Bilingual Phase 1 Document Specialist - Full-Time, Hybrid in Duluth, Georgia at StartCHURCH

Bilingual Phase 1 Document Specialist - Hybrid - Must live in GA.

About Us
StartCHURCH is a company dedicated to meeting the needs of pastors and ministry leaders who have the vision to make a difference in their communities by establishing new churches and ministries. StartCHURCH helps nonprofit organizations establish a legal foundation, as well as provides a lifetime value of additional tools and services tailored to pastors and church leaders.

What You’ll Love About Us

• Work that Stays at Work. Genuine work/life balance matters.
• Rest and Relaxation. Generous paid time off, two flex days, ten paid holidays, one week paid sick time, Paid Parental Leave, and weekly flex time.
• Health Benefits. Industry-leading medical, dental, and vision health insurance with a 30-day waiting enrollment period.
• Prepare for the Future. 401k Retirement plan with company match.
• Passion. We’ll help you start your own nonprofit or ministry at no cost.

What You’ll Do

The Bilingual Phase I Document Specialist represents StartCHURCH by providing customers with an excellent and professional Phase I appointment and document preparation service while working with a team of specialists and other staff to obtain non-profit formation and exemption status for the organization, building and keeping a long-lasting partnership with clients. Works with the team in a way that provides the highest form of legendary customer service to internal and external customers as defined below:

• Internal - people who have a relationship with, and within, our company, either through employment or as partners who deliver your product or service to the end user, the external customer
• External - people who pay for and use the products or services our company offers

All tasks below should be carried out for the purpose of excellence in what we do and with the intent to honor and validate the client.

As a Bilingual Phase 1 Document Specialist at StartCHURCH, you will:

• Maintain company-established completion rates for the movement of clients through each service including, but not limited to, scheduling and conducting appointments; contacting clients to request required information necessary to complete services; completing documents once needed information is on file (i.e. Articles of Incorporation, Bylaws, and other state level compliance/governing documents.); and ensure successful client follow-up within the KPI metrics.
• Above all, provide high-level customer service to establish and maintain a positive working relationship with clients throughout the entire process of applying for tax exemption.
• Create, edit, and format compliance documents by transcribing data collected from the customer through various documents from electronic forms and converting documents to/from different file formats.
• Submit state online filings when applicable.
• Research state rules and regulations for updates and new tools that will help serve our clients.
• Be a subject matter expert in the Phase I process to include all job-related communications and functions, providing instructions and resources, addressing inquiries that may arise, and implementing action plans according to administrative policies and procedures for both internal and external clients by utilizing relevant methods.
• Complete all assigned jobs by the deadline in an accurate and timely manner.
• Be punctual and participate in team meetings, training, conferences, projects, and team activities to develop relevant knowledge and skills.
• Display excellent interpersonal skills to build quality relationships with the team and with customers.
• Adhere to stated policies and procedures relating to health, safety, and quality management.
• Provide team phone support and assist with special projects.
• Additional responsibilities may be added to ensure customer satisfaction and quality assurance.

What We’ll Love About You

• Excellent document skills, including formatting and styling documents and converting/formatting documents
• Ability to adapt and have a growth mindset; flexible
• Computer skills
• Research skills
• Handle sensitive and/or confidential documents and information
• Strong written and verbal communication skills
• Exceptional customer service and interpersonal skills
• Organizational skills and high ability to multi-task
• Positive and upbeat phone presence
• Efficient time-management skills
• Detail-oriented
• Demonstrate your dependability through your attendance
• Problem-solving skills
• Must maintain accuracy in repetitive document completion
• Ability to follow departmental procedures and understand instructions specific to the assigned task
• Resourceful in gathering information from various sources
• Be an independent, self-motivated learner
• Preferred Experience: Certified Document Preparer, Document Assistant, MacOS Operating System, Slack, Vonage, Calendly, Adobe Pro.
• Bilingual (English & Spanish) required