Financial Support Specialist

CrossWinds Counseling & Wellness•Emporia, KS

25d

About The Position

The Financial Support Specialist position is a case management position that provides quality financial management services to adult clients. This position assists in managing client funds to help ensure access to food, shelter, clothing, and medical services. This position assists in managing funds and paying bills and accumulate savings while assisting client to learn and develop skills to improve financial independence.

Requirements

Bachelor’s degree in psychology, social work, counseling, or related field is required.
One year of work experience in the health and human services field is preferred.
Must complete Case Management Training and provide certificate within 6 months of hire.
Computer experience in Microsoft Office programs and basic computer fluency.
Ability to work with persons with severe and persistent mental illness
Ability to work independently and as a member of a therapeutic team
Possess demonstrated interpersonal skills and ability to react effectively in a variety of human service situations
Competency in working with outside agencies including financial institutions and the U.S. government
Comfortable working with financial and accounting practices.

Responsibilities

Stays well informed of Social Security Administration (SSA) rules and regulations regarding payee services.
Complies with all rules and regulations of the SSA regarding provision of payee services to persons receiving Social Security benefits.
Respond in a timely manner to all requests by SSA including submitting annual reports.
Provides payee services exclusively for clients of CrossWinds Counseling and Wellness.
Follows policy and procedures regarding payee services.
Applies payee services in accordance with client’s individualized treatment plan. Coordinates client needs, services, and client progress with client’s treatment team.
Assists client in completing necessary agreements and releases of information with SSA, financial institutions, creditors, and other involved parties that may include family members.
Assists clients in setting up a fiduciary account and personal discretionary spending account.
Assists clients in setting and following a budget with primary emphasis on meeting financial needs for food, shelter, clothing, and medical needs. Allows for minimal personal spending or more as determined by SSA. Assists clients in setting financial goals and allowing for the accumulation of conserved funds.
Assists clients in learning, developing, and practicing financial management skills which are directly related to developing and maintaining behaviors that contribute to improved mental health and independent living.
Assists clients in resolving past debts by working with creditors to set up payment plans favorable for the client and/or advocating for forgiveness of debt.
Assists clients in paying bills.
Maintains client financial records including all deposits and debits. Balances all accounts monthly.
Makes financial records available to clients, supervisors, and auditors on demand.