W9 Specialist

JOB SUMMARY:

Reporting to the Program Manager, the W9 Specialist will reach out to landlords and property management companies to obtain W9 forms, update the database, answer phones, and check and reply to emails. W9 Specialist will also perform all duties as necessary to properly service applicants including but not limited to other office tasks as necessary.

DUTIES, RESPONSIBITIES, and EXPECTATIONS:

Duties and responsibilities include, but are not limited to the following:

• Reviews assigned caseload and provides outreach to landlords and property management companies to obtain W9 paperwork.
  • Communicates via phone and email with landlords and property managers
  • Updates database with W9 information
  • Updates Submittable platform and assigns necessary applications to accounting for further processing.
• Check RURP W9 email inbox

• Answer any general questions about EFA programs
• Forward emails from applicants to assigned Care Advocate
• Forward specific emails that require manager review to the Program Manager.

• Assist with answering phones for ALL of CNHA including EFA programs

• Transfer calls to the appropriate individual and/or department
• Answer any questions about the EFA Programs
  • If questions arise in reference to the other programs, transfer to the appropriate department to address.
  • If not sure, take the person's name and number and follow-up ensuring the caller that someone will return their call, then, address with the appropriate individual and or department or reach out to the Program Manager.

• Other administrative duties as assigned

PERFORMANCE EXPECTATIONS:

• Demonstrates a strong work ethic, high degree of professionalism, and positive attitude.
• Utilizes excellent verbal and written communication and people skills with co-workers, clients, members and the community, and in all work product.
• Ability to work overtime, nights/weekends/holidays as needed.

REQUIRED EDUCATION AND EXPERIENCE:

• High School Diploma, or equivalent work experience
• 1 year of experience in general office work.
• Uses proficiently Microsoft Word, Excel, PowerPoint, Outlook and a working knowledge of database systems.
• Experience directly working inside the Native Hawaiian community.

SKILLS REQUIRED:

• Demonstrated ability to provide quality customer service.
• Ability to effectively work in a dynamic and fast-paced environment.
• Ability to self-motivate, and to work independently.
• Personal qualities of integrity, credibility and a commitment to non-profit mission.