Resident Benefits & Financial Services Coordinator

Saint Joe's; Cincinnati (OH); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Opportunities for growth and development

Supportive and inclusive team culture

Job summary

Saint Joe's in Cincinnati, Ohio, is seeking a Resident Benefits & Financial Services Coordinator to enhance resident financial services and provide exceptional support. This role focuses on maximizing benefits, supporting various financial programs, and collaborating with multiple stakeholders to ensure residents receive the resources they need.

The ideal candidate will have a Bachelor's Degree in Accounting or Finance, possess strong organizational and strategic skills, and demonstrate a commitment to the community. A competitive salary and benefits package is offered.

Qualifications

• Bachelor's Degree preferred in Accounting/Finance or related field.
• Energized by the mission and the people we serve.
• Strong follow-through and proactive attitude.

Responsibilities

• Serve as the resource for public benefit programs including SSI and SSDI.
• Support Representative Payee responsibilities and monitor resident income.
• Process invoices and coordinate purchase approvals.

Skills

Exceptional organizational skills

Strategic thinking

Initiative

Collaborative

Education

Bachelor's Degree in Accounting/Finance or related field

Job description

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%)

Serve as the organizational resource for public benefit programs including:

• Supplemental Security Income (SSI)
• Social Security Disability Insurance (SSDI)
• Disabled Adult Child (DAC) Benefits
• Medicaid eligibility and renewals
• SNAP (Food Assistance)
• Other applicable federal, state, and local assistance programs

Responsibilities include:

• Preparing applications
• Coordinating annual renewals and redeterminations
• Tracking eligibility deadlines
• Assisting with appeals and denials

Representative Payee Administration (25%)

Support organizational Representative Payee responsibilities by:

• Monitoring resident income and resources
• Coordinating resident spending plans
• 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
• Assist with financial information requested during ISP planning
• Coordinate documentation for Health & Welfare Reviews
• Support audit requests related to resident finances

Coordinate purchasing activities including:

• Medical supplies
• Formula
• Durable Medical Equipment (DME)
• Respiratory supplies
• Inventory ordering
• Purchase tracking

Accounts Payable Support (10%)

• Process invoices
• Coordinate purchase approvals
• Payment inquiries
• Assist with monthly reconciliations

Finance Shared Services (5%)

Support the Finance Department's service-oriented philosophy by:

• Assisting Operations with benefit questions
• Supporting Admissions regarding financial eligibility
• Assisting Nursing with financial documentation
• Building relationships with outside agencies
• 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
• 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.
• 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 Department of Developmental Disabilities (DODD)
• Public benefits administration
• Finance Shared Services
• Project management

Equal Opportunity Statement:

We are committed to diversity and inclusivity.