Oversee Client Financial Services (Money Management):
- Ensure compliance with Social Security Administration regulations
- Collaborate with Benefits Specialists to secure proper documentation for Social Security
- Enforce and update policies and procedures as needed
- Conduct initial training and semi-annual refreshers for new and existing case managers
- Liaise with case management supervisors regarding related duties
- Streamline processes to improve efficiency for case managers and financial services staff
- Champion the transition to a paperless environment by implementing and maintaining electronic filing systems
- Promote a culture of continuous improvement within the department
Manage Consumer Funds Accounting:
- Implement controls to ensure proper accounting and prevent misappropriation of consumer funds
- Verify that ACH deposits from Social Security are accurately recorded
- Ensure timely processing of consumer weekly allowances and one-time checks
- Oversee the recording of disbursements and recoupment of consumer funds as they become available
- Distribute monthly account statements to consumers by the 10th of each month
- Maintain organized client financial service files in accordance with Social Security guidelines
- Reconcile payments to consumer Alabama Able accounts and record transactions
- Reconcile and record debit card payments and replenishments
- Conduct audits of individual consumer accounts for accuracy and compliance
- Take ownership over the ticketing system process from initial requests to printing of checks requests
- Follow up with case management regarding non-compliant tickets
Supervise Billing for Rent and Room/Board Charges:
- Prepare and deliver room and board invoices to consumers
- Ensure diligent collection efforts for rent and room/board charges
- Accurately code received payments to the respective consumer accounts
- Generate and review aging reports for rent and room/board receivables
- Prepare and distribute monthly non-payee statements for community programs and adult residential services by the 8th of each month
Communication and Month-End Procedures:
- Provide timely updates on room and board account aging to relevant staff
- Report on other amounts owed by AltaPointe consumers
- Supply staff with current consumer cash balances
- Execute month-end close procedures
- Alert accounting clerks and case managers about delinquent accounts
- Actively work towards resolving delinquent balances
- Inform your supervisor of any issues with problem accounts or other challenges
Courteous and Respectful Attitude Towards Consumers, Visitors, Agencies, and Co-workers:
- Treat consumers with care, dignity, and compassion
- Respect consumers’ privacy and confidentiality
- Assist consumers and visitors as needed
- Ensure personal values do not inhibit the ability to relate to and care for others
Administrative and Other Duties as Assigned:
- Provide guidance, support, and mentorship to accounting clerks, fostering a positive and productive work environment
- Conduct regular team meetings to communicate expectations, discuss challenges, and improve processes
- Set performance goals for team members and monitor progress through regular evaluations and feedback
- Crosstrain staff to promote operational flexibility and business continuity
- Complete all assigned tasks accurately and in a timely manner
- Follow AltaPointe policies and procedures
- Actively work to enhance skills
- Lead and participate in performance improvement activities
- Attend required in-service training and other workshops
- Other duties as assigned