Representative Payee Coordinator

About the role

Hattie Larlham is a not-for-profit disability service organization providing care and support to over 1,600 children and adults throughout Ohio. The Representative Payee Coordinator plays a critical role in safeguarding the financial well-being of the individuals we serve while strengthening compliance and internal controls.

Responsibilities

• Audit monthly Individual financial packages to ensure accuracy, proper documentation, and compliance with Residential Financial Procedures.
• Reconcile and physically audit petty cash accounts across residential locations.
• Partner with Residential Managers and Coordinators to resolve variances, discrepancies, and documentation issues.
• Track submissions, maintain audit spreadsheets, and issue reports on missing or delinquent financial packets.
• Prepare annual Representative Payee Reports for the Social Security Administration and assist with applicable tax filings.
• Serve as liaison with the Social Security Administration regarding payee status, benefits, and documentation.
• Establish and maintain STABLE accounts and monitor balances to ensure benefit eligibility compliance.
• Collaborate with Residential and Finance Leadership to strengthen internal cash controls and recommend process improvements.
• Perform other related duties as requested by direct supervisor.

Requirements

• Bachelor's or Associate's degree required, preferably in Business Administration, Accounting or Financial related field.
• One year of experience auditing bank statements and general ledgers preferred.
• One year of experience in accounting or financial related role preferred.
• Must be proficient in Microsoft Windows Office 365, Excel, and Word.
• Valid Ohio Driver's License and ability to travel within Ohio required.
• Oregon Notary License or ability to obtain one required.

Qualifications

• Detail-oriented, mission-driven, and passionate about financial accuracy.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Skills

• Microsoft Windows Office 365, Excel, and Word proficiency.
• Experience with financial audits and reconciliation.
• Knowledge of Social Security Administration procedures and regulations.
• Strong organizational and time management skills.

Benefits

• Competitive Rates - Commensurate with experience.
• Earned Wage Access – Access your earned wages prior to Pay Day!
• Bonuses - Earn up to $2000 for each friend or family member we hire after you tell them about the great job opportunity you've discovered working at Hattie Larlham.
• Paid Training - Learn your role with hands-on position specific training.
• Recognition - Special event meals, gift card drawings, service recognition, awards, and numerous opportunities to win things like tickets, gift cards, and so much more!
• Paid Time Off - Work hard and relax. We all need a vacation every now and then and it's pretty cool when we're paid to relax!
• Wellness - Health Insurance Eligibility 1st of the Month After Hire – multiple Medical Plan Options, Dental, and Vision Plans, Free Life Insurance Policy, Employer Match Retirement Program, Employee Referral Bonus Program, and much more.
• Career or Stepping-Stone - With several employees with over 40 years of service, you too just might want to stay here awhile.