Radco Funds Specialist
● Created first draft of the RADCo Check Processing Template used for reporting new checks to be printed, printed and held, released from holding, and mailed out●Created this position’s manual for all tasks the position does● Trained supervisor the new fund processors on it in person, independently for a week ● Sole(only) RADCo check processor, reviewer on all platforms, and printer from Feb ‘21- Mar ‘23- would process, enter, print and mail up to 25 check request and checks by… Show more ● Created first draft of the RADCo Check Processing Template used for reporting new checks to be printed, printed and held, released from holding, and mailed out●Created this position’s manual for all tasks the position does● Trained supervisor the new fund processors on it in person, independently for a week ● Sole(only) RADCo check processor, reviewer on all platforms, and printer from Feb ‘21- Mar ‘23- would process, enter, print and mail up to 25 check request and checks by various mailing methods and enter accounting details in Salesforce and HPP daily●Review, track changes, process, print and mail 200 DAS (Disabled and/or Senior) and AD Subsidy Clients checks, letters, each month● Gives final submission of DAS check totals as the final and ultimate person that has made sure all correct changes have been made● Update voided checks in SF & HPP● Lead support in checks reconciliation to Data & Finance Manager● Process hundreds of checks from various funds from SFERAP application and California Rent Relief Housing is Key application as well as 200 monthly subsidy checks from multiple accounts● Enter several check accounting details into Salesforce and BACS\HPP (Bay Area Community Services)(Homeless Prevention Program) and Salesforce website for each check● Verify tin number on IRS website for 1000+ LLs● Mail out checks with tracking by a multitude of postal services● Assist with data entry projects, fixating reports, including entering data, collecting data, identifying and sourcing missing data, cleaning data for Excel Reports, SF and BACS● Identify problems with data quality and communicate issues● Greet Clients & point in right direction● Create Bank Deposit Total reports● Log Paypal Payments into SFKeep money log of incoming and outgoing payments by check, cash and Paypal● Notify clients of Loan Forgiveness by phone and Letter(create letter)● Scan mail daily ●Create EDC logo envelopes● Attend World Trust Racial Equity meetings monthly Show less