The State Incentive Coordinator III is responsible for managing and optimizing the submission and approval process for state incentives. This role ensures timely and accurate documentation, works with cross-functional teams to meet goals, and resolves issues to improve cycle times. The coordinator also trains new employees, supports process improvements, and helps maintain compliance with state-specific requirements. Strong organizational and problem-solving skills are key to consistently exceeding performance expectations.
Collaborate cross-functionally to achieve daily, weekly, and monthly performance goals.Manage timely submissions and approvals for both organic and channel partner state incentive processes.Prepare, track, and follow up on outstanding documentation required for state incentive approvals.Monitor project progression and proactively engage with program administrators to minimize cycle times.Maintain up-to-date knowledge of market-specific state incentive requirements and communicate updates to the team.Ensure all incoming and outgoing documents are accurately uploaded to the CRM for seamless tracking.Respond promptly to inquiries via phone and email from internal teams, customers, and state program administrators.Maintain thorough CRM activity logs to reflect each step of the incentive process.Support all state incentive submission and receipt methods, including phone, mail, email, and portals.Research and resolve complex issues related to state incentive submissions independently.Train new team members on state incentive submission and receipt processes for both organic and channel partner projects.Consistently exceed performance benchmarks by completing 120% of the expected volume while upholding quality standards.Contribute to the development and documentation of Standard Operating Procedures for incentive workflows.Assist in refining and optimizing state incentive submission processes to enhance quality and operational efficiency.Other duties as assigned by leadership.
Qualifications & Requirements
Demonstrated ability to work collaboratively with internal teams and external partners to achieve common goalsAbility to work independently and troubleshoot platform issuesExcellent organizational and written communication skillsComfortable mentoring junior staff and sharing best practicesExcellent verbal and written communication skills
Physical Demands
The physical requirements outlined are essential for performing the core duties of this role.
EEO Statement
PosiGen is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, protected veteran status or any other factor protected by applicable federal, state or local laws. Individuals who require reasonable accommodations under the Americans with Disabilities Act in order to participate in the search process should notify the Office of Human Resources at hr@posigen.com.
Mutual of Omaha Mortgage
AvantStay
First American
Outsourcey
Lifelancer