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Representative Payee

MINIMUM QUALIFICATIONS​​

  • high school diploma or equivalent

  • one year of experience with accounting software

  • knowledge of relevant software applications including MS Office

  • proficient in the use of email and the internet

  • experience in customer service or the mental health field is a plus

 

ESSENTIAL RESPONSIBILITIES​

  • Reviewing, inputs, and processing client accounts payable checks, invoices, and additional requests for funds.

  • Complete monthly bank reconciliations for 200 +/- accounts.

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FUTURE DUTIES MAY INCLUDE:​

  • Establishes a rapport with clients and promotes an atmosphere of mutual respect.

  • Meets with clients and their families, if appropriate, primarily at the work location, occasionally in a home or community setting, to establish a budget, negotiate disbursements, and discuss problems; requires the ability to utilize an approach based on the emotional and behavioral needs of the client.

  • Encourages clients to cooperate with the financial plan, giving them reassurance and support, as needed. Emphasize recovery orientation and skill acquisition within each individual's plan.

  • Monitors client expenditures, maintains records and prepares a variety of reports relating to each client account.

  • Observe and report any significant changes in the behavior, attitude, or physical condition of the clients; participate in meetings to discuss the behavior and progress of clients; work closely with case managers and other service providers to determine needs, address concerns, and effectively deal with each client’s financial situation.

  • Works effectively with the Social Security Administration, County Assistance Office, and other sources of client income, which includes completing, reviewing, and processing representative payee reports, benefit re-determinations, and assistance applications, as needed.

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KEY COMPETENCIES & SKILLS​

  • organizational and planning

  • time management skills and the ability to prioritize work

  • data management

  • attention to detail and accuracy

  • problem-solving

  • adaptability

  • customer service orientation

  • teamwork

  • communication skills - verbal and written

  • confidentiality

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This job description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills, efforts, or working conditions associated with the position. While it is intended to reflect the job requirements accurately, the CILNCP reserves the right to modify, add, or remove duties and assign other duties as necessary.

 

* Reasonable accommodations will be made for people with disabilities.

EQUAL OPPORTUNITY/AFFIRMATIVE ACTION

Roads to Freedom Center for Independent Living (RTFCIL) is an equal opportunity organization that has procedures in place to ensure equal access and fair treatment to all individuals. RTFCIL complies with all applicable civil rights laws (city, state, and federal). Programs, services, and personnel issues are administered without regard to disability, race, creed, color, religion, age, sex, sexual orientation, national origin, marital, or veteran status. RTFCIL is committed to affirmative action to ensure that individuals with disabilities, particularly those who are members of traditionally under-represented groups, receive full access to Roads to Freedom Center for Independent Living./AFFIRMATIVE ACTION

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