Operations Specialist

TITLE: Operations Specialist                                      

DEPARTMENT: Operations Department                   

FLSA STATUS: Non-Exempt

REPORTS TO: President/CEO

EXPECTATION FOR ALL EMPLOYEES

Support the Fraternal’s mission, vision, and values by exhibiting the following behaviors: excellence and competence, collaboration, innovation, respect, personalization, commitment to our members, accountability, and ownership.

 POSITION SUMMARY:

The Operations Specialist is accountable for ensuring compliant operations while supporting the Fraternal’s mission, vision, and goals, and fostering and promoting a positive work environment.

 ESSENTIAL DUTIES AND RESPONSIBILITIES:

 General, Financial, Operational

●        Collaborate with office teams and perform daily, compliant operations, including but not limited to accounting/financial processes and procedures

●        Develop and maintain internal controls, guidelines, and procedures for activities, including but not limited to budget administration, cash and credit management, and accounting

●        Monitor all financial activities and processes to ensure compliance with all regulatory requirements, including but not limited to month-end and year-end close processes, accounts payable/receivable, preparation of tax forms, and financial audits. 

●        Process mortgage loan payments and communicate with clients regarding payments, taxes, insurance, etc.

●        Manage client late payment communications

●        Oversee the status of loans and accounts to ensure all payments are current

●        Provide administrative coverage for business needs as needed

●        Perform special projects and other duties as requested, directed, or assigned.

 Business Development, Marketing, and Sales

●        Cross-train with the Insurance Services Department to provide backup support as required.

●      Interact with members and manage existing policies to generate new leads, tracking the progress of these opportunities.

●      Identify, develop, and execute strategies for marketing products, including but not limited to annuity rates and promoting the company's offerings to a broader audience.

●      Provide support in the organization and coordination of company events, including conventions.

●      Support sales team efforts for sales communications and customer outreach using platforms, including but not limited to Constant Contact.

 KNOWLEDGE, SKILLS, AND ABILITIES (KSA):

●        Excellent knowledge of operations, financial accounting, and payroll principles, processes, controls, and best practices

●        Strong knowledge of accounting/financial software, systems, and tools (ex. Sage, QuickBooks)

●        Proficient in the use of Microsoft products, Google Suite, and the ability to learn new systems

●        Ability to maintain high professional and ethical standards

●        Ability to maintain strict confidentiality

●        Excellent communication, interpersonal, organizational, and time management skills

●        Excellent critical thinking and analytical skills

●        Ability to work independently or as part of a team

 EDUCATION, CERTIFICATIONS, AND LICENSES

●        Bachelor's degree in business, accounting, marketing, or a related field preferred; or equivalent experience will be considered

 EXPERIENCE

●        5 years of experience in an equivalent position

●        Experience with nonprofit organizations preferred

 ADDITIONAL REQUIREMENTS

●        Must be able to pass a background check

●        Valid driver’s license and related insurance