Operations Specialist

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: 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 WORKING CONDITIONS The working conditions for this position include an indoor climate-controlled office environment with minimal health and safety hazards. This position requires the ability to work under pressure with tight deadlines, multitask, prioritize, and perform complex/varied/simple/repetitive tasks. In this role, the individual must be able to control the work pace, follow instructions, influence people, handle confrontational situations, and work alone or in a group. The position involves working with confidential financial information and may require occasional travel to other locations and events for the company's needs. Tobacco-free environment. PHYSICAL REQUIREMENTS The physical requirements for this position are considered to be low and will primarily involve sitting at a desk and using a computer for prolonged periods of time. The position requires constant sitting and bending forward, frequent walking, twisting/turning/tilting, reaching chest to shoulder level and below chest level, crouching/squatting, climbing stairs, occasional standing, driving, reaching above shoulder level, elbow/wrist flexion and extension, and rare bending backward and behind body, and foot pedal action. The individual must have fine motor skills to operate office equipment such as computers, phones, and printers. Sensory demands include hearing, speech, and vision. #J-18808-Ljbffr