Financial Resources Program Manager

AgeSpan•Lawrence, MA

3d•Hybrid

About The Position

AgeSpan has been supporting individuals' independence and community living since 1974. We are a nationally recognized agency that fosters creativity and innovation, offering a stimulating, friendly, and collaborative work environment. We value diversity, encourage career growth, and provide competitive salaries, generous vacation time, and an excellent work/life balance. Our work environment is supportive, collaborative, and encourages diverse perspectives. We focus on innovation and encourage employee development through opportunities to get involved, use your voice, and gain new knowledge and skills. We offer a satisfying balance between work and personal life, including a flexible workplace, generous paid time off, and wellness programs. Depending on your role and hours, we offer flexible schedules, hybrid work opportunities, competitive salaries, healthcare (medical, dental), a 403b Retirement Plan with agency match, 20 Vacation Days, 12 Sick Days, and 12 Paid Holidays, a Social Work Licensing Program, and license renewal paid by the agency for RNs and Social Workers, and MORE!

Requirements

Minimum of bachelor's degree in human services or related field.
At least two years' experience in banking, budgeting, and program development.
Experience working within elder network or another related community-based setting.
Experience with public speaking, presentations to groups and conducting trainings.
Strong verbal and written skills.
Strong computer skills and comfort with applications and programs including Microsoft Word, Excel, Outlook and Internet use.
Highly organized, with strong time management skills.
Strong interpersonal and problem-solving skills.
Ability to successfully manage, train and supervise staff and volunteers.

Responsibilities

General oversight and compliance of the Money Management and Representative Payee Programs.
Managing bill pay on behalf of consumers.
Training and supervision of volunteers and staff.
Program reporting and record keeping.
Matching volunteers with consumers.
Community outreach to promote the local program.
Oversee and manage the quarterly monitoring of Bill Payer client accounts.
Attend meetings of the Massachusetts Money Management Program Managers.
Maintain ongoing communication with AgeSpan staff regarding active clients, new referrals, and program updates.
Ensure referrals are processed in a timely manner and assigned appropriately.
Develop relationships with local banks and bank personnel.
Conduct field visits to assess an older adult's physical, social, emotional, and environmental status to determine their eligibility and needs in their homes in accordance with AGE regulations.
Ensure accurate records for each consumer.
Prepare and participate in AGE program audits.
Oversee Representative Payee for a caseload of approximately 70 Rep payee clients.
Establish a budget with the client when possible and ensure designated staff are paying bills for all basic needs.
Periodically, submit a Representative Payee Report to Social Security to account for how the funds have been used.
Work in coordination with our Fiscal Department to ensure accuracy in accounting.