Location: Burlington, Iowa
Link to Employment Application
Are you known as a strong communicator, math wiz, and compassionate team-player? Then serve our customers by helping them stick to their budget and build their money-management skills. See below for a full job description.
EDUCATION & WORK EXPERIENCE
- High school diploma required.
- Experience in finance and budgeting matters preferred.
- Experience with QuickBooks or RPM software preferred.
JOB SUMMARY
The Representative Payee Manager will be responsible for managing the representative payee program for Optimae LifeServices.
DUTIES AND RESPONSIBILITIES
- Understanding of, belief in, and behavior driven by Optimae LifeServices’ Mission, Vision, and Core Values is necessary.
- Pay all monthly bills for individuals receiving services from Optimae LifeServices.
- Attend face to face meetings with customers to develop budgets.
- Complete Social Security reviews for individuals receiving services.
- Complete all applications for entitlements that require financial information.
- Contributes to team effort by accomplishing and communicating related results as needed.
- Must have excellent communication and networking skills.
- Use a computer to do spreadsheets, databases, and word-processing.
- Follow written or oral instructions in detail, accurately and efficiently.
- Analyze information and use organizational skills.
- Perform other duties as assigned.
PHYSICAL EXPECTATIONS
- Ability to lift and carry:
- up to 25 lbs. frequently
- up to 40 lbs. occasionally.
- over 40 lbs. rarely.
- Ability to climb stairs while carrying objects.
- Normal vision with correction.
- Normal range of hearing with corrections.
- Frequently perform daily duties which involve standing, bending, pivoting, squatting, kneeling, and crouching.
JOB FUNCTIONS
Efforts have been made to make this job description as complete as possible. However, it in no way states or implies that these are the only duties the Representative Payee Manager will be required to perform. The omission of specific statements of duties does not exclude them from the position if the work is similar, or related to the needs of people we serve, or as assigned by supervisory level staff.
To complete an online application, click here.