Resident Benefits & Financial Services Coordinator

St Joseph Home•Cincinnati, OH

10d

About The Position

At Saint Joe’s, we believe in the power of community. Every person has something to give and something to dream about. At Saint Joe’s, we provide the care, programs, and support that help people with complex disabilities live those dreams every day. We are seeking an energetic, highly organized, and service-oriented professional to serve as our Resident Benefits & Financial Services Coordinator. This newly created position represents an investment in strengthening resident financial services while supporting our Finance Shared Services model. This role will become the organization's internal subject matter expert for resident public benefits, Representative Payee administration, resident financial resources, vendor coordination, inventory ordering, and related financial support services. Rather than functioning as a traditional Accounts Payable or accounting position, this role focuses on maximizing resident benefits, improving financial stewardship, strengthening relationships with external agencies, and providing exceptional customer service to Operations, residents, families, and guardians. This position works collaboratively with Nursing, Operations, Admissions, Human Resources, County Boards, Social Security Administration, Medicaid, Medicare, vendors, and other external partners to ensure residents receive the financial resources and benefits available to support their care.

Requirements

Bachelor's Degree preferred in Accounting/Finance or related field
Exceptional organizational skills
Strategic thinker who also enjoys bringing ideas to life
Strong follow-through
Collaborative, positive, and proactive
Takes initiative and ownership of outcomes

Responsibilities

Serve as the organizational resource for public benefit programs including: Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Disabled Adult Child (DAC) Benefits, Medicare (Parts A, B & D), Medicare Savings Programs, Medicaid eligibility and renewals, SNAP (Food Assistance), Transportation benefits, Other applicable federal, state, and local assistance programs. Responsibilities include: Preparing applications, Coordinating annual renewals and redeterminations, Tracking eligibility deadlines, Monitoring benefit status, Coordinating supporting documentation, Assisting with appeals and denials, Maintaining benefit tracking logs.
Support organizational Representative Payee responsibilities by: Monitoring resident income and resources, Maintaining financial documentation, Coordinating resident spending plans, Monitoring Personal Needs Allowances, Assisting with STABLE Accounts and Special Needs Trust documentation, Preparing annual SSA Representative Payee reporting, Communicating with guardians regarding resident finances, Assisting with benefit overpayments and corrections.
Maintain resident financial records, Coordinate resident account documentation, Assist with financial information requested during ISP planning, Coordinate documentation for Health & Welfare Reviews, Maintain organized resident financial files, Support audit requests related to resident finances.
Coordinate purchasing activities including: Medical supplies, Formula, Durable Medical Equipment (DME), Respiratory supplies. Vendor communication, Inventory ordering, Purchase tracking, Pricing comparisons, Vendor performance monitoring.
Process invoices, Coordinate purchase approvals, Vendor follow-up, Payment inquiries, Maintain organized supporting documentation, Assist with monthly reconciliations.
Support the Finance Department's service-oriented philosophy by: Assisting Operations with benefit questions, Supporting Admissions regarding financial eligibility, Assisting Nursing with financial documentation, Building relationships with outside agencies, Developing written procedures, Identifying process improvements.