Representative Payee & Benefits Liaison

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

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