Representative Payee

Community First Solutions•Hamilton, OH

16h

About The Position

Community First Solutions seeks a compassionate and detail-oriented Representative Payee Specialist to provide financial management services that empower individuals living with mental health disorders, developmental disabilities, and co-occurring substance use conditions to achieve greater stability and independence. This vital role serves as a trusted financial advocate, managing client income and obligations while helping ensure essential needs are met and financial responsibilities are handled accurately and on time. The ideal candidate is organized, dependable, and committed to serving vulnerable populations with dignity, respect, and professionalism. In this meaningful role, you'll build trusted relationships, support community integration, and make a lasting impact by helping clients maintain financial security and quality of life.

Requirements

High School Diploma or GED required
2 years of customer service, accounting and clerical experience required
Working knowledge of Microsoft Excel, Word, and Outlook
Clerical and data entry skills
Ability to prioritize and organize work
Ability to work with diverse populations
Ability to deal with public in a professional manner
Math skills and experience with accounting software

Responsibilities

Enter data to generate payment of clients’ financial obligations as needed
Enter data to generate basic needs weekly checks
Make return calls to all clients leaving a voicemail message, take appropriate action, and record in client record
Maintain good relationships with clients and support staff through timely and courteous communication by phone, mail, or e-mail
Work with co-payees on day-to-day activities
Maintain financial income/obligations for client caseload
Take phone referrals for prospective payee clients
Interview prospective clients and assist them with completing a proposed budget
Mail payee applications and required documentation to Social Security
Work with other agencies to establish payee services
Complete all on-going Social Security forms and attend reviews as requested by Social Security to maintain payee services
Maintain files and report any changes to Social Security
Maintain work history file and submit proof of earnings to Social Security
Maintain account for clients, Social Security, and auditors
Sort daily incoming mail and process appropriately
Represent the agency in a positive manner at all times
Participate in the Quality Improvement process as directed by Manager or Director
Complete other related duties as requested by Manager