Financial Services Tech (FST) - Mental Health 109

La Casa Mental Health Rehabilitation Center (MHRC) is a 190-bed program providing assistance to adults 18 and older.

STATEMENT OF PURPOSE

We exist to help people with mental impairments realize their full potential.

MISSION STATEMENT

Telecare will deliver and manage excellent services and systems of care for persons with serious mental illness.

POSITION OBJECTIVE

The Financial Services Technician obtains, documents and facilitates processing of all financial information pertaining to clients.

Shifts Available: 

Full-Time | AM | Shifts: 8:00 AM - 4:30 PM | Days: Monday - Friday

Expected starting wage is $23.00. This position is covered by a collective bargaining agreement and is subject to union membership requirements upon hire. Telecare applies geographic differentials to its pay ranges.  The pay range assigned to this role will be based on the geographic location from which the role is performed.  Starting pay is commensurate with relevant experience above the minimum requirements.

QUALIFICATIONS

High School graduation or a G.E.D. equivalent is required. Knowledge of regulations related to Medi-Cal, Social Security, Short Doyle, private health insurance and other pertinent information regarding public medical assistance is required. Direct experience as a Medi-Cal Eligibility Worker or Social Security Administrative Clinical Represen-tative is preferred. Necessary skills include the ability to analyze and evaluate individual financial situations, reach conclusions and make appropriate recommendations. Must have the ability to operate a 10-key adding machine and basic typing skills. The ability to read, write and communicate well is crucial, as is the willingness to work with mentally impaired adults. Applicant must receive clearance from the Department of Justice.

KEY RESULT AREAS

MISSION, VALUES AND BELIEFS

• Demonstrates the Telecare mission, purpose, values and beliefs in everyday language and contact with clients, the public and other staff members.

QUALITY AND QUANTITY OF WORK

• Performs tasks correctly and according to policies and procedures.


• Performs client eligibility tasks, including:
  
  
  
  1. Interviewing all clients upon admission to determine financial status, completing necessary forms including applications for Medi-Cal and SSI, informing clients and/or payees of their financial responsibilities.
  
  
  2. Verifying Medi-Cal/SSI eligibility.
  
  
  3. Coordinating financial information concerning clients through regular contact with county eligibility offices, other Business Office and Social Services staff.
  
  
  4. Assisting Business Office Manager with preparation for and attending Financial Review Committee meetings.
  
  
  
  

• Performs liaison duties with other agencies and departments regarding client finances, including:
  
  
  
  1. Maintaining a cooperative relationship with Medi-Cal, Social Security Administration, Public Guardian and other government agencies involved in client finances.
  
  
  2. Maintaining telephone contact with family members, friends, etc. concerning business and financial matters of clients.
  
  
  3. Opening mail related to client financial status and forwarding it to clients, appropriate parties or agencies.
  
  
  4. Preparing SSA lead list to determine benefits and establish protective date.
  
  
  5. Interfacing with other agencies and departments concerning client financial information.
  
  
  
  

• Performs clerical duties, including:
  
  
  
  1. Initiating and maintaining the client eligibility reports and follow-up records.
  
  
  2. Assisting the biller in maintaining files on all current and discharged clients.
  
  
  
  

• Assists clients in banking and counsels clients regarding personal finances.

TEAM MEMBER PARTICIPATION

• Participates as a team member and provides input via reporting observations, concerns and asking appropriate questions.

JUDGMENT, DECISION MAKING AND INITIATIVE

• Demonstrates knowledge and proper use of equipment and supplies.

RELATIONSHIPS WITH OTHERS

• Demonstrates a good rapport and cooperative working relationships with all members of the team; responds to co-workers with concern and promotes group morale.

QUALITY IMPROVEMENT

• Continually focuses on assigned tasks and seeks and implements improvements as necessary.


• Understands and demonstrates the safety program in all activities.


• Practices universal precautions at all times.

CUSTOMER AND COMMUNITY RELATIONS

• Demonstrates an understanding of Telecare’s customers including clients, families and governmental agencies in all interactions and conduct.


• Acts in a professional manner, always demonstrating respect and understanding of the community and neighborhood when representing Telecare in the community.


• Actively participates in meeting customer needs and adapting to changing customer needs at all times.


• Participates and encourages participation from staff in activities, including professional and trade organizations, that promote mental health services.

PLANNING AND TIME UTILIZATION

• Completes and follows through with tasks and assignments, meeting expected deadlines.

ATTENDANCE AND RELIABILITY

• Understands and demonstrates knowledge of all policies associated with attendance.

PROFESSIONAL DEVELOPMENT

• Attends all assigned in-service education classes.


• Always dresses appropriately and professionally.

PHYSICAL REQUIREMENTS

See attachment for requirements.

• Duties and responsibilities may be added, deleted and/or changed at the discretion of management.

SUPERVISOR: Business Office Manager

POSITION PHYSICAL REQUIREMENTS