Representative Payee Compliance Specialist

Community Options•Montrose, CO

22h•Onsite

About The Position

Community Options, Inc. (COI) is seeking a detail-oriented, dependable, and ethical Representative Payee Compliance Specialist to oversee and monitor the financial well-being and personal-needs resources of individuals with intellectual and developmental disabilities (IDD). This position plays an important role in ensuring client funds are managed responsibly, accurately, and in accordance with Social Security Administration requirements, applicable regulations, and COI policies and procedures. The Representative Payee Compliance Specialist is responsible for reviewing and auditing client financial records, monitoring Social Security benefits and resource levels, identifying and resolving discrepancies, and maintaining accurate financial documentation. The position oversees True Link cards, ABLE accounts, and other financial resources; verifies appropriate use of client funds and purchased items; conducts quarterly and as-needed financial audits; and prepares accurate and timely reports for the Social Security Administration. The Specialist also assists with Social Security benefit applications and communicates professionally with families, guardians, outside Representative Payees, program supervisors, and agency staff regarding client financial needs and compliance requirements. This position regularly interacts with clients to understand individual spending needs, financial goals, and preferences and works collaboratively with program staff to ensure clients have appropriate access to their resources. The Specialist also provides guidance and training to staff regarding financial protocols, compliance expectations, documentation, and best practices. Strong analytical skills, sound judgment, attention to detail, confidentiality, organization, and the ability to independently identify concerns and develop solutions are essential to success in this role.

Requirements

High school diploma or GED
Valid Colorado driver's license
Driving record acceptable to COI's insurance carrier
Proficiency with Microsoft Office
Ability to learn financial management systems
Strong analytical skills
Sound judgment
Attention to detail
Confidentiality
Organization
Ability to independently identify concerns and develop solutions
Ability to work effectively with minimal supervision
Ability to work as part of a collaborative team
Regular, reliable in-office attendance

Nice To Haves

One year of experience in financial management, auditing, compliance, or a related field
Experience supporting individuals with IDD
Knowledge of Social Security Administration requirements

Responsibilities

Reviewing and auditing client financial records
Monitoring Social Security benefits and resource levels
Identifying and resolving discrepancies
Maintaining accurate financial documentation
Overseeing True Link cards, ABLE accounts, and other financial resources
Verifying appropriate use of client funds and purchased items
Conducting quarterly and as-needed financial audits
Preparing accurate and timely reports for the Social Security Administration
Assisting with Social Security benefit applications
Communicating professionally with families, guardians, outside Representative Payees, program supervisors, and agency staff regarding client financial needs and compliance requirements
Interacting with clients to understand individual spending needs, financial goals, and preferences
Working collaboratively with program staff to ensure clients have appropriate access to their resources
Providing guidance and training to staff regarding financial protocols, compliance expectations, documentation, and best practices