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Representative Payee

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Tenderloin Housing Clinic
Full Time position
Listed on 2025-12-01
Job specializations:
  • Social Work
Job Description & How to Apply Below

Join to apply for the Representative Payee role at Tenderloin Housing Clinic

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Join to apply for the Representative Payee role at Tenderloin Housing Clinic

  • Safeguard agency and client monies and be accountable for check security policies.
  • Maintain a caseload of 70 SSI/SSA individuals requiring Representative Payee services.
  • Conduct budgeting, bill-paying, and all other tasks inherent in providing money management services to clients in a way that is supportive of clients’ best interests.
  • Complete, process, and file all necessary paperwork to intake, maintain, and terminate client services in an efficient manner.
  • Complete, process, and file all necessary paperwork to initiate and/or maintain clients’ SSI/SSA benefits in order to ensure ongoing monthly income and client stability.
  • Be aware of the Social Security Administration’s Representative Payee Guidelines and reporting requirements, and communicate reportable information to the Representative Payee Program Manager in a timely manner.
  • Outreach to potential clients who may need Representative Payee services and existing clients who are disengaging from services.
  • Collaborate with inter-departmental THC staff to ensure effective client services and to increase housing retention and client stability.
  • Advocate for clients with outside agencies and landlords with regard to rental issues and general client-related matters in an effort to help the clients/tenants increase stability and retain their housing.
  • Collaborate with non-THC case managers and service providers to ensure coordinated service delivery.
  • Coordinate with the Social Security Administration regarding issues with clients’ benefits and other related matters so as to ensure clients’ income and good standing with the Social Security Administration.
  • Receive and process rent payments from clients/tenants during Check Day and, as requested, in accordance with THC’s goal of increasing housing retention.
  • Respond to all phone messages, client requests, staff requests, and emails as appropriate and in a timely manner.
  • Maintain confidentiality of client records and concerns.
  • Attend all meetings as scheduled and participate in meetings as requested.
Essential Functions

  • Safeguard agency and client monies and be accountable for check security policies.
  • Maintain a caseload of 70 SSI/SSA individuals requiring Representative Payee services.
  • Conduct budgeting, bill-paying, and all other tasks inherent in providing money management services to clients in a way that is supportive of clients’ best interests.
  • Complete, process, and file all necessary paperwork to intake, maintain, and terminate client services in an efficient manner.
  • Complete, process, and file all necessary paperwork to initiate and/or maintain clients’ SSI/SSA benefits in order to ensure ongoing monthly income and client stability.
  • Be aware of the Social Security Administration’s Representative Payee Guidelines and reporting requirements, and communicate reportable information to the Representative Payee Program Manager in a timely manner.
  • Outreach to potential clients who may need Representative Payee services and existing clients who are disengaging from services.
  • Collaborate with inter-departmental THC staff to ensure effective client services and to increase housing retention and client stability.
  • Advocate for clients with outside agencies and landlords with regard to rental issues and general client-related matters in an effort to help the clients/tenants increase stability and retain their housing.
  • Collaborate with non-THC case managers and service providers to ensure coordinated service delivery.
  • Coordinate with the Social Security Administration regarding issues with clients’ benefits and other related matters so as to ensure clients’ income and good standing with the Social Security Administration.
  • Receive and process rent payments from clients/tenants during Check Day and, as requested, in accordance with THC’s goal of increasing housing retention.
  • Respond to all phone messages, client requests, staff requests, and emails as appropriate and in a timely manner.
  • Maintain confidentiality of client records and…
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