Onboarding Specialist
Helpware
Date: 3 weeks ago
City: Cebu City
Contract type: Full time
Job Responsibilities
- Verify documents uploaded to CRIF
- Transcribe 990s within 1 business day of being uploaded to Workspace.
- Collect COGC.
- Review and complete EIF (ECRIF) and CRIF.
- Ensure all passwords are up to date in the credentials section.
- Make payments.
- Update workflow status (e.g. Filed to Completed)
- Cure "simple" deficiencies
- Process emails
- Respond to questions from CX
- Audit accounts (as requested)
- Complete ARs
- Adhoc requests
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