SDS - Money Management Coordinator

Oregon Cascades West Council of Government; Albany (OR); On-site; USD 52,000 - 65,000; Full time

Job summary

Oregon Cascades West Council of Governments (OCWCOG) in Albany, OR, administers the Money Management Program, coordinating volunteers and ensuring compliance with ODHS and SSA standards. The position reports to the program supervisor and focuses on representative payee activities and volunteer support.

Responsibilities include onboarding and training volunteers, managing consumer accounts, and preparing timely reports.

Qualifications

• Minimum two years of professional experience providing guidance or training regarding personal finances.
• Minimum two years of demonstrated success working with and training volunteers.
• HIPAA confidentiality knowledge and compliant handling of records.

Responsibilities

• Coordinate and recruit volunteers for the Money Management Program.
• Onboard and train new representatives and manage accounts.
• Ensure bill payments and monthly monitoring per SSA and ODHS.

Skills

Budgeting

Volunteer management

Public speaking

Written communication

Independent work

Computer skills

Time management

Customer service

Diversity awareness

Education

Bachelor’s degree

Bookkeeping experience

Post-secondary education credits in human services

Experience in social services

Job description

SUMMARY OF POSITION

Provides day-to-day coordination of the Money Management Program, including acting as the primary contact for all program volunteers. Recruits and trains volunteers to provide one-on-one money management services to seniors and people with disabilities. Coordinates Representative Payee Consumer’s Accounts. Coordinating the program according to the State of Oregon Department of Human Services (ODHS) and Social Security standards and guidelines is key to its successful implementation. Routinely handles confidential information.

Performs position duties in a manner that promotes customer service and harmonious working relationships, including treating all people courteously and respectfully. Engage in effective team participation through a willingness to assist and support co-workers, supervisors, and other work-related associations. Develop good working relationships with division and agency staff and supervisors through active participation in accomplishing group projects and in identifying and resolving problems in a constructive manner. Demonstrates openness to constructive feedback and suggestions in an effort to strengthen work performance.

Contributes to a positive, respectful, and productive work atmosphere. Regular attendance is required to meet the demands of this job and to provide necessary services. Serves as a Mandatory Reporter of suspected abuse of vulnerable populations as required by policy and regulation. Follows the mission, visions, and values of the agency. This position is a mandatory reporter according to statutory requirements.

ESSENTIAL JOB DUTIES

65% Essential Duty 1

Representative Payee Activities

• Evaluate and process all program referrals
• Onboards new representative payee Consumers
• Coordinates Representative Payee Consumer accounts, including burial accounts
• Uses state systems to document and track individual Consumer bill payments
• Completes actions to ensure timely bill payment
• Completes monthly monitoring activities of supported Consumers
• Follows the rules and regulations from SSA around representative payee duties
• Participates in annual reviews conducted by the eligibility department for Medical and SNAP renewals
• Performs duties within program scope and makes referrals to additional resources when Consumer needs fall outside of the allowed activities

15% Essential Duty 2

Volunteer Support

• Plans, organizes, and implements recruitment, enrollment, orientation, and training of volunteers
• Coordinates the work activities and scheduling of volunteers and Consumer meetings as directed
• Assists with resolutions of specific cases, providing guidance to volunteers as needed
• Provides assistance and support to volunteers by maintaining regular communication through in-person contact, periodic meetings, phone calls, and letters
• Provides backup of volunteer activities

OTHER JOB DUTIES

20% Ad hoc duty 1

• Develops and submits timely reports required by ODHS
• Acts as a liaison between OCWCOG and ODHS, SSA, and financial institutions
• Makes presentations to community organizations about the Money Management Program
• Develops and maintains cooperative working relations with a variety of community service organizations and agencies
• Assists with the interpretation of state and federal policies that translate into operational activities
• Travel between the three-county region as needed and directed
• Attends training, community meetings, and staff meetings as appropriate and/or as assigned
• Performs other related duties as assigned by the supervisor

WORKING ENVIRONMENT AND PHYSICAL DEMANDS

Work is generally performed in an office environment with routine computer and telephone usage. The position requires sitting and typing for long periods of time. The position may require attendance at occasional evening meetings. Occasional travel throughout the three-county area may be required to pick up meeting supplies, run errands for the program, attend training, or visit other COG work sites.

SUPERVISION RECEIVED: Receives general supervision from the program supervisor.

SUPERVISORY RESPONSIBILITIES: None.

MINIMUM QUALIFICATIONS

Preferred Experience & Training

• Preferred bachelor’s degree and minimum three (3) years of bookkeeping experience, OR

• Post-secondary education credits in human services or related fields and five (5) years of progressively responsible experience in social services

Required Experience & Training

• Experience should include a minimum of two (2) years of demonstrated professional experience providing guidance or training regarding personal finances and
• Experience should include a minimum of two (2) years of demonstrated success working with and training volunteers.

Knowledge, Skills and Abilities

• Considerable knowledge of household budgeting and daily money management, including but not limited to checkbook reconciliation, bill paying;
• Knowledge and familiarity with problems and issues confronting the elderly and/or people with disabilities in the local community;
• Knowledge of confidentiality rules regarding client and provider records, including HIPAA regulations;
• Ability to recruit, train, schedule, motivate, and oversee volunteers;
• Ability to communicate effectively, both in writing and orally, including the ability to prepare and give public presentations;
• Ability to work independently with attention to detail;
• Ability to utilize a personal computer for word processing, spreadsheet preparation, database development and management, and electronic communication;
• Ability to interact and work with a culturally diverse population;
• Ability to exercise good time management skills in order to accomplish both daily tasks and ongoing projects;
• Ability to provide and maintain accurate financial records;
• Ability to represent the agency before various citizen groups and public officials; and,
• Ability to apply effective problem-solving techniques.

Licenses, Certificates, & Other Requirements

• Possession of a Valid Oregon Driver’s License or the ability to obtain reliable transportation in order to travel throughout the area.
• The position requires successful completion of a criminal history check.

This job description in no way states or implies that these are the only duties to be performed by an employee occupying this position. Employees are required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor.

Requirements are representative of minimum levels of knowledge, skills, and abilities. To successfully perform this job, the employee will possess the abilities or aptitudes to perform each duty proficiently.