Money Management Support jobs in United States
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COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON · 1 day ago

Money Management Support

COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON is committed to creating a thriving community by providing education, resources, and services dedicated to eliminating poverty. The Money Management Specialist will work with individuals needing assistance with their finances, managing client bills, and advocating on their behalf.

EmploymentNon ProfitResidentialSocial Network

Responsibilities

Work with clients on a one-on-one basis to maintain budget and determine possible weekly allotments
Manage client bills and issue payments according to policies and procedures
Advocate on client’s behalf with landlords, creditors, and legal system
Use Representative Payee Manager Software, on-line banking, and computer on a daily basis to update clients’ information and complete transactions
Maintain client files accurately, ensuring appropriate documentation is present
Complete and maintain reports in a timely manner
Pick up and distribute mail, as necessary
Attend trainings as assigned
Work with all departments of CAPECO to provide wrap around services to participants
Other duties as assigned

Qualification

Representative Payee Manager SoftwareHousehold budgetingFinancial record accuracyCustomer serviceBasic math skillsEffective communicationComputer proficiencyMulti-client managementCompassionate interaction

Required

Associate degree in related field which can be substituted for two years of comparable experience and/or training or equivalent combination of education and experience
Must have experience using a computer extensively
Excellent customer service skills
Ability to communicate effectively, both written and verbally
General knowledge of household budgeting and daily money management
Accuracy in maintaining financial records
Ability to work cooperatively with a wide variety of individuals including people with significant physical and mental impairments and varying socioeconomic backgrounds
Must have the ability to manage multiple clients/accounts simultaneously and respond to immediate requests for specific program information
Must have basic math skills and be able to reconcile bank statements and accounts
Must pass a criminal history background investigation however, a conviction of a crime may not necessarily disqualify an individual from this position
Possession of or ability to obtain a valid driver's license and insurable driving record is required

Benefits

Health
Dental
RX
Vision
FSA
Life Insurance
401K Plan
Vacation
Sick and Holidays

Company

COMMUNITY ACTION PROGRAM OF EAST CENTRAL OREGON

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CAPECO focuses on four key social service needs in East Central Oregon.

Funding

Current Stage
Growth Stage
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