Representative Payee Associate

Are you looking for an opportunity to advance your career while working with an extraordinary team? At Merakey/Community Solutions Alliance, we put our heart and soul into everything we do. We are seeking a Representative Payee Associate to join our team.

 

 

Location: Tinton Falls, NJ

Work Hours: 8:30am-4:30pm M-F

 

Rate: $19.23 - $21.15/Hour

 

 

 

Essential Duties & Responsibilities: 

 

Banking & Financial Management

• Monitor client and resident deposits, balances, and outstanding payments daily and monthly.
• Process disbursements for bills (room and board, pharmacy, personal needs, vacation, etc.) and approve/load debit cards.
• Complete bank deposits via scan or in-person and participate in monthly bank reconciliations.
• Set up new accounts, create budgets, and assist program managers in tracking monthly expenses against income.
• Monitor accounts to ensure compliance with SSA resource limits and manage spend downs as needed.

Benefits & Eligibility

• Complete applications, renewals, and updates for Social Security, Medicaid, SNAP, and other benefits.
• Ensure long-term care, SSI/SSDI, and Medicaid eligibility requirements are met.
• Report changes in income, resources, or eligibility status to SSA, County Assistance Office, Veterans Administration, and other agencies.
• Support beneficiaries with disability, updating reports and redetermination.

Compliance, Reporting & Auditing

• Maintain accurate, up-to-date financial records in banking software and other accounting systems, retaining files per agency and regulatory standards.
• Prepare and submit required Representative Payee Reports and statistical data to SSA and other agencies.
• Calculate resident rent per state-mandated formulas, track rent schedules, and complete annual room & board agreements.
• Conduct annual financial reviews and audits using established tools, provide follow-up on deficiencies, and escalate compliance issues when needed.
• Send monthly reports to Program Directors on account balances, thresholds, and outstanding requests.

Community & Staff Support

• Provide benefit information to authorized agencies serving beneficiaries.
• Build and maintain working relationships with SSA, Department of Public Assistance, County Assistance Office, and community resource agencies.
• Train new House Managers and program staff on resident account procedures, debit card use, and SNAP requirements.
• Attend ISP meetings and provide financial updates as requested.
• Serve as a liaison between beneficiaries, families, and program operations to ensure financial stability and compliance.

General Administrative Duties

• Answer and return phone calls in a timely and professional manner.
• Open, review, and process mail related to beneficiary accounts.
• Maintain confidentiality and adhere to HIPAA, agency policies, and code of ethics.
• Perform other duties as assigned.

 

 

 

 

Benefits

Merakey offers generous benefits that promote well-being, financial security, and work-life balance, including:

• Comprehensive medical, dental, and vision coverage, plus access to healthcare advocacy support.
• Retirement plan -- both pre-tax and Roth (after-tax) options available for employee contributions.
• DailyPay -- access your pay when you need it!
• On the Goga well-being platform, featuring self-care tools and resources.
• Access Care.com for backup childcare, elder care, and household services.
• Confidential counseling, legal, and financial services through our Employee Assistance Program (EAP).
• Tuition reimbursement and educational partnerships.
• Employee discounts and savings programs on entertainment, travel, and lifestyle.
• Access to Pryor Online Learning for free online personal development classes.

Learn more about our full benefits package -