Self Direction Lead Coordinator

Purpose:
The Lead Self Direction Coordinator (SDC) will be the primary contact person/support for all FI related matters. The Lead SDC will act as a point person for the SDCs and individuals/advocates receiving services. They will maintain a small independent caseload in addition to supporting the FIs. The Lead Self Direction Coordinator will assist the SD Coordinators with setting up and maintaining individual financial accounts for each participant based on the approved Self Direction Plan/Budget. The Lead SDC will be responsible for attending any Self Direction participant’s launch or Life Plan meetings as needed to assist the SD Coordinator with reviewing the supports and services authorized by the Self Direction Plan/Budget.
The Lead SDC will support the SD Coordinators in understanding all AIM Self Direction policies and procedures and assist in obtaining all required waiver documentation. The Lead SDC will ensure the SD Coordinators provide the Self Direction participant with copies of all written policies and procedures. The Lead SDC will assist with ensuring the SD Coordinators maintain documents for each Self Direction participant including, but not limited to, a current approved Life Plan outlining the services and supports provided by AIM Services Inc, a current signed Staff Action Plan, any necessary reimbursement budget attachments, Monthly Expenditures and Self Direction Monthly Summary Notes.

Qualifications:

• Associate’s degree in a Human Services Related Field with 2 years' experience working with individuals with disabilities preferred; OR High School Degree with 4 years' experience working with individuals with disabilities preferred and one year as a Fiscal Intermediary Coordinator
• Program specific training (provided)
• Valid NYS Driver’s License acceptable to Agency Insurance standards. Maintain valid insurance and provide insurance card if using your own vehicle.
• Ability to exhibit/maintain a professional, kind, courteous and patient manner at all times
• Complete the Broker Training Institute (BTI) and any supplemental trainings when offered.

Essential Functions:

• Support SD Coordinators with all fiscal intermediary policies and procedures.
• Supporting the Self Direction Department with routine external trainings.
• Support the FI Coordinators by being the point person/mentor for the SD Coordinators, assisting with Life Plans and launch meetings, providing coverage when an SD Coordinator is out and providing families with information as needed.
• Complete internal monitoring of all required Self Direction Documents. Ensure each SD Coordinator is maintaining documents for each Self Direction participant including, but not limited to: a current approved Life Plan outlining the services and supports provided by AIM Services Inc, a current signed Staff Action Plan, any necessary reimbursement budget attachments, Monthly Expenditures and Self Direction Monthly Summary Notes.
• Maintain a small FI Caseload
• Ensure that all SD Coordinators are trained and comfortable with the Evero Software Platform.

Responsible to: Director of Individual Support and Services
Status: Non-exempt