Money Management Assistant

OVERVIEW:

Maintains accurate client and volunteer records, manages billing and financial reports, monitors client banking information, and assists with monthly billing and payment reconciliation. Provides money management services, advocates for clients, assists with benefit applications, and supports volunteers and case management staff as needed. Additionally, coordinates volunteer activities in the Coordinator’s absence, responds to phone inquiries, completes intake forms, prepares Advisory Council meeting minutes, and stays current on senior benefits and applicable training.

SCHEDULE: Full-Time, 40 hours per week.

SHIFT: Day Shift

ESSENTIAL DUTIES AND RESPONSIBILITIES  

1. Maintains client and volunteer information on the IVMMP website and the office files in accordance with the program's requirements.

2. Submits billing on-line to the Illinois Department on Aging and NIAAA.  Assist Coordinator with monthly billing as needed.  Reconciles the monthly Accepted for Payment Voucher from IDOA.

3. Assist Coordinator with advocating for clients with creditors and other agencies.  Provides volunteer advocacy with clients.

4. Coordinates the activities of in-office Money Management volunteers in absence of Coordinator.

5. Conducts Money management service which may include home visits and/or phone follow-up.  Assists volunteers with clients needing services out of the volunteer's ability.

6. Completes client benefit applications such as LIHEAP, Circuit Breaker, Extra Help and Recertification forms for Public Aid and Senior Housing.

7. Keeps up-to-date with senior benefits and attends training as applicable.

8. Verifies banking information and monitors on Quicken.  Runs reports required for client files.

9. Assists Case Management with financial information needed for CCP redetermination and ofther financial benefits.

10. Prepare the minutes from the Advisory Council meetings and send to all members in a timely manner.

11. In the absence of the Coordinator, oversees the activities of the volunteers and assists clients as needed. 

12. Answers and responds to all phone inquiries, refers calls and completes intake forms when needed.

CULTURE OF EXCELLENCE BEHAVIOR EXPECTATIONS

To perform the job successfully, an individual should demonstrate the following behavior expectations:

Quality - Follows policies and procedures; adapts to and manages changes in the environment; Demonstrates accuracy and thoroughness giving attention to details; Looks for ways to improve and promote quality; Applies feedback to improve performance; Manages time and prioritizes effectively to achieve organizational goals.

Service - Responds promptly to requests for service and assistance; Follows the Mercyhealth Critical Moments of service; Meets commitments; Abides by MH confidentiality and security agreement; Shows respect and sensitivity for cultural differences; and effectively communicates information to partners; Thinks system wide regarding processes and functions.

Partnering - Shows commitment to the  Mission of Mercyhealth and Culture of Excellence through all words and actions; Exhibits objectivity and openness to other's views; Demonstrates a high level of participation and engagement in day-to-day work; Gives and welcomes feedback; Generates suggestions for improving work: Embraces teamwork, supports and encourages positive change while giving value to individuals.

Cost - Conserves organization resources; Understands fiscal responsibility; Works within approved budget; Develops and implements cost saving measures; contributes to profits and revenue.

EDUCATION AND EXPERIENCE  

High School diploma or equivalent with 5 years relevant experience.

CERTIFICATION AND LICENSURE                    

Approved CPR/BLS certification required within 90 days.

For those driving Mercyhealth vehicles:

Maintain a valid driver’s license.

Have and maintain an acceptable driving record per Mercyhealth’s HR.100 Fleet and Driver Safety policy.

For those driving their personal vehicles:

Maintain a valid driver’s license and reliable transportation with proof of vehicle insurance when requested.

Have and maintain an acceptable driving record per Mercyhealth’s HR.100 Fleet and Driver Safety policy.

ADDITIONAL REQUIREMENTS

Passing the Driver’s License Check and/or Credit Check (for those positions requiring).

Passing the WI Caregiver Background Check and/or IL Health Care Workers Background Check.

Must be able to follow written/oral instructions.

OTHER SKILLS AND ABILITIES

Minimum 2 years experience with customer service, bookkeeping and/or financial management.

Experience with volunteers and interaction with older adults preferred.

Proficiency in Microsoft Excel required.  Experience with Quicken preferred.

AGE OF PATIENTS SERVED

Non-Specific Task (not applicable)

INFORMATION ACCESS

Partner may access patient care information needed to perform their job duties.

WORK CONTACT GROUP    

Partners, physicians, patients/family, visitors, vendors                                         

SPECIAL PHYSICAL DEMANDS

The Special Physical Demands are considered Essential Job Functions of the position with or without reasonable accommodations.

Prolonged periods of sitting and exert up to 10 lbs force occasionally.          

PAY RANGE:

$15.70 - $25.12

Mercyhealth is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify, national origin, disability, or protected veteran status.

Mercyhealth offers competitive pay and a comprehensive benefits package including:

• Medical, Dental, Vision

• Life & Disability Insurance

• FSA/HSA Options

• Generous, accruing paid time off

• Paid Parental and caregiver leave

• Career advancement and educational opportunities

• Tuition and certification reimbursement

• Certification Reimbursement

• Well-being Programs

• Employee Discounts

• On-Demand Pay

• Financial Education

• Annual recognition/awards events

• Partner appreciation days

• Family entertainment/attractions discount

• Community service/improvement opportunities

Click here for more details regarding Mercyhealth Careers Benefit Information.

At Mercyhealth, we don’t simply hire people, we empower employee-partners who are passionate about making lives better. As an integrated health system, we deliver exceptional, coordinated across seven hospitals, 85 primary and specialty clinics, and a team of over 7,500 professionals serving northern Illinois and southern Wisconsin.

Mercyhealth has been nationally recognized for our commitment to our people and culture, including:

• #1 in the nation on AARP's Best Employers for Workers Over 50

• One of Working Mother magazine's 100 Best Companies for Working Mothers

• A Top 50 Company and Top 10 Nonprofit for Executive Women