Payee Services Coordinator

Volunteers of America Oklahoma
August 13, 2019
Tulsa, OK
Job Type


Position Description:

The Payee Services Coordinator provides payee services in Tulsa to various populations to assist them with the budgeting of their Supplemental Social Security and/or Social Security income and other benefits the client may be entitled to.

Position Qualifications:

  1. Provide payee support services to the mentally ill, homeless or near homeless, physically disabled and aging populations to assist them with the budgeting of their Supplemental Social Security and/or Social Security income, and other benefits one may be entitled to as their Representative Payee as recognized by the Social Security Administration.
  2. Use benefits received for client to meet current needs with food, clothing and shelter having top priority.
  3. Provide proper accounting to Social Security for the use of client’s benefit funding.
  4. Responsible for the intake, processing and explaining of the Payee Services Program to the respective client.
  5. Process and mail all checks that need to be written for that particular day to ensure clients’ bills are paid in a timely manner.
  6. Answering incoming phone calls and voice messages.
  7. Responsible for completing and filing all necessary paperwork from the Social Security Administration, including yearly Representative Payee Reports.
  8. Responsible for completing monthly budgets for each client to show how the client’s income will be distributed.
  9. Maintain a close working relationship with community agency case managers and staff, ensuring clients are getting the optimal services they need.
  10. Provide light case management duties for client as needed.
  11. Provide advocacy on the client’s behalf.
  12. Deposit all client income checks.
  13. Maintain accurate client notes.
  14. Assist accountants with accounting duties as requested.
  15. File copies of client checks, deposits and monthly bank logs.
  16. Provide additional support/backup to other Payee Service Agents.

Position Requirements:

  • Bachelor’s Degree in social services, business or public relations field or equivalent work experience as determined by the Leader of Payee Services and/or the Director of Human Resources.
  • Social work and/or case management experience, preferably in the mental health or community services field.
  • Excellent oral and written communication skills.
  • Ability to maintain accurate records and present data contained in those records in a timely manner.
  • Ability to share information through teaching and training.
  • Knowledge of communities where Payee Services are provided.
  • Ability to relate effectively with people.

Position Reports to:

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