SDS - Money Management Coordinator

Human Resources•Albany, OR

2d•$24 - $34•Onsite

About The Position

This position provides day-to-day coordination of the Money Management Program, acting as the primary contact for program volunteers. The role involves recruiting and training volunteers to offer one-on-one money management services to seniors and individuals with disabilities, as well as coordinating Representative Payee Consumer Accounts. A key aspect of this role is ensuring the program's successful implementation by adhering to the standards and guidelines set by the State of Oregon Department of Human Services (ODHS) and Social Security. The position requires handling confidential information and performing duties in a manner that promotes customer service, harmonious working relationships, and effective team participation. The employee is expected to be a mandatory reporter of suspected abuse of vulnerable populations and to follow the agency's mission, visions, and values.

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 checkbook reconciliation and 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

Preferred bachelor’s degree and minimum three (3) years of bookkeeping experience, OR 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 for Representative Payee Activities.
Onboard new representative payee Consumers.
Coordinate Representative Payee Consumer accounts, including burial accounts.
Use state systems to document and track individual Consumer bill payments.
Complete actions to ensure timely bill payment.
Complete monthly monitoring activities of supported Consumers.
Follow the rules and regulations from SSA around representative payee duties.
Participate in annual reviews conducted by the eligibility department for Medical and SNAP renewals.
Perform duties within program scope and make referrals to additional resources when Consumer needs fall outside of allowed activities.
Plan, organize, and implement recruitment, enrollment, orientation, and training of volunteers.
Coordinate the work activities and scheduling of volunteers and Consumer meetings.
Assist with resolutions of specific cases, providing guidance to volunteers as needed.
Provide assistance and support to volunteers by maintaining regular communication.
Provide backup of volunteer activities.
Develop and submit timely reports required by ODHS.
Act as a liaison between OCWCOG and ODHS, SSA, and financial institutions.
Make presentations to community organizations about the Money Management Program.
Develop and maintain cooperative working relations with a variety of community service organizations and agencies.
Assist with the interpretation of state and federal policies that translate into operational activities.
Travel between the three-county region as needed and directed.
Attend training, community meetings, and staff meetings as appropriate and/or as assigned.
Perform other related duties as assigned by the supervisor.