Representative Payee

Title
Representative Payee

About the Organization:
Concern Housing is a non-profit agency committed to helping individuals and families to live in the community with dignity and enhanced opportunities through the provision of housing and support services. We are one of the largest housing agencies of this kind in New York State, currently serving approximately 1,300 individuals and families in over 240 locations. Concern offers a variety of housing options with individualized support services designed to support personal growth and independence. Our workplace culture thrives by embracing diversity and rewarding innovative ideas. Diversity at our agency means fostering a workplace in which individual differences are recognized, appreciated, respected and responded to in ways that fully develop and utilize each person's talent and strengths.

Position:
Accounting Assistant

Full-Time/Part-Time:
Full-Time

Location:
Medford, NY

Salary:

Days/Hours:

Description:

Concern Housing is seeking a Representative Payee is responsible for managing government benefit payments on behalf of residents who are unable to adequately manage their own finances. This role ensures timely payment of rent and utilities, safeguards resident funds, and supports residents' financial stability while complying with Social Security Administration (SSA) regulations and New York State requirements.

Days/Hours: Monday - Friday; 9am - 5pm

Responsibilities:

• Process application packets for newly referred applicants for Representative Payee Services.
• Receive and manage Social Security, SSI, SSDI, and other benefit payments for assigned residents; manage TrueLink cards, as needed.
• Prioritize payment of rent, utilities, and other housing-related expenses.
• Ensure funds are used to meet residents' basic needs including food, clothing, medical care, transportation, and personal items.
• Maintain accurate and complete financial records, including individual ledgers, receipts, and bank statements.
• Prepare and submit required accounting reports to the SSA and other oversight agencies.
• Establish and manage individual resident trust accounts in compliance with SSA and agency policies.
• Communicate regularly with residents, program staff, and external service providers.
• Monitor resident spending patterns and adjust budgets to promote financial stability and tenancy success. Provide monthly budget summaries to residents and other annual and introductory notices, as needed.
• Report changes in resident circumstances to SSA (e.g., hospitalization, income changes, address changes).
• Safeguard resident funds from misuse, fraud, or exploitation.
• Assist residents with financial education, budgeting, and accessing additional public benefits when appropriate.
• Maintain confidentiality and comply with HIPAA, SSA, and agency privacy policies.
• Participate in internal audits, SSA reviews, and agency compliance activities.
• Other tasks, as assigned by the Supervisor of Financial Case Management Services
• Remain current with all Agency required compliance documents and trainings.

Qualifications:

• High school diploma or GED required, Bachelor's preferred
• Experience working with individuals with disabilities, mental health challenges, or vulnerable populations.
• Must possess strong financial management, organizational, and documentation skills and knowledge of or ability to learn SSA regulations and New York State benefit systems.
• Prior experience in a nonprofit, housing, or residential services setting a plus and familiarity with NYS Medicaid, SNAP, Section 8, and other housing subsidy programs.
• Bilingual a plus.

Concern Housing offers a generous benefit package which includes; Medical Insurance (Agency pays 80% of the premium), Affordable Voluntary Dental and Vision Insurance, Flexible Spending Accounts, Agency Sponsored Retirement Plan, Employee Sponsored 403(b) Retirement Plan, Agency Sponsored Life Insurance Coverage and an Excellent Paid Time Off Package. Concern encourages employee growth, offering Educational Assistance and Scholarship Programs, Licensure Reimbursement and Possible Internship/Clinical Supervision. Referral Bonuses are also available!

Salary- $58,000/yr - $60,000/yr

Position Requirements:

High School Diploma or equivalent. Accounts payable, accounts receivable and bank reconciliation experience perferred. Analytical ability and proficient in Excel.

EOE Statement:
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

This position is currently accepting applications.