Client Financial & Housing Services Coordinator

PATH (People Acting to Help), Inc.; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Annual increases

Performance bonuses

Comprehensive benefits package

Paid holidays

Vacation, sick, and personal time

No-cost pension plan

Licensure supervision

Professional development opportunities

Advancement opportunities

PSLF eligibility

Referral bonus

Job summary

PATH (People Acting to Help), Inc. in Philadelphia seeks a skilled professional to coordinate and administer client financial and residential services across Behavioral Health and Intellectual Disability programs.

You will handle Representative Payee and non-representative payee activities, MA/SSA/SSI/SSP benefits, HUD verifications, and related documentation. Responsibilities include maintaining accurate records, ensuring regulatory compliance, and collaborating with multiple programs to secure

Qualifications

• Bachelor’s degree in finance, accounting, economics, or business administration preferred; associates degree with 5 years related experience may substitute
• 3-5 years’ related experience in benefits coordination, client financial services, and nonprofit accounting
• Valid driver’s license and insured vehicle required
• Proficiency with Microsoft Office, PA COMPASS, SSA sites, and current financial platforms

Responsibilities

• Maintain Residential Client Financial Services database updating eligibility, Payee information, Room & Board records, MA, SSA/SSI/SSP, SNAP, LIHEAP, HUD docs and related financial info
• Develop, maintain, and monitor tracking systems and renewals for MA, SSA/SSI/SSP, SNAP, LIHEAP, HUD, Rent Rebate, Room & Board etc.
• Ensure compliance with federal/state/local regulations and agency requirements including ODP 6100/6400 and other client financial regs
• Manage Representative Payee and Non-Representative Payee activities per SSA requirements and agency policies
• Process expenditure requests, verify funds with Finance, ensure proper documentation and support
• Reconcile accounts, monitor transactions, resolve discrepancies, prepare SSA accounting reports
• Maintain records of client income, expenditures, savings, PA ABLE, banking relationships, and other resources
• Maintain documentation of benefits and resources including MA, SSA/SSI/SSP, SNAP, LIHEAP, HUD, and related documents
• Coordinate Room and Board agreements, HUD income verification, annual certifications, and eligibility documentation
• Collaborate with Residential Programs, Housing, Revenue Operations, Finance & Accounting, and external agencies
• Develop SOPs, workflows, and training materials for client financial services and eligibility
• Provide guidance and training to staff on regulatory compliance and procedures
• Participate in implementation and optimization of client financial services databases and reporting tools

Skills

Finance

Accounting

Economics

Business Administration

Driver's License

Microsoft Office

PA COMPASS

SSA Administration Site

Financial platforms

Non-Profit accounting

Education

Bachelor’s degree in finance, accounting, economics, or business administration

Associates Degree

Tools

Microsoft Office

PA COMPASS

SSA Administration Site

Job description

PATH (People Acting to Help), Inc. in Philadelphia seeks a skilled professional to coordinate and administer client financial and residential services across Behavioral Health and Intellectual Disability programs.

You will handle Representative Payee and non-representative payee activities, MA/SSA/SSI/SSP benefits, HUD verifications, and related documentation. Responsibilities include maintaining accurate records, ensuring regulatory compliance, and collaborating with multiple programs to secure