Financial Resources Program Manager

AgeSpan

About Us: Since 1974 our agency has strived towards supporting an individual's desire to make their own decisions, secure their independence and remain living independently in the community. We are proud of our employees who make this possible every day. Our agency is a thought-leader, a nationally known generator of new ideas, because it welcomes creativity, your ideas. It is an outstanding place to work stimulating, friendly, collaborative. We offer competitive salaries, generous vacation time, and an excellent work/life balance. We value diversity and encourage career growth. If you have a passion for improving the lives of the elderly community and enjoy working in a diverse team driven by its mission, you've found the right place!

At AgeSpan, you'll find a work environment that combines:

• A refreshing culture that is supportive, collaborative, and encouraging of diverse perspectives and backgrounds.
• A focus on innovation with a team recognized for developing and implementing innovative programs and novel solutions.
• Encouragement of your development through opportunities to get involved, use your voice, and gain new knowledge and skills.
• A satisfying balance between your work and personal life, including a flexible workplace, generous paid time off, and wellness programs.

Depending on your role and your hours, we offer

• Flexible schedule and hybrid work opportunities
• Competitive salaries
• Healthcare (medical, dental)
• 403b Retirement Plan with agency match
• 20 Vacation Days, 12 Sick Days, and 12 Paid Holidays
• Social Work Licensing Program
• License Renewal Paid by agency for RN's and Social Workers
• And MORE!

Position Responsibilities: The Financial Resource Program Manager is responsible for the general oversight and compliance of the Money Management and Representative Payee Programs. This includes, but is not limited to, managing the bill pay on behalf of consumers, training and supervision, program reporting and record keeping, matching volunteers with consumers, and community outreach.

Responsibilities specific to the Money Management Program:

• Manage all aspects of the Money Management Program for AgeSpan, including management of program volunteers, program reporting, and record keeping as required.
• Train and supervise volunteers for Money management programs.
• Accurately complete all monthly, quarterly, and annual reports as required by the Executive Office of Aging and Independence (AGE).
• Oversee and manage the quarterly monitoring of Bill Payer client accounts.
• Attend meetings of the Massachusetts Money Management Program Managers as scheduled.
• Maintain ongoing communication with the AgeSpan staff regarding active clients, new referrals, and program updates as appropriate and necessary.
• Ensure referrals are processed in a timely manner and assigned appropriately.
• Develop relationships with local banks and bank personnel.
• Conduct community outreach to promote the local program.
• Conduct field visits to assess an older adult's physical, social, emotional, and environmental status to determine their eligibility and needs in their homes in accordance with AGE regulations.
• Ensure accurate records for each consumer.
• Prepare and participate in AGE program audits.

Responsibilities specific to the Representative Payee Program:

• Oversee Representative Payee for a caseload of approximately 70 Rep payee clients.
• Establish a budget with the client when possible and ensure designated staff are paying bills for all basic needs.
• Periodically, submit a Representative Payee Report to Social Security to account for how the funds have been used.
• Ensure accurate records for each consumer.
• Work in coordination with our Fiscal Department to ensure accuracy in accounting

Qualifications:

• Minimum of bachelor's degree in human services or related field plus at least two years' experience in any of the following
  • Banking, budgeting, and program development
  • Working within elder network another related community-based setting
  • Public speaking, presentations to groups and conducting trainings
• Strong verbal and written skills
• Strong computer skills and comfort with applications and programs including Microsoft Word, Excel, Outlook and Internet use
• Highly organized, with strong time management skills
• Strong interpersonal and problem-solving skills
• Ability to successfully manage, train and supervise staff and volunteers

Hours: 37.5 per week

At AgeSpan, we carefully consider a wide range of factors when determining rate of pay. Actual rate of pay depends on factors including but not limited to internal equity, experience, and qualifications. The pay range for this position is $78,000 - $82,000/year.

Our Commitment to Diversity and Inclusion

AgeSpan is strongly committed to fostering a professional environment that recognizes, respects, and encourages the unique contributions of a broad spectrum of qualified employees. It is important that our employees reflect the diverse communities we serve. We maintain a work atmosphere that allows people of varied backgrounds to grow professionally and contribute to our mission by promoting diversity, equity, inclusion, and work-life balance.