- Location
- Charlotte, NC
- Workplace
- Hybrid
- Source
- Paylocity
Description
Description
Job Summary:
Responsible for reviewing applications for emergency financial relief and making decisions about grant awards in compliance with company's Grantmaking Policy. Focused on providing direct emergency hardship and disaster-related support services to employees facing unforeseen financial hardship. Reviews grant requests, collects and analyzes applicant information, and approves grant awards in accordance with program policy and IRS guidelines while delivering prompt, quality service throughout the application and review process.
During periods of increased volume, this position may be required to work after-hours and weekend hours.
Supervisory/Functional Leadership Responsibilities:
- Fosters a high performance and supportive team environment.
Essential Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Grant Review and Decision Making
- Meet or exceed established daily work item goals for grant application processing.
- Follow clearly defined and repeatable processes for all grant-related tasks with high levels of accuracy and attention to detail.
- Review grant requests by collecting, organizing, and analyzing information from applicants to verify requested needs.
- Apply independent and collective reasoning when evaluating grant application requests.
- Approve grant awards in accordance with program policy and relevant IRS guidelines.
- Ensure all grants are awarded within appropriate program parameters and compliance requirements.
Compliance and Documentation Management
- Ensure all application materials meet compliance and eligibility requirements before processing.
- Track application statuses, deadlines, and reporting requirements using internal systems.
- Maintain organized records of all submissions, correspondence, and documentation in internal systems.
- Escalate cases appropriately consistent with Employee Relief Fund Policy grant review and approval guidelines.
- Maintain high standards of accuracy and attention to detail in all documentation.
Customer Service and Communication
- Deliver prompt, quality service and assistance to grant applicants throughout entire application and review process.
- Provide support via telephone and email with compassionate customer service orientation.
- Communicate grant decisions and next steps clearly and empathetically to applicants.
- Address applicant questions and concerns professionally throughout the review process.
Process Improvement and Monitoring
- Identify opportunities, issues, and trends within Employee Relief Programs
- Notify appropriate team members of identified patterns or concerns.
- Contribute to continuous improvement of grant review processes and procedures.
- Maintain awareness of program effectiveness and applicant needs.
Administrative and Operational Tasks
- Maintain structured workflow to ensure timely processing of applications.
- Work independently and carry out delegated responsibilities with minimal supervision.
- Adapt to flexible schedule requirements including days, evenings, and weekends as needed.
- Demonstrate "get it done" attitude to provide highest levels of customer service to those in need.
Other duties:
- Performs other related duties as assigned.
Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Requirements
Required Skills/Abilities:
- Goal oriented and organized.
- High attention to detail with a commitment to accuracy
- Self-motivated and dependable
- Comfortable working in a structured environment with clear procedures
- Ability to work a flexible schedule to include days, evenings, and weekends as needed.
- “Get it done” attitude to provide highest levels of customer service to those directly in need of funds.
- Ability to work independently and carry out delegated responsibilities with little supervision.
- Excellent computer skills including working knowledge of Microsoft Office applications and related database applications.
Education and Experience:
- Associate’s degree preferred, skills and experience paramount.
- Proven ability to follow structured, repeatable processes with consistency and quality.
- Experience in case management, grants administration or similar work preferred.
- Effective communication skills, both oral and written
- Compassionate customer service orientation and experience
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer for up to 8 hours per day.
- Ability to use keyboard, mouse, and monitor for extended periods with good visual acuity.
- Capacity to lift and carry computer equipment up to 25 pounds occasionally.
- Must be able to access and navigate each department at the organization’s facilities.
- Internal client-facing interactions and collaborations both virtual and in-person.
Work Environment:
- Business casual office environment with computer workstation and standard office equipment
- Access to collaboration spaces, wellness spaces, and an amenity floor
- Hybrid schedule- Monday and Fridays are remote; we are in the office Tuesday- Thursday.
- Controlled indoor climate with standard office lighting and noise levels.
- Access to reliable internet connection for remote workdays
- Use of video conferencing tools for team collaboration and stakeholder meetings
- Use of headsets and communication equipment for customer support calls.
Travel Required:
- Travel is not required for this position.