IN - Program Administration Funds Specialist - Lafayette

Company: Sevita
Location: Lafayette
Posted on: October 5, 2024

Job Description:

Monitor and manage individual funds, reconcile transactions, and report mismanagement or abuse of funds for individuals with intellectual and developmental disabilities.


Mentor Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. We believe every person has the right to live well, and everyone deserves to have a fulfilling career. You'll join a mission-driven team and create relationships that motivate us all every day.

As a Program Administration Funds Specialist, you will be responsible for:

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• Monitoring implementation of individual fund policies and procedures, auditing individuals' accounts, reviewing reconciliations, and reporting mismanagement or abuse of individual funds.
  
• Coordinating and managing funds in alignment with money management plans and financial transaction consents.
  
• Performing Representative Payee Designee duties, administering pre-paid bank card programs, tracking and recording deposited funds for beneficiaries, and depositing payments when necessary.
  
• Assisting with opening irrevocable burial trusts, special needs trusts, etc., and coordinating handling of individual funds in the event of death.
  
• Completing routine and end of year tax filing for applicable persons served.
  
• Reviewing and processing routine personal spending and special requests for funds, maintaining records of expenditures, including original receipts and signatures.
  
• Making payments on behalf of persons served, including room and board, rent, utilities, medical co-payments, and others, following policy and procedure when issuing checks from individual fund accounts.
  
• Reconciling transaction registers to fund's source (ledgers/etc.) at least monthly or more frequently, as applicable.
  
• Verifying accuracy of transaction register balances by reviewing starting and ending balances, deposits, expenditures, cash count, and bank card or account balance verification, bringing questions or inconsistencies to the primary money manager (or other party if this person is suspected) for resolution.
  
• Conducting routine reviews of account balances and, as indicated, completing high balance alert notifications and taking steps to avoid exceeding asset limits to maintain eligibility.
  
• Assisting with reporting combined asset and account information to benefit entities (e.g., Social Security Administration) as well as collecting and organizing documents for external audits of Representative Payee Accounts.
  
• Promptly reporting suspected misuse of funds or property, as required by applicable policy and procedures.
  
  To be successful in this role, you will need:
  
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  • A high school diploma/GED and proficiency in accounting, intermediate to advanced computer skills, and familiarity with accounting applications.
    
  • Self-motivation, attention to detail, and the ability to multi-task.
    
  • Strong analytical skills with the ability to collect information from different sources.
    
  • A current driver's license in good standing, car registration, and auto insurance if driving on behalf of the company.
    
    Sevita is a leading provider of home and community-based specialized health care. We believe that everyone deserves to live a full, more independent life. We provide people with quality services and individualized supports that lead to growth and independence, regardless of the physical, intellectual, or behavioral challenges they face.
    As an equal opportunity employer, we do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, citizenship, or any other characteristic protected by law.

Keywords: Sevita, Lafayette , IN - Program Administration Funds Specialist - Lafayette, Other , Lafayette, Indiana