Client Financial & Residential Services Coord

PATH (People Acting to Help), Inc.; Philadelphia (Philadelphia County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive pay

Annual increases

Performance bonuses

Comprehensive benefits

Paid holidays/vacation/sick/personal

No-cost pension plan

Professional development opportunities

Advancement opportunities

PSLF eligibility

Referral bonus

Job summary

PATH (People Acting to Help) Inc. seeks a skilled Financial Services Coordinator to administer Representative Payee and client financial management for individuals served across Behavioral Health and Intellectual Disability programs.

You will handle eligibility, MA/SSA benefits, HUD verification, and room-and-board accounting with strict regulatory compliance. Responsibilities include maintaining client records, coordinating payee activities, renewals, and reporting, and ensuring accurate

Qualifications

• Bachelor’s degree preferred; associate degree with 5 years of relevant experience acceptable.
• 3–5 years of specific experience in program coordination of benefits and client financial services.
• Experience in non-profit accounting and compliance preferred.

Responsibilities

• Coordinate Residential Client Financial Services, ensuring eligibility and HUD documentation compliance.
• Manage Representative Payee and client financial activities per SSA requirements and agency policies.
• Coordinate Room & Board agreements, HUD verification, and housing-related financial documentation.
• Collaborate with Programs, Finance, and external agencies to improve workflows and training.

Skills

Financial coordination

Client financial services

Bookkeeping

Non-Profit accounting

Driver's license

Microsoft Excel

Microsoft Word

PA COMPASS

SSA Administration Site

Financial platforms

Education

Bachelor’s degree in finance, Accounting, Economics, or Business Administration

Associates Degree + 5 years experience in lieu of Bachelor's

Tools

PA COMPASS

SSA Administration Site

Other financial platforms

Job description

About Path Inc.

PATH (People Acting to Help) Inc. is a comprehensive Community Behavioral Health and Intellectual Disability Center. We offer a wide of array of services and supports to meet the needs of our community in Northeast Philadelphia. PATH regularly achieves the highest levels of accreditation including a 5 Star Provider Rating by CBH, Philadelphia’s Managed Care Entity, and recognition and awards related to our high-quality, innovative programs and staff accomplishments and contributions.

About Path Inc.

PATH (People Acting to Help) Inc. is a comprehensive Community Behavioral Health and Intellectual Disability Center. We offer a wide of array of services and supports to meet the needs of our community in Northeast Philadelphia. PATH regularly achieves the highest levels of accreditation including a 5 Star Provider Rating by CBH, Philadelphia’s Managed Care Entity, and recognition and awards related to our high-quality, innovative programs and staff accomplishments and contributions.

Our Mission? To Help Individuals Achieve a More Independent and Fulfilling Life.

WHY WORK AT PATH?

A Career with Meaning

At PATH, our team members are at the heart of what we do, so we work hard to give them the best reasons to work here — and to stay here.

In addition to the satisfaction of making a real difference in people's lives, we offer:

• Competitive pay
• Annual increases
• Performance and longevity bonuses
• Comprehensive benefits package for staff and family
• Generous number of paid holidays, vacation, sick, and personal time
• No-cost pension plan
• Ongoing professional development opportunities, including licensure supervision
• Cutting-edge treatment facility, resources, and treatment modalities
• Opportunities for advancement and growth within the organization
• Eligible for the Federal Public Student Loan Forgiveness (PSLF) program
• Referral bonus for referring a friend who accepts employment

Job Summary

To promote the mission of PATH by helping individuals achieve a more independent and fulfilling life through the coordination and administration of client financial and residential services that support individuals served across the organization's Behavioral Health and Intellectual Disability programs. Responsible for administering Representative Payee and Non-Representative Payee services, benefits eligibility, Medical Assistance (MA), Social Security Administration (SSA/SSI/SSP) benefits, Room and Board administration, HUD income verification, and related benefit applications, renewals, recertifications, and client financial records. Ensures compliance with applicable federal, state, licensing, funding source, and agency requirements while safeguarding client financial resources, supporting residential service requirements, and promoting continuity of benefits and services.

Qualifications

Bachelor’s degree in finance, Accounting, Economics, or Business Administration preferred but Associates Degree and 5 years specific experience in lieu of Bachelor’s Degree; At least 3-5 years’ specific experience or equivalent combination or education and experience, in program coordination of benefits, client financial services, bookkeeping financial reporting and analysis, Non-Profit accounting and compliance experience preferred; Must have valid Driver's License and insured vehicle; Excellent computer skills; proficiency with Microsoft products (Excel/Word), PA COMPASS, SSA Administration Site, and other current financial platforms

Specific Duties

Residential Client Financial Services, Eligibility & Compliance

• Maintain the accuracy, completeness, and integrity of the Residential Client Financial Services database by updating client eligibility, Representative Payee and Non-Representative Payee information, Room and Board records, Medical Assistance (MA), Social Security Administration (SSA/SSI/SSP), Supplemental Nutrition Assistance Program (SNAP), Low-Income Home Energy Assistance Program (LIHEAP), HUD documentation, and other supporting financial information in a timely manner.
• Develop, maintain, and monitor tracking systems, dashboards, and renewal schedules to ensure timely completion of applications, renewals, recertifications, redeterminations, and appeals related to Medical Assistance (MA), Social Security Administration (SSA/SSI/SSP), Supplemental Nutrition Assistance Program (SNAP), Low-Income Home Energy Assistance Program (LIHEAP), Rent Rebate, HUD, Room and Board agreements, Representative Payee activities, and other client financial service requirements.
• Ensure compliance with applicable federal, state, local, licensing, funding source, and agency requirements, including ODP Chapters 6100 and 6400, Medical Assistance (MA), Social Security Administration (SSA), HUD, Representative Payee, and other client financial service regulations.

Representative Payee & Client Financial Management

• Manage Representative Payee and Non-Representative Payee financial activities in accordance with Social Security Administration (SSA) requirements, agency policies, and applicable regulations.
• Process expenditure requests from Representative Payee accounts, coordinate with Finance & Accounting to verify available funds, and ensure expenditures are properly documented and supported.
• Reconcile Representative Payee accounts, monitor client financial transactions, investigate discrepancies, and resolve outstanding issues in a timely manner.
• Prepare and submit required Representative Payee accounting reports, documentation, and annual reporting to the Social Security Administration (SSA).
• Maintain accurate records of client income, expenditures, savings, burial reserve accounts, PA ABLE accounts, banking relationships, and other assigned financial resources.
• Maintain accurate and current documentation of client benefits and financial resources, including Medical Assistance (MA), Social Security Administration (SSA/SSI/SSP), Supplemental Nutrition Assistance Program (SNAP), Low-Income Home Energy Assistance Program (LIHEAP), Rent Rebate, HUD documentation, Room and Board agreements, Representative Payee and Non-Representative Payee activities, life insurance, burial reserve accounts, and other applicable client financial records.

Room & Board & Housing Administration

• Coordinate the execution, maintenance, and annual review of Room and Board Agreements to ensure compliance with agency policies, ODP Chapters 6100 and 6400, and applicable regulatory requirements.
• Calculate, monitor, and update Room and Board charges based on changes to client income, Social Security Administration (SSA/SSI/SSP) benefits, and other applicable funding sources to ensure individuals are charged accurately, are not overcharged, and remain in compliance with applicable regulatory requirements.
• Coordinate with Residential Programs, Housing, Representative Payees, third-party payees, and client representatives to obtain required documentation and ensure timely execution of Room and Board agreements and collection of payments.
• Coordinate HUD income verification, annual recertifications, interim certifications, and other housing-related financial documentation to maintain compliance with HUD requirements.

Collaboration, Training & Continuous Improvement

• Serve as the primary liaison between Residential Programs, Behavioral Health, Housing, Revenue Operations, Finance & Accounting, external agencies, and client representatives to coordinate client financial services, resolve issues, and ensure continuity of benefits and financial support.
• Develop, maintain, and update standard operating procedures (SOPs), workflows, reference guides, and training materials related to client financial services, eligibility, Representative Payee, Room and Board, and HUD administration.
• Provide guidance, technical assistance, and training to program staff regarding client financial services, eligibility, documentation requirements, regulatory compliance, and agency procedures.
• Participate in the implementation, testing, enhancement, and ongoing optimization of client financial services databases, workflow automation, reporting tools, and other technology solutions to improve operational efficiency, data integrity, and customer service.