Representative Payee Programs Coordinator

Who We Are:

First Maryland Disability Trust, Inc. (FMDT) is a non-profit organization serving individuals with disabilities of all ages throughout Maryland. FMDT offers cost effective trustee and trust management services with a personal touch, designed to enhance the quality of life of our beneficiaries while protecting their eligibility for public benefits. We also serve as court-appointed guardian, financial power-of-attorney, and as financial representative payee for public benefits.

We’re a small, and growing, tight-knit team with a strong dedication to serving the disability community.
 

If you are a Representative Payee Programs professional who wants to make a positive impact on the disability community and have an interest in furthering your career in this area, we invite you to apply!

Representative Payee Programs Coordinator:
As the Representative Payee Programs Coordinator, you’ll support clients with their Social Security (SS) and Supplemental Security Income (SSI) under the supervision of the Director of Legal Services.

A Typical Day May Look Like This:

Payee Account Administration

• Track approval letter from Social Security Administration appointing FMDT as Representative Payee.
• Create new client files in the Representative Payee Tracker; maintain current enrollment spreadsheet; create physical files; maintain digital and physical filing system.
• Complete forms SSA 1696 and SSA-11-BK, including coordinating signatures; travel to the local Social Security Administration office to have forms date-stamped.
• Obtain bills from clients and establish monthly budgets; verify bills are within clients’ existing budgets, or within approved adjusted budgets; ensure timely bill payments; document bill payments in Representative Payee Tracker, QuickBooks, monthly spreadsheet, and Positive Pay.
• Collaborate with FMDT’s Trust Administration team as needed to ensure clients’ personal spending and special request payments align with clients’ trust documents.
• Make approved purchases for clients and coordinate with vendors for payment; collaborate with FMDT colleagues and vendors to ensure client requests are fulfilled.
• Maintain and organize clients’ benefit records, ensuring that all records are up to date and maintained according to funding programs’ standards; collect and organize documents that may be required for external audits of representative payee accounts.
• Reconcile transaction registers at least monthly or more frequently, as required by funding agencies.
• Report any suspected misuse of funds or property, as required by applicable funding agencies’ policies and procedures.
• Assist Trust Administrators with managing client bank accounts; process and distribute weekly disbursements.
• Assist Trust Administrators with benefit applications and re-determinations.
• Coordinate with Maryland Department of Health and Mental Hygiene and FMDT’s Chief Executive Officer to close out files and distribute final disbursements for deceased beneficiaries.

General Office Duties

• Assist with routine office tasks, as needed, including answering office phone lines and following up as necessary with callers; copying/scanning documents; drafting and mailing correspondence; sorting incoming mail.
• Respond to client calls, mail and emails. Respond to Trust Administrative emails regarding paying bills and any other questions they may have.
• Scan and save all client related mail that is received.

What We're Looking For:

• 1-2 years' related work experience
• Exceptional interpersonal skills to cultivate and maintain positive and productive relationships with trust beneficiaries and their families and advocates
• Excellent verbal and written communication skills
• Strong organizational and planning skills and attention to detail, with ability to anticipate, initiate, and advance multiple priorities and projects concurrently
• Commitment to our mission to serve the disability community
• Strong organizational, time management, analytical, and problem-solving skills
• Intermediate proficiency with Excel, Outlook, and Word

It’d Be Great If You Have:

• Experience with representative payee programs work, interacting with the Social Security Administration and directly with representative payee programs clients
• Administrative experience in a representative payee programs role, financial services, or banking industry
• Experience with trust administration software/technology tools or customer relationship management technology/tools

This Position Offers:

• Annual starting salary range of $50,000 to $55,000 commensurate with experience
• Competitive benefits health insurance; health savings account; retirement plan; long-term disability; short-term disability
• Generous Leave and holidays
• Great career growth opportunities
• Working with a mission-driven and collaborative team

More About FMDT:
It is the mission of the First Maryland Disability Trust, Inc., to enhance the quality of life, autonomy, and dignity of Marylanders with disabilities by offering cost effective trust services to protect, manage and use trust assets for our beneficiaries while preserving their eligibility for public and private benefits. For additional information about First Maryland Disability Trust, Inc., please check out our website: First Maryland Disability Trust.

Sound like a good fit? Apply today!

TO APPLY: Please click “Apply Now” to submit a Letter of Interest (this is important and required) and your resume (in Word format).

The First Maryland Disability Trust, Inc., is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), national origin, ancestry, military and veteran status, and any other characteristic protected by applicable law.