Consumer Finance Coordinator

DungarvinMendota Heights, MN
6h$28 - $28Hybrid

About The Position

The Consumer Finance Coordinator plays a vital role in ensuring the accurate, timely, and compliant management of consumer personal funds, room and board revenue, and service authorizations. This position supports fiduciary responsibilities, maintains financial accuracy across systems, and partners closely with accounting, operations, and external agencies to uphold consumer rights and regulatory requirements.

Requirements

  • Experience/Education: High school diploma or GED with combined two years of related education or experience OR five years of related accounting, billing or finance experience.
  • Technical proficiency: Strong technical proficiency with payroll and HR systems. Microsoft Office applications and automated payroll and timekeeping systems.

Nice To Haves

  • Financial Stewardship Experience: Experience supporting fiduciary or Representative Payee functions.
  • Accounting Systems: Experience with Dynamics GP (Great Plains), Workday, My Money (E-Guardianship) as well as using multiple accounting or billing systems.
  • Industry: have worked in healthcare, human services, or other regulated environments.

Responsibilities

  • Manage Consumer Personal Funds: Handle deposits, payments, and records with documentation in a timely manner.
  • Credit and Debit Card Administration: Administer credit and debit card activity, including monthly transaction imports and reconciliations within 60 days of month of issue.
  • Identify Reports and Develop Forms: Assist accounting/operations staff with information validation within My Money system.
  • Audits and Data Reviews: review information in My Money system for active and inactive clients.
  • Representation of Room and Board Revenue: Enter and reconcile all room & board revenue accurately and timely.
  • Prepare and Process: Maintain up to date journal entries, write-offs, and sub-ledgers as needed.
  • Coordinate with State and Local Entities: Work with Social Security and other agencies to ensure accurate Rep Payee benefits.
  • Manage Service Authorizations: Ensure accuracy from start of service through termination.
  • Ensure Proper Billing and Tracking: Billing rates and services align with approved authorizations and accurate tracking of changes.
  • Organize and Prepare for Audits: Maintain financial files and reports as requested for compliance reviews and improvement initiatives.
  • Maintain Confidentiality: Adhere to HIPAA requirements.

Benefits

  • 401 K plan with up to 3% employer match after one year of service.
  • Medical, dental, vision (domestic partners eligible for dental), pet insurance, life insurance at no cost, plus supplemental insurance options, FSA, and HSA.
  • PTO that increases with tenure, PTO donation options, and paid sick leave.
  • National Brand Discounts, Employee Referral Program, and Employee Assistance Program.
  • Opportunities within Dungarvin’s 17 states of service.
  • Access to career growth opportunities, paid training, and mentorship.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service