Due Diligence Specialist

6 days ago


Pasay, National Capital Region, Philippines TrustBridge Global Foundation Full time
About the Role

We are seeking a highly skilled Due Diligence Specialist to join our Giver Services team at TrustBridge Global Foundation. As a key member of our team, you will play a critical role in supporting the Philanthropy and Giver Services Departments with initial due diligence and renewal analysis on charities applying for TrustBridge Charity Funds.

As a Due Diligence Specialist, you will be responsible for serving as subject matter experts in the specifics of what it takes to approve a charity as a possible recipient of grants through TrustBridge Global Foundation and the broader network, including country-specific legal requirements for approvals.

You will also initiate the Charity Fund due diligence and renewal processes, manage workflow handoffs to other members of the Giver Services Team, and become knowledgeable about the other positions of the team for greater overall team success and coverage.

Responsibilities:
  • Ensure TrustBridge's donor and charity clients are delighted with their service, so that all operations run smoothly, efficiently, and effectively despite the start-up nature and rapid growth of the organization.
  • Accurately assess charity applications for completeness and compliance to international charity rules and the requirements of the overall TrustBridge Global Network.
  • Become knowledgeable about the entire product portfolio and technical aspects of how TrustBridge can serve a wide range of international clients.
  • Serve all donor and charity clients through effective communication, making sure that issues and needs are addressed in a timely manner and appropriate solutions conveyed with a high level of client satisfaction.

We are looking for someone who is spiritually mature, has a strong calling to this role, and possesses excellent organizational skills with very strong attention to detail. The ideal candidate will have a Bachelor's degree in Business Administration or equivalent experience, experience in CRM systems including sales pipeline management, and proficiency in Microsoft Office Products.



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