Compliance Specialist

Company Overview

The HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. We are regarded as a leader, occupying a specific niche in the financial services sector, and serving over 600 local governments nationwide. Leveraging our talented team of professionals, along with leading edge software and database systems, HdL discovery efforts have recovered over $3 billion for our local government partners.

Core Values

HdL team members individually and collectively aspire to the following core values:

Deliver Excellence In Everything - We anticipate needs and believe that delivering extraordinary service, inside and outside our organization, is key to our success. We passionately pursue excellence in everything we do.

Do The Right Thing - We always act in the best interests of our company and our clients. We are respectful, have high integrity, and are accountable for our actions.

Foster Relationships - We build lasting relationships based on trust with our teams and our clients. We value collaboration toward our common goals and inspire each other to improve and progress.

Give Generously - We give generously of our time and resources with our teammates, clients, and communities. We impart information for best practices, encourage professional development, and support charitable community organizations.

Enjoy The Journey - We enjoy our journey and enthusiastically celebrate our successes. We have fun and find fulfillment working with our colleagues and clients.

Be Authentic, Grateful, and Humble - We are thankful for the success we have achieved individually and as a company and never take it for granted.

Job Responsibilities

• Manage a large volume of inbound and outbound calls in a timely manner.


• Follow standard operating procedures.


• Research inquiries and provide solutions.


• Keep the pipeline full and work to improve the process.


• Timely and accurately record work and results.


• Act as a representative of our client, addressing or resolving inquiries from taxpayers via multiple channels: email, phone, fax, etc.


• Process inbound correspondence and forms.


• Resolve problems using standard procedures; looking for ways to improve overall client experience.


• Update, maintain, or access taxpayer accounts, transactions, or documents in proprietary system.


• Ensure required documentation is received and completed correctly.


• Successfully complete basic training.


• Competent in identifying qualified targets for Discovery.


• Able to meet department productivity and quality standards.

Skills and Qualifications

• Professional, respectful demeanor in communicating with taxpayers, clients, and team.


• Maintain a deep understanding of complex municipal codes.


• Resolve problems of complexity and with a broad perspective; looking for ways to improve overall client or taxpayer experience.


• Working knowledge of business models in key discovery types.


• Experienced Client Services skills.


• Solve problems of moderate scope and complexity.


• Demonstrate good judgment, strong team player.


• Adapt well to changing priorities, influences priorities and decisions.


• Excellent attention to detail and high degree of accuracy and consistency.


• Recognize potential problems and provide alternatives that satisfy long-range plans.


• Proven verbal and written communication abilities and strong interpersonal skills.


• Demonstrated excellent organizational skills; able to multi-task, set priorities, and follow up promptly.


• Ability to learn and apply complex concepts in new situations.


• Ability to work in a team environment as well as work independently while making sound decisions.

Education and Experience

• High School Diploma or equivalent.


• Sales experience a plus.

Compensation

The starting base salary for this Fresno position is expected to be between $ 18.00 to $20.00 per hour. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law.

Benefits

• Competitive Base Pay


• Opportunity to participate in 401k


• Medical, Dental, Vision, Life/AD&D, LTD and Employee Assistance Program


• Paid time off for Vacation, Sick and Holidays


• Employee Stock Ownership Plan (learn more about the HdL ESOP at: )

Compensation details: 18.5-20 Hourly Wage

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