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Job Description
LifeWorks NW is a private, non-profit organization providing prevention, mental health, substance use treatment, and related social services to youths, adults, and older adults in over fifteen locations throughout Multnomah, Washington, and Clackamas counties. LifeWorks NW promotes a healthy community by providing quality and culturally responsive mental health and addiction services across the lifespan.
Our core values-Recovery and Relationships, Resilience, and Results-inform the work we do. The four pillars of the strategic vision include Compassionate, Impactful Care, Holistic Health, Passionate Team, and Thriving Organization. Diversity, Equity, and Inclusion are critical to successfully achieving the mission. We know that “life works” when people get the help they need and are dedicated to changing lives.
The Finance Clerk maintains records and performs general office duties for the Finance/Billing Department.
As a behavioral health organization, LifeWorks NW employees are required to have had their COVID 19 vaccination (or have an approved medical/religious exemption) per State of Oregon rules. Proof of COVID-19 vaccination is required upon hire.
Location: This position is based out of LifeWorks NW’s Sylvan site.
Pay/Benefits: $19.95 to $21.70 per hour.
Essential Responsibilities: (Must be able to be performed with or without reasonable accommodation.)
- File records for finance department.
- Organize, maintain, and distribute electronic files into system; other data entry as needed.
- Pick up and distribute mail. Distribute faxes via e-mail.
- Log insurance checks and scan accompanying Explanation of Benefits.
- Reconcile daily batch sheets with deposit slips and log into Excel.
- Log non-client and donation checks and scan accompanying paperwork.
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
- Resolve discrepancies in accounts receivable records.
- Coordinate with billing staff regarding client postings and payments.
- Post insurance money to client accounts via manual entry and automated process.
- Post 3rd party payments to client accounts and audit the payments for accuracy.
- Drive deposits to bank occasionally.
- Fold client statements and put in envelopes for mailing monthly.
- Check state system for client Oregon Health Plan eligibility.
- Operate computers programmed with accounting software to record, store, and analyze information.
- Comply with federal, state, and company policies, procedures, and regulations.
- Code documents according to company procedures.
- Access computerized financial information to answer general questions as well as those related to specific accounts.
- Operate basic office machines including scanner, copier, fax, typewriter and adding machine.
- Complete data entry, reference information on the computer, run basic reports.
- Other various projects as needed.
- Develop, document, and maintain work instructions for all key responsibilities.
- Check e-mail/voicemail throughout the day when working.
- Continually increase personal level of cultural sensitivity, awareness, and competency.
- Complete tasks accurately within defined timeframes with minimal supervision.
- Complete projects and goals as defined in personnel evaluation.
- Consistently help cover for co-workers when needed and willingly accept and follow through with other tasks as needed.
- Meet standards for attendance following the department’s call-in policy for any unscheduled absences.
- Participate in regular individual and team meetings with supervisor.
- Participate in a culture of feedback at the agency by eliciting feedback to promote professional growth and assess work effectiveness
- Participate in a culture of feedback at the agency by eliciting feedback to promote professional growth and assess work effectiveness.
Qualifications: (Equivalent education and/or experience may be substituted for qualifications. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee will possess the abilities or aptitudes to perform each task proficiently.)
- High school diploma or equivalent.
- Strong attention to detail and highly organized.
- Good mathematical background.
- Ability to sort, check, count, and verify numbers.
- Ability to multi-task, prioritize and work efficiently.
- Ability to work well in a fast-paced, ever-changing work environment.
- Good computer skills including a functional knowledge of Outlook, Word, and Excel. Ability to master proprietary software which may include billing.
- Demonstrates effective communication skills and maintains a cooperative working relationship with others in a culturally diverse environment.
- Requires access to a car and valid driver’s license.
- Ability to perform essential functions of job without creating a direct threat to the safety of self or others.
Work Activities
Interacting With Computers – Using computers and computer systems to research, set up functions, enter data, or process information.
Communicating with Supervisors, Peers – Providing information to supervisors and co-workers by telephone, in written form, e-mail, or in person.
Getting Information – Observing, receiving, and otherwise obtaining information from all relevant sources.
Establishing and Maintaining Interpersonal Relationships – Developing constructive and cooperative working relationships with others and maintaining them over time.
Processing Information – Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Updating and Using Relevant Knowledge – Keeping up-to-date with internal/external changes and applying new knowledge to job.
Analyzing Data or Information – Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
Organizing, Planning, and Prioritizing Work – Developing specific goals and plans to prioritize, organize, and accomplish work.
Documenting/Recording Information – Entering, transcribing, recording, storing, or maintaining information in written or electronic form.
Performing Administrative Activities – Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
Performing General Physical Activities – Performing physical activities that require considerable use of arms and legs and moving the whole body, such as standing, sitting, lifting up to occasionally 25-50 lbs. (i.e., cases of copy paper), walking, reaching and twisting.
Knowledge
Clerical- Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology.
English Language – Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Mathematics – Knowledge of arithmetic and it’s applications.
Customer and Personal Service – Knowledge of principles and processes for providing customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Skills
Active Learning – Understanding the implications of new information for both current and future problem-solving and decision-making.
Active Listening – Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Coordination – Adjusting actions in relation to others’ actions.
Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Judgment and Decision Making – Considering the relative costs and benefits of potential actions to choose the most appropriate one.
Learning Strategies – Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
Mathematics – Using mathematics to solve problems.
Monitoring – Monitoring/assessing one’s own performance, that of other individuals, or organizations to make improvements or take corrective action.
Reading Comprehension – Understanding written sentences and paragraphs in work related documents.
Service Orientation – Actively looking for ways to help people.
Social Perceptiveness – Being aware of others’ reactions and understanding why they react as they do.
Speaking – Talking to others to convey information effectively.
Time Management – Managing one’s own time and the time of others.
Writing – Communicating effectively in writing as appropriate for the needs of the audience.
Abilities
Deductive Reasoning – The ability to apply general rules to specific problems to produce answers that make sense.
Inductive Reasoning – The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
-Information Ordering- The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules.
Mathematical Reasoning – The ability to choose the right mathematical methods or formulas to solve a problem.
Oral Comprehension – The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression – The ability to communicate information and ideas in speaking so others will understand.
Problem Sensitivity – The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Written Comprehension – The ability to read and understand information and ideas presented in writing.
Written Expression – The ability to communicate information and ideas in writing so others will understand.
Working Conditions
The Finance Clerk will work in an office setting that is out of the elements with potential for some hybrid/remote work. This position requires a defined scheduled time, Monday – Friday, with the flexibility to work varied hours; possibly working weekends or evenings.
Equal Opportunity Employer
www.lifeworksnw.org
Drug Free/Tobacco Free Site 01/09
