Representative Payee

Exceptional Persons Inc; Waterloo (IA); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health, dental, vision, and life保险 (if

401(k) employer match up to 6%

Free telemedicine and virtual care

Paid training

Immediate employee discounts

Public Student Loan Forgiveness (PSLF)

Job summary

Exceptional Persons, Inc. in Waterloo, IA seeks a compassionate Representative Payee to help individuals maintain financial stability and independence. You will oversee budgets, manage bill payments, and coordinate benefits such as Social Security, Medicaid, and SNAP.

This full-time role combines advocacy, financial oversight, and collaboration with guardians, clients, and community agencies. Strong organizational and communication skills, plus discretion with confidential information, are

Qualifications

• High school diploma or equivalent required.
• Experience with budgeting, financial recordkeeping, public assistance programs, or related admin tasks preferred.
• Proficiency with Microsoft Office and ability to learn agency software.
• Strong organizational, problem-solving, and communication skills.
• Ability to handle confidential information and pass background checks.

Responsibilities

• Help individuals maintain access to Social Security, Medicaid, SNAP, and other essential benefits.
• Develop and manage individualized budgets that support financial stability and independence.
• Process bill payments and other financial obligations on behalf of clients.
• Serve as a liaison between individuals, guardians, community agencies, and benefit providers.
• Monitor financial records and account balances to ensure accuracy and compliance.
• Provide financial planning support, resources, and guidance to clients and support teams.

Skills

Communication skills

Organizational skills

Problem-solving

Discretion with confidential info

Interpersonal skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Agency software familiarity

Job description

Support Independence with Purpose - Join a Mission That Changes Lives

At EPI, we don't just talk about impact, we live it every single day. Since 1957, we've been connecting people, creating opportunities, and nurturing growth for our community.As a designatedEIGHT-TIME Employer of Choice- our work is grounded in four core values: People, Stewardship, Creative Cooperation, and Integrity.

As a Representative Payee with EPI, you will play a pivotal role in helping individuals maintain financial stability, access essential benefits, and achieve greater independence. This position combines financial oversight, advocacy, and personalized support, ensuring those we serve can successfully manage their resources, meet financial obligations, and maintain eligibility for critical assistance programs. Through collaborative partnerships with clients, guardians, support teams, and community agencies, you will help create stability, opportunity, and peace of mind.

In this role, you'll navigate public assistance programs, develop individualized budgets, manage financial obligations, and serve as a liaison between individuals and community resources. Your attention to detail and commitment to service will help ensure the people we support have the financial resources and benefits they need to thrive.

Working for EPI has itsbenefits.Manybenefits.

Full benefits are offered for full-time positions.

• Health, dental, vision, and life insurance plans (even pet insurance!)
• Generous paid time off (vacation, sick, and personal time offered)
• 401(k)* employer match up to 6%
• Free telemedicine and virtual counseling
• Paid training
• Immediate employee discounts ( gym memberships and more!)
• EPI is a Public Student Loan Forgiveness program qualified employer

Purpose in Action. Leadership Starts Here.

In this role, you will:

• Help individuals maintain access to Social Security, Medicaid, SNAP, and other essential benefits.
• Develop and manage individualized budgets that support financial stability and independence.
• Process bill payments and other financial obligations on behalf of clients.
• Serve as a liaison between individuals, guardians, community agencies, and benefit providers.
• Monitor financial records and account balances to ensure accuracy and compliance.
• Provide financial planning support, resources, and guidance to clients and support teams.

Qualifications

• High school diploma or equivalent required.
• Experience with budgeting, financial recordkeeping, public assistance programs, accounting support, or related administrative responsibilities preferred.
• Proficiency with Microsoft Office and the ability to learn agency-specific software.
• Strong organizational, problem-solving, and communication skills.
• Ability to work effectively with individuals, guardians, community agencies, and internal teams.
• Ability to maintain accurate records and handle confidential information with professionalism and discretion.
• Ability to pass required background checks.

Here's What We're Looking For.

• Integrity: Doing what's right while safeguarding confidential financial and personal information.
• Dependability: Following through on responsibilities, meeting deadlines, and ensuring timely and accurate financial management.
  Communication: Building trust through clear, professional, and respectful communication with clients, guardians, staff, and community agencies.
• Attention to Detail: Maintaining accurate records, monitoring benefits, and ensuring all documentation and reporting requirements are completed correctly.

EPI is an equal opportunity employer.

Connecting People, Creating Opportunities, and Nurturing Growth Since 1957