posting date: 5/12/2022

Title:  Money Management Program, Representative Payee – Senior Programs, Human Investment Department
Office Location: CAT main office, St. Helens
Position Classification:  Non Exempt
Position Supervises:  None
Position Reports to:  CAT Human Investment Director and Senior Programs Manager
Position Coordinates effectively with:  CAT Human Investment Director, Fiscal Director, Human Investment Program Managers, County Veteran’s Service Officer, staff of the Human Investment area, as well as our internal and external partners/funding agencies.
Salary: Program Specialist I ($14.52 – $24.83/hour)
Hours Worked:  1 FTE position with the majority of work done between 8:30-5:00.  There may be occasional evening and weekend requirements for meetings.


Position Summary:

Representative payee provide direct service to low-income clients who are elderly or have a disability and have been designated by a federal agency (i.e., Social Security Administration) as incapable of handling their financial affairs. Clients are screened to determine their eligibility to participate in the program, and that they have neither family nor friends who are able or appropriate to help them. Meetings are held in the client’s home at least monthly or as needed to keep finances in order. A special Representative Payee checking account is established for each client and used by the volunteer to pay the client’s bills and expenses. Representative Payee service is provided to enable the client to provide as much independence as possible with minimum of intervention.



  1. Serve as a member of the HI Case Management/Intake team. Contribute ideas and suggestions to improve program functioning and service delivery.
  2. Adheres to program policy and guidelines
  3. Completes and submits monthly activity reports to program staff.
  4. Performs representative payee tasks, e.g., paying client’s bills, signing checks, and balancing the checkbook
  5. Visits the client at least monthly at a mutually convenient time to pay bills and to balance the client’s checkbook.
  6. Uses the client’s benefits only for the well-being of the beneficiary, giving priority to essential needs.
  7. Notifies the program coordinator, in a timely way, of any problems with assignments or planned absences from the program.
  8. Perform comprehensive HI intake/assessments in senior’s home that encompasses the needs of all HI programs. Be prepared to administer Senior Service assessments such as Home Delivered Meals or In-Home Services while also assessing the client’s need for other services such as: Utility Assistance, Home Repairs, Weatherization or Housing Assistance.
  9. Input client data into OR Access, RTZ, OPUS, and/or Service Point as appropriate depending on client’s demographics and programs.
  10. Perform case management for selected clients as directed by manager or director.
  11. Maintain clear, complete case notes. Maintain well organized and complete case files, paper or electronic, as directed by manager or director.
  12. Develop expertise in serving seniors. Be aware of services available and make appropriate referrals.  Develop relationships with other senior serving professionals and programs, within CAT and external to CAT, that serve the same clientele.
  13. Occasional participation on the county senior related boards: AAA, Senior Center Boards, MDT for senior abuse/neglect and any others identified.  Provide leadership in the county around senior issues at CAT.
  14. Potentially coordinate the outreach work and system’s development of other staff providing senior services such as OPI, in-home care, Meals on Wheels, etc.
  15. Participate eagerly in all trainings to obtain greater proficiency in serving clients.
  16. Become certified as an Options Counselor within one year of hire.
  17. Perform risk assessments in conjunction with APD, CCMH, Police, and other city/county agencies.
  18. Complete day logs and time sheets to accurately reflect your distribution of time and turn into Program Manager by the appropriate due date of the following month.
  19. Provide client and program data to HI Director, Senior Program Manager, HI Budget Analyst, and HI Data Manager as directed.
  20. Answer calls, transfer calls, forward messages, greet clients, assisting with editing and proof reading as requested.
  21. Attend case staffing as necessary.
  22. Other duties as assigned by the Executive Director, Human Investment Director, or Program Manager.



  1. Experience and education that prepare the employee to provide program information clearly and completely to clients entering CAT.
  2. Provide comprehensive intake and case management services.
  3. Knowledge of Veteran and Homelessness program issues is a plus, as is being bilingual.
  4. Applicants must be able to communicate effectively with strong oral and writing skills.
  5. Solid technology skills are essential, especially database and Excel.
  6. Must be willing to work effectively as a team member.
  7. General knowledge of household budgeting and daily money management.
  8. Accuracy in maintaining financial records.
  9. Patience and tactfulness; ability to work cooperatively with a wide variety of individuals including people with significant physical and mental impairments and varying socioeconomic backgrounds
  10. Ability to persist when dealing with government or community agencies.
  11. Must have access to reliable transportation.



CAT’s has adopted a Mandatory COVID-19 Vaccination Policy.  Please keep this in mind as you consider this position.

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To apply for this position, please submit a cover letter and a resume indicating your preparation for and interest in the position to:  Darlene Smith, Administrative Assistant, 125 N 17th St.  St Helens, OR  97051.  Or email to .


CAT is an Equal Opportunity Employer