Demo

Financial Case Manager / Representative Payee

SOCIETY'S ASSETS
Racine, WI Full Time
POSTED ON 3/3/2026
AVAILABLE BEFORE 5/2/2026

Essential Job Functions:

  • Manage consumers’ budgets. This includes assuring that basic needs are met (food and shelter) through timely payment of bills. Establish a budget for each individual that meets his/her needs. Ensure payment to creditors based on the individual’s ability to pay.
  • Manage the computer program to ensure a daily balance of the Representative Payee Account.
  • Manage consumer files with current and accurate information in regards to rent verifications, release of information, and other debits.
  • Provide Social Security with annual (as requested) reporting of consumers’ accounts.
  • Provide effective communication to consumers, case managers and other service providers.
  • Process, collate and mail out consumer notices, checks, bus passes.
  • Contact Social Security and State for medical cards, maintain copies and distribute to consumers
  • Contact utility/telephone companies for service hookup and billing questions.
  • Coordinate with landlords consumer moves, leases, and follow up with rent verification forms.
  • Follow up on checks that have not cleared.

Non-Essential Job Functions:

Assist in agency mailings as needed.

Perform all other job duties assigned.

Job Type: Full-time

Pay: From $16.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

People with a criminal record are encouraged to apply

Application Question(s):

  • How do you build consumer relationships?
  • How do you deal with high-stress or high-pressure situations?
  • How do you handle challenging consumers?
  • What are the most important things you look for in a position?
  • Explain "work ethic" and describe yours.

Work Location: In person

Salary : $16

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