State Relations Specialist (Finance)
As our new State Relations Specialist, you will support the Workforce Solutions Operations group. This is a dynamic team that supports the Work Opportunity Tax Credit (WOTC) product line that helps enable our customers to live their financial best. You will play a key role on the team by harvesting the data they need to efficiently get their jobs done. And the best thing, no two days are the same, as internal and external partners, along with the states we work with, all do their work differently. This allows you to learn every single day and become an expert in the various processes our partners employ, in order to help the Operations team to improve our own support model.
What you'll do:
- Receive, review and process incoming WOTC Employer Representative Declaration data in various mediums to ensure completeness and route to the State Workforce Agencies and Department of Labor in a timely manner to secure potential tax credits
- Lead continuous improvement events resulting in employee skill, knowledge development, and performance improvement
- Contribute to the development and maintenance of operational procedures to meet timely and high-quality deliverables
- Establish, monitor, and report on operation/production issues, business improvement opportunities, and operational achievements
- Understand and transition between data entry and verification tasks using standard verification processes
- Demonstrate proficiency in adopting new tasks, workflows, or products
- Perform document review and audit. Set up related data for new clients
- Utilize experience and expertise to provide insights to operations leadership
- Operate a diverse range of tasks, moving between processes with the guidance of management
- Validate/complete/document requested data through phone, fax or email contact
- Ensure Workflow is running and Employer Representative Declarations/Certifications/Rejections are in the system.
- Research and analyze data and metrics for special projects as assigned by management, including performing root cause analysis
- Perform clerical, phone, operational or manual work
- Identify and solve problems that occur within scope of work
- Effectively process escalated or rushed tasks
- Provide timely and professional communication to supervisors and management
- Demonstrate an ability to prioritize tasks appropriately
- Proactively seeks new assignments to enhance skill set and knowledge base
- Has already or has demonstrated the ability to gain an understanding of Equifax's operational objectives and product offerings
- Accept stretch assignments provided by management that include but are not limited to report generation, training, development of documentation for training/education/best-practices, etc.
What experience you need
- You hold a Bachelor's degree or you have an equivalent combination of education and related professional experience
- Minimum of 1 - 2 years of office experience
- You are proficient in data entry and have relatable software experience
What could set you apart
- Knowledge of G Suite and Adobe Pro products
- Strong organizational skills
- You have excellent verbal and written interpersonal skills, demonstrating an ability to support our partners with their questions and technical needs
