TRC Data Integrity Specialist
DEPT/PROGRAM: Litigation
REPORTS TO: Director of Litigation and Policy
JOB PURPOSE
The Tenant Right to Counsel (TRC) Data Integrity Specialist is an integral part of the Litigation and Right to Counsel Legal (RTC) Clinic teams’ services. The Data Integrity Specialist is responsible for making sure that all data entered by RTC Coordinators and the Litigation staff is complete and correct. A significant portion of the Specialist’s time will be spent reviewing the departments’ custom built “Justice Server” (Salesforce) database. This includes generating reports in the database, monitoring all data entered into the system and reported to the departments’ funders.
The Specialist will work closely with the Director of Litigation and Policy, the Clinic Supervisor and Program Coordinator, the Paralegal Supervisor, the Development team, the EDC Admin team, and other staff as needed.
They will also collaborate with other legal services organizations (LSO’s) participating in the Tenant Right to Counsel system and play a key role in helping EDC oversee the TRC collaborative efforts, including compliance requirements TRC reporting protocols for Salesforce entries for partnering LSO’s and subrecipients. They will also oversee, help manage and maintain the client trust account payments and disbursements (aka IOLTA).
The Data Integrity Specialist tracks important legal and filing deadlines for clients and cases. They manage and review records and may enter schedules or deadlines into the calendar. The Data Integrity Specialist generates reports detailing action items and due dates, monitors deadlines and notes completed tasks. As an integral part of the TRC program they are responsible for monitoring case deadlines and following up with associated staff as well as other litigation team administrative support duties.
DUTIES & RESPONSIBILITIES
Operational Oversight Duties (15%)
- Serve as support and advisor to the Director and Deputy Director of Litigation and Policy with respect to the program’s sources of funding, keeping the Director abreast of Litigation and RTC funding source limitations, requirements and data integrity.
Finance Duties (5%)
- Adding payment, costs, and client funds holding data such as amount and check number to Salesforce.
- Assist with the Finance Department as necessary with respect to the receipt and processing of client trust payments and disbursements.
- Collaborating with the Finance Department on monthly reconciliations of IOLTA accounts (e.g. maintain case management database records to reflect trust account activity).
Data Integrity/Analysis and Case Work Duties (75%)
- Liaison between Salesforce, program staff, & Grants Manager and Data Assistant, as well as with staff at other LSOs, working together to insure completed data entry.
- Managing Salesforce, completing and correcting all data as needed.
- Reporting & pulling data as needed.
- Be familiar with Conga, program templates, and offer support as needed.
- Enter all data on time and correctly to support program evaluation and outcomes tracking
- Review docket and calendar dates
- Maintain and update client files in the internal database.
- Other duties as assigned.
Administrative Duties (5%)
- Attend weekly program and data meetings, monthly agency staff meetings, and relevant supervision meetings.
- Provide support to the Director of Litigation and Policy on any funding or data-based, programrelated issues.
- Work collaboratively with colleagues across the organization and within respective departments.
- Provide a variety of clerical and administrative support to litigation, clinic, and administrative teams.
QUALIFICATIONS
First and foremost, the applicant must profoundly share EDC’s mission and vision of social justice and be able to manage stressful situations with empathy and calm. Below are additional qualifications.
- Previous work experience in a legal environment is preferred.
- Some knowledge of tenant rights and the eviction process in San Francisco (i.e. eviction process, key players in San Francisco vis a vis tenants’ rights and rental assistance programs).
- Proven ability to handle confidential information with discretion.
- Possess ability to work on several projects simultaneously and handle a high volume of activity and be able to work efficiently and effectively under pressure.
REQUIRED SKILLS
- Proficient to intermediate skills with Microsoft Office and Google Suite and other common computer programs.
- Strong proficiency with respect to QuickBooks and Salesforce.
- Strong attention to detail.
- Able to work independently and in a team-oriented environment.
- Ability to work under deadlines (excellent time management skills).
CLASSIFICATION
This is an exempt, full-time position.
UNION
EDC staff are represented by the National Organization of Legal Services Workers (NOLSW, UAW Local 2320, AFL-CIO). This position is a union position and is subject to the terms of the collective bargaining agreement.
WORKING CONDITIONS
The position requires working with individuals during moments of extreme stress and instability. The position also requires the provision of culturally-sensitive and empathetic services. Some evening and weekend work may be required.
At present, due to the COVID-19 pandemic, and until further notice, EDC is operating in a hybrid fashion, with some remote work and some onsite work. This role will be onsite the majority of the week, depending on the needs of the Litigation Program. EDC’s In Office COVID-19 Safety Plan adheres to the CDC’s health and safety guidelines and the federal and state OSHA requirements for workplace safety. Equipment for remote work, such as a laptop, will be provided per the needs of the program or department this position reports to. *Proof of vaccination required*
The employee is expected to be in the office (or available while working remotely) during normal business hours and to communicate with their supervisor regarding whereabouts when elsewhere for meetings or other obligations. Additionally, the employee is expected to be reachable by email, phone and video conference as needed during normal business hours, Monday – Friday 9:00am – 5:00pm.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Prolonged sitting/standing.
- Extensive typing/data entry.
- Close visual acuity to prepare and analyze data, text, and figures.
- Prolonged computer use.
EDC IS AN EQUAL OPPORTUNITY EMPLOYER
Eviction Defense Collaborative (EDC), is proud to be an Equal Opportunity employer. EDC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, ethnicity, language, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, genetics, status as a protected veteran, status as an individual with a disability, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
DIRECT REPORTS
The Data Integrity Specialist will not supervise any employee.
COMPENSATION
The base salary for this position is $65,000. An additional $1,000 will be added for each relevant year of experience, up to 10 years of experience. The starting salary for this position is capped at $75,000.
EDC offers a Multilingual stipend of $125 per month ($1,500 per year) above the base rate, for specific roles that regularly use oral or written communication with clients or related parties, in Spanish, Cantonese, or Mandarin, in the performance of their regular job duties. To qualify for this stipend, the employee must be fluent in one of the specified languages and pass an oral and/or written test approved by the LaborManagement Committee.
This role is not eligible for the multilingual stipend as oral and written communication with clients is not regularly performed as part of the job duties of this position.
