Trust Distribution Supervisor - Community Fund Ohio

About Community Fund Ohio

For over 30 years, Community Fund Ohio has been enhancing life for Ohio residents with disabilities by protecting their eligibility for government benefits and funding their current and future needs through pooled special needs trusts, grants, community education, and related services.

Job Overview

The Trust Distribution Supervisor is responsible for managing the delivery of payment to our clients. The Trust Distribution Supervisor is further responsible for providing supervisory support and direction to the Distribution Specialist I and II positions.

Duties

• Provide training and ongoing supervision for the Distribution Specialist I and II positions.
• Review and approve Distribution Requests entered by Distribution Specialist Is and IIs. This includes analysis of the request considering internal policies, historic requests, and public benefits rules.
• Answer and resolve escalated questions and complaints from clients and professionals in a timely manner by phone and email.
• Escalate customer service issues and Distribution Requests to the Deputy Director for approval/denial.
• Explain policies and procedures in a simplified way to clients, their attorneys, and other parties.
• Create Distribution Request records for client file.
• Generate Outcome Letters for all entered and decided-upon Distribution Requests.
• Create and process various draft and final Control Sheets, i.e., weekly, monthly, quarterly taxes, trust transfer, home wires, and other “one offs”.
• Manage the process regarding outstanding receipts for previously-approved advance distributions, including sending Outstanding Receipts Letters and overseeing reconciliation and exception process.
• Manage the process regarding check inquiries, stop payments, and check reissuance.
• Manage the process regarding outstanding distribution checks and outgoing trust-to-trust transfers.
• Make decisions regarding special requests from our trustee, e.g., check overnights.
• Perform all duties of the Distribution Specialist I and II on an as-needed basis.
• Any other duties as assigned.

Experience

• 5+ years of experience in a legal, banking, or finance environment.
• Supervisory experience required.
• Strong written and verbal communication skills.
• Excellent time management skills with a proven ability to meet deadlines.
• Intermediate proficiency in Office 365, Teams, and Adobe Pro.
• Attention to detail; ability to enter data with little to no errors.
• Strong analytical and problem-solving skills.
• Knowledge of public benefits is a plus, but not required.

To Apply

Do not apply through LinkedIn. Rather, forward your resume and a letter of interest, including salary requirements, to Jill@CommunityFundOhio.org.