Client Financial Coordinator (Part Time)- RVS Middletown, CT

Advanced Behavioral Health, Inc•Middletown, CT

2h•$56,160 - $61,776

About The Position

The Client Financial Coordinator processes and monitors fund requests, generates daily, weekly, and monthly annual reports, and provides customer service under the Department of Mental Health and Addictive Services (DMHAS). The role represents ABH® and its services professionally and follows ABH® best practices, guidelines, policies, and procedures. The coordinator provides direct money-management services to clients, including assessing needs, developing and revising budgets, problem-solving financial conflicts, and disbursing funds. The position works with clients, clinicians, families, conservators, landlords, finance staff, agencies, and vendors to develop and maintain money-management plans and support access to financial assistance and benefits. The role also handles program banking and accounting requirements, maintains records and signatory information, processes and follows up on vendor requests, and prepares reports for the Social Security Administration and Department of Social Services concerning client redeterminations and River Valley’s Representative Payee role. The coordinator maintains client confidentiality, follows HIPAA policies, and demonstrates ethical behavior and cultural sensitivity.

Requirements

Experience working with the behavioral health consumer population.
Basic or intermediate accounting or budgeting experience, preferably through work experience or college.
Ability to work independently and as part of a team, with strong organizational skills and the ability to communicate at all levels.
Computer proficiency, including intermediate skills in Microsoft Word and Excel.
Strong verbal and written communication and motivational skills.
Ability to develop and sustain a high level of customer satisfaction.
Ability to manage multiple projects simultaneously and multitask to meet deadlines.
Strong attention to detail.
Ability to work effectively with all levels of staff and guests.
Ability to identify problems, troubleshoot, and resolve issues promptly.
Excellent interpersonal skills and ability to manage shifting priorities.
Ability to learn computer programs and applications designed for the program.
Demonstrates a can-do attitude and sensitivity to cultural, spiritual, and gender issues in service delivery.
Compliance with current State of Connecticut and federal health and vaccine requirements.

Nice To Haves

Bachelor’s degree in a social service field or related field, or a combination of related education and work experience.

Responsibilities

Process and monitor fund requests and generate daily, weekly, and monthly annual reports.
Assess clients’ money-management needs and provide supportive contacts to develop and revise budgets, address financial conflicts, and disburse funds.
Use basic therapeutic communication and interviewing techniques to engage clients and sustain their participation in the Money Management Program.
Collaborate with clients, referring clinicians, families, conservators, and landlords to formulate and update money-management plans.
Identify barriers to client engagement and work with primary clinicians on intervention plans.
Maintain knowledge of financial assistance programs, eligibility criteria, and access procedures.
Assist clients in obtaining financial resources, supporting them in completing application processes to the extent of their capabilities.
Collaborate with entitlement and energy assistance agencies and utility companies to help clients obtain and maintain services and benefits.
Work with the ABH Finance Department on daily banking and accounting requirements and periodic audits of program records.
Receive client spending-money checks and cash from the Finance Department, distribute funds according to predetermined amounts, and keep funds locked in a safe until disbursement.
Prepare reports requested by the Social Security Administration and Department of Social Services for client redeterminations and inquiries about River Valley’s Representative Payee role.
Develop and maintain positive working relationships with clients, families, colleagues, human service providers, and others.
Maintain accessible finance information and proper files, and keep an updated list of authorized signatories by fund with relevant contact information.
Provide technical assistance to requestors and service vendors in accordance with relevant policies and procedures.
Act as liaison between DMHAS and service vendors for Representative Payee Program issues, including verifying documentation, following up on missing documentation within 30 days, and contacting vendors about uncleared disbursements.
Communicate changes to clinicians, including rent or location changes, special or emergency requests, and additional apartment renters.
Input requests and scan and attach documents.
Serve as the day-to-day liaison to River Valley.
Identify needed changes and initiate or assist with the development or revision of systems within relevant internal and external departments.
Maintain confidentiality of client protected health information and comply with HIPAA policies and procedures.
Demonstrate ethical behavior and cultural sensitivity in work with people from diverse backgrounds.
Perform other tasks and responsibilities as required to support business operations.