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Representative Payee
Representative Payee-March 2024
Seattle
Mar 28, 2026
About Representative Payee

  This is a unionized position represented by Local 8 of the Office and Professional Employees International Union (OPEIU). Starting wage is $29.02 to $29.02 an hour.JOB SUMMARYThe Representative Payee works collaboratively with Plymouth tenants, Plymouth staff, and the Social Security Administration, to manage enrolled clients' cash benefits to provide for their basic needs - housing, clothing, food etc. The position helps to support housing stability by supporting tenants in the collaborative development of a budget and ensuring efficient payment of monthly expenses as well as complying with all requirements of the Social Security Administration.The Representative Payee maintains service delivery based on the values inherent in Plymouth's mission, the principles of cultural proficiency and antiracism; the tenets of harm reduction; and the "Housing First" Philosophy.This is a unionized position represented by Local 8 of the Office and Professional Employees International Union (OPEIU).ESSENTIAL JOB FUNCTIONS(Responsibilities, accountabilities, and competencies; may not include all duties of this job.)Supportive ServicesWork with identified tenants and housing case managers (HCM) to help initiate payee application with the Social Security Administration (SSA) or complete process to switch payee to Plymouth.Conduct in-person intake with tenant, with support from HCM as appropriate, to establish budget and savings goals.Coordinate interim budget meetings with tenant and HCM upon request.Create spending plans with tenant and HCM if appropriate when tenants account balances are expected to exceed resource limits, or if tenants receive large sums of one-time payments.Create and maintain respectful and trusting relationships with tenants, offering support and de-escalation as needed during direct service and in program communications.Administrative and FinancialCreate/Maintain Monthly and Weekly distribution spreadsheets with tenant budgets; includes rent/tenant basic needs payments, building fees, repayment plans, and other vendor payments.Set up payments in GPS Exact software to reflect and reconcile with distribution spreadsheets each month; includes itemized review of each line item.Collect appropriate vendor and billing information for third party payments and provide vendor and payment information to Finance.Maintain release of information forms for third parties.Ensure that tenants' SSI/SSA benefits are deposited to Plymouth account; daily check bank accounts associated with the Payee Program ensuring that deposits and debits reflect the information in GPS Exact.Ensure that rent and other third-party payments are paid in accordance with established budget, and that tenants' personal funds are available via check, prepaid debit card, etc.Process interim budget modifications due to changes in tenant income or expenses.Monitor account balances monthly to ensure compliance with SSI and Medicaid resource limits as applicable.Maintain weekly communication with SSA, and ensure information is updated and program operates in compliance with all SSA guidelines; includes completing annual reporting.Follow Plymouth program and agency policies and procedures. Provide input to program policies, procedures and goals as requested.Ability to create/utilize a shared tracking system to monitor the program's activities per tenant; includes dates of applications, appointment dates, outcomes, follow up with tenants/HCMS and Social Security Administration, etc.CollaborativeWork collaboratively with all Plymouth departments to uphold the agency mission.Work collaboratively with Finance to troubleshoot problems or errors that may occur.Work collaboratively with HCMs and building teams to ensure that program is meeting the needs of tenants, providing regular updates regarding payee program changes. Provides training in paye

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