Transaction Coordinator

Posted Thursday, August 6, 2026 at 4:00 AM We accept applications for open positions. We are an equal opportunity employer. Job Purpose: The primary purpose of this position is to coordinate and manage entitlements, including representative payee accounts and benefits, for individuals living in Empowering People’s Independence (EPI) residential homes. Hiring Range: $26.75 - $28.00 Commensurate with Experience Essential Functions: Develops and maintains an understanding of regulations related to Medicaid, Medicare, the Social Security Administration (SSA), the State Supplement Program (SSP), the Supplemental Nutrition Assistance Program (SNAP), and Personal Allowance. Monitors SSA, SSP and SNAP eligibility for individuals living in residential homes. Assists with the transfer of benefits during the intake and discharge processes for individuals living in residential homes. Communicates updates and educational materials regarding individuals’ benefits and savings needs to supervisors, guardians, and other interested parties. Ensures that individuals living in EPI’s residential homes receive timely and accurate financial information. Processes and tracks Medicaid, SSI, and SNAP recertifications. Reconciles representative payee accounts monthly and ensures that all checking account balances remain below established thresholds. Invoices and tracks rent requirements for individuals living in EPI’s residential homes. Performs periodic visits to residential homes and day programs to conduct onsite reviews and training with EPI staff. Completes applications and forms required for individuals to receive accurate benefits and provides appropriate follow- up on outstanding requests. Works collaboratively with residential management teams and provides frequent updates on the status of benefits. Organizes and tracks financial records for approximately 80 individuals and escalates and tracks outstanding issues with the Director of Finance. Performs other duties as assigned by the Director of Finance and/or designee within the scope of the position. Non-Essential Functions: Participates in various EPI committees and department functions as able. Participates in EPI events as able. Compliance: Must maintain confidentiality and exercise discretion concerning all business-related matters, including, but not limited to, board/vendors/donors’ names, investigations, finance, operations, and employee relations matters. Must complete company required trainings mandated by Office for People with Developmental Disabilities (OPWDD), at time of hire and annually thereafter. Must adhere to all departmental /company policies & procedures at all times. Reports any incidents or compliance concerns to appropriate personnel. Professional Deportment: Consistently demonstrate EPI’s Values: Integrity I will do what I say I will do. I honor my commitments, follow up, and adjust expectations if circumstances change. I do the right thing when no one is watching. Courage I own my responsibilities and take initiative without being told to do something. I do not shy away from difficult conversations. I will give and receive honest feedback. I constructively share my ideas and lean into disagreements for the betterment of the organization. I am open to different ideas and ways of accomplishing our mission. I am approachable and work to develop self-awareness around how I am being perceived by others. I own my mistakes and learn from them. Respect I treat others the way they want to be treated. I am courteous, responsive, and presume best intentions. I recognize and acknowledge positive actions and contributions. I give credit where it is due. I listen to understand and reframe my message to ensure I am understood. Education and Experience: Associate degree with two years of related experience required; bachelor’s degree with one year of related experience preferred. An equivalent combination of education and experience may be considered. Experience as a care coordinator or care manager is preferred. Knowledge of regulations related to Medicaid, Medicare, Social Security Administration (SSA), State Supplement Program (SSP), Supplemental Nutrition Assistance Program (SNAP), and Personal Allowance is preferred. Supervision: None Computer Skills: Strong working knowledge of Microsoft applications including Outlook, Word, Excel, PowerPoint, and Teams. Experience with representative payee accounting software is preferred. Qualifications: Must possess and maintain a valid NYS Driver’s License and be able to drive company vans for business travel. A personal vehicle may be used on rare occasions. Strong verbal and written communication skills, with the ability to communicate effectively with persons supported and a diverse employee population at various levels within the organization. Demonstrated ability to use poise, tact, maturity, and diplomacy during difficult and/or stressful situations to effectively collaborate and resolve issues. Demonstrated ability to manage multiple tasks and customer requests in an environment with frequently changing needs and priorities while maintaining accuracy and meeting deadlines. Physical Demands: The physical demands described below are representative of those required to successfully perform the essential functions of this job. Individuals with disabilities, which impact their ability to perform the essential functions, will need to review reasonable accommodations with Human Resources. Must be able to talk, hear, stand, walk, and/or sit for extended periods of time; may have to twist, bend, use hand to finger, stretch with hands and arms. Specific vision abilities required include close vision and the ability to adjust focus. May be exposed to strong odors from time to time. Must be able to lift and carry up to 20 lbs. While performing the duties of this position, exposure to changing weather conditions will occur. Empowering People's Independence(EPI) 1650 South Avenue Rochester, N.Y.14620 Call or Text us at View phone number on click.appcast.io View email address on click.appcast.io #J-18808-Ljbffr