WFS Representative Payee - Spokane, WA - Full-time/Hourly
About The Position
Provide administrative representative payee services, ensuring funds are distributed correctly and records are properly maintained. The position requires passing a background and credit check. Distribute funds according to each representative payee plan, conduct client intake interviews, maintain client files and financial records, prepare and distribute checks, coordinate with clients, agencies and creditors, and assist with Social Security Administration reporting. Work collaboratively with Workforce and Family Services and follow Goodwill policies, confidentiality requirements, safety standards, and applicable laws and regulations.
Requirements
- High school diploma or GED, or one to three months of related experience and/or training, or an equivalent combination of education and experience.
- Must pass a background check and credit check.
- Maintain confidentiality and comply with HIPAA requirements.
- Properly wear and maintain required personal protective equipment.
Responsibilities
- Provide excellent customer service and maintain confidentiality.
- Provide services within the scope of work as directed by the supervisor.
- Establish and maintain working relationships with participants, referring agencies, and program partners.
- Stay informed about state and federal laws affecting the organization and the people it serves.
- Enforce personnel policies, procedures, workplace rules, and corrective action procedures.
- Attend meetings, conferences, workshops, and training as approved or required by the supervisor.
- Provide services in accordance with Goodwill policies, CARF standards, and safety principles.
- Distribute funds according to representative payee plans, prioritizing rent and utilities, then personal needs, and distributing remaining funds to clients based on need.
- Conduct intake interviews with new clients and complete necessary paperwork.
- Maintain a file for each payee with required forms and other pertinent information.
- Communicate with caseworkers and financial workers to schedule appointments, track checks, distribute medical coupons, and resolve payee situations.
- Maintain and tally each client's check register and provide accurate records to the accounting department at month-end.
- Prepare and distribute checks to clients and accurately record checks received and issued.
- Contact creditors, including utility companies, medical services, and landlords, to arrange payment plans for payees.
- Record monthly payments to Goodwill from outside agencies and notify the appropriate Community Service Office when payment is not received.
- Assist with Social Security Administration reports describing how payees' funds were distributed over a specified period.
- Communicate with other agencies to help clients obtain energy assistance and other community services.
- Avoid creating or contributing to real or perceived conflicts of interest involving clients or client accounts.
- Follow HIPAA requirements and company policies and procedures.
- Follow Goodwill policies, procedures, and directives to ensure the safety of personnel and property.
- Collaborate with Workforce and Family Services to provide participant services.
- Properly wear and maintain required personal protective equipment.
- Comply with health, safety, and fire standards and applicable local, state, and federal regulations, including WISHA and OSHA.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
