Money Management Representative Payee Overview of The Position
Money Management, is responsible for preparing and distributing checks to, and the transaction activities of recording and reconciling account balances of, clients enrolled in the BOSS payee services program.
Money Management Representative Payee Responsibilities/Statement of Duties
Act as the liaison between BOSS components that offer Money Management (MM) services and the BOSS Fiscal office. This includes collecting monthly client payee budgets and check requests from BOSS components in Berkeley, Oakland, and Hayward. Provide timely information to BOSS money managers and to clients regarding balances and other accounting information.
Act as money manager for clients who are not on a service team as needed agency-wide, and for selected MASC clients. Keep up-to-date and legible notes and other documentation in client MM file. Develop, plan, and facilitate budget workshops for BOSS MM clients agency-wide as requested by supervisor. Represent BOSS MM at Social Security office(s) and submit forms and documentation as needed or requested by BOSS money managers or by the SSA. Perform outreach to BOSS MM clients including home visits and assistance with shopping and other supportive services as requested by BOSS money managers.
- Coordinate intake based on assessed need of assigned clients
- Facilitate linkages for clients in the use of basic community resources
- Assist clients in achieving personal independence in managing basic needs
Income Maintenance and Payee Services
- Maintain financial income/obligations for client caseload
- Interview prospective clients and assist them with completing a proposed budget
- Mail/deliver payee applications and required documentation to Social Security to maintain payeeship
- Maintain files and report any changes to Social Security
- Data entry to generate payment of clients obligations as needed
- Maintain accounting for clients, Social Security and auditors
- Maintain accounting in fiscal software
Education and Experience: Bachelor’s Degree or 5 years experience in related field may be substituted in lieu of degree.
Two or more prior years experience with populations with chronic mental illness, developmental disabilities or substance abuse.
Good understanding of diversity issues and ability to work cooperatively and respectfully with a diverse team of co-workers and a diverse client population.
Preferred Skills and Work Experience:
- Minimum of two years paid experience working with issues related to homelessness.
- Minimum one year of case management experience with homeless and/or low income individuals
- Knowledge of accounting software programs, particularly Blackbaud.
- Training in and operational understanding of – HIPAA and related State of California confidentiality and privacy laws.
- Ability to establish and maintain good professional boundaries and ethical relationships with clients & co-workers, and members of the community.
- Computer literate and proficient in basic office-type applications (e.g. word processing, spreadsheets), email and internet search engines
- Able to function and respond professionally in stressful situations and to manage stress constructively.
- Good writing and editorial skills. Capable of providing written reports, and maintaining required case notes and other documentation.
- Possess a good driving record, have valid driver’s license and have access to reliable vehicle with insurance.
- Current certification in first aid and CPR/First Aid or obtain certificate within first 180 days of employment and maintain certifications and TB clearances.