Money Management Specialist

CAPECO Community Action Program of East Central Oregon•The Dalles, OR

1d•Onsite

About The Position

This position works with the Money Management team as a Representative Payee. The chosen candidate will assist individuals who require help with their finances and bill payments, as determined by Social Security, Adult and People with Disabilities, and/or the Veteran’s Administration. The role primarily involves direct client interaction and the use of specialized software. It requires effective interaction with clients from diverse backgrounds, treating each with respect, dignity, and compassion.

Requirements

Associate degree in related field which can be substituted for two years of comparable experience and/or training or equivalent combination of education and experience.
Must have experience using a computer extensively.
Excellent customer service skills.
Ability to communicate effectively, both written and verbally.
General knowledge of household budgeting and daily money management.
Accuracy in maintaining financial records.
Ability to work cooperatively with a wide variety of individuals including people with significant physical and mental impairments and varying socioeconomic backgrounds.
Must have the ability to manage multiple clients/accounts simultaneously and respond to immediate requests for specific program information.
Must have basic math skills and be able to reconcile bank statements and accounts.
Must pass a criminal history background investigation however, a conviction of a crime may not necessarily disqualify an individual from this position.
Pre-employment drug screening will be required (includes the use of marijuana due to federal funding).
Possession of or ability to obtain a valid driver’s license and insurable driving record is required.

Responsibilities

Work with clients on a one-on-one basis to maintain budget and determine possible weekly allotments.
Manage client bills and issue payments according to policies and procedures.
Advocate on client’s behalf with landlords, creditors, and legal system.
Use Representative Payee Manager Software, on-line banking, and computer on a daily basis to update clients’ information and complete transactions.
Maintain client files accurately, ensuring appropriate documentation is present.
Complete and maintain reports in a timely manner.
Pick up and distribute mail, as necessary.
Attend trainings as assigned.
Work with all departments of CAPECO to provide wrap around services to participants.
Other duties as assigned