Job Description

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.