Lead Representative Payee Specialist

Job Details: Salary Range: Undisclosed, Pay Rate: $20.66/hr 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 Office (BHDS), 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), the Base Service Unit (BSU), and the Westmoreland County Intellectual and Developmental Disability Office (IDD). Essential Responsibilities Support the achievement of individuals’ personal outcomes and goals.

Process individual applications submitted through referrals. Retrieve and enter personal and financial information into applicable systems. Assist individuals with financial matters via telephone communication. Scan and maintain individual records and documentation. Attend client budget review meetings. Complete annual SSA payee reports and SSA disability update reports.

Process monthly client budget expenditures. File, label, and organize outgoing monthly client expenditures. Review and sort incoming client mail. Organize outgoing monthly expenditures by date. Submit requests for program supply orders. Provide income verification information for annual client rent rebate forms. Monitor bank accounts daily for deposits, distribute printouts as needed, maintain monthly master deposit lists, and scan deposits to the shared drive.

Monitor local online newspapers, obituaries, and the Westmoreland County Prison website daily for active BHDS clients and report findings to the team. Monitor new referrals and waiting lists for services. Open BSU and Representative Payee services for referrals, enter referrals into Achieva’s internal database, and distribute referrals to the team for intake processing.

Complete monthly departmental reporting, including Census and Attendance Reports, and distribute reports to Westmoreland County, the Representative Payee Manager, and the office front desk. Serve as the primary point of contact in the Greensburg office for incoming calls related to the Representative Payee Program. Work closely with the Representative Payee Manager to ensure program needs are being met Perform other related duties as assigned.

Disclaimer 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

Qualifications High school diploma or equivalent. Bookkeeping knowledge. Microsoft Word, Excel, and/or Google Docs and Google Sheets. Familiarity with Social Security Administration Representative Payee Guidelines a plus. Experience with Behavioral Health is a plus. Achieva is an affirmative action and equal opportunity employer (EOE).

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity or expression, national origin, veteran status, or genetic information. Achieva is committed to providing access, equal opportunity, and reasonable accommodations for people with disabilities in employment, its services, programs, and activities.

To request a reasonable accommodation, contact our Human Resources Department at 412-995-5000, ext. 650, or email jobs@achieva.info.