Membership Records Clerk

UFCW Local 367

Membership Records Clerk

Based in Tacoma, WA

Mission Statement: We are a diverse member driven union fighting for economic and social justice. We empower through respect, integrity, and dignity. Our strength comes from standing in solidarity with our communities to build a better life.

The Membership Records Clerk is responsible for streamlining membership data and front office administrative procedures and supporting managers and other team members with a variety of organizational and communication tasks. 

Essential Functions:

1. Financial
   • Posting payments to members accounts; 
   • Reconcile daily cash receipt journals and audit according to union policies;
   • Prepare and distribute monthly billing statements for assigned locations, following up with locations that become delinquent;
   • Prepare and distribute Member direct billing statements;
   • Analyzing and correcting billing and payment exceptions;
   • Preparing membership refunds when requested;
   • Utilize data analytics to identify incorrect information and update accordingly.
2. Membership Data
   • Processing manual/electronic Membership applications, waivers, time loss, FMLA, and Member assistance forms in accordance to union policy;
   • Ensure Member application process includes personal information, job location, job code, job classification and membership dues requirements. Following up as needed;
   • Ensure membership data is accurate and up to date in LUMM/Sidekick, including weekly/quarterly auditing of the general membership;
   • Ensure all employer responses are uploaded to appropriate databases.

Other Requirements:

• Support field and management staff with special projects and clerical duties as assigned;
• Maintain Office contact lists to ensure information is kept up to date;
• Preparing exception reports for terminations;
• Maintain front office open/close procedures.
• Ensure front office is always staffed, monitor phone lines and voicemail, and member walk-in assistance;
• Maintain office filing system, process incoming mail, and general clerical;
• Prepare and coordinate documents and correspondence with Sound Health and Wellness Trust on behalf of Members;
• Other duties as assigned.

Job Specifications: Qualifications, Skills, Experience and Attributes: 
Minimum Requirements:

• Must be 18 years or older
• High School Diploma or equivalent 
• Microsoft Suite (Word, Excel, Outlook)
• Previous Customer Service experience 
• Previous experience working with informational databases 
• Experience within a union environment preferred
• This position is not responsible for supervising any staff positions
• Bilingual English/Spanish a plus

Core Competencies:

• Proficient in the use of modern technology
• Excellent time management and organizational skills
• Good verbal and written skills
• Possess a positive and energetic attitude
• Must be detail oriented, able to multitask, anticipate needs, problem resolution and be resourceful
• Ability to make informed decisions based on the information gathered and/or provided
• Demonstrate a professional demeanor
• Possess strong leaderships skills and fosters teamwork

Typical Working Conditions:
The physical demands described here are representative of those that must be met by an employee to successfully perform essential functions of this job. Some of these include, but are not limited to:

• Regularly operate a computer, cell phone, and other general office equipment.
• Stand, walk, and/or sit for long periods of time.
• Move through the office to access file cabinets and operate office equipment.
• Occasionally lift and/or move up to 25 pounds.
• Traverse in the office and in an outside environment during various types of events. This may include moving, or being stationary, for multiple hours, in outside conditions. Traversing may include ascending/descending stairs.
• The noise level in the work environment is usually moderate but can elevate during events and campaign activities.
• While performing the duties of this job, the employee is occasionally exposed to outside weather conditions.
• May include exposure to large crowds.

Salary Range: $23.58 – 33.69 per hour

Training will be provided on the use of operating programs and software for the right candidate.

Benefits Include:

• Paid Vacation, Personal and Sick plan
• Paid Medical/Dental
• Paid Local Pension
• Paid Holidays
• 401K
• International Pension 

To Apply:
Please send your letter of interest, résumé and three (3) references via email with the job title Membership Records Clerk in the subject line to: View email address on unionjobs.com No phone calls, please. 

UFCW Local 367 is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.

People of color and women are encouraged to apply.

WHEN APPLYING: Be sure to indicate that you saw this information at .