Partner Eligibility Representative (Temp)

Why You Want To Work Here:

Responsibilities:

• Effective verbal and written communication of our partnership criteria to nonprofit partners and interested organizations
• Utilize the online application system to troubleshoot and provide assistance during the nonprofit eligibility process
• Conduct a comprehensive review of assigned partner eligibility applications to ascertain if our partnership criteria are met, which includes a detailed and thorough review of each nonprofit’s programmatic information, IRS Form 990, and financial statements
• Clearly document and communicate findings to nonprofit partners and new organizations by phone and email
• Ensure nonprofit partners and organizations are aware of deadlines and work with them to address application deficiencies
• Track the flow and status of assigned partner eligibility applications
• Respond to email inquiries
• Maintain written correspondence by preparing and filing documentation
• Enter collected documents and data into the applying organization’s online application
• Use the information collected in the partner eligibility application process to complete, assemble, and review documentation
• Perform additional administrative tasks as needed

Requirements:

• High School diploma or GED required; bachelor’s degree (preferred)
• Familiarity with IRS Form 990 (preferred but not required)
• Intermediate proficiency in utilizing Microsoft Outlook, Teams, Word, and Excel is required
• Minimum 1+ years of previous customer service, data entry, clerical or administrative experience required
• Ability to understand, interpret, and communicate complex information to a diverse audience
• Strong organizational and record-keeping skills
• Strong customer service and interpersonal skills
• Strong attention to detail