Program Administration Funds Specialist

About the Role

Mentor Community Services, part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. You’ll join a mission-driven team dedicated to making a positive impact in the lives of others.

Responsibilities

• Monitor implementation of individual fund policies and procedures, audit individuals’ accounts, review reconciliations, and report mismanagement or abuse of individual funds.
• Coordinate and manage funds in alignment with money management plans and financial transaction consents.
• Perform Representative Payee Designee duties, administer pre-paid bank card programs, track and record deposited funds for beneficiaries, and deposit payments when necessary.
• Assist with opening irrevocable burial trusts, special needs trusts, etc., and coordinate handling of individual funds in the event of death.
• Complete routine and end-of-year tax filing for applicable persons served.
• Review and process routine personal spending and special requests for funds, maintaining records of expenditures, including original receipts and signatures.
• Make payments on behalf of persons served, including room and board, rent, utilities, medical co-payments, and others, following policy and procedure when issuing checks from individual fund accounts.
• Reconcile transaction registers to fund’s source (ledgers/etc.) at least monthly or more frequently, as applicable.
• Verify accuracy of transaction register balances by reviewing starting and ending balances, deposits, expenditures, cash count, and bank card or account balance verification, bringing questions or inconsistencies to the primary money manager (or other party if this person is suspected) for resolution.
• Conduct routine reviews of account balances and, as indicated, complete high balance alert notifications and take steps to avoid exceeding asset limits to maintain eligibility.
• Assist with reporting combined asset and account information to benefit entities (e.g., Social Security Administration) as well as collecting and organizing documents for external audits of Representative Payee Accounts.
• Promptly report suspected misuse of funds or property, as required by applicable policy and procedures.

Requirements

• High school diploma/GED required; Associate’s Degree with account management experience preferred.
• Proficiency in accounting, intermediate to advanced computer skills, and familiarity with accounting applications preferred.
• Self-motivated and detail-oriented with ability to multi-task.
• Strong analytical skills with the ability to collect information from different sources.
• Current driver's license in good standing, car registration, and auto insurance if driving on behalf of the Company.

Benefits

• Full compensation/benefits package for full-time employees.
• 401(k) with company match.
• Paid time off and holiday pay.
• Nationwide career development and advancement opportunities.

Pay

$21.63/hour

Schedule

Full-time, hybrid (New Albany, IN)