Mortgage Operations Specialist jobs in District of Columbia

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 performs a variety of administrative and staff support for assigned member recruitment, engagement, and retention work activities. Under regular supervision, the position assists the membership and member relations teams meeting revenue and retention goals. Position interacts with Association constituents providing exceptional and timely customer support. The position is an individual contributor role. 

Primary Duties and Responsibilities:

• Leads the new member onboarding process and secures member benefit calls/webinars for new and current members. Works closely with Vice President of Membership and Member Services Team to provide clear communications and excellent customer service.  
• Generates and distributes business-critical member engagement and prospecting reports for VP of Membership. Identifies and communicates any prospect and engagement opportunities to the team based upon membership level assignments.
• Plays an active role in annual renewal campaign, including budget considerations, dues projections, contributing to the marketing plan, sending emails, updating tracking documents, and other duties as needed. 
• Leads the maintenance and support for MBA Connect, the Association’s online communities. Participates actively in discovering new features of the system and promoting it to other departments internally. Serves as the SME for the system.
• Serves as the primary lead for engaging under-engaged member companies (“the portfolio”) by building relationships with the leaders of those companies and identifying relevant Association offerings/services to enhance member value. Identifies and understands the issues and challenges of companies in the portfolio, in the context of broader market trends.
• Monitors and responds to changes in key member company leadership positions; does immediate outreach and communicates those changes internally at the Association.
• Manages and resolves customer inquiries via telephone and email for the general login and membership email accounts. Identifies opportunities for service level improvements and works with Director of Member Services to resolve any outstanding member/customer service issues. 
• Maintains accurate and relevant member/customer data in corporate database. Upholds corporate data integrity standards by identifying and resolving data exception issues (i.e., duplicate records).
• Process member renewal receivables; coordinates with the Finance Department as needed. Conducts renewal outreach calls to past due members.

Qualifications:

Requires bachelor’s degree or a minimum of two years of prior relevant membership or customer service work experience. 

Competencies:

• Requires a proven self-starter that carries out responsibilities independently and consistently within assigned parameters.
• Requires hands-on experience with Microsoft Office (Word, Excel, Outlook).
• Requires excellent communication (oral and written) and interpersonal skills.
• Requires strong attention to detail.  
• Ability to operate within a fast-paced team environment working with a high sense of urgency.
• Ability to be self-directed but highly team-oriented with the capability of working with senior level executives.  

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.