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Expert Community Care Management, Inc.
Representative Payee
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Job Description
This is client-direct work managing the finances of persons with mental illness. This position involves guiding clients in formulating and adhering to an annual budget and requires the ability to identify the needs of clients and gain their confidence and cooperation. Work is performed with a considerable degree of independence. This position functions as a Representative Payee for approximately 60 - 70 clients. Specific Duties Include 1. Establishes a rapport with clients and promotes an atmosphere of mutual respect. 2. Meets with clients, and their families, if appropriate, primarily at the work location, occasionally in a home or community setting, to establish a budget, negotiate disbursements, and discuss problems; requires ability to utilize an approach based on the emotional and behavioral needs of the client. 3. Encourages clients to cooperate with the financial plan, giving them reassurance and support, as needed. Emphasize recovery orientation and skill acquisition within each individual plan. 4. Reviews, inputs, and processes client accounts payable checks, including regular budget disbursements, invoices, and additional requests for funds. 5. Receipts checks/cash to Representative Payee account; prepares monthly deposit reports. 6. Monitors client expenditures, maintains records, and prepares a variety of reports relating to each client account. 7. Observes and reports any significant changes in the behavior, attitude or physical condition of the clients; participates in meetings to discuss behavior and progress of clients; works closely with case managers and other service providers in order to determine needs, address concerns, and effectively deal with each client's financial situation. 8. Works effectively with the Department of Public Welfare, the Social Security Administration, and other sources of client income; which includes completing, reviewing, and processing representative payee reports, benefit re-determinations, and assistance applications, as needed. 9. Other duties, as assigned by supervisor.