Onboarding Specialist at Helpware

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