Personal Funds Coordinator

Support Solutions Of The Mid South Nashville , TN 37201

Posted 3 months ago

GENERAL FUNCTION:

Computes, classifies, records, and verifies numerical data for use in maintaining accounting records by performing the following duties.

ESSENTIAL FUNCTIONS:

In order to perform this job successfully, an individual must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities assistance with performing the essential functions of this position.

  • Compiles and sorts documents, such as invoices and checks, substantiating business transactions.

  • Verifies and posts details of business transactions, such as funds received and disbursed, and totals accounts to ledgers or computer spreadsheets and databases.

  • Audits invoices against purchase orders, researches discrepancies, and secures approval for payment.

  • Investigates problems that vendors or purchasing agents have with obtaining payment for bills.

  • Prepares vouchers, invoices, checks, account statements, reports, and other records, and reviews for accuracy.

  • Reconciles bank statements.

  • Reviews, balances, and interprets computer reports, and makes corrections.

  • Assist person served with accessing community resources i.e. utility assistance, food stamps, social security benefits and Medicaid, when needed, to include initial application for benefits, yearly recertification, annual accounting, wage reporting, and MR housing, where applicable.

  • Maintain tracking mechanisms, either electronic or hard copy, as required by Support Solutions.

  • Communication of Social Security appointment information via S-Comms, when required.

  • Maintenance of physical personal funds files.

  • Enter inventory into tracking system and maintain records accordingly.

  • Personal funds training during orientation, at home manager meetings, individual house meetings (if requested), and with new house managers.

  • Track and audit cash and food stamp logs timely.

  • Accurately track leases and ensure timely renewal.

  • Assist with tax returns where needed.

  • Complete paperwork necessary to open bank accounts and successfully establish direct deposit of assigned benefits.

  • Assist staff with establishment or disconnection of utilities during moves or transitions.

  • Appropriately assign and track advance payback status and obtain signatures on required documentation.

OTHER FUNCTIONS:

  • Exhibits behaviors and best practices that are consistent with the vision and values of SSMS.

  • Practices safe work habits to eliminate and control potential safety and health hazards and to maintain a safe work environment. Attends all safety training as scheduled.

  • Work as part of the team to ensure that SSMS Quality Management principles (Plan, Measure, Assess. Improve) are practiced and achieved.

  • Operates SSMS and personal transportation in a safe and healthy manner.

  • Performs other job related duties as may be assigned by designated and/or authorized staff.

This job description does not list al the duties of your job. You may be asked by Supervisors, Managers or designated and/or authorized staff to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in the job description. SSMS reserves the right to revise this job description at any time. The job description is not a contract for employment and either you or SSMS may terminate employment at any time, for any reason.

MINIIMUM REQUIREMENTS:

A minimum of two years of college is preferred. Experience managing personal funds and excellent detail skills. Highly competent in the use of computers and other office equipment. Must be 21 years of age and able to read and write effectively. Must have a valid drivers license and maintain a valid drivers license and acceptable driving record throughout employment with SSMS. Must meet state and local requirements regarding criminal background check, sexual offender check, abuse registry, and felony offender list. Must meet all training requirements and keep training current. Must be able to perform heavy lifting in the assistance of service recipients with personal care, if applicable. Must have some computer knowledge.

KNOWLEDGE, SKILLS & ABILITIES:

  • Effective verbal and written communication skills

  • Effective organizational skills

  • Effective interpersonal skills

  • Must be able to practice confidentiality

LICENSES/CERTIFICATES:

  • Valid Driver License

  • Valid automobile insurance (this must be maintained throughout employment.)

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Personal Funds Coordinator

Support Solutions Of The Mid South