Client Financial & Residential Services Coord

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

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.

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.