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Financial Support Coordinator
2 months ago
You are key to our vision: Together We Thrive. At Kenneth Young Center, our staff come together with volunteers, community partners, and the people we serve to create holistic systems of care through interwoven behavioral health programs, older adult services, and community health initiatives. Our team welcomes and celebrates unique perspectives, and represents the diversity and vitality of our local communities. This role helps realize our mission: We partner with communities to support people of all ages to navigate life's challenges through personalized prevention, intervention, treatment, and recovery. Join our team to grow in your career while building stronger, healthier communities.
Job Scope:
The Financial Support Coordinator provides client service and financial administrative support to manage clients participating in the Representative Payee Program. This Financial Services Coordinator will provide financial stability and growth to approximately 30 participants by assisting them with basic financial tasks, including paying bills, tracking expenditures, budgeting, and other similar services. The Financial Service Coordinator will interact with clients on a regular basis, mostly through virtual or phone meetings. The Financial Services Coordinator will also be responsible for program compliance and coordination and other organizational financial duties as assigned and will be part of a cohesive Finance team.
Primary Responsibilities
Responsible for ongoing monitoring and monthly reconciliation of all activities for Rep Payee client accounts
Learn and operate accounting software to track one-time and recurring expenditures (rent, utilities, phone payments, etc), initiate and review debit card expenditures, submit check and payment requests, and provide reporting as requested
Meet virtually with Representative Payee clients and their program counselor at least quarterly, and monthly as needed to assist with creating budgets, reviewing expenses, and providing feedback to support money management skill building support
Participate in regular staff consultation staffings with primary counselors to provide feedback on client progress, obtain information about changing needs, and contribute to IATP (integrated assessment and treatment plan)
Create and adjust monthly budgets with input from client, and provide copy of budget to primary counselor
Review patterns in use for debit card expenditures
Answer questions from program staff about the Representative Payee process
Explain Rep Payee program and answer questions for interested clients, client guardians and family members, and other interested parties
Primary contact for Social Security Administration (SSA) and Veterans Affairs (VA) Fiduciary Department
Accept referrals from IMH and Transition staff and coordinate regarding KYC application to become Payee
Assist clients moving into Rep Payee program to setup new monitoring email addresses, new Comed/utility accounts, KYC debit cards, direct deposit from SSA/VA
Assist clients moving off Rep Payee program to return benefits and accounts
Provide information and coordinate with finance department to complete annual reporting to SSA and VA, and interim reporting as requested
Document administrative activities and billable Rule 132/140 Medicaid services
Monitor KYC mail at least twice weekly for SSA letters for payee clients
General administrative support for fiscal compliance including copying, scanning, filing, mailing, returning phone calls, directing resources, & data entry
Gather and submit billing information for provider and individual participants for Homebase program
Collaborate with staff to maintain tailored budgets for clients of No-Income programs, establish efficient systems for tracking and paying incoming bills
Support financial team with administrative tasks, including assistance with financial paperwork and documentation
Performs all other duties assigned by the supervisor
Education and Experience
Associate’s Degree with at-least 2 years relevant work experience in finance, accounting or a related field; Bachelor’s Degree in finance, business administration or a related field provides a strong foundation for the role.
Computer proficiency, including knowledge of Word, Excel and Internet skills
Minimum 21 years of age
Demonstrate adaptability and sensitivity when communicating with individuals facing various challenges, including disabilities and emotional distress
Communicate with customers in a clear, empathetic, and professional manner, ensuring their needs are understood and addressed
Preferred experience in data entry and/or financial management
Kenneth Young Center offers a robust benefit package that is highly competitive to the market and offers all full-time employees the following:
403(b) plan with organizational matching
Medical Insurance (Blue Cross and Blue Shield of Illinois - BCBS)
Dental (BCBS), and Vision Insurance (BCBS) with low employee premiums
Long Term and Short Term Disability (BCBS), no cost to employee
Flexible Spending Account (with annual rollover)
Basic life insurance (50k) paid for by the organization and option for additional voluntary coverage for self, spouse, or dependents (BCBS)
Incentive program with potential for quarterly bonuses
Opportunity for annual bonus and salary increase (discretionary based on annual KYC financial audit)
Eligibility to participate in the Public Service Loan Forgiveness Program (PSLF)
To further promote an active and healthy work/ life balance, KYC also offers a generous amount of paid time off and staff holidays.
4weeks of Paid Time Off (With increases based on seniority)
8 Paid Organization-Wide Holidays
3Personal Floating Holidays annually
Kenneth Young Center is an Equal Opportunity Employer
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