The Representative Payee is a part-time position that serves as a primary staff member of Catholic Charities of Corpus Christi Representative Payee program, assisting clients managing their social security benefits and overall finances. This position involves guiding clients in formulating and adhering to an annual budget, requires the ability to identify the needs of clients, and gain their confidence and cooperation. This position supports approximately 50 – 60 clients. The purpose of the representative payee is to assist in the prompt and accurate payment of all expenses incurred by client and follow established procedures to process checks and maintain records.
Ministerial Character
The Diocesan Bishop is the visible principle and foundation of unity in the particular Church ("the Diocese") entrusted to him. In a unique and visible way, he makes Christ's mission present and enduring as the Shepherd of the Christian Community. In order to fulfill his mission, the Diocesan Bishop employs suitable, chosen collaborators, who are clerics, religious, and lay people. He shares with them the apostolic mission and entrusts various responsibilities to them.
Each position employed in the Diocese of Corpus Christi helps to extend the ministry of the Diocesan Bishop in particular ways as outlined in the job duties and responsibilities. Therefore, this position is closely connected to and assists the Diocesan Bishop in the performance of his ministry and thereby engages in ministry for the church.
Position Responsibilities
- As an integral part of ministry for the Church, this position will support and uphold the philosophy of Catholic ministry and the mission of the Diocese of Corpus Christi in both professional and personal life
- Act as a witness to Gospel values by modeling the teachings of the Catholic Church
- Continuously grow in the ministry by participating in religious ceremonies, training sessions, and reflection activities as directed
- Manage benefit payments for Social Security beneficiaries who are incapable of managing their Social Security or Supplemental Security Income payments
- Establish a rapport with clients and promotes an atmosphere of mutual respect
- Coordinate with others (such as county case managers, housing staff, counselors, etc.) who are assisting the client on issues related to client finances or client behavior related to finances
- Determine the beneficiary’s needs and develops a financial plan, using Social Security benefits for the current needs of the beneficiary and in their best interests
- Encourage clients to cooperate with the financial plan, giving them reassurance and support, as needed
- Review, input and process client accounts payable checks, including regular budget disbursements, invoices, and additional requests for funds
- Receipts checks/cash to Representative Payee account; prepares monthly deposit reports
- Monitors client expenditures; maintains records, and prepares a variety of reports relating to each client account
- Report any changes or events which could affect the beneficiary’s eligibility for payments
- Works effectively with the Social Security Administration, Financial Institutions, and other sources of client income; which includes completing, reviewing and processing representative payee reports, benefit re-determinations, and assistance applications, as needed
- Maintain comprehensive supporting documentation for all expenditures
- Track and reconcile receipts to checks
- Check Post Office Box for mail daily and drop off mail at Post Office as needed
- All other duties as assigned
Qualifications & Skills
- High school diploma or equivalent
- 2+ years’ experience working in an office environment, ideally in the capacity of a Representative Payee
- Excellent verbal and written communication skills
- Extremely detailed oriented, punctual, financially literate, and possessing superior interpersonal and customer service skills
- Able to prioritize given tasks and work efficiently towards completing them
- Able to problem solve using analytical skills, creativity, and logical thinking to reach a solution
- Able to type at least 50+ words per minute
- Proficient in Microsoft Office suite including word, excel, outlook, and QuickBooks
- Demonstration of service excellence and the ability to incorporate the organization’s mission and core values into daily activities
Experience
- One-year experience in mental health or customer service fields
- The ideal candidate will be self-motivated, take initiative, and detail oriented
- Bilingual preferred
Additional Requirements
- Able to pass criminal history background check, Motor Vehicle Request (MVR) approval, and drug screen prior to hiring
- Complete Creating and Maintaining a Safe Environment training
- Valid Texas driver's license
- Occasional lifting up to 25 pounds
