Account Coordinator

Job Summary

The primary role of the Account Coordinator is to assist clients who have been referred to RMU Rep Payee, with a variety of aspects of their finances.

Essential Job Functions

• Handle a heavy volume of telephone calls from Clients, Case Managers, Outside Facilities and Social Security.
• Meet with clients to discuss living situations and financial situations specific to them.
• Educate the client on how the Rep Payee Program works.
  • Landlord Statements
  • Rules about renting
  • Where to have their monthly utility and other bills sent
  • How and when they will be receiving PNA (Personal Needs Allowance)
  • If they are a good candidate for a debit card
• Establish and assist clients with developing financially sound monthly budget.
• Prepare clients bills for payment from their individual account.
• Maintain accurate client files.
• Maintain a professional relationship with all clients.
• Network with other agencies for additional services for clients.
• Prepare paperwork for referral agencies.
• Prepare social security and/or other reports as assigned specific to client caseload.
• Meet with supervisor/and Rep Payee Team weekly to discuss client issues/concerns/goals, provide status updates and upcoming client developments.
• Report to supervisor immediately critical concerns that demand administrative guidance.
• Abside by all Mission and program policies, procedures and guidelines.
• Attend and participate in meetings and trainings as requested by supervisor.
• Avoid mandatory trainings.
• Maintain a professional and approachable attitude on the Mission campus.
• Sort checks and prepare for mailing and any other administrative duties needed.
• All other duties as requested by your supervisor.

Minimum Job Qualifications

• High School Diploma or GED
• Experience handling busy telephone traffic
• Experience with financial management, billing, or accounting
• Excellent computer skills
• Work with Microsoft Word, Excel, Outlook, Accufund or other accounting software
• Good written/verbal communication skills
• Experience working with homeless, mental illness or chemical dependence is a bonus
• Self-motivated and good time management skills are necessary
• Comfortable with the population we serve
• Enthusiastic support of our Mission Statement.

Status/Hours

Full Time, Monday Friday 40 hours per week 8am-4pm

Pay Rate

$17.00 18.50 depending on experience

Benefits

We offer a comprehensive benefit package for eligible employees to include medical, dental, life insurance, 401(k), voluntary benefits, paid time off, holidays and paid training.

Company Information

The Rescue Mission of Utica is an equal opportunity employer encouraging individuals with disabilities and veterans to apply.