Client Care Coordinator (Financial)

 

The Client Care Coordinator (Financial) is the subject matter expert on the rules and regulations that govern financial management and financial support under Supported Living and Residential Care Services in Washington State.  

 

This position ensures that all aspects of client care related to financial and resource management are completed in compliance with all applicable rules and regulations. Their involvement and oversight will increase the quality, consistency and standardization of client care and documentation, as well as improving continuity and communication between all stakeholders. The Client Care Coordinator provides direct support to our clients through financial planning, bookkeeping, resource management, and individual support in alignment with their Person-Centered Service Plan, Individual Instruction and Support Plan and Individual Financial Plan. 

 

Minimum Qualifications: 

*Must be at least 25 years of age 

*Must possess a High School Diploma or GED 

*Must pass the DSHS BCCU background check at time of hire and tri-annually thereafter 

*Must have 75-Hr Training Certificate or Waiver Letter, or complete 75-Hr Training within 120 days of hire 

*Must have current CPR/First Aid certification 

*Must be a company-approved driver 

 

Key Skills: 

Attention to detail 

Excellent written and oral communication 

Intermediate or better Microsoft Office (Microsoft 365, Word, Excel, Outlook) Skills 

Understand Basic Bookkeeping 

Familiarity with Quicken or similar bookkeeping software 

Maintain physical files and digital records 

 

Position Requirements: 

Sitting for four or more hours per day 

Using a computer screen for four or more hours per day 

Driving up to 50 miles per day 

Lifting up to 15 pounds 

Operating computers, printers, scanners, FAX machines 

 

Overview of Client Care Coordinator Duties: 

 

Ensure annual consents are in place for financial management 

Ensure Individual Financial Plans and Staff Instructions are written and updated in accordance with DDA Policy 6.06 Client Responsibility and the DDA Resource Guide: Managing Finances for Clients in Community Residential Services Programs  

Complete Residential Allowance Requests as needed in accordance with DDA Policy 6.11. 

Perform Quality Assurance on client on-site financial ledgers (monthly) (Does this refer to site visit to check on-site financial ledgers? If it is so, you may want to specify it.) 

Receive, Review, return for correction if necessary, and file clients’ monthly financial ledgers from site 

Reconcile all Representative Payee accounts (monthly) and attach proper supporting documents for every cleared bank transaction 

Make sure that reconciled rep payee accounts are verified by the verifier monthly 

Prepare reports for Program Manager (monthly) and Client Guardian review/action (quarterly) 

Prepare SSA Representative Payee Reports (Annual) 

Ensure financial ledgers and forms are standardized and compliant 

Complete Financial-related incident reporting and follow up as needed 

Train new DSPs in their roles and responsibilities (related to management of client funds) and conduct remedial staff training, as needed 

Prepare client files for archiving (Annual) 

Advise on and update SSLS Financial Management policies, as needed 

Attend weekly Manager meetings and monthly Quality Assurance meetings. 

 

 

Participate in annual DDA Client Assessments, as required 

Ensure all financial risks, interventions and support needs are addressed in the IISP, IFP, PBSP and staff instructions 

Collaborate with care team and other stakeholders to review and revise Individual Financial Plans annually or as needed. 

Advise Program Managers on creating and tracking finance-related habilitative goals 

Prepare checks to pay client bills (upon receipt) 

Oversee True Link accounts and transfer schedules 

Oversee EBT CASH and EBT FOOD usage 

Oversee use of Health Insurance ancillary benefits, such as Humana card or United Health Care card (UCard)

Provide direct support to Representative Payee clients for planning and completing routine and one-time purchases 

Maintain ledgers (online) for all Representative Payee accounts 

Respond to Verification of Income requests from DSHS, HASCO and other stakeholders to secure and continue client benefits, including SSA/SSI, waiver services, EBT, housing assistance, utility assistance and health insurance 

Maintain client financial folders and archives 

Respond to guardian and/or court financial documentation requests for Guardianship 

Advise Administrative Team, Program Managers and other stakeholders as needed 

 

This is a full-time hourly position: estimate 30-32 hours/week, dependent on monthly workflows. Office hours are flexible between 7:00am – 5:00pm, but consistency is necessary – minimum 3 days per week.