Money Management Specialist

Position Overview

This position will work with the Money Management team as a Representative Payee. The candidate will work with individuals who have been determined to need assistance with their finances and bill payments as determined by Social Security, Adult and People with Disabilities, and/or the Veteran’s Administration.

Essential Job Functions

• Work with clients on a one-on-one basis to maintain budget and determine possible weekly allotments.
• Manage client bills and issue payments according to policies and procedures.
• Advocate on client’s behalf with landlords, creditors, and legal system.
• Use Representative Payee Manager Software, on-line banking, and computer on a daily basis to update clients’ information and complete transactions.
• Maintain client files accurately, ensuring appropriate documentation is present.
• Complete and maintain reports in a timely manner.
• Pick up and distribute mail, as necessary.
• Attend trainings as assigned.
• Work with all departments of CAPECO to provide wrap around services to participants.

Required Knowledge, Skills, Abilities & Minimum Qualifications

• Associate degree in related field which can be substituted for two years of comparable experience and/or training or equivalent combination of education and experience.
• Must have experience using a computer extensively.
• Excellent customer service skills.
• Ability to communicate effectively, both written and verbally.
• General knowledge of household budgeting and daily money management.
• Accuracy in maintaining financial records.
• Ability to work cooperatively with a wide variety of individuals including people with significant physical and mental impairments and varying socioeconomic backgrounds.
• Must have the ability to manage multiple clients/accounts simultaneously and respond to immediate requests for specific program information.
• Basic math skills and be able to reconcile bank statements and accounts.

Work Environment And Physical Demands

• The physical demand and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.
• While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
• The employee is occasionally required to bend, kneel, and crouch.
• Specific vision abilities required by this job include close vision and distance vision.
• The noise level in the work environment is usually moderate.
• The employee must occasionally lift, and/or carry/move objects up to 25 pounds.
• This job operates in a professional office environment.
• This role routinely uses standard office equipment such as computers, smart phones, photocopiers/scanners, shredders and filing cabinets.

Special Requirements

• Must pass a criminal history background investigation however, a conviction of a crime may not necessarily disqualify an individual from this position.
• CAPECO is a drug free workplace and pre-employment drug screening will be required.
• Due to federal funding, our drug screenings include the use of marijuana.
• Possession of or ability to obtain a valid driver’s license and insurable driving record is required.

EQUAL OPPORTUNITY EMPLOYER

CAPECO does not discriminate in employment opportunities or practices based on race, color, national origin, religion, sex, sexual orientation, gender identity/transgender status, age, disability, veteran or marital status, genetic information or any other characteristic protected by applicable law.