Lead Representative Payee Specialist

Lead Representative Payee Specialist

Westmoreland Office - Greensburg, PA 15601

Description

Pay Rate: $20.66/hour Location: Greensburg Office (Westmoreland County) Work Schedule: Full-Time; Hourly, Hybrid schedule Sign-On Bonus: $2,000

Make a Meaningful Impact Are you a mission-driven individual looking to make a difference in someone'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.

About Achieva For 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's unique aspirations.

Position Summary The 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.

Key Responsibilities

• Caseload & Financial Management: Support the achievement of individuals' 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.
• Daily Financial Monitoring: Monitor bank accounts daily for deposits, distribute printouts as needed, maintain monthly master deposit lists, and scan deposits to the shared drive.
• Referrals & Intake Processing: 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.
• Compliance & Agency Reporting: 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.
• Departmental Coordination & Support: 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.
• Other Duties: 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.

Qualifications

• Experience: Previous experience in financial case management, human services, or a related administrative role working with SSA/county funding systems preferred.
• Skills: Strong financial organization, budgeting skills, and high attention to detail. Excellent communication, data entry, and multi-tasking abilities.
• Clearances: Must meet standard background checks and county clearance requirements.

Why Join Achieva?

• Meaningful Work: Directly contribute to the financial stability and peace of mind of individuals with disabilities.
• Inclusive Culture: Be part of a collaborative, values-driven, and supportive team environment.

Comprehensive Benefits Include:

• Health, Dental, and Vision Insurance with low employee contributions
• Company-Paid Life, AD&D, and Long-Term Disability Insurance
• 403(b) Retirement Plan with employer contributions after one year
• Employee Assistance Program for personal and family support
• Generous Paid Time Off and Holidays for work-life balance

Our Commitment to Inclusion Achieva advocates with, empowers, and supports people with disabilities and their families throughout their lives. To request an accommodation, contact Human Resources at View phone number on click.appcast.io or View email address on click.appcast.io.