Payee Service Specialist - Assertive Community Treatment

• Receive budget worksheet for each payee and reviews for accuracy, including identifying issues and errors.
• Maintain client information, including financial information and budgets in Quickbooks software.
• Work in collaboration with Case Managers and Community Support Specialists.
• Responsible for all aspects of client bills, including frequent preparation and delivery of all clients' checks by due dates.
• Prepare client month-end balances for Finance.
• Collect and document all Trillium Place payments, including maintaining payment documents and making bank deposits.

• Review client bank accounts for accuracy and monitor bank balances to ensure adequate funds to maintain client financial security.
• Reconcile all client bank accounts.
• Meet with bank personnel to open and close client bank accounts.
• Coordinate with bank personnel on any other client bank account needs, including address updates.
  *Set up direct deposit for payee clients.

• Interact with SSA personnel to coordinate client benefits to ensure clients do not lose benefits.
• Work with SSA to ensure client benefits are restored in a timely manner.
• Provides annual reporting of client expenses to SSA.
• Prepare documentation for all audits and reviews.
• Represents organization for all SSA audits and reviews.

Find it here.

Discover the job, the career, the purpose you were meant for. The supportive and inclusive team where you can thrive. The place where growth meets balance - and opportunities meet flexibility. Find it all at Carle Health.

Based in Urbana, IL, Carle Health is a healthcare system with nearly 16,600 team members in its eight hospitals, physician groups and a variety of healthcare businesses. Carle BroMenn Medical Center, Carle Foundation Hospital, Carle Health Methodist Hospital, Carle Health Proctor Hospital, Carle Health Pekin Hospital, and Carle Hoopeston Regional Health Center hold Magnet designations, the nation's highest honor for nursing care. The system includes Methodist College and Carle Illinois College of Medicine, the world's first engineering-based medical school, and Health Alliance. We offer opportunities in several communities throughout central Illinois with potential for growth and life-long careers at Carle Health.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Carle Health participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization. | For more information: human.resources@carle.com.