Representative Payee Support Specialist - Finance Division

St. Joseph Center - Venice, CA (30+ days ago)4.5

Job Description

Job Summary

The Representative Payee Support Specialist provides fiduciary support to the Representative Payees by making sure all monthly financial responsibilities are processed for the clients in a timely manner.


The Representative Payee Support Specialist’s key areas of responsibility and duties include:

Key Areas of Responsibility:
The Representative Payee Support Specialist must make sure client accounts keep a positive balance, ensuring all client fiscal needs are met ion time, throughout the month, while maintaining SSA standards.

Essential Duties:
Assume responsibility for timely planning and preparation of check processing.
Issue checks to consumers and vendors on a weekly basis or as needed.
Provide client balances on a regular basis to Representative Payees.
Assist Representative Payees with budget reviews when the amount of monthly benefits changes.
Prepare and make the deposit of consumer benefit checks in database and take to the bank.
Collect and review invoices and/or documentation for check requests (e.g. bills, travel expenses, etc.)
Interface with One West online banking for positive pay exceptions, submit positive pay reports, issue stop payments, and/or review of check(s) status.
Collect One West Bank online direct deposit report and enter deposits in database in a timely manner.
Issue ledgers for completion of SSA reports and provide them to the Representative Payee.
Other duties and responsibilities may be assigned. The duties and responsibilities listed are designed to provide typical examples of the work performed; not all duties and responsibilities assigned are included here, nor is it expected that all similar positions will be assigned every duty and responsibility. Qualifications

Knowledge, Skills & Abilities:
Must be highly motivated and a self-starter. Must be exceedingly well organized, flexible and enjoy the administrative challenges of managing a critical service for low-income people
Self-motivated, flexible, improvises work plan to respond to immediate needs
Outstanding time management skills, with attention to detail, strong decision-making ability and capacity for managing multiple projects at one time
Ability to excel at anticipating and solving problems before they occur and improving the efficiency and effectiveness of the Representative Payee Program
Familiarity with data and budgeting

Previous experience in a fast-paced setting
Experience with homeless, substance abuse and mentally disabled individuals is desirable.

High school diploma or equivalent.

Direct Reports:
This position has no direct supervisory responsibilities.

Computer Skills:
Proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook) and widely supported internet browsers.
Knowledge and experience of Quicken & QuickBooks software desirable.

Certificates, Licenses and Registrations:
Valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions.
Valid automobile liability insurance.

Additional Information

Status: Full-time/Non-Exempt

Salary: DOE

Employment with St. Joseph Center is contingent on completion of satisfactory background check.

For consideration, please submit cover letter and resume. St. Joseph Center is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, national origin, disability, or status as a protected veteran. All applicants for employment are invited to voluntarily self-identify their gender, race, ethnicity, and veteran status, by completing the EEO Information. Providing your EEO Information is voluntary and refusal to self-identify will not subject applicants to any adverse treatment. Similarly, applicants who do self-identify will not be subject to any adverse treatment based on the information they provide.

St. Joseph center invites you to review the current "EEO is The Law" poster as part of the application process. A link to the current poster is located here.