Partner Eligibility Representative (Temp)

ROCS Grad Staffing; Washington (District of Columbia, WA); On-site; USD 40,000 - 50,000; Full time

Job summary

ROCS Grad Staffing is seeking a detail-oriented administrative professional to support nonprofit outreach and the partnership eligibility process in Washington, DC. You will guide nonprofits through the online application system, conduct thorough reviews of eligibility materials, and follow up on outstanding items with clear written and verbal communication.

The role requires at least 1 year of customer service or administrative experience, strong organizational skills, and proficiency with

Qualifications

• High School diploma or GED; bachelor's preferred.
• 1+ years customer service or administrative experience.
• Proficiency with MS Office applications (Outlook, Teams, Word, Excel).
• Ability to understand, interpret and communicate complex information to diverse audiences.
• Strong organizational and record-keeping skills.

Responsibilities

• Communicate partnership criteria to nonprofit partners clearly by phone and email.
• Troubleshoot and assist through the online application system during eligibility.
• Review partner eligibility applications, including IRS Form 990 and financials.
• Document findings and communicate with nonprofits by phone and email.
• Ensure deadlines are met and address application deficiencies.
• Track status of partner eligibility applications and respond to inquiries.
• Maintain written correspondence and file documentation.
• Enter collected documents into the online application system.
• Assemble and review documentation using collected information.
• Perform additional administrative tasks as needed.

Skills

Customer service

Data entry

Clerical experience

Administrative experience

Organizational skills

Attention to detail

Education

High School diploma or GED

Bachelor's degree (preferred)

Tools

Microsoft Outlook

Microsoft Teams

Microsoft Word

Microsoft Excel

Job description

Why You Want To Work Here:

We are a national and well-recognized non-profit organization looking to expand our partnerships. You will provide outreach and customer service to nonprofits regarding the submission of partnership applications, complete a thorough review of each, and follow up as necessary.

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

Washington, DC

Full-time, Monday-Friday

Temporary through December