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Representative Payee

Job Overview

Your Responsibilities

As a Representative Payee, you will act as a representative payee for adults with chronic mental illnesses. Ensure the quality, integrity and fiscal accountability of payee services offered to adult residential and community-based clients. Assist with accounting functions, as assigned. Responsibilities will also include:

• Understand full fee for Client Participation (CP) and when a client does not have enough funds for
  their CP and request supplement funding from DHS
• Work with DHS on clients who are not full fee and need state supplement assistance
• Know the CP amount for each client and load clients CP amount in the financial section payee information into the EHR
• Complete the submission of paperwork to social security such as applications for a new payee client, Payee Reviews, Medicaid Reviews, etc.
• Report all earnings to Social Security for clients, as well as address changes, changes in employment status, or if the client becomes incarcerated
• Maintain a master spreadsheet for all deposits, withdrawals, transfers, etc. for all clients, including client-specific monthly transaction sheet and yearly overview that must balance with the master spreadsheet
• Transfer from the Trust Account to the operating account sent to finance for the clients payment for their rent on a monthly basis
• Orders checks as needed and advise finance so funds can be transferred to the Trust Account from the Operating account
• Receive and pays clients invoices from Hillcrest Family Services, Hartig, Hospitals, etc. Reviews invoices to ensure they are correct
• Ensure the proper insurances from a medical establishment have been billed. Contact these establishments and dispute the invoice or make payment arrangements
• Complete projects assigned by the CFO, and all other duties as assigned

 

What You Need

• High school diploma or equivalent
• Strong organizational and problem-solving skills, attention to detail, and follow-up skills
• Strong time management skills with the ability with the ability to juggle multiple tasks and the ability
  to prioritize to meet deadlines
• Ability to budget and reconcile accounts.
• Understanding of what a payee can and cannot do, as well as the general rules for being a payee
  and the legal ramifications if this role is misused.
• Understands the rules of DHS, IME, Social Security, and all reporting requirements.

 

What Makes You Stand Out

• Associate's degree in Finance/Accounting/Business-related field
• A combination of education and experience in Finance/Accounting/Business-related field

 

Competitive benefits package for full-time employees working 30+ hours a week:

• Health insurance (up to 79% employer paid)
• Dental insurance
• Vision insurance
• 401(k) with profit sharing and employer match 
• Paid time off (accrue up to 80 hours during first year of employment; increases based on tenure with agency)
• 10 paid holidays
• 80 hours sick time
• 2 wellness days
• Staff development and training
• Public Service Loan Forgiveness (PSLF) eligibility for federal student loans
• Employer paid CEU's through Relias
• On-site primary care
• PerkSpot- employee discount program
• MeMD- virtual health provider for you and your family
  • Free talk therapy
  • $0 Telehealth/urgent care
  • Discounted psychiatry
• Employee assistance program
• Advancement opportunities

 

About the Organization

Hillcrest Family Services is a non-profit organization that assists adults and children in need of help. Every day, Hillcrest builds confidence in hundreds of people and families. We strive to be a leading provider in supporting brain health and wellness.  We’re a place where compassion is commonplace. Where our passion soars and faith restores.

 

**COVID-19 Vaccination Not Required**