Payee Service Coordinator

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Posted 5/25/2018

Protective Payee Services assists people with mental and/or physical disabilities by budgeting and direct bill payment of their Social Security disability income. The Payee Service Coordinator is a full- time, direct service, professional position primarily responsible for engagement, assessment, intervention, and coordination of services to insure client’s health, housing, and income needs are met. Also assists with development and maintenance of the client’s case plan and budget. This position performs duties in accordance with Welcome House Core Values, including: Ethical, Collaborative, Client-Centered, Accountable, Professional, and Passionate.

PRINCIPAL DUTIES & RESPONSIBILITIES
1. Service Coordination
• Maintains caseload of approximately 50 payee clients.
• Develops a comprehensive case plan with clients to remove barriers to housing and income stability and establishes goals and objectives to improve client’s quality of life
• Maintain weekly contacts with clients to discuss or resolve any issues that impact the client’s ability to maintain income and housing.
• Conducts home visits at least monthly with each client and prior to HUD recertification to ensure compliance with HUD requirements.
• Coordinates clients’ access to government services and other non-profit services, advocates for clients when necessary, and empowers clients to advocate for themselves, when appropriate.
• Coordinates and collaborates with the Director of Income and Benefits to determine which clients are eligible for additional Welcome House services and makes appropriate community referrals when necessary
• Works as a part of a service coordination team to provide a continuum of quality services to clients. Provides respectful and collaborative support to service team members and shares responsibility with all team members for client outcomes.
• Maintains accurate and up-to-date documentation of client case plans, case notes, and change of status documents and other reporting and tracking forms.
• Provides transportation for clients to medical, housing, and other related appointments
• Assists in planning and implementing group activities for payee clients on a quarterly basis with the Payee Account Managers and Director of Income and Benefits.

2. Administration
• Represents the agency, Payee Team, or Director of Income and Benefits at outside agency meetings on an as-needed basis.
• Maintains positive public relations and serves as a liaison with other related community services.

3. Other duties as specified by the Director of Income and Benefits.

QUALIFICATIONS:
Education:
• Minimum Associate Degree to Bachelor’s Degree or equivalent

Experience:
• A minimum of 1-3 years experience in the social service field

Skill Set:
• Knowledge of problem solving techniques and have a high capacity to think critically
• Be efficient and thorough in documentation skills
• Advanced ability to communicate both verbally and in writing
• Advanced ability in conflict management
• Ability to work independently as well as part of a team
• Ability to develop community resources and networking ability
• Ability to collaborate both internally and externally

Key Performance Indicators
• Understands agency vision/mission and how to achieve agency goals
• Understands culture of poverty and works effectively with clients
• Be proficient in client engagement
• Increased knowledge of and involvement in community resources/partnerships
• Increased knowledge of Mental Health/Substance Abuse resources
• Provides training & mentoring of case managers
• Advanced knowledge of job readiness
• Advanced knowledge of assessment
• Participating in leadership responsibilities within case management team
• Involvement in and understanding of quarterly and annual reports
• Meets departmental compliance requirements with very limited supervision

WORKING CONDITIONS:
Working Hours/Environment
• Office hours: Monday through Friday, 8 a.m. – 5 p.m.
• Work typically performed in an indoor office building.

Tools and Equipment Used
• Personal computer, copier, fax/scanner, phone, and other typical office equipment.

Travel
• Moderate-Approximately 50-70% of the time

Physical and Mental Demands
• Frequently required to sit at a desk/workstation for long period of time
• Ability to work at a computer terminal for extended periods of time
• Digital dexterity and hand/eye coordination in operation of office equipment
• Ability to speak to and hear employees/clients via phone or in person
• Body motor skills sufficient to enable incumbent to move between 3 floors
• Additional Mental Requirements: compare, decide, direct, problem solve, analyze, instruct, interpret
• Minimum lifting up to and above 50 pounds

Welcome House is an equal opportunity employer. Employment selection and related decisions are made without regard to gender, race, age, disability, religion, national origin, color, gender identity, sexual orientation, veteran status or any other protected class.

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