Representative Payee Clerk

Hours: 40 hours per week; Monday - Friday, 8:00 am to 4:30 pm or 8:30 am to 5:00 pm

As a Representative Payee Clerk, you will:

• Provide bookkeeping/accounting support to the trust account(s) established for clients for whom CRF is representative payee
• Meet with clients to review their personal accounts and expenditures and create budget sheet
• Prepares and distributes reports on all accounts; maintains and records all deposits and disbursements related to the trust account(s)
• Maintains files of all cash disbursements to clients; secures authorized signatures for requested checks
• Process payments for invoices including but not limited to rent, bus passes, and one-time payments
• Maintains databases, such as QuickBooks
• Assistance with company vehicle maintenance

Benefits:

• 19 days of PTO and 12 paid holidays per year
• Free clinical supervision and CEUs
• Monthly contribution of $100 towards qualified student loan debt; access to Public Service Loan Forgiveness (PSLF) program for eligible individuals
• Choice of medical plans, with minimal employee cost/expenses and excellent coverage
• Several dental plan options; vision benefits
• Company-paid life insurance and Long-Term Disability
• Tax-Free Flexible Spending for medical/dental/childcare expenses
• Generous retirement plan contributions
• Free Employee Assistance Plan
• Employee discount program, including pet insurance plans
• Opportunities for advancement and growth

CRF inspires and mentors the next generation of behavioral health professionals!

Our Intensive Mobile Psychosocial Assertive Community Treatment programs (Downtown IMPACT, IMPACT, Senior IMPACT and South Bay IMPACT) provide intensive, community-based case management services for homeless adults throughout San Diego County. We deliver fully-integrated services to clients diagnosed with a serious mental illness, as well as individuals with co-occurring, mental health, and substance disorders.

Our programs utilize the evidence-based practice of Assertive Community Treatment (ACT) to support our clients in the higher level of community care and to assist them in reaching their goals and living a life that is not dominated by mental illness. Our team is a model of care, providing treatment, rehabilitation, and case management supports.

CRF staff members work together to meet the needs of San Diego County's residents who are experiencing mental/behavioral health challenges. We offer a diverse, inclusive workplace that fosters personal growth and development. You will work within a collaborative, supportive team structure, learn new ways to provide optimal supports to your clients and help people change their lives for the better!

If you need assistance completing the application, please send an email to [email protected]

We are an Equal Opportunity Employer

Education: High school diploma/GED required

Additional Qualifications and Skills

• Two years of experience in customer service in a fast-paced environment, preferably in mental health care patient administration environment
• Experience with QuickBooks preferred
• Previous experience in a similar mental health program or medical office serving the population is desirable
• Excellent phone etiquette, attention to detail, ability to multi-task and maintain confidentiality required
• Intermediate knowledge of Microsoft Office to include Outlook, Word, Excel applications
• A valid California driver’s license in good standing, personal vehicle, proof of insurance and eligibility to be an approved CRF driver is required to fulfill the essential functions of this position
• Must be able to pass criminal/background clearance

Provides representative payee services on behalf of program for clients who are unable to manage their own Social Security funds. Ensures program compliance with County and company policies and accounting standards, as well as ensuring clients’ basic needs are met.