Rebate Processing Specialist-Associate

Direct message the job poster from Center for Sustainable Energy (CSE) Director, Talent Acquisition & Talent Management 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 Strong ability to work on more than one program. 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 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 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 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. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Administrative and Customer Service Industries Non-profit Organizations Referrals increase your chances of interviewing at Center for Sustainable Energy (CSE) by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Disability insurance Get notified about new Processing Specialist jobs in United States . Processing Specialist - Special Processing (Work Remotely Anywhere in the U.S.) Audit Processing and Scheduling Specialist United States $90,000.00-$110,000.00 1 week ago Chemical Processing (Surface Finishing) Auditor Specialized Intake Processing Intake Specialist Clinical Education Specialist- Sterile Processing Processing Specialist (12 PM PST - 8:30 PM PT Tuesday - Saturday United States $55,920.00-$60,000.00 1 week ago Clinical Education Specialist- Sterile Processing AI Image Processing Specialist - ReelShort (Project based) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr