Representative Payee - Kalamazoo

Job Type: 
Community Payee Services

Assist with operation of Community Payee Services program.



  • Accurately enter bills and requests for funds based on the individual budgets to ensure timely bill payments and client quality of life while meeting SSA guidelines. 
  • Monitor client accounts utilizing electronic health record and accounting software to ensure demographic information is accurate.
  • Monitor client accounts to ensure accuracy of budgets.
  • Follow SSA guidelines in the reporting of client events, information requests and annual reports.
  • Provide advocacy with service vendors to meet the financial needs of the individuals served. 
  • Maintain communication with persons served, guardians and case managers to ensure that all basic needs are being met.
  • Meet with clients to provide orientation to services and create budgets that meet SSA standards.
  • Communicate in a manner that demonstrates respect for individuals served and assures the individual’s right to privacy and confidentiality.




Minimum Requirements:  

    • Associates degree in business/finance/accounting + 1 year experience that includes computerized financial record-keeping or a combination of at least 3 years related education and/or relevant experience required. 
    • Good communication and negotiation skills, excellent organizational ability, strong problem-solving skills, and ability to work independently required.  Knowledgeable about and supportive of culturally-competent, recovery and trauma informed practices. 

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