Member Services Assistant

As the leading advocate for the real estate finance industry, MBA is committed to providing our members with unmatched value and unparalleled benefits. In doing so, we recognize that our most valuable resource is our employees. MBA prides itself on sourcing top talent from all fields and is committed to investing in a culture where communication is essential, diverse voices are encouraged, and embrace inclusion for all.

• Competitive salary and benefit packages
• A culture committed to diversity, equity, and inclusion
• Hybrid work schedule that supports work-life balance
• Professional development opportunities

If you are looking for a career-defining opportunity, share similar values, and are ready to make a difference in the real estate finance industry, look no further. Apply today!

Position Summary:

Position perform a variety of customer service and program administrative support work tasks for MBA Education, MISMO, and Membership Group. Under daily supervision, position receives and handles customer inquiries via telephone, web, and email. Position interacts with current, new and prospective members to provide customer service in a call center environment. Position is an individual contributor role.

Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Primary Duties and Responsibilities:

• Provides responses to Education, MISMO, and Membership customer inquiries via phone, web and email, including calls from the 800# and the general education email account. 
• Tracks designated service activity in corporate database and coordinates with supervisor to identify opportunities for service level improvements. Works with supervisor and/or department head to resolve any outstanding member or customer service issues. 
• Maintains accurate and relevant member and customer data in databases such as Smartsheet, Aptify, Excel spreadsheets and Microsoft Teams. Upholds corporate data integrity standards by identifying and resolving data exception issues (i.e., duplicate records). 
• Assists with Association renewals and member engagement. Identifies and provides sales referrals to the Membership, MISMO, and Education sales teams as appropriate.
• Processes purchase orders and payments.
• Maintains a working understanding of new and existing MBA products, and programs. Maintains a working understanding of general membership programs and benefits.
• Develops an ongoing understanding of the real estate finance environment and the role of MBA in serving the mortgage industry as it relates to these functions.

Qualifications:

Requires a minimum of two years of prior relevant trade association, membership, or customer service work experience.

Competencies:

• Requires excellent interpersonal and communication skills, both verbal and written.
• Requires hands-on experience with Microsoft Office Suite (Word, Excel, Outlook).
• Requires strong critical thinking and problem-solving skills.
• Ability to be self-directed but highly team-oriented with the capability of working with senior level executives.  
• Ability to display strong attention to detail.

All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability.

MBA is an E-Verify employer.