Representative Payee

Community First Solutionsseeks a compassionate and detail-oriented Representative Payee Specialist to provide financial management services that empower individuals living with mental health disorders, developmental disabilities, and co-occurring substance use conditions to achieve greater stability and independence. This vital role serves as a trusted financial advocate, managing client income and obligations while helping ensure essential needs are met and financial responsibilities are handled accurately and on time. The ideal candidate is organized, dependable, and committed to serving vulnerable populations with dignity, respect, and professionalism. In this meaningful role, you'll build trusted relationships, support community integration, and make a lasting impact by helping clients maintain financial security and quality of life.

Why You’ll Love Us

• Mission-Driven Culture - At Community First Solutions, people and community come first. You'll be part of an organization that believes everyone deserves the opportunity to live with dignity, independence, and hope, and your work will directly support that mission.
• Purpose with Impact - Every interaction you have makes a difference. By helping clients manage their finances and maintain access to housing, healthcare, and daily necessities, you'll play an important role in creating stability during challenging times.
• Collaboration & Connection - You'll work alongside behavioral health professionals, community agencies, social service organizations, and support teams to help clients achieve their goals. Collaboration is at the heart of what we do, and you'll be an important part of that network.
• Supportive & Forward-Thinking Environment - You'll join a team that values compassion, accountability, and continuous improvement. We provide the tools, training, and support needed to help you succeed while making a meaningful difference in the lives of others.

Why We’ll Love You

• You are highly organized and detail-oriented, ensuring financial records, client accounts, and documentation are maintained with accuracy and care.
• You bring compassion and empathy to your work, treating every client with dignity and understanding while supporting them through life's challenges.
• You are dependable and accountable, following through on commitments and ensuring bills, reports, and financial obligations are handled in a timely manner.
• You are a strong communicator, building positive relationships with clients, family members, community agencies, and support teams through professional and respectful interactions.
• You excel at balancing multiple priorities, managing a caseload while maintaining accuracy, organization, and exceptional customer service.
• You embrace collaboration, working closely with internal team members and external partners to coordinate services and support positive outcomes for clients.
• You are comfortable working with numbers and financial information, utilizing accounting systems, spreadsheets, and data entry tools to manage client funds responsibly.
• You are adaptable and resourceful, navigating changing priorities and finding solutions while maintaining compliance with Social Security requirements and organizational policies.
• You are mission-driven, bringing integrity, professionalism, and a genuine desire to help others achieve greater stability and independence.

If you're looking for a career where your attention to detail and compassion can make a real difference, we'd love to meet you.

Apply todayand help us empower individuals, strengthen our community, and provide the financial support and guidance that helps people thrive.

• Enter data to generate payment of clients’ financial obligations as needed
• Enter data to generate basic needs weekly checks
• Make return calls to all clients leaving a voicemail message, take appropriate action, and record in client record
• Maintain good relationships with clients and support staff through timely and courteous communication by phone, mail, or e-mail
• Work with co-payees on day-to-day activities
• Maintain financial income/obligations for client caseload
• Take phone referrals for prospective payee clients
• Interview prospective clients and assist them with completing a proposed budget
• Mail payee applications and required documentation to Social Security
• Work with other agencies to establish payee services
• Complete all on-going Social Security forms and attend reviews as requested by Social Security to maintain payee services
• Maintain files and report any changes to Social Security
• Maintain work history file and submit proof of earnings to Social Security
• Maintain account for clients, Social Security, and auditors
• Sort daily incoming mail and process appropriately
• Represent the agency in a positive manner at all times
• Participate in the Quality Improvement process as directed by Manager or Director
• Complete other related duties as requested by Manager

Education:  High School Diploma or GED required.

Licenses or other required certifications:  None

Experience:  2 years of customer service, accounting and clerical experience required

Specialized knowledge, skills, or abilities: Working knowledge of Microsoft Excel, Word, and Outlook.  Clerical and data entry skills.  Ability to prioritize and organize work.  Ability to work with diverse populations.  Ability to deal with public in a professional manner.  Math skills and experience with accounting software.