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Membership Records Processor

Location: 

New Haven, CT, US, 06510

Category:  Operations Support

Overview

The General Office Processor reviews and processes all client/member/council incoming data submissions and requests (paper or electronically) for entry into Ingenium and other established systems; either for new clients or editing existing client data for multiple fraternal matters related to the Supreme Secretary’s Office.

Core Responsibilities

  • Processes all Membership Records related transactions that are submitted to the department including membership additions, deletions, transfers, data/address changes, confidential data lookups, dues adjustments, new council development processing, fourth degree processing, Board Suspension Processing, and dealing with other local fraternal matters.
  • Receives and answer client emails regarding pending or existing member records, in addition to researching historical fraternal data for council and assembly leadership.  Deals with and processes District Deputy and Financial Secretary Appointments on an on-demand basis.  Processes Fraternal and Home Office Expenses and associated reporting.
  • Convention Representative maintenance work.  Scholarship record maintenance through the vendor.  Assists with Council Billing and Payment processing for local councils.
  • Ability to access and review Membership Records/General Office related work in AWD System.
  • Performs other related duties as assigned.

Skills Qualifications

  • Detail oriented with the ability to determine and correct issues related to job duties
  • Ability to pass Data Entry test
  • Good verbal and written communication skills
  • Fraternal knowledge preferred
  • Possess a high level of confidentially in handling client/member data
  • Ability to process in Ingenium with speed and accuracy
  • Basic computer skills including Word and Excel
  • Knowledge of the AWD system
  • Ability to use PC and related software, including Microsoft Word, Outlook, AWD, Lexis Nexis
  • Ability to enter and review data in Ingenium and Life 70, AWD and Member Management/Billing

Education

  • High school diploma

Physical Demands

Must be able to remain in a stationary position for a majority of the workday.


Nearest Major Market: New Haven
Nearest Secondary Market: Hartford