Managed and trained on Bank Enrollment & Onboarding processes and procedures. Worked directly with SVB and Tax Office owners to get them onboarded through the CRM as well as through their tax software and chosen banking partners. Worked closely with each banking partner to ensure all applicants documentation was collected and all bank required Onboarding had been completed as well as check and/or card stock had been ordered. Finally, worked closely with support to ensure that users were set up in the software correctly once the banks approval had processed through the transmitter.

*Work remotely from home as the only Bank Enrollment Specialist within the company handling well over 1,000 client bank applications per tax season.*Work closely with clients, support, sales, management, and developers, as well as banking partners to ensure that clients whom intend to file tax returns electronically (efile) have a valid EFIN with the IRS and have submitted an application to the bank of their choosing for approval, as well as assist in gathering the required documentation for the bank.*Assist clients in making any necessary changes to their bank application including their fees and deposit information and ensuring that any changes have been received and processed by the bank and software development.*Monitor internal processes and procedures to find and improve operational efficiency with enrollment for our clients and staff through our Enterprise Management Portal and the software portal.*Maintain an open line of communication with management, sales, and support in order to assist with any Bank Enrollment questions or needs that they may have.*Assist accounting in verifying client accounts for payments due to uTax as well as deposits due to the client from uTax. Also assist accounting, sales and clients with explanations of statements, as well as pulling reports from within the software portal, and banking partners websites to help correct or explain any discrepancies. *Create and maintain EFIN Bank Enrollment process and procedures documentation as well as "FAQ" and "How to" documentation for both internal and external use.*Help clients resolve any conflicts they may have with bank processes or procedures.*Organize and provide Bank Enrollment training annually to seasonal staff as well as updates to permanent staff and management. *Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and attend at least one IRS trade show annually.

Create caregiver/client schedules for the upcoming week in the scheduling program and print 2 copies for each caregiver to come in on Friday and pick up a copy of their schedule as well as sign a copy to keep in the office. Interview potential caregivers, gathering their previous experience as well as gathering all state regulation documentation, and conducting an onsite drug screen for their employee file if hired. Schedule the owner or office manager of Right at Home for visits with current and potential clients in their homes. Help create and implement new policies and procedures for caregivers and office staff. Organize orientation and CPR/First Aid courses for new caregivers as well as caregivers that may have certificates expiring soon. Process invoices for CCSP clients and make sure client files are complete with their intake forms, nurse reviews, and daily caregiver talk forms. Take home after hours phone to be able to replace a caregiver if they may call in or not show up for an appointment as well as canceling any appointments of a client needs to cancel or reschedule. If unable to find a replacement for a caregiver then I would go to the appointment until another caregiver was able to arrive. Enter and verify caregivers time for the week and enter mileage accordingly and then finalize for payroll. Also, ensure that all payroll checks are picked up and signed for by the caregiver along with the schedules. Assist the office manager with many other tasks that help us continue to help senior's remain in their own homes longer.

Work closely with uTax clients and the uTax banking partners in the process of getting the clients EFIN enrolled and approved with a bank in order to offer tax payer refunds in the form of a bank product during tax filing season. Work closely with Clients, Sales Reps, Software Administrators, and banking partners to ensure that clients are in compliance and approved with the bank of their choice.Maintain excellent working relationships with the uTax banking partners as well as our clients and software developers. Assist clients in making any necessary changes to their EFIN bank application including their fees and deposit information and ensuring that any changes have been received and processed by the banking partner.Maintain an open line of communication with management, sales, and support in order to assist with any EFIN Bank Enrollment questions or needs that they may have. Assist accounting in verifying client accounts for payments due to uTax as well as deposits due to the client from uTax. I also assist accounting, sales and clients with invoices as well as reporting pulled from the software portal to help verify tax payer refund information as well as deposits made from a banking partner, or invoice discrepancies. Create and maintain EFIN Bank Enrollment process and procedures documentation as well as "FAQ" and "How to" documentation. Create and maintain master EFINs in the EFIN Bank Enrollment portal, submitting each master EFIN to each banking partner once a year for accurate reporting for each account under uTax. Also, maintaining a record of each master EFIN and which client it is being used for each season.

Assist clients with EFIN bank enrollment applications for the current tax season in order for them to offer a taxpayer's refund in the form of a bank product. Help clients ensure that their EFIN is up to date and is bank and IRS compliant, if there are changes that need made in the bank application then I would assist the client in making the changes and verifying with the bank that the changes were received and processed. Work closely with each of the funding banks to get an approval and to resolve any issues that may need attention.Manage office supplies ordering and inventory as well as coordinate office staff activities. Analyze and monitor internal processes and procedures to develop and improve operational efficiency.Created and implemented Emergency evacuation plan.Act as Human Resource Admin for remote office by maintaining employee files, conducting seasonal staff orientation, creating seasonal staff badges, and maintaining seasonal staff packets. Maintain processes and procedures manual for both EFIN bank enrollment as well as general office procedures. Maintain office vendor list and continuously reviewing to ensure each vendor is sticking to the contracts and providing the best service at the agreed upon rates. Keep alarm system up to date with the city as well as changing any needed passwords or door codes when seasonal staff is on premises or if a staff member is needing to be removed/added. Also setting automatic door locks through the system based on business hours changing throughout the year. Organize and provide training to regular staff as well as seasonal staff of some of the basic EFIN bank enrollment processes or frequently asked questions, as well as any changes from year to year of any process or new regulations. Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks and participating in professional societies

Answering phone calls, making appointments, typing documents, and filing.Maintain accounts payable and receivablesCollections of past due accountsSchedule service calls for techsEducate customers about our services