ABOUT
OREGON CASCADES WEST COUNCIL OF GOVERNMENTS (OCWCOG)
OCWCOG
manages a variety of local, State, and Federal programs to serve residents,
local governments, and businesses in our tri-County Region. OCWCOG is
recognized by the State of Oregon as an Area Commission on Transportation (ACT)
and a Type B Medicaid Transfer Agency. Additionally, the association is
recognized by the Federal Government as an Area Agency on Aging (AAA), an
Economic Development District (EDD), an Economic Development Revolving Loan
Fund Coordinator, a U.S. Department of Agriculture Revolving Loan Agency, and
staffs the two Metropolitan Planning Organizations (MPOs) in the Region. These
designations increase OCWCOG’s ability to serve our communities’ needs.
As an Oregon
intergovernmental entity, in addition to the programs and services that OCWCOG
is required by State or Federal contract to provide, OCWCOG helps businesses
find appropriate capital; facilitates seniors and persons with disabilities
plan for independent living; coordinates local road improvement priorities; and
assists with administration and technical support for its member governments.
Each program works towards OCWCOG’s mission of helping the
Region’s communities collaborate to solve problems and connect member
governments, businesses, and individuals with a wide array of resources.
Title: Money Management Coordinator
Position
Classification: Eligibility Specialist
Department:
Community Services Program
Regular
Full-Time (40 hrs/wk)
SUMMARY OF POSITION:
Responsible
for the day-to-day coordination of the Money Management Program, including
acting as the primary contact for all program volunteers. Recruits and trains
volunteers to provide one-on-one money management services to seniors and
people with disabilities. Coordinates Representative Payee clients’ accounts. Coordinates
the program according to State of Oregon Department of Human Services (DHS) standards
and guidelines and plays a key role in its successful implementation.
ESSENTIAL JOB DUTIES:
Performs position duties in a manner that promotes customer
service and harmonious working relationships, including treating all persons
courteously and respectfully. Engages in
effective team participation through willingness to assist and support
co-workers, supervisors, and other work related-associations. Develops good
working relationships with department and agency staff and supervisors through
active participation in accomplishing group projects and in identifying and
resolving problems in a constructive manner.
Demonstrates positive acceptance of constructive feedback and
suggestions, in an effort to strengthen work performance. Contributes to a positive, respectful and
productive work atmosphere. Regular
attendance is required to meet the demands of this job and to provide necessary
services.
- - Plans, organizes, and implements
recruitment, enrollment, orientation, and training of volunteers.
- -
Coordinates Representative Payee
client accounts.
- - Develops and maintains cooperative working
relations with a variety of community service organizations and agencies.
- - Provides assistance and supervision to
volunteers by maintaining regular communication through in-person contact,
periodic meetings, phone calls, and letters.
- - Assists with resolutions of specific cases,
providing guidance to volunteers as needed.
- - Coordinates the work activities and
scheduling of volunteers and client meetings as directed.
- - Develops and submits timely reports
required by DHS.
- - Acts as a liaison between OCWCOG and DHS.
- - Assists with interpretation of state and
federal policies that translate into operational activities.
- Makes presentations to community
organizations about the Money Management Program.
OTHER JOB DUTIES
Attends training, community meetings and staff meetings as appropriate
and/or as assigned.
Performs other related duties as assigned by supervisor.
SUPERVISION
RECEIVED: Receives general
supervision from the Community Services Program Manager.
SUPERVISORY RESPONSIBILITIES: While direct supervision of staff is not a responsibility of this position, the incumbent is responsible for recruiting, selecting, training and coordinating the work activities of volunteers. Provides daily tasking from the Money Management Clerical Specialist.
WORKING ENVIRONMENT
Work
is performed primarily in an office environment utilizing a personal computer,
laptop, telephone and a variety of office equipment. Position requires sitting for long periods of
time and performing extensive computer work.
Frequent travel is required to attend community meetings, trainings and
staff meetings. Attendance may be
required at occasional evening meetings.
QUALIFICATIONS
REQUIRED AND REQUESTED SKILLS
Preferred Experience &
Training
Bachelor’s degree, and minimum three (3) years bookkeeping experience,
OR
Post-secondary education credits in human services or related
field and five (5) years progressively responsible experience in social
services,
Required Experience &
Training
Experience should include minimum of two (2) years demonstrated professional
experience providing guidance or training regarding personal finances, -
Experience should include minimum of two (2) years demonstrated
success working with and training volunteers.
Knowledge, Skills and
Abilities
Considerable knowledge of household budgeting and daily money
management, including but not limited to checkbook reconciliation, bill paying;
Knowledge and familiarity with problems and issues confronting the
elderly and/or persons with disabilities in the local community;
Knowledge of confidentiality rules regarding client and provider
records, including HIPAA regulations;
Ability to recruit, train, schedule, motivate, and oversee
volunteers;
Ability to communicate effectively, both in writing and orally,
including the ability to prepare and give public presentations;
Ability to work independently with attention to detail;
Ability to utilize a personal computer for word processing,
spreadsheet preparation; database development and management and electronic
communication;
Ability to pay attention to detail;
Ability to interact and work with a culturally diverse population;
Ability to exercise good time management skills in order to
accomplish both daily tasks and on-going projects;
Ability to provide and maintain accurate financial records;
Ability to represent the agency before various citizen groups and
public officials; and,
Ability to apply effective problem-solving techniques.
Licenses, Certificates, &
Other Requirements
Possession
of a Valid Oregon License or ability to obtain reliable transportation in order
to travel throughout assigned area.
Position
requires successful completion of a criminal history check.
This
job description in no way states or implies that these are the only duties to
be performed by an employee occupying this position. Employees are required to follow any other
job-related instructions and to perform any other job-related duties requested
by their supervisor.
Requirements
are representative of minimum levels of knowledge, skills and abilities. To successfully perform this job, the
employee will possess the abilities or aptitudes to perform each duty
proficiently.
COMPENSATION PACKAGE
Starting salary is $20.32- $27.20/hourly DOQE. A step increase will be awarded
upon successful completion of a probationary period (typically six months), and
then annually thereafter to the top of the range. OCWCOG offers an attractive
benefits package including:
Retirement – OCWCOG pays both the employer’s percentage, and employee’s
six percent (6%) contribution into the Oregon Public Employees System (PERS).
In addition to PERS, OCWCOG pays into Social Security.
Insurance – For select plans, OCWCOG currently pays one hundred percent
(100%) of the insurance premiums for the employee and their eligible dependents.
The insurance package includes medical, prescription, dental and vision
coverage, , life, accidental death and dismemberment, long term disability .
Holiday Leave – OCWCOG provides ten and one half (10 ½) fixed holidays,
plus two (2) personal days during each fiscal year.
Additional Benefits – Deferred compensation options, Long-term care
Insurance, Employee Assistance Program, Credit Union memberships, and options
to participate in pre-tax Health Savings Account or Flexible Spending Account.
Sick Leave – Full-time employees accrue eight (8) hours of sick leave
each month.
Vacation Leave – Full-time employees accrue vacation leave each month
according to the following schedule:
0-36
months
- 8 hours/month
37-72 months
- 10 hours/month
73-144
months
- 14 hours/month
145 months and
above - 16 hours/month
GENERAL
INFORMATION
This position is represented by the Service Employees International Union
(SEIU).
TO APPLY
You must submit the following application materials to be considered as a
viable candidate:
1. A completed application and current resume that clearly
describes your experience, skills, and/or knowledge related to the requirements
of the position and demonstrates that you meet qualifications of the position
listed above.
2. A cover letter
explaining how your background, experience and training qualify you for this
position. Please describe your experience and training specifically as they
relate to the Minimum Qualifications.
If you are an eligible veteran and wish to claim veterans’ preference points
AND you also meet the minimum qualifications for this position, the points will
be added to your score. To receive veterans’ preference points, you MUST attach
to your application materials the following required documentation:
• A copy of your DD214/DD215
form; OR a letter from the US Department of Veteran’s Affairs indicating you
receive a non-service connected pension for the five (5) point preference.
• A copy of your DD214/DD215 form; AND a copy of your veteran’s disability
preference letter from the Dept. of Veterans’ Affairs for the ten (10) point
preference.
OCWCOG provides veterans’ preference in
employment to all eligible veterans. For more information, please go to
the State website:
Veterans Information
OCWCOG is an equal opportunity/ affirmative
action employer and is strongly committed to enhancing the diversity of its
workforce. Assistance will be provided in the recruitment, application
and selection process to applicants with disabilities who request such
assistance. Please call (541) 967-8720 as
early as possible regarding any assistance you may require.
If you have any questions please contact HR at hrrecruit@ocwcog.org.
In the subject line please include the position title and the posting number.
To apply scroll down to the bottom
and click Apply.
The Posting Number for this
position is 202121.