Personal Funds Coordinator

Support Solutions•Memphis, TN

2d•Hybrid

About The Position

This role involves computing, classifying, recording, and verifying numerical data to maintain accounting records. The Personal Funds Coordinator will compile and sort documents, verify and post business transactions, audit invoices, research discrepancies, and prepare various financial records. A key aspect of the role is assisting individuals served with accessing community resources such as utility assistance, food stamps, social security benefits, and Medicaid, including application processes and recertifications. The position also requires maintaining tracking mechanisms, managing personal funds files, entering inventory, tracking and auditing cash and food stamps, and ensuring timely lease renewals. Additionally, the role may involve assisting with tax returns, opening bank accounts, establishing direct deposit, assisting with utility connections/disconnections, and tracking advance payback status. The job also emphasizes exhibiting behaviors consistent with the company's vision and values, practicing safe work habits, attending safety training, working as part of a team to achieve quality management principles, and operating transportation safely. The job description is not exhaustive and may include other duties assigned by authorized staff.

Requirements

Experience managing personal funds and excellent detail skills.
Highly competent in the use of computers and other office equipment.
Must be 21 years of age and able to read and write effectively.
Must have a valid drivers license and maintain a valid drivers license and acceptable driving record throughout employment with SSMS.
Must meet state and local requirements regarding criminal background check, sexual offender check, abuse registry, drug, and felony offender listing.
Must meet all training requirements and keep training current.
Must have some computer knowledge.
Effective verbal and written communication skills
Effective organizational skills, able to complete heavy workloads within established time frames, and perform with frequent interruptions and/or distractions
Effective interpersonal skills, able to establish and maintain cooperative working relationships with others, ability to interact appropriately with others in various contexts and purposes
Must be able to practice confidentiality in all matters pertaining to clients and employees
Has effective time management in the office and in the field and adjust priorities quickly as circumstances dictate
Can perform a variety of duties, often changing from one task to another, in a job that may require significant differences in technology, techniques, environmental factors, physical demands, or work situations.
A working knowledge of community resources
Keeps a professional appearance
Able to follow instructions and work independently
Have a thorough knowledge of computer software programs needed to complete job tasks
Have a general knowledge of office machines. (Fax, Printers, Copiers, etc.)
Understands protocol when working with individuals with developmental disabilities.
Thorough knowledge of rules, regulations, policies, and procedures.
Possess a high degree of leadership and a lead by example mindset, make appropriate job decisions following standard office policies and procedures, recognize an emergency situation and take appropriate action, think through the consequences of a decision prior to making it.
Employee must also provide any medical records required to comply with regulations in force through any governing entity related to business operations and to meet policy and procedure requirements of Support Solutions.

Nice To Haves

A minimum of two years of college is preferred.

Responsibilities

Compiles and sorts documents, such as invoices and checks, substantiating business transactions.
Verifies and posts details of business transactions, such as funds received and disbursed, and totals accounts to ledgers or computer spreadsheets and databases.
Audits invoices against purchase orders, researches discrepancies, and secures approval for payment.
Investigates problems that vendors or purchasing agents have with obtaining payment for bills.
Prepares vouchers, invoices, checks, account statements, reports, and other records, and reviews for accuracy.
Reconciles bank statements.
Reviews, balances, and interprets computer reports, and makes corrections.
Assist person served with accessing community resources i.e. utility assistance, food stamps, social security benefits and Medicaid, when needed, to include initial application for benefits, yearly recertification, annual accounting, wage reporting, and MR housing, where applicable.
Maintain tracking mechanisms, either electronic or hard copy, as required by Support Solutions.
Communication of Social Security appointment information via S-Comms, when required.
Maintenance of physical personal funds files.
Enter inventory into tracking system and maintain records accordingly.
Personal funds training during orientation, at home manager meetings, individual house meetings (if requested), and with new house managers.
Track and audit cash and food stamp audits.
Accurately track leases and ensure timely renewal.
Assist with tax returns where needed.
Complete paperwork necessary to open bank accounts and successfully establish direct deposit of assigned benefits.
Assist staff with establishment or disconnection of utilities during moves or transitions.
Appropriately assign and track advance payback status and obtain signatures on required documentation.
Practices safe work habits to eliminate and control potential safety and health hazards and to maintain a safe work environment.
Attends all safety training as scheduled.
Work as part of the team to ensure that SSMS Quality Management principles (Plan, Measure, Assess. Improve) are practiced and achieved.
Operates SSMS and personal transportation in a safe and healthy manner.