SDS - Money Management Coordinator

Oregon Cascades West Council of Governments•Albany, OR

1d•Onsite

About The Position

Provides day-to-day coordination of the Money Management Program, including acting as the primary contact for all program volunteers. Recruits and trains volunteers to provide one-on-one money management services to seniors and people with disabilities. Coordinates Representative Payee Consumer’s Accounts. Coordinating the program according to the State of Oregon Department of Human Services (ODHS) and Social Security standards and guidelines is key to its successful implementation. Routinely handles confidential information. Performs position duties in a manner that promotes customer service and harmonious working relationships, including treating all people courteously and respectfully. Engage in effective team participation through a willingness to assist and support co-workers, supervisors, and other work-related associations. Develop good working relationships with division and agency staff and supervisors through active participation in accomplishing group projects and in identifying and resolving problems in a constructive manner. Demonstrates openness to constructive feedback and suggestions in an effort to strengthen work performance. Contributes to a positive, respectful, and productive work atmosphere. Regular attendance is required to meet the demands of this job and to provide necessary services. Serves as a Mandatory Reporter of suspected abuse of vulnerable populations as required by policy and regulation. Follows the mission, visions, and values of the agency. This position is a mandatory reporter according to statutory requirements.

Requirements

Minimum of two (2) years of demonstrated professional experience providing guidance or training regarding personal finances
Minimum of two (2) years of demonstrated success working with and training volunteers
Considerable knowledge of household budgeting and daily money management, including but not limited to checkbook reconciliation, bill paying
Knowledge and familiarity with problems and issues confronting the elderly and/or people with disabilities in the local community
Knowledge of confidentiality rules regarding client and provider records, including HIPAA regulations
Ability to recruit, train, schedule, motivate, and oversee volunteers
Ability to communicate effectively, both in writing and orally, including the ability to prepare and give public presentations
Ability to work independently with attention to detail
Ability to utilize a personal computer for word processing, spreadsheet preparation, database development and management, and electronic communication
Ability to interact and work with a culturally diverse population
Ability to exercise good time management skills in order to accomplish both daily tasks and ongoing projects
Ability to provide and maintain accurate financial records
Ability to represent the agency before various citizen groups and public officials
Ability to apply effective problem-solving techniques
Possession of a Valid Oregon Driver’s License or the ability to obtain reliable transportation in order to travel throughout the area
Successful completion of a criminal history check

Nice To Haves

Bachelor’s degree and minimum three (3) years of bookkeeping experience
Post-secondary education credits in human services or related fields and five (5) years of progressively responsible experience in social services

Responsibilities

Evaluate and process all program referrals
Onboards new representative payee Consumers
Coordinates Representative Payee Consumer accounts, including burial accounts
Uses state systems to document and track individual Consumer bill payments
Completes actions to ensure timely bill payment
Completes monthly monitoring activities of supported Consumers
Follows the rules and regulations from SSA around representative payee duties
Participates in annual reviews conducted by the eligibility department for Medical and SNAP renewals
Performs duties within program scope and makes referrals to additional resources when Consumer needs fall outside of the allowed activities
Plans, organizes, and implements recruitment, enrollment, orientation, and training of volunteers
Coordinates the work activities and scheduling of volunteers and Consumer meetings as directed
Assists with resolutions of specific cases, providing guidance to volunteers as needed
Provides assistance and support to volunteers by maintaining regular communication through in-person contact, periodic meetings, phone calls, and letters
Provides backup of volunteer activities
Develops and submits timely reports required by ODHS
Acts as a liaison between OCWCOG and ODHS, SSA, and financial institutions
Makes presentations to community organizations about the Money Management Program
Develops and maintains cooperative working relations with a variety of community service organizations and agencies
Assists with the interpretation of state and federal policies that translate into operational activities
Travel between the three-county region as needed and directed
Attends training, community meetings, and staff meetings as appropriate and/or as assigned
Performs other related duties as assigned by the supervisor