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State of Washington Classified Job Specification

FINANCIAL SERVICES SPECIALIST 4

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FINANCIAL SERVICES SPECIALIST 4
165J
Category: Financial Services

Definition

This is the senior, specialist or lead worker level for the series. Serves as a lead worker over lower-level Financial Service Specialists; Serves as an administrative hearings coordinator the majority of time; Serves as a quality assurance reviewer/Auditor for one or more units; Serves as a long-term care specialist determining eligibility for long term care services and supports; And/OR Serves as a federal funding specialist.

Typical Work

As a Leadworker:

Assigns and audits work of financial staff;

Establishes and maintains procedures for efficient workflow;

Acts as unit supervisor in absence of the supervisor, including attendance at meetings, case counseling, and decision making;

Performs more complex duties in relation to establishing financial eligibility, rule interpretation, planning, and procedural development;

Conducts on-the-job training for financial staff;

As an Administrative Hearing Coordinator:

Processes requests for administrative hearings;

Conducts pre-hearing conferences;

Makes all necessary contacts with staff, agencies, or community to prepare the department's case for presentation at the hearing;

Represents the department in the administrative hearing;

  • Implements the administrative hearing decision;

As a Quality Assurance Worker:

  • Reviews case actions for accuracy;
  • Detects error trends;
  • Identifies training needs;

As a Long-Term Care Specialist:

  • Determines initial and ongoing eligibility for long-term services;
  • Provide case management and evaluate services for a broad range of individuals seeking Long-Term Services and Support services;
  • Determines the amount an individual must pay toward the cost long-term services;

As a Federal Funding Specialist:

  • Determine initial federal funding information and six months review on children in out of home placements;
  • Identifies the appropriate judicial determination or voluntary placement agreement which permitted the child to remain in a substitute care setting;
  • Audit ineligible and closed cases;

Works within time frames and deadlines which are dictated by program requirements;

Reads and interprets Washington Administrative Code and procedural manuals;

Attends and completes required training courses as mandated by the agency;

Performs other related work as required.

Knowledge and Abilities

Knowledge of:  philosophy of public welfare; State and Federal welfare laws and regulations; principles, problems, and practices of public welfare administration; principles of individual and group behavior, social behavior, social and economic conditions, and their effects upon individuals; office procedures and practices; lead and supervisory skills. 

Ability to:  express ideas clearly; work cooperatively with staff, clients, and members of the community; direct and assist others in interpretation and analysis of data; make independent decisions; supervise and train staff.

Legal Requirement(s)

There may be instances where individual positions must have additional licenses or certification. It is the employer’s responsibility to ensure the appropriate licenses/certifications are obtained for each position.

Desirable Qualifications

A Bachelor’s degree

 AND

Twelve months of experience as a Financial Services Specialist 3. 

OR 


Equivalent education/experience:  Experience examining/processing loan applications, medical insurance or rehabilitation claims, unemployment insurance claims, or a job providing staff support in financial eligibility determination, or in a job analyzing, verifying, and evaluating financial data and information, will substitute year for year, for education and experience;   

AND 

Satisfactory completion of the agency’s Financial Services Specialist Training Program. 

Out-of-state experience conducting financial eligibility determination for public assistance to include financial, medical and food stamp programs will be considered toward experience

Class Specification History

New class Effective March 1, 1987 (emergency basis June 12 1986; permanent August 14 1986)
Revised February 1987 Revises definition
Revised June 12, 1987 Revises minimum qualifications
Revised new class code: (formerly 34980) effective July 1, 2007
Revised desirable qualifications 8/13/2012; delete language:  and/or Financial Service Technician 2 or 3.
Revised desirable qualifications effective February 20, 2014.
Revised definition; adopted February 12, 2015, effective February 12, 2015.
Revised definition; adopted May 14, 2015, effective May 15, 2015.
Revised definition, typical work and desirable qualifications; adopted June 30, 2017; effective July 1, 2017.

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