Program Coordinator Representative Payee Programs
Who We Are:
First Maryland Disability Trust Inc. (FMDT) is a nonprofit organization serving individuals with disabilities of all ages throughout Maryland. FMDT offers cost effective trustee and trust management services with a personal touch designed to enhance the quality of life of our beneficiaries while protecting their eligibility for public benefits. We also serve as courtappointed guardian financial powerofattorney and as financial representative payee for public benefits.
Were a small and growing tightknit team with a strong dedication to serving the disability community.
If you are an Program Coordinator who wants to make a positive impact on the disability community and have an interest in furthering your career in this area we invite you to apply!
Program Coordinator Representative Payee Programs:
As the Program CoordinatorRepresentative Payee Programs youll support clients with their Social Security (SS) and Supplemental Security Income (SSI) under the supervision of the Director of Legal Services.
A Typical Day May Look Like This:
Payee Account Administration
- Track approval letter from Social Security Administration appointing FMDT as Representative Payee.
- Create new client files in the Representative Payee Tracker; maintain current enrollment spreadsheet; create physical files; maintain digital and physical filing system.
- Complete forms SSA 1696 and SSA11BK including coordinating signatures; travel to the local Social Security Administration office to have forms datestamped.
- Obtain bills from clients and establish monthly budgets; verify bills are within clients existing budgets or within approved adjusted budgets; ensure timely bill payments; document bill payments in Representative Payee Tracker QuickBooks monthly spreadsheet and Positive Pay.
- Collaborate with FMDTs Trust Administration team as needed to ensure clients personal spending and special request payments align with clients trust documents.
- Make approved purchases for clients and coordinate with vendors for payment; collaborate with FMDT colleagues and vendors to ensure client requests are fulfilled.
- Maintain and organize clients benefit records ensuring that all records are up to date and maintained according to funding programs standards; collect and organize documents that may be required for external audits of representative payee accounts.
- Reconcile transaction registers at least monthly or more frequently as required by funding agencies.
- Report any suspected misuse of funds or property as required by applicable funding agencies policies and procedures.
- Assist Trust Administrators with managing client bank accounts; process and distribute weekly disbursements.
- Assist Trust Administrators with benefit applications and redeterminations.
- Coordinate with Maryland Department of Health and Mental Hygiene and FMDTs Chief Executive Officer to close out files and distribute final disbursements for deceased beneficiaries.
General Office Duties
- Assist with routine office tasks as needed including answering office phone lines and following up as necessary with callers; copying/scanning documents; drafting and mailing correspondence; sorting incoming mail.
- Respond to client calls mail and emails. Respond to Trust Administrative emails regarding paying bills and any other questions they may have.
- Scan and save all client related mail that is received.
What Were Looking For:
- 12 years related work experience
- Exceptional interpersonal skills
- Excellent verbal and written communication skills
- Strong organizational and planning skills and attention to detail
- Commitment to our mission to serve the disability community in Maryland
- General proficiency with Excel Outlook and Word
Itd Be Great If You Have:
- Experience with nonprofits serving the disability community
- Experience with representative payee programs
- Administrative experience in a representative payee programs role financial services or banking industry
This Position Offers:
- Annual starting salary range of $50000 to $55000 commensurate with experience
- Competitive benefits health insurance; health savings account; retirement plan; longterm disability; shortterm disability
- Generous Leave and holidays
- Great career growth opportunities
- Working with a missiondriven and collaborative team
More About FMDT:
It is the mission of the First Maryland Disability Trust Inc. to enhance the quality of life autonomy and dignity of Marylanders with disabilities by offering cost effective trust services to protect manage and use trust assets for our beneficiaries while preserving their eligibility for public and private benefits. For additional information about First Maryland Disability Trust Inc. please check out our website: First Maryland Disability Trust.
Sound like a good fit Apply today!
TO APPLY: Please click Apply Now to submit a Letter of Interest (this is important and required) and your resume (in Word format).
The First Maryland Disability Trust Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex pregnancy (including childbirth lactation and related medical conditions) physical and mental disability marital status sexual orientation gender identity gender expression genetic information (including characteristics and testing) national origin ancestry military and veteran status and any other characteristic protected by applicable law.
Required Experience:
IC