Compass of Carolina celebrates 105 years of helping vulnerable citizens this year.  We provide counseling, family violence intervention, and representative payee services.  Located in Greenville, SC.  www.compassofcarolina.org 

The Representative Payee Case Manager at Compass of Carolina plays a crucial role in assisting individuals who require financial management support.  The ideal candidate will have good communication skills with clients and co-workers.   He/She will take a client-centered approach toward assisting vulnerable individuals with managing their needs.  The position requires good budgeting and case management skills to ensure that their overall well-being is met.  The position is a crucial member of our team, as Compass of Carolina works to integrate the Representative Payee department with our Family Violence intervention programming.  

Here are the key responsibilities associated with this position:

1. Client Assessment and Eligibility Determination:

   • The case manager evaluates clients’ eligibility for representative payee services. This involves assessing their financial needs, understanding their circumstances, and identifying whether they require assistance managing their funds.

2. Social Security and Benefits Coordination:

   • The representative payee case manager collaborates with clients who receive Social Security benefits, disability insurance, or supplemental security income.
   • They ensure that clients receive their entitled benefits promptly and accurately.
   • Coordination involves maintaining communication with Social Security offices, providing necessary documentation, and addressing any issues related to benefits.

3. Financial Management:

   • Managing clients’ finances is a critical aspect of the role.
   • The case manager receives clients’ benefit payments, allocates funds for essential expenses (such as housing, utilities, and food), and ensures bills are paid on time.
   • They maintain accurate records of financial transactions and budgeting.

4. Client Advocacy and Support:

   • The case manager advocates for clients’ rights and well-being.
   • They address any concerns related to benefits, housing, or other essential services.
   • Advocacy may involve liaising with landlords, utility companies, and healthcare providers on behalf of clients.

5. Budgeting and Financial Counseling:

   • The representative payee case manager educates clients on budgeting, financial literacy, and money management.
   • They provide guidance on saving, avoiding debt, and making informed financial decisions.

6. Documentation and Reporting:

   • Accurate record-keeping is essential.
   • Case managers maintain detailed records of financial transactions, client interactions, and progress.
   • They submit required reports to relevant agencies, ensuring compliance with regulations.

7. Collaboration with Other Professionals:

   • Case managers work closely with mental health professionals, social workers, and housing specialists.
   • They coordinate services to address clients’ holistic needs beyond financial management.

8. Crisis Intervention:

   • In emergencies or crises, the case manager provides immediate support.
   • This may involve addressing sudden financial challenges, housing instability, or health-related issues.

9. Ethical Considerations:

   • Representative payee case managers must adhere to ethical standards, maintaining confidentiality and acting in the best interest of their clients.

10. Continuous Learning and Professional Development:

    • Staying informed about changes in regulations, policies, and best practices is essential.
    • Case managers participate in training sessions and workshops to enhance their skills.

Overall, a representative payee case manager plays a vital role in ensuring vulnerable individuals receive the financial support they need while maintaining their dignity and autonomy.

Opportunity for Professional Growth!