WFS Representative Payee

Goodwill Industries of the Inland Northwest•Spokane, WA

About The Position

Provides administrative representative payee services, ensuring participants’ funds are distributed correctly and records are properly maintained. The role distributes funds according to each representative payee plan, prioritizing rent and utilities, and maintains accurate financial and client records. The position requires passing a background and credit check and maintaining strict confidentiality, including compliance with HIPAA and company policies.

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 and company policies.
Comply with applicable health, safety, fire, WISHA, OSHA, and other local, state, and federal 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, and follow Goodwill policies, CARF standards, safety principles, and applicable workplace procedures.
Establish and maintain working relationships with participants, referring agencies, and program partners; collaborate with Workforce and Family Services to provide participant services.
Stay informed about state and federal laws affecting the organization and the people it serves.
Attend meetings, conferences, workshops, and training as approved or required by the supervisor.
Distribute funds according to representative payee plans, prioritizing rent and utilities and distributing remaining funds for clients’ personal needs based on need.
Conduct intake interviews with new clients and complete required paperwork.
Maintain a file for each payee, including representative payee information, agreement and expenditure forms, and other pertinent information.
Communicate with caseworkers and financial workers to schedule appointments, track checks, distribute medical coupons, and resolve payee-related issues.
Maintain and tally check registers for client files and provide accurate monthly records to the accounting department.
Prepare and distribute checks to clients, and keep accurate records of 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 service payments are not received.
Assist with Social Security Administration reports detailing how payees’ funds were distributed over a specified period.
Communicate with other agencies to help clients access energy assistance and other available community services.
Avoid creating or contributing to actual or perceived conflicts of interest involving clients or client accounts.
Follow HIPAA requirements and company policies and procedures, including confidentiality requirements.
Follow Goodwill policies, procedures, and directives to help ensure personnel and property safety.
Wear and maintain required personal protective equipment.
Comply with health, safety, fire, and applicable local, state, and federal regulations, including WISHA and OSHA.
Perform other duties as assigned.