Client Service Specialist
3 weeks ago
Position Summary: Person in this position will be responsible for the collection and recording of revenue in several distinct agency accounts. Work collaboratively with Fresno County and WestCare's residential program to ensure all eligible residents are enrolled in benefits such as TANF, CalFresh. Essential Job Functions include those listed below.
Essential Job Functions:
- Responsible for the collection and recording revenue into different cost centers in QuickBooks;
- Responsible for issuing checks from local check accounts as well as the deposits and reconciliation of these accounts;
- Responsible for revenue collected in several distinct agency accounts;
- Responsible for providing monthly balance statements to residents whom have a cash balance in the client funds account;
- Responsible for the disbursement of authorized withdrawals, collection of receipts.
- Responsible for the documentation of eligibility, collection and record keeping of all third party benefits for clients, i.e., TANF, CalFresh, which a client may be eligible
- Responsible for the coordination with Fresno County and WestCare's residential program to ensure all eligible residents are enrolled in benefits such as TANF, CalFresh.
- Responsible for providing backup for the Front Desk as needed;
- Responsible for maintaining an organized environment.
- Responsible to provide Fresno County the facility admissions report, Calfresh applications and the monthly reconciliation report.
- Responsible for the management of the Calfresh allowment withdrawls and record all transactions.
- Embrace and embody the mission, vision, guiding principles, clinical vision and goals of WestCare Foundation; and
- Perform all other duties as assigned.
Essential Qualifications:
- QuickBooks and excel experience.
- One (1) year bookkeeping experience.
- Excellent written and communication skills
- Excellent computer skills and detail oriented
- CPR Certification, First Aid Certification and an Annual Tuberculosis test
- Must have a valid driver's license and the ability to obtain and maintain WestCare's vehicle insurance.
- Ability to obtain and maintain a CDCR background clearance.
Education:
- High School Diploma or equivalent.
Working Conditions:
- Work is performed primarily in a professional, office setting and in a residential treatment facility.
- Requires some local travel to multiple sites.
Physical Demands:
- The normal work routine involves no exposure to blood, body fluids, or tissues. Persons who perform these duties are not called upon as part of their employment to perform or assist in emergency medical care or first aid to be potentially exposed in some other way.
- Occasional lifting of more than 10 pounds;
- Sitting for most of the work shift; and
- Constant use of computer and telephone systems.
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