Payee Specialist

Ensures the highest level of service to all Representative Payee (Rep Payee) consumers, consistent to the overall purpose of the company and the Social Security Administration.

To comply with company code of ethics, confidentiality practices, HIPAA, safety and all policies and procedures.

Learn more about the general tasks related to this opportunity below, as well as required skills.

Essential Duties & Responsibilities :

• Provides the linkage among the DIVISION consumer, CBCM, Ohana (CCS), CMHC, VA, POS providers and the Social Security Administration.
• Provides money management services, budgeting support and education that shall include but not limited to; payment of rent, utilities, transportation, food and clothing on a daily, weekly or monthly basis or as needed.
• Carries a caseload of 150+ to execute the following job functions :
• Manages the accounting system for receiving and disbursing funds on behalf of consumers who participate in the program.
• Submit all required program forms, data information, and reports on a timely basis.
• Oversees the coordination of consumers, their families, and mental health professionals regarding financial skill building including, but not limited to, budgeting, vendor payments, discrepancies, and status changes.
• Updates and maintains the Rep Payee vendor list(s) on a monthly basis.
• Provides efficient and effective data entry as required. Sorts, organizes, and files consumer chart in a timely manner and with accuracy.
• Obtains required documents for consumer charts to meet QM chart reviews.
• Responsible for the completion of reports requested by Social Security Administration, and / or Representative Payee Supervisor.
• Responsible for the collection of programs specific outcomes criteria including, but limited to :
• a) RP Monthly Budgets, b) RP Managing Your Money, c) RP Weekly Expense, d) RP Individual Saving Goals, e) RP Change of Events, and f) Changes in status related to SSA / SSI.
• Develops and maintains a current Rep Payee Program Manual.
• Performs basic administrative duties, including, but not limited to; making copies, faxing documents to various agencies, and processing incoming and outgoing mail.
• Greets and announces visitors to include; answering of incoming phone lines, monitoring of visitors and reports any unusual guests or situations, in a timely manner.

Ensures that all visitors sign in and out and are met at the reception area.

Other duties as assigned by the Representative Payee Supervisor.

Qualifications :

• High School Diploma. Associate Degree preferred.
• 1 1 / 2 yrs of experience working in the human services field.
• 1 1 / 2 yrs of accounting or bookkeeping experience.
• Ability to type 50wpm and ability to use 10-key by touch.
• Working knowledge of Windows computer programs including database programs such as Excel.
• Ability to work under pressure and with a variety of people.
• Valid Drivers license, clean traffic abstract, and willingness to use a properly insured vehicle.
• TB Clearance, First Aid / CPR / CPI certified.

EEO / AA / M / F / Vet / Disability

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