Client Financial Residential Services Coordinator
Overview
Path seeks a dedicated professional to lead client financial and residential services ensuring independence and fulfillment for individuals. This role involves managing complex benefit systems and fostering strong community impact.
What You'll Do11
- 1Maintain accurate Residential Client Financial Services database by updating eligibility and payment information promptly
- 2Develop and monitor tracking systems to ensure timely application submissions and renewals
- 3Ensure full compliance with federal state and agency regulations including ODP Chapters 6100 and 6400
- 4Manage Representative Payee accounts verifying fund availability and proper documentation
- 5Process expenditure requests coordinating with Finance and Accounting for fund verification
- 6Reconcile accounts and investigate discrepancies swiftly resolving outstanding issues
- 7Prepare and submit required SSA reports and annual documentation for all clients
- 8Track client income expenditures savings and reserve accounts maintaining detailed records
- 9Coordinate Room and Board agreements ensuring regulatory compliance and accurate charging
- 10Act as primary liaison between Residential Programs and external agencies for seamless service delivery
- 11Create SOPs develop training materials and provide technical guidance to staff
Requirements8
- 15+ years experience in program coordination of benefits or client financial services
- 23-5 years experience with non-profit accounting and compliance
- 3Valid driver's license and insured vehicle required
- 4Proficiency with Microsoft Excel Word PA COMPASS SSA Administration Site and current financial platforms
- 5Strong knowledge of Social Security Administration MA SNAP LIHEAP HUD regulations
- 6Ability to manage complex financial systems and ensure data integrity
- 7Excellent communication and problem solving skills
- 8Commitment to supporting individuals with intellectual disabilities and behavioral health needs
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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