Representative Payee Coordinator at Imagine the Possibilities Inc

Maquoketa, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Aug, 26

Salary

18.5

Posted On

09 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

QuickBooks, Microsoft Excel, Budgeting, Financial Literacy, Customer Service, Organization, Communication, Record Keeping, Account Balancing, Case Management

Industry

Individual and Family Services

Description

Description **Please read the ENTIRE job posting before applying** **This is an in-office position, experience in an accounting setting is preferred** This position is in the Maquoketa Administration Office. At Imagine the Possibilities, Inc., we believe in equipping individuals with the tools and knowledge they need to manage their finances confidently and independently. Our Payee Services team plays a vital role in this mission by helping individuals steward their monthly incomes, build financial literacy, and achieve greater autonomy in their lives. What You’ll Do: Support the daily operations of our Administrative Office within the Payee Services department. Assist in managing the monthly income of our clients, ensuring timely and accurate processing. Help individuals develop and maintain personal budgets. Collaborate with team members to identify and meet the tangible needs of those we serve. Maintain organized records and provide excellent customer service to clients and stakeholders. What We’re Looking For: Experience with Quick Books is preferred but not required. Must be proficient with Excel. Strong organizational and communication skills. A passion for helping others and making a meaningful impact. Ability to work collaboratively in a team-oriented environment. What Winning Looks Like: While it’s not a competition, we do recognize that each person wants to ‘win’ at life; and you’re a central part of someone else’s wins as well as your own! In this role, you’ll be responsible to: Provide Payee services. Act as a liaison between organizations, individuals, and staff to assess needs for each individual. Complete reports as necessary for Social Security. Attend meetings for individuals as necessary to understand their needs. Assist in special projects as assigned. Alternate Representative Payee Coordinator responsibilities where applicable: o Record automatic deposits and withdrawals, verify deposits, write out checks, transfer funds, balance register daily and balance bank statements monthly. Write allowance checks for those individuals which require more frequent allowance money. o Meet with individuals to make out bills and budgets. Discuss and advise individuals on budgeting, changes which may affect their income and advise of any programs which may be of assistance. o Visit the bank as needed to open or close accounts, transfer money, make deposits, etc. Social Security Contact alternate responsibilities where applicable: o Submit correctly completed Representative Payee Application to Representative Payee Associate Director for approval and contact Social Security for an appointment to apply for services. o Complete Social Security phone reviews when notified. o Report any changes in withdrawals or deposits to Representative Payee Associate Director and/or other Representative Payee Coordinator for your region. o Manage debit cards/loads/budgets as necessary. o Balance and monitor bank accounts daily to ensure no accounts exceed the allowable monthly resource limit. o Discuss and advise individuals on budgeting, changes which may affect their income and advise of any programs that may be of assistance. o Send bank deposits as necessary and provide written documentation of deposit to Representative Payee Associate Director and/or Representative Payee Coordinator for your region. o Prepare necessary reports as needed and requested. Report accurate and updated bank information, including new clients and discharged clients. Thoroughly read, comprehend, and appropriately apply all policies and procedures established by the agency. Report issues of concern to supervisor. Offer ideas and suggestions for resolution of concerns. Use appropriate methods and channels of communication. Maintain flexibility to work alternate shifts, locations, weekends, and additional/less hours based on the needs of the agency. Ensure all Imagine the Possibilities, Inc. policies and procedures are followed, including the Compliance and Integrity Program and Safety Complete training in a timely manner and/or as assigned. Other job duties as assigned. Know We’re For You: We know finding the right opportunity can be tricky – that’s why Imagine is focused on making sure your time is well spent. We take pride in the benefits we offer our employees. As an employee, you’ll have access to a variety of benefits that are sure to sweeten the deal. Depending on your full-time or part-time status, you’ll have access to: Competitive Wages: The base pay is $18.50/hour. With education and experience, you could start out making more than that. Flexible Scheduling: This position is Monday through Friday 8am-4:30pm. No holidays, No weekends. Generous Paid Time Off (PTO): We all deserve a break now and then – don’t feel bad about taking time for you. 401k Retirement Plan: Secure your future with a cushioned fund that will allow you to live your best life. Comprehensive Insurance Plans: Whether its medical, dental, vision, or life insurance – we’ve got you covered. Pre-Paid Legal Services: Be prepared for the things you just can’t be prepared for on your own. Discounted Costco or Sam’s Club Memberships: What can we say? We know a great deal when we see one. Advancement Opportunities: We believe in your future, which is why we have a specifically designed leadership development opportunity purposed to launch your career. Employee Assistance Program: We’re there for you through all life’s ups and downs. Requirements Functional Experiences, Skills, & Requirements: The ideal candidate will possess the following qualifications and professional experiences: Mission-oriented: We’re on a mission to empower people to reach individual achievement across the spectrum of life. We know you are, too. An Attitude of Leaning: The truth is, the field of caregiving is always changing and requires adaptability. We need people on our team who are always ready to learn new ways of doing things, helping people, and changing lives. Ability to Communicate Well: We’re looking for people with strong communication abilities so we can rely on you to communicate effectively with the rest of the team and the people we serve. Confidence: We’re looking for people who know how to balance being bold and being humble. We’re looking for team members who are self-aware enough to know when to stand up as an advocate for others and when it’s time to follow the leader. Age Requirement: This position requires you to be at least 18 years of age. Driver’s License: A valid driver’s license is required for this position. Reliable Transportation: You’ll need reliable transportation. Education Requirement: Minimum Education Requirement of High School Diploma/GED equivalent. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. May require lifting at times, up to 35 pounds. Lifting more than 35 pounds requires the use of a two-person lift, mechanical lift, or assistive equipment. May require prolonged sitting and working at a computer for up to eight hours. May require frequent bending, stooping, and stretching. May require prolonged standing for up to eight hours. Must wear hearing and eye protection in required areas. Must have ability to see objects/persons at a distance. Must have ability to see close work such as typed or handwritten material. Must have ability to hear conversations in a quiet and a noisy environment. Must have ability to determine where a sound is coming from. Must have ability to hear differences among bells, buzzers, beeps, horns, etc. Must have ability to communicate through speech. Must have ability to drive and transport for service provision as needed. Must remain awake during working hours, if applicable. Please note this job description is not designed to cover or contain an all-inclusive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Further, this job description does not imply a contract between employees and Imagine the Possibilities, Inc. Imagine the Possibilities is an equal opportunity employer. All candidates will be considered without regard to race, color, gender, sexual orientation, national origin, disability status, or any other protected status.

Responsibilities

Manage monthly income and personal budgets for clients to promote financial independence and autonomy. Act as a liaison between individuals and Social Security to ensure accurate reporting and service provision.