenants receive large one‑time payments.
Create and maintain respectful, trusting relationships with tenants, offering support and de‑escalation as needed during direct service and program communications.
Administrative and Financial
Create and maintain monthly and weekly distribution spreadsheets with tenant budgets, including rent, basic needs, building fees, repayment plans, and other vendor payments.
Set up payments in GPS Exact software to reflect and reconcile with distribution spreadsheets each month, including itemized review of each line item.
Collect appropriate vendor and billing information for third‑party payments and provide vendor and payment information to Finance.
Maintain release‑of‑information forms for third parties.
Ensure tenants’ SSI/SSA benefits are deposited to Plymouth account; check bank accounts daily to confirm deposits and debits match the GPS Exact records.
Ensure rent and other third‑party payments are paid according to the established budget, and that tenants’ personal funds are available via check, prepaid debit card, etc.
Process interim budget modifications due to changes in tenant income or expenses.
Monitor account balances monthly to ensure compliance with SSI and Medicaid resource limits as applicable.
Maintain weekly communication with SSA, updating information and ensuring the program operates in compliance with all SSA guidelines, including annual reporting.
Follow Plymouth program and agency policies and procedures, providing input to program policies, procedures, and goals as requested.
Create and utilize a shared tracking system to monitor program activities per tenant, including dates of applications, appointment dates, outcomes, follow‑up with tenants, HCMs, and SSA.
Collaborative
Work collaboratively with all Plymouth departments to uphold the agency mission.
Work collaboratively with Finance to troubleshoot problems or errors that may occur.
Work collaboratively with HCMs and building teams to ensure the program meets the needs of tenants, providing regular updates regarding payee program changes and providing training to newly hired HCMs.
Maintain collaborative relationships with SSA so that tenants’ needs are served promptly and the program operates efficiently.
Participate as needed in meetings with social services and building management team members to support tenant stability and retention.
Participate in Plymouth committees and workgroups as appropriate.
Qualitative
Promote a trusting tenant/staff relationship wherein tenants are encouraged to provide honest feedback regarding the service.
Other
Fulfill other duties as directed by Supervisor.
ESSENTIAL JOB QUALIFICATIONS Education Minimum of a High School Diploma or GED equivalent.
Experience
Experience working with people who are homeless, have mental illness, alcohol/substance use issues, or come from low‑income backgrounds.
Experience with bookkeeping and accounting processes.
Proficiency with automated systems and willingness and ability to learn new software packages.
Knowledge, Skills, and Abilities
Able to communicate and work effectively with a diverse group of voices.
Ability to travel among Plymouth buildings on a regular basis.
Excellent customer service with the ability to clearly communicate verbally and in writing.
Able to work independently, with initiative, and handle multiple priorities and tasks.
Able to work cooperatively in partnership with community agencies and resources.
Ability to be flexible, supportive, and work cooperatively with staff as a member of a multi‑disciplinary and diverse team.
Knowledge of Microsoft Office applications; particularly Word, Excel, and Outlook.
Ability to produce high quality work reflecting attention to detail and accuracy.
For a full list of our benefits, please go to https://plymouthhousing.org/benefits-staff/
#J-18808-Ljbffr
Representative Payee
role at
Plymouth Housing
Starting wage $29.60 per hour. This is a unionized position represented by Local 8 of the Office and Professional Employees International Union (OPEIU).
Job Summary The Representative Payee works collaboratively with Plymouth tenants, Plymouth staff, and the Social Security Administration to manage enrolled clients’ cash benefits, ensuring housing stability by helping tenants develop a budget, and by ensuring efficient payment of monthly expenses while complying with all requirements of the Social Security Administration. The role supports tenants in the collaborative development of a budget, provides for basic needs such as housing, clothing, and food, and aligns service delivery with Plymouth’s mission and the principles of cultural proficiency, antiracism, harm reduction, and the Housing First philosophy.
Essential Job Functions Supportive Services
Work with identified tenants and housing case managers (HCM) to help initiate payee application with the Social Security Administration (SSA) or complete the process to switch payee to Plymouth.
Conduct in‑person intake with tenant, with support from HCM as appropriate, to establish budget and savings goals.
Coordinate interim budget meetings with tenant and HCM upon request.
Create spending plans with tenant and HCM when tenants’ account balances are expected to exceed resource limits or when tenants receive large one‑time payments.
Create and maintain respectful, trusting relationships with tenants, offering support and de‑escalation as needed during direct service and program communications.
Administrative and Financial
Create and maintain monthly and weekly distribution spreadsheets with tenant budgets, including rent, basic needs, building fees, repayment plans, and other vendor payments.
Set up payments in GPS Exact software to reflect and reconcile with distribution spreadsheets each month, including itemized review of each line item.
Collect appropriate vendor and billing information for third‑party payments and provide vendor and payment information to Finance.
Maintain release‑of‑information forms for third parties.
Ensure tenants’ SSI/SSA benefits are deposited to Plymouth account; check bank accounts daily to confirm deposits and debits match the GPS Exact records.
Ensure rent and other third‑party payments are paid according to the established budget, and that tenants’ personal funds are available via check, prepaid debit card, etc.
Process interim budget modifications due to changes in tenant income or expenses.
Monitor account balances monthly to ensure compliance with SSI and Medicaid resource limits as applicable.
Maintain weekly communication with SSA, updating information and ensuring the program operates in compliance with all SSA guidelines, including annual reporting.
Follow Plymouth program and agency policies and procedures, providing input to program policies, procedures, and goals as requested.
Create and utilize a shared tracking system to monitor program activities per tenant, including dates of applications, appointment dates, outcomes, follow‑up with tenants, HCMs, and SSA.
Collaborative
Work collaboratively with all Plymouth departments to uphold the agency mission.
Work collaboratively with Finance to troubleshoot problems or errors that may occur.
Work collaboratively with HCMs and building teams to ensure the program meets the needs of tenants, providing regular updates regarding payee program changes and providing training to newly hired HCMs.
Maintain collaborative relationships with SSA so that tenants’ needs are served promptly and the program operates efficiently.
Participate as needed in meetings with social services and building management team members to support tenant stability and retention.
Participate in Plymouth committees and workgroups as appropriate.
Qualitative
Promote a trusting tenant/staff relationship wherein tenants are encouraged to provide honest feedback regarding the service.
Other
Fulfill other duties as directed by Supervisor.
ESSENTIAL JOB QUALIFICATIONS Education Minimum of a High School Diploma or GED equivalent.
Experience
Experience working with people who are homeless, have mental illness, alcohol/substance use issues, or come from low‑income backgrounds.
Experience with bookkeeping and accounting processes.
Proficiency with automated systems and willingness and ability to learn new software packages.
Knowledge, Skills, and Abilities
Able to communicate and work effectively with a diverse group of voices.
Ability to travel among Plymouth buildings on a regular basis.
Excellent customer service with the ability to clearly communicate verbally and in writing.
Able to work independently, with initiative, and handle multiple priorities and tasks.
Able to work cooperatively in partnership with community agencies and resources.
Ability to be flexible, supportive, and work cooperatively with staff as a member of a multi‑disciplinary and diverse team.
Knowledge of Microsoft Office applications; particularly Word, Excel, and Outlook.
Ability to produce high quality work reflecting attention to detail and accuracy.
For a full list of our benefits, please go to https://plymouthhousing.org/benefits-staff/
#J-18808-Ljbffr