<p>REM Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You'll join a mission-driven team and create relationships that motivate us all every day. Join us today, and experience a career well lived.</p> <p>Full Time - Wage 16.75/ hourly</p> <p>OUR MISSION AND PERFORMANCE EXPECTATIONS</p> <p>The MENTOR Network is a mission driven organization dedicated first and foremost to the children and adults we serve and support. The Network expects all employees to be mindful of this mission, and to perform their job to its fullest, and as stated in their job description.</p> <p>SUMMARY</p> <p>The Funds Specialist is a full time position and is considered nonexempt and paid hourly. The Funds Specialist is responsible for overseeing the maintenance and protection of individual funds for an assigned state or region. The Funds Specialist monitors implementation of individual fund policies and procedures, audits individuals' accounts, reviews reconciliations and reports mismanagement or abuse of individual funds. The Funds Specialist may perform Representative Payee duties and payee account transactions for the individuals served. The Funds Specialist works at the state or regional office.</p> <p>ESSENTIAL JOB FUNCTIONS</p> <p>To perform this job successfully, an individual must be able to satisfactorily perform each essential function listed below:</p> <p>Money Management Services and Bank Accounts</p> <ul> <li>Coordinates and manages funds in alignment with money management plans and financial transaction consents. </li><li>Performs Representative Payee Designee duties, as assigned. </li><li>Administers pre-paid bank card programs, as applicable. </li><li>Tracks and records deposited funds for beneficiaries and deposits payments when necessary. </li><li>Assists with opening irrevocable burial trusts, special needs trusts, etc. and coordinates handling of individual funds in the event of death. </li><li>Completes routine and end of year tax filing for applicable persons served. </li></ul> <p>Financial Transactions, Registers, and Supporting Documentation</p> <ul> <li>Reviews and processes routine personal spending and special requests for funds, promptly recording on corresponding transaction registers or ledgers. </li><li>Maintains records of expenditures, including original receipts and signatures. </li><li>Makes payments on behalf of persons served, including room and board, rent, utilities, medical co-payments and others. </li><li>Follows policy and procedure when issuing checks from individual fund accounts. </li></ul> <p>Account Reconciliation, Audits, and Recordkeeping</p> <ul> <li>Reconciles transaction registers to funds source (ledgers/etc.) at least monthly or more frequently, as applicable. </li><li>Reviews transaction registers to verify accuracy of transactions register balances by reviewing starting and ending balances, deposits, expenditures, cash count, and bank card or account balance verification. </li><li>Brings questions or inconsistencies to the primary money manager (or other party if this person is suspected) for resolution. </li><li>When an external party is Representative Payee, maintains records and shares them with the external Representative Payee, as indicated. </li></ul> <p>Reporting</p> <ul> <li>Conducts routine reviews of account balances and, as indicated, completes high balance alert notifications and takes steps to avoid exceeding asset limits to maintain eligibility. </li><li>Assists with reporting combined asset and account information to benefit entities (e.g., Social Security Administration). </li><li>Assists with collecting and organizing documents for external audits of Representative Payee Accounts. </li><li>Promptly reports suspected misuse of funds or property, as required by applicable policy and procedures. </li></ul> <p>Other</p> <ul> <li>Performs other related duties and activities as required. </li></ul> <p>SUPERVISORY RESPONSIBILITIES</p> <ul> <li>None </li></ul> <p>Minimum Knowledge and Skills required by the Job</p> <p>The requirements listed below are representative of the knowledge, skill, and/or abilities required to perform the job:</p> <p>Education and Experience:</p> <ul> <li>High school diploma/GED required Associates degree in related field preferred with account management experience preferred. </li><li>Proficiency in accounting, intermediate to advanced computer skills and applications preferred. </li></ul> <p>Certificates, Licenses, and Registrations:</p> <ul> <li>Current driver's license, car registration and auto insurance if driving on the behalf of the Company. </li></ul> <p>Physical Requirements:</p> <ul> <li>Light work. Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work. </li></ul> <p>AMERICANS WITH DISABILITIES ACT STATEMENT</p> <p>External and internal applicants, as well as position incumbents who become disabled, must be able to perform the essential job functions either unaided or with assistance of a reasonable accommodations to be determined on a case by case basis via the interactive process.</p> <p>Sevita is a leading provider of home and community-based specialized health care. We believe that everyone deserves to live a full, more independent life. We provide people with quality services and individualized supports that lead to growth and independence, regardless of the physical, intellectual, or behavioral challenges they face.</p> <p>We've made this our mission for more than 50 years. And today, our 40,000 team members continue to innovate and enhance care for the 50,000 individuals we serve all over the U.S.</p> <p>As an equal opportunity employer, we do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, citizenship, or any other characteristic protected by law.</p>