Representative Payee

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Advocate for individuals


• Intake new individuals


• File applications with Social Security for new individuals


• Manage individual accounts/files/ledgers


• Fill out forms for Social Security


• Fill out reports for Crawford County Assistance Office (Waiver Renewal Benefits, SNAP benefits, LiHEAP and medical assistance)


• Fill out applications for employment, housing and section 8 renewal


• Fill out applications for the Salvation Army and Food Bank


• Fill out forms for Pennsylvania Customer Assistance Program (PCAP) and (Low Income Rate Assistance) LIRA


• Set up utilities, True Link Cards, and direct deposit for employment and benefits


• Secure paystubs for Social Security


• Assist in the completion of Disability and Social Security audits


• Fill in for the Receptionist


• Find nursing home placement when needed


• Coordinate vacation plans with individuals


• Complete renewals for identification cards, Medicare, Social Security, and other government forms


• Set up budgets for each client


• Write checks for spending money and bills


• Reconcile bank accounts


• Set up irrevocable burial accounts and funeral pre-planning


• Work with landlords and providers on behalf of the individuals


• Complete paperwork for housing assessment damage to apartment before and after move in/move out


• Open and close accounts


• Set up payment arrangements for fines and medical bills


• File paperwork with the state of Pennsylvania when a client passes away


• File rent rebates and gather documentation for tax returns


• Assist in coordinating extermination of individuals’ residence, including payments


• Attend quarterly meetings and meet with individuals as needed


• Work with other provider agencies and Support Coordinators


• Verify income forms with Crawford County Human Services


• Assist families with questions regarding forms for Social Security and Crawford County Assistance Office


• All other duties as assigned

QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In addition, the individual must be competent in problem solving, interpersonal skills, oral communication, written communication, planning/organizing, adaptability and dependability.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE: A bachelor’s degree from an accredited college or university preferred but not required.  A high school diploma and experience working with adults with intellectual and developmental disabilities required.

REASONING ABILITY: Ability to apply understanding and problem-solving skills to carry out financial tasks. Ability to deal with problems in a constantly changing environment.

PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to stand and sit for long periods of time and walk on a very frequent basis.

JOB-RELATED EXPECTATIONS:

• Knowledge of principles and practices of Social Security laws


• Excellent organizational skills


• Flexible schedule


• Ability to communicate (verbally and written) professionally with individuals at all levels of the organization and external contacts


• Problem-solver


• Self-motivated and dependable


• Manage time efficiently


• Solid decision-making skills


• Ability to multi-task


• Regular attendance required


• Ability to maintain the integrity of confidential information


• Strong attention to detail and high degree of accuracy


• Occasional driving expected