Representative Payee Specialist – Client Funds & Compliance

Discovergoodwill; Spokane (WA); On-site; USD 26,000 - 28,000; Full time

Job summary

Discovergoodwill in Spokane, WA seeks an Administrative Payee Services representative to handle funds distribution and client records. The role requires maintaining confidentiality, processing payments, and coordinating with caseworkers and agencies to support program participants.

Responsibilities include intake interviews, accurate record-keeping, and ensuring compliance with HIPAA and organizational policies.

Qualifications

• High school diploma or GED or equivalent
• 1–3 months related experience and/or training
• Background and credit checks required

Responsibilities

• Provide excellent customer service.
• Maintain confidentiality at all times.
• Distribute funds in accordance with representative payee plan.
• Prepare and distribute checks to each client.
• Maintain a file on each payee containing payee information forms and agreements.
• Communicate with caseworkers and financial workers to schedule appointments and track checks.

Skills

Customer service

Confidentiality

Communication

Teamwork

Education

High school diploma or GED

Job description

Discovergoodwill in Spokane, WA seeks an Administrative Payee Services representative to handle funds distribution and client records. The role requires maintaining confidentiality, processing payments, and coordinating with caseworkers and agencies to support program participants.

Responsibilities include intake interviews, accurate record-keeping, and ensuring compliance with HIPAA and organizational policies.