Money Management Specialist

Job Overview

Location/Schedule: This position is located at the Plaza Health Center, in SE Portland. The schedule for this position is Monday through Thursday, 6:00 a.m. to 4:30 p.m.

Position: Money Management Specialist

Mission

Cascadia Health delivers whole health care – integrated mental health and addiction services, primary care, and housing – to promote hope and support the well-being of the communities we serve.
 

Vision

We envision a community where everyone benefits from whole health care, experiences well-being, and has a self-directed, connected life.

Position Overview: The Money Management Specialist provides essential support to clients with severe and persistent mental illness by managing Social Security payee-ship services, budgeting, and financial skills training. Working closely with clients and their treatment team, this role ensures financial stability and supports a trauma-informed environment. Duties include managing individual budgets, disbursing funds per client plans, monitoring account balances, and collaborating with clinical staff to align financial support with client treatment goals.

Responsibilities

Create and maintain monthly budgets for clients, identifying expenses and dispersing funds for essential needs and personal spending.Collaborate with clinicians and residential management to align money management with client treatment plans.Disburse funds during designated Money Management hours, providing check-ins with clients to reinforce positive financial behaviors.Track client accounts, update budgets as necessary, and prepare monthly fees.Maintain client demographic and financial records, ensure compliance with HIPAA, and perform mandatory abuse reporting.Engage in basic behavioral interventions with clients and report observations to clinical staff.Maintain safety protocols for clients, staff, and property, and assist the team during potentially volatile situations.

Qualifications

High school diploma, GED, or equivalent required; relevant college coursework preferred.Familiarity with mental and emotional health issues and substance abuse/dependency.Basic understanding of accounting principles; experience with QuickBooks preferred.Typing proficiency of 50 wpm, familiarity with office equipment, and advanced skills with Microsoft Office Suite.Valid driver’s license and a clean driving record, with completion of Cascadia’s Defensive Driving course.

Working Conditions

This role is primarily office-based, with extended periods of sitting and standing and requires proficiency in computer use. The Money Management Specialist may occasionally lift items up to 50 pounds, climb stairs, and assist in crisis situations.

Cascadia is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you need assistance or an accommodation due to a disability, you may contact us at 503.963.7654.

This position is represented by a labor union.

Benefits

We offer generous benefits for our full-time and part-time employees (20 hours + pro-rated) including:

Generous Paid Time Off Package Full-time employees earn 6 weeks of PTO in their first year!Medical and Dental Coverage (begins 1st of the month following 30 days after hire date)VSP Vision Discount Plan403(B) Retirement Savings (Pre and post-tax plans with up to 8% employer matching contribution!)Flexible Spending Account (FSA) (Medical, dependent care, and transportation options)Short-Term Disability, Long-Term Disability, and Life InsurancePaid Bereavement and Jury Duty LeaveLength of Service AwardVoluntary Life InsuranceSupplemental InsuranceStudent loan forgiveness options

Wellness Benefits:

Employee Assistance Program (EAP)Bicycle ReimbursementDiscounted Fitness MembershipsTrauma Support Team

Starting Rate Range in USD ($)

21.64

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22.32