Rep Payee & Financial Coach

Columbus House, Inc.
 Job Posting: Full Time 32 Hours, FLSA Non-Exempt, Non-Essential
 Rep Payee & Financial Coach

VEVRAA Federal Contractor: Priority Referrals of Protected Veterans Requested

Company Overview & Mission
 Columbus House opened its doors in 1982 to provide services for men and women at least 18 years of age. Our goals quickly broadened from the mere provision of food and shelter and simple survival, to understanding and working toward overcoming the problems which cause people to become homeless. 
    
Columbus House, along with its core of loyal supporters, friends, and volunteers, has remained committed to fulfilling its mission: "To serve people experiencing homelessness or at imminent risk by providing life-saving outreach, shelter and housing and by fostering their personal growth and independence. We advocate for and create affordable housing to end homelessness in our communities." 
   

Purpose
 Under the direction of the Employment and Benefits Manager, the Rep Payee & Financial Coach will manage the finances of 20- 40 clients who are unable to do so in their own best interests due to a disability or other life circumstances. They will work to empower clients on how to manage their finances with the goal of clients becoming financially independent and self-sufficient. The Representative Payee also serves as liaison to the Social Security Administration, Veteran’s Administration, and other financial institutions. The Rep Payee & Financial Coach will work with clients in the greater New Haven and Middlesex areas.

Duties and Responsibilities

• Collaborate with case managers and Veterans Administration staff as they refer clients who need assistance with managing their finances 
• Provide guidance with established monthly budgets, provide timely payments and maintain the representative payee software and associated charts  
• Work directly with clients to assist in credit building, banking, and other financial resources as it relates to their successful development
• Coach clients about financial literacy such as budgeting, increasing credit scores, and other aspects of financial management with the goal of the client becoming financially independent        
• Collaborate closely with the local Social Security Office and the Veterans Administration on specific cases 
• Attend regularly scheduled supervision, team, shelter or staff meetings as requested 
• Complete SSA and other reports as requested and in a timely manner 
• Attend required agency, program and network meetings 
• Monitor all cases assigned and complete all documentation/charting required 
• Collaborate with other case managers and work to promote the Representative Payee program city-wide 
• Maintain strict confidentiality concerning both program applicants and accepted clients while carrying out all duties 
• Other related duties as assigned

Qualifications

• Familiarity with Social Security and Veterans Administration processes 
• Ability to teach clients to increase their wealth and become financially independent 
• Knowledge of basic tax preparation and budgeting
• Knowledge of government assistance programs and basic child credits
• Extremely detail-oriented, punctual, financially literate 
• Possesses superior interpersonal skills
• Excellent organizational and time management skills with a deadline-oriented mindset
• Strong written and oral communication skills employing the English language
• Proficient in Microsoft Office and other common desktop applications
• Able to work with diverse populations
• Empathetic and compassionate towards individuals that have experienced homelessness and factors that lead to homelessness
• Possesses a strong desire to promote equal access and opportunity for individuals experiencing homelessness and those with disabilities
• Familiar with mental health, substance abuse and dual diagnosis issues and dynamics
• Ability to collaborate successfully with others
• Able to meet all documentation requirements
• Must be able to multitask
• Valid drivers’ license with a good driving history and access to reliable transportation

Supervised by: Employment & Benefits Manager
Schedule: Tuesday-Friday 8:30am-4:30pm
Salary range: $25.50 to $27.50

Benefits

• Medical, dental, and vision benefits are offered along with other additional voluntary coverages with full-time employment
• 401 K retirement plan with employer matching contribution
• Paid time off 
• 10 paid holidays

Please send your resume and a cover letter to Human Resources Generalist, Columbus House Inc., 586 Ella Grasso Boulevard P.O. Box 7093, New Haven CT. 06519 or fax to 203-773-1430 or email to hr@columbushouse.org or apply at www.columbushouse.org 

Equal Opportunity/Affirmative Action Employer: Protected Veterans and Individuals with Disabilities Encouraged to Apply