Lead Representative Payee Specialist

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    "description": "<p><span style=\"display:block; font-size:14px\"><strong>Pay Rate:</strong> $20.66/hour<br />\n<strong>Location:</strong> Greensburg Office (Westmoreland County)<br />\n<strong>Work Schedule:</strong> Full-Time; Hourly, Hybrid schedule<br />\n<strong>Sign-On Bonus:$2,000</strong></span></p>\n\n<p><br />\n<span style=\"display:block; font-size:14px\"><strong>Make a Meaningful Impact</strong><br />\nAre you a mission-driven individual looking to make a difference in someone&rsquo;s life? Achieva is seeking a caring, compassionate, and reliable leader to support individuals in managing their financial well-being and achieving personal independence. If you value empowerment, organizational excellence, and community-centered work, we welcome you to apply.</span></p>\n\n<p><br />\n<span style=\"display:block; font-size:14px\"><strong>About Achieva</strong><br />\nFor over 70 years, Achieva has been committed to supporting and including individuals with disabilities and their families. We envision a community where everyone leads a life of personal significance. Achieva provides personalized services and opportunities that respect each person&rsquo;s unique aspirations.</span></p>\n\n<p><br />\n<span style=\"display:block; font-size:14px\"><strong>Position Summary</strong><br />\nThe Lead Representative Payee Specialist serves as a liaison between the Representative Payee Department in Westmoreland County, the Westmoreland County Behavioral Health and Developmental Services (BHDS) Office, community partners, and the Representative Payee Manager. This role works closely with the Representative Payee Manager to support efficient program operations, identify areas for improvement, and ensure quality service delivery. In addition to maintaining an active caseload as a Representative Payee Specialist, the Lead Representative Payee Specialist assists individuals in establishing and managing budgets to ensure payment of living expenses and personal allowances. This position is responsible for carrying out program functions in conjunction with the Social Security Administration (SSA) and the Base Service Unit (BSU) of the county IDD office.</span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"display:block; font-size:14px\"><strong>Key Responsibilities</strong></span></p>\n\n<ul>\n\t<li><span style=\"display:block; font-size:14px\"><strong>Caseload &amp; Financial Management: </strong>Support the achievement of individuals&rsquo; personal outcomes and goals. Assist individuals in establishing and managing budgets to ensure payment of living expenses and personal allowances. Process monthly client budget expenditures, file/label outgoing monthly expenditures, and organize them by date. Assist individuals with financial matters via telephone communication and attend client budget review meetings. Provide income verification information for annual client rent rebate forms.</span></li>\n\t<li><span style=\"display:block; font-size:14px\"><strong>Daily Financial Monitoring:</strong> Monitor bank accounts daily for deposits, distribute printouts as needed, maintain monthly master deposit lists, and scan deposits to the shared drive.</span></li>\n\t<li><span style=\"display:block; font-size:14px\"><strong>Referrals &amp; Intake Processing</strong>: Process individual applications submitted through referrals. Monitor new referrals and waiting lists for services. Open BSU and Representative Payee services for referrals, enter referrals into Unicentric, and distribute referrals to the team for intake processing.</span></li>\n\t<li><span style=\"display:block; font-size:14px\"><strong>Compliance &amp; Agency Reporting: </strong>Carry out program functions in conjunction with the Social Security Administration (SSA) and the Base Service Unit (BSU). Complete annual SSA payee reports and SSA disability update reports. Complete monthly departmental reporting, including Census and Attendance Reports, and distribute reports to Westmoreland County, the Representative Payee Manager, and the office front desk.</span></li>\n\t<li><span style=\"display:block; font-size:14px\"><strong>Departmental Coordination &amp; Support:</strong> Serve as the primary point of contact in the Greensburg office for incoming calls related to the Representative Payee Program. Retrieve and enter personal and financial information into applicable systems. Scan and maintain individual records, review/sort incoming client mail, and submit requests for program supply orders. Monitor local online newspapers, obituaries, and the Westmoreland County Prison website daily for active BHDS clients and report findings to the team.</span></li>\n\t<li><span style=\"display:block; font-size:14px\"><strong>Other Duties: </strong>Perform other related duties as assigned. This job description is not intended to be a comprehensive list of all duties, responsibilities, or activities associated with the position. Duties, responsibilities, and activities may change at any time with or without notice.</span></li>\n</ul>\n",
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    "qualifications": "<ul>\r\n\t<li><span style=\"display:block;font-size:14px;\"><strong>Experience</strong>: Previous experience in financial case management, human services, or a related administrative role working with SSA/county funding systems preferred.</span></li>\r\n\t<li><span style=\"display:block;font-size:14px;\"><strong>Skills: </strong>Strong financial organization, budgeting skills, and high attention to detail. Excellent communication, data entry, and multi-tasking abilities.</span></li>\r\n\t<li><span style=\"display:block;font-size:14px;\"><strong>Clearances</strong>: Must meet standard background checks and county clearance requirements.</span></li>\r\n</ul>\r\n\r\n<p><span style=\"display:block;font-size:14px;\"><strong>Why Join Achieva?</strong></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"display:block;font-size:14px;\"><strong>Meaningful Work: </strong>Directly contribute to the financial stability and peace of mind of individuals with disabilities.</span></li>\r\n\t<li><span style=\"display:block;font-size:14px;\"><strong>Inclusive Culture</strong>: Be part of a collaborative, values-driven, and supportive team environment.</span></li>\r\n</ul>\r\n\r\n<p><span style=\"display:block;font-size:14px;\"><strong>Comprehensive Benefits Include:</strong></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"display:block;font-size:14px;\">Health, Dental, and Vision Insurance with low employee contributions</span></li>\r\n\t<li><span style=\"display:block;font-size:14px;\">Company-Paid Life, AD&amp;D, and Long-Term Disability Insurance</span></li>\r\n\t<li><span style=\"display:block;font-size:14px;\">403(b) Retirement Plan with employer contributions after one year</span></li>\r\n\t<li><span style=\"display:block;font-size:14px;\">Employee Assistance Program for personal and family support</span></li>\r\n\t<li><span style=\"display:block;font-size:14px;\">Generous Paid Time Off and Holidays for work-life balance</span></li>\r\n</ul>\r\n\r\n<p><span style=\"display:block;font-size:14px;\"><strong>Our Commitment to Inclusion</strong><br />\r\nAchieva advocates with, empowers, and supports people with disabilities and their families throughout their lives.<br />\r\nTo request an accommodation, contact Human Resources at 412-995-5000 ext 650 or [email protected].</span></p>\r\n",
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