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About the Role

The Rep Payee/Housing Coordinator oversees benefits, entitlements, and personal funds for individuals, ensuring person-centered support that promotes their goals and independence. This role facilitates access to and management of various programs like Social Security, housing assistance, Medicaid, and SNAP.

Responsibilities

• Serve as Representative Payee for assigned individuals per SSA regulations.
• Manage Social Security, SSI, SSDI, SSP, and other benefit funds for Representative Payee clients.
• Maintain accurate accounting of all financial transactions, income, expenditures, and balances.
• Process payments for rent, utilities, medical expenses, and personal needs.
• Complete and monitor ABLE account deposits and transfers.
• Manage True Link debit card funding and transactions.
• Ensure individuals have timely access to personal spending funds while maintaining financial safeguards.
• Prepare and maintain records for SSA reporting and Agency audits.
• Educate individuals on Representative Payee services, fees, budgeting, and financial responsibilities.
• Provide individualized budgeting assistance and financial education to promote independence.
• Assist individuals in applying for, maintaining, and renewing public benefits and entitlements.
• Complete and submit Medicaid applications and annual recertifications.
• Complete SNAP/Food Stamp applications and recertifications.
• Complete HEAP applications and annual renewals.
• Monitor eligibility for SSI, SSDI, SSP, Medicare, Medicaid, SNAP, and other public benefits.
• Report required changes in income, resources, living arrangements, or household composition to relevant agencies.
• Track benefit renewal deadlines and ensure timely submission of applications and recertifications.
• Maintain accurate benefit documentation and communicate eligibility changes to staff.
• Coordinate all aspects of housing subsidy programs, including OPWDD ISS Housing Subsidy funding.
• Complete housing subsidy applications, annual recertifications, participation agreements, budgets, and supporting documentation.
• Monitor subsidy eligibility and ensure uninterrupted funding.
• Participate in monthly meetings with OPWDD housing subsidy representatives.
• Coordinate transition stipends and other housing-related financial supports.
• Assist individuals in securing and maintaining safe, affordable housing.
• Serve as liaison between individuals, landlords, property managers, Care Coordinators, OPWDD, and community partners.
• Advocate for individuals regarding housing issues, lease requirements, and housing stability.
• Prepare, renew, distribute, and obtain signatures for annual leases for Agency-managed apartments.
• Conduct apartment inspections to ensure safety standards for housing subsidy.
• Coordinate rental payments and ensure timely payment of housing-related expenses.
• Collaborate with Care Coordinators, Finance Department staff, DSPs, Community Habilitation staff, and other interdisciplinary team members.
• Communicate benefit, housing, and financial updates to appropriate staff.
• Assess individual needs and recommend additional financial, housing, or community resources.
• Develop and maintain collaborative relationships with community agencies and benefit providers.
• Participate in person-centered planning meetings.
• Participate in intake meetings for individuals requesting Representative Payee, benefits coordination, or housing services.
• Conduct financial assessments for prospective Representative Payee participants.
• Complete required documentation to establish Agency Representative Payee services with SSA.
• Coordinate establishment of Representative Payee bank accounts, True Link accounts, and financial records.
• Complete required OPWDD CHOICES enrollment and termination documentation.
• Establish and maintain complete financial and benefit records for each individual served.
• Maintain confidential financial, housing, and benefit records per Agency policies and regulations.
• Ensure compliance with SSA Representative Payee regulations, OPWDD requirements, Medicaid guidelines, and Agency policies.
• Monitor deadlines for benefit renewals, housing recertification, and required reporting.
• Prepare reports, documentation, and records for audits and regulatory reviews.
• Maintain accurate electronic and paper documentation.

Requirements

• Willingness to obtain Work Incentive Practitioner (WIP-C) credentials within one (1) year of employment.
• Valid New York State driver's license in good standing.
• Reliable transportation to fulfill job responsibilities.

Skills

• Financial record keeping
• Benefit documentation
• Service coordination
• Effective communication
• Planning
• Organizing
• Case management
• Fiscal accountability
• Problem solving
• Compliance with laws, rules, and regulations

Experience Level

• Two (2) years of full-time, paid direct service experience working with individuals with disabilities.
• One (1) year of experience providing representative payee services, benefits counseling/management, and/or housing supports.
• Three (3) years of full-time, paid direct service experience working with individuals with disabilities.

Education Level

• Bachelor's degree in Human Services, Social Work, Finance, Accounting, or a related field.
• Associate's degree in Human Services, Social Work, Finance, Accounting, or a related field.

Salary/Compensations

• $25 per hour