Processes clean transportation rebate applications efficiently and accurately.
Essential Functions and Responsibilities:
- Process clean transportation rebate applications using a customized Salesforce.com CRM system and other computer systems
- Follow detailed, standard practices and operating procedures to review rebate applications and varied, complex supporting documents for accuracy and completeness
- Make quick, consistent decisions following detailed program terms and conditions to determine rebate applicant eligibility
- Provide technical support to applicants for the online application and document submission processes
- Explain complex project requirements to applicants on the phone and in writing
- Use good judgment when speaking with applicants about non-public personal information
- Handle highly sensitive documents that contain non-public personal information, following mandatory security processes
- Use template-based and customized emails to communicate professionally and accurately with rebate applicants
- Prepare and mail rebate checks to rebate applicants
- Work effectively with fellow team members to complete rebate processing tasks, assisting others when opportunities arise
- Identify issues which may require deviation from standard practices and work with team leads to implement solutions
- Communicate with the operations team leads and operations managers to provide status updates, report concerns, and suggest solutions and improvements
- Organize, scan, file, and store hardcopy rebate applications
- Perform other related duties as assigned
Role Specific Responsibilities:
QUALIFICATIONS
Essential Knowledge, Skills and Abilities:
Required
- Extreme attention to detail
- Strong ability to work on more than one program.
- Ability to understand processes at a conceptual level, execute them correctly in an internet browser-based system, and ask questions when in doubt
- Ability to organize tasks in a way that suits your work style, accommodates your team members, and complies with required processes
- Strong interpersonal and organizational skills
- Strong writing skills
- Ability to communicate facts and constraints effectively verbally and in writing, even during difficult conversations
- Ability to complete assigned work accurately and on time
- Ability to identify alternative solutions to assigned issues and recommend course of action
- Intermediate ability to navigate in Adobe Acrobat PDF files
- Intermediate ability to follow processes and execute tasks in an internet browser-based system
- Intermediate ability to use Microsoft Outlook, Word, Excel, and Windows 7
- Basic knowledge of customer service principles, project management and best practices with data entry and documentation.
Preferred
- Basic knowledge of and/or interest in electric, plug-in hybrid electric, and other alternative fuel vehicles
- Basic knowledge of and/or interest in local, state, and federal transportation issues related to greenhouse gases (GHGs) and climate change
- Basic knowledge of and/or interest in energy issues with basic understanding of sustainable energy policy and technologies
- Experience working with online customer relationship management (CRM) systems (e.g., Salesforce.com)
- Income verification or mortgage processing experience
Education:
- Associate of Arts degree required
- Bachelor’s degree preferred
- Additional work experience may be substituted for a degree
Experience:
- 2 years of experience in office/clerical work, customer support, application processing, or other areas related to the duties and responsibilities specified.
- A bachelor’s degree may be substituted for some work experience.
17.50 To 17.50 (USD) Hourly
