Resident Benefits & Financial Services Coordinator

Saint Joe's; Cincinnati (OH); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Flexible work arrangements

Growth opportunities

Inclusive team culture

Job summary

Saint Joe's in Cincinnati, OH is seeking a Resident Benefits & Financial Services Coordinator to lead resident public benefits programs and financial coordination.

You will collaborate with Nursing, Operations, Admissions, HR, and external agencies to maximize benefits, maintain records, and support guardians.

The role emphasizes service, accuracy, and process improvement while advancing the Finance Shared Services model and ensuring compliant documentation.

Qualifications

• Bachelor's Degree preferred in Accounting/Finance or related field.
• Energetic and service-oriented with strong organizational skills.
• Strategic thinker who also brings ideas to life.
• Collaborative, positive, and proactive team player.

Responsibilities

• Resident Benefits Administration including SSI, SSDI, DAC, Medicare, Medicaid.
• Representative Payee administration and spending planning.
• Maintain resident financial records and vendor inventory coordination.
• Support Accounts Payable processing and monthly reconciliations.
• Coordinate with external agencies and guardians to ensure timely benefits.

Skills

Organizational skills

Strategic thinking

Initiative

Collaborative

Follow-through

Proactive

People-centric

Education

Bachelor's Degree in Accounting/Finance or related field

Job description

About The Company

At Saint Joe’s, we believe in the power of community. Every person has something to give and something to dream about. At Saint Joe’s, we provide the care, programs, and support that help people with complex disabilities live those dreams every day.

About The Company

At Saint Joe’s, we believe in the power of community. Every person has something to give and something to dream about. At Saint Joe’s, we provide the care, programs, and support that help people with complex disabilities live those dreams every day.

We are seeking an energetic, highly organized, and service-oriented professional to serve as our Resident Benefits & Financial Services Coordinator. This newly created position represents an investment in strengthening resident financial services while supporting our Finance Shared Services model.

This role will become the organization's internal subject matter expert for resident public benefits, Representative Payee administration, resident financial resources, vendor coordination, inventory ordering, and related financial support services.

Position Overview

Rather than functioning as a traditional Accounts Payable or accounting position, this role focuses on maximizing resident benefits, improving financial stewardship, strengthening relationships with external agencies, and providing exceptional customer service to Operations, residents, families, and guardians.

This position works collaboratively with Nursing, Operations, Admissions, Human Resources, County Boards, Social Security Administration, Medicaid, Medicare, vendors, and other external partners to ensure residents receive the financial resources and benefits available to support their care.

Key Responsibilities

Resident Benefits Administration (30%)

• Supplemental Security Income (SSI)
• Social Security Disability Insurance (SSDI)
• Disabled Adult Child (DAC) Benefits
• Medicare (Parts A, B & D)
• Medicare Savings Programs
• Medicaid eligibility and renewals
• SNAP (Food Assistance)
• Transportation benefits
• Other applicable federal, state, and local assistance programs

Responsibilities Include

• Preparing applications
• Coordinating annual renewals and redeterminations
• Tracking eligibility deadlines
• Monitoring benefit status
• Coordinating supporting documentation
• Assisting with appeals and denials
• Maintaining benefit tracking logs

Representative Payee Administration (25%)

• Monitoring resident income and resources
• Maintaining financial documentation
• Coordinating resident spending plans
• Monitoring Personal Needs Allowances
• Assisting with STABLE Accounts and Special Needs Trust documentation
• Preparing annual SSA Representative Payee reporting
• Communicating with guardians regarding resident finances
• Assisting with benefit overpayments and corrections

Resident Financial Services (15%)

• Maintain resident financial records
• Coordinate resident account documentation
• Assist with financial information requested during ISP planning
• Coordinate documentation for Health & Welfare Reviews
• Maintain organized resident financial files
• Support audit requests related to resident finances

Vendor Management & Inventory (15%)

• Medical supplies
• Formula
• Durable Medical Equipment (DME)
• Respiratory supplies
• Vendor communication
• Inventory ordering
• Purchase tracking
• Pricing comparisons
• Vendor performance monitoring

Accounts Payable Support (10%)

• Process invoices
• Coordinate purchase approvals
• Vendor follow-up
• Payment inquiries
• Maintain organized supporting documentation
• Assist with monthly reconciliations

Finance Shared Services (5%)

• Assisting Operations with benefit questions
• Supporting Admissions regarding financial eligibility
• Assisting Nursing with financial documentation
• Building relationships with outside agencies
• Developing written procedures
• Identifying process improvements

Desired Qualifications/Attributes

• Bachelor's Degree preferred in Accounting/Finance or related field
• Energized by the mission and the people we serve
• Exceptional organizational skills
• Strategic thinker who also enjoys bringing ideas to life
• Strong follow-through
• Collaborative, positive, and proactive
• Takes initiative and ownership of outcomes

What Success Looks Like

• Timely completion of benefit renewals
• Accuracy of Representative Payee documentation
• Reduction in missed benefit opportunities
• Vendor responsiveness
• Inventory accuracy
• Timeliness of Accounts Payable processing
• Audit readiness
• Customer service provided to Operations
• Resident and guardian satisfaction
• Process improvement recommendations

Pay Range And Compensation Package

• Competitive salary and benefits package.
• Flexible work arrangements.
• Opportunities for growth and development.
• A supportive and inclusive team culture.

Professional Development

The selected candidate will receive ongoing education and training in:

• SSA Representative Payee requirements
• Ohio Medicaid
• Ohio Department of Developmental Disabilities (DODD)
• Medicare coordination
• Public benefits administration
• Vendor management
• Finance Shared Services
• Healthcare reimbursement
• Project management

Equal Opportunity Statement

We are committed to diversity and inclusivity.