Representative Payee II

Central City Concern

Portland (OR)

On-site

USD 37,000 - 50,000

Full time

14 days+

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Benefits offered by this job

Generous PTO
403(b) Employer match
Health, Vision, Dental insurance
Life Insurance
Sabbatical program

Job summary

Central City Concern is seeking a Representative Payee II to join a multidisciplinary team in Portland, managing client funds and ensuring SSA compliance. The role supports individuals facing homelessness, addiction, or serious mental illness by maintaining benefits and teaching budgeting skills.

Responsibilities include coordination with clinical staff, accurate record-keeping, and collaboration with the accounting team to ensure proper financial practices.

Qualifications

  • High School diploma or GED.
  • 2 years of experience with financial management in a non-profit or financial services setting and/or budgeting experience.
  • Experience with MIP or accounting databases is preferred.
  • Intermediate proficiency in math calculations.
  • Intermediate proficiency in Microsoft Excel.
  • Current CPR certification prior to start date.
  • Ability to complete forms thoroughly and accurately.
  • Adherence to drug-free workplace policies and related regulations.

Responsibilities

  • Monitor all client accounts in accordance with general accounting practices.
  • Collaborate with clinical teams to identify potential clients and support current clients.
  • Provide individual skills training to help clients manage and budget funds.
  • Liaise with SSA regarding Old Town Recovery Center and stakeholders.
  • Attend meetings and trainings; assist with clinical interventions to improve community tenure.
  • Maintain client records per program standards and SSA requirements.
  • Work with accounting team to ensure proper practices are followed.
  • Support privacy and security requirements for health information.

Skills

Agency-based payee programs
Accounting knowledge
Client collaboration
Financial management

Education

High School diploma or GED

Tools

Microsoft Excel
MIP accounting software

Job description

The Representative Payee II is a key member of a multidisciplinary team, providing money management services to individuals experiencing severe mental illness, addiction, or houselessness. In this role, the Representative Payee II helps develop and maintain an agency-based representative payee program for clients who are unable to manage their Social Security benefits, ensuring their basic living needs are met. The position also provides leadership and coordination with the Social Security Administration (SSA) and ensures compliance with all applicable SSA rules and regulations.

Company:

Central City Concern is an innovative nonprofit agency providing comprehensive services to single adults and families in the Portland metro area who are impacted by homelessness, poverty and addictions. We hire people that are skilled and passionate to meet our mission to end homelessness through outcome-based strategies which support personal and community transformation.

Schedule:

Monday - Friday, 8:00am - 4:30pm (Saturday & Sunday Off)

Location:

Old Town Recovery Center (33 NW Broadway, Portland, OR 97209)

Compensation:

$27.62 - $36.65/hr

Final comp will be determined based on relevant experience, education, credentials/licensure, and internal equity. External candidates: Offer max $32.05/hr per our Union contract.

AFSCME Union

This role is a Union Represented position through; American Federation of State, County, and Municipal Employees (AFSCME). You can find more information about your representation here www.afscme.org

This position could be subject to Recall Rights: This applies to employees who were previously laid off from a CCC union-represented position. The previous employee may have recall rights to be considered for rehire before internal or external candidates are considered.

Seniority Bid Window Opens:

8/10/26

Seniority Bid Window Closes:

8/18/26

MINIMUM QUALIFICATIONS:
  • High School diploma or GED.
  • 2 years of experience with financial management within a non-profit or financial services setting and/or experience with budgeting and bill paying in a professional capacity.
  • Experience in MIP, accounting database, preferred.
  • Intermediate proficiency in math calculations.
  • Intermediate proficiency in Microsoft Excel.
  • Must have current CPR certification prior to start date.
  • Must have the ability to complete forms thoroughly and accurately.
  • Ability to adhere to Central City Concern's drug-free workplace which encourages a safe, healthy and productive work environment and strictly complies with the Drug-Free Work Place Act of 1988.An employee shall not, in the workplace, unlawfully manufacture, distribute, dispense, possess or use a controlled substance or alcohol.
  • Physical ability to walk, bend, stoop, twist, kneel, reach, squat, pull, lift up to 25 lbs., climb stairs several times a day and stand for long periods of time.
  • Must pass pre-employment drug screen, TB test, and background check including DHS Background.
  • Must adhere to agency non-discrimination policies.
  • Ability to effectively interact with co-workers and clients with diverse ethnic backgrounds, religious views, political affiliation, cultural backgrounds, lifestyles and sexual orientation and treat individuals with respect and dignity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Responsible for monitoring all client accounts in accordance with general accounting practices.
  • Provide collaboration with the clinical teams to identify potential clients and support current clients.
  • Offer individual skills training to assist with teaching clients how to manage and budget their funds.
  • Functions as a liaison with SSA to the Old Town Recovery Center and other stakeholders.
  • Participate in clinical staff meetings and case conferences as needed to assist with supporting clinical interventions to maximize community tenure.
  • Monitor and assure that the health and safety needs of clients are met.
  • Maintain client records as required by program standards and the Social Security Administration's requirements.
  • Work in collaboration with accounting team to ensure accounting practices are followed.
  • Attend required meetings and trainings.
  • Participate in setting goals and objectives for program and facilitating the achievement of those goals
  • Adhere to all state and federal privacy regulations, including HIPAA and 42 CFR Part 2, and to CCC policies and agreements regarding confidentiality, privacy, and security. Support compliance with all privacy and security requirements pursuant to community partners' and outside providers' patient confidentiality agreements, including privacy and security requirements for EMR access. This includes immediately reporting any breach of protected health information or personal identification information of any person receiving CCC services by CCC or an outside provider to the CCC Compliance Department, as well as to your supervisor or their designee.
  • Attend all mandatory CCC trainings in a timely manner.
DESCRIPTION OF OTHER DUTIES:
  • Participate in quality assurance and quality improvement activities as directed.
  • Perform other duties as assigned.
SKILLS AND ABILITIES:
  • Advanced knowledge and skills with agency based representative payee programs.
  • Demonstrated accounting knowledge and experience
  • Ability to work effectively with peers, individual clients and groups.
  • Ability to work as a team member and to establish priorities.
  • Ability to apply principles learned to new situations.
  • Ability to learn new skills.
  • Ability to display a non-judgmental attitude.
  • Knowledge of community and social service agencies.
  • Knowledge and experience with adults with severe mental illness, addiction or houselessness.
  • Ability to show tolerance and compassion in difficult situations.
  • Sufficient manual dexterity and physical ability to perform assigned tasks.
  • Ability to communicate clearly and concisely both orally and in writing.
  • Ability to work in an environment where people may be hostile or abusive.
  • Ability to manage time and meet deadlines.
  • Ability to work courteously and effectively communicate with the general public, clients, medical personnel, corrections personnel, police, and co-workers.
  • Advanced ability to maintain accurate records and necessary paperwork.
  • Knowledge of de-escalation methods or ability to be trained in de-escalation methods.
  • Ability to provide leadership.
BENEFITS:

Central City Concern offers an incredible benefits package to our Regular/FT employees

  • Generous paid time off plan which provides up to 4 weeks of PTO accrual in the first year. Accrual increases with longevity.
  • Amazing 403(b) Retirement Savings plan with an employer match of 4.25% in your 1st year, 6% in the 2ndyear, and 8% in your 3rdyear!
  • Up to 11 recognized Holidays and 2 personal holidays (dependent on work shift schedule).
  • Comprehensive Medical, Vision, and Dental insurance coverage.
  • Employer Paid Life, Short Term Disability, AND Long-Term Disability Insurance!
  • Sabbatical Program offering extended time off at years 7, 14, and 21.

This description is intended to provide a snapshot of the work performed and is not designed to contain a comprehensive inventory of all duties, responsibilities, and qualifications required of the position.

As an agency deeply rooted in recovery, part of our policy and commitment to a drug and alcohol-free workplace includes post-offer, pre-employment drug screens. Please note we follow Federal Guidelines regarding prohibited substances, even for those legal at the state level.

Central City Concern is a second chance employer and complies with applicable laws regarding consideration of criminal background for employment purposes. Government regulations, contractual requirements, or the duties of this job may require CCC to conduct a background check and take appropriate action to address prior criminal convictions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.

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