Account Relationship Specialist✦

Manage Constituent Relationship Database

 Maintain contact records and constituent information within Salesforce.

• Enter and update records for churches, pastors, annuitants, authorized account representatives, and other key contacts.
• Record annual clergy appointment changes and maintain accurate church relationship information.
• Maintain complete contact information including mailing addresses, email addresses, telephone numbers, and church affiliations.
• Create and maintain database records that support mail merges, mailing labels, reports, and targeted communications.
• Maintain and update distribution lists utilized for Constant Contact and other mass communication platforms.
• Ensure the overall accuracy, completeness, and integrity of constituent data.
• Coordinate Offering Circular and Regulatory Support

Coordinate the annual Offering Circular review process.

• Provide and track required information from board members, including consents, business history information, and board resolutions.
• Maintain documentation supporting regulatory compliance requirements.

Support Investment Account Operations

• Serve as primary backup to the Senior Director of Account Services regarding weekly investment account transaction processing.
• Process participant account deposits, withdrawal requests, and account changes.
• Coordinate transaction information with banking and investment partners.
• Maintain accurate documentation related to participant account activity.

Support Michigan Area Loan Fund Operations

• Distribute and track loan fund ballots for approval actions.
• Maintain records related to loan fund approvals and board actions.
• Record and maintain loan payment activity for the Michigan Area Loan Fund.
• Prepare monthly billing statements for borrowers.
• Notify the Senior Director of Loan Services regarding payment irregularities or account concerns.
• Manage Scholarship and Grant Administration

Process scholarship applications and verify eligibility requirements, including academic records where applicable.

• Coordinate scholarship payment information with the Vice President of Operations.
• Process grant applications and distribute materials to appropriate staff members for review.
• Provide approved grant payment information to the Vice President of Operations.

Support Communications and Website Administration

• Update designated sections of the Foundation website.
• Assist with maintaining current online information for constituents and stakeholders.

Other Responsibilities

• Maintain current written procedures for all assigned responsibilities to ensure continuity during periods of absence.
• Assist other staff members as needed to support Foundation operations.
• Be willing to work in a collaborative team environment.
• Participate in professional development and training opportunities as appropriate.

Qualifications, Abilities, and Skills:

• Self-motivated, highly organized, and able to work independently.
• Strong attention to detail and commitment to maintaining accurate records.
• Proficient in the use of office equipment and computer systems necessary to perform assigned duties, including Microsoft 365 Business Premium.
• Proficient in the use of constituent relationship management systems. Experience with Salesforce preferred.
• Familiarity with QuickBooks and financial recordkeeping processes preferred.
• Possess telephone skills necessary to operate office phone systems and demonstrate proper telephone etiquette.
• Possess command of the English language and writing skills necessary to create, edit, and maintain professional communications and documentation.
• Ability to learn new systems, software applications, and operational processes.
• Strong knowledge of the Michigan Conference of The United Methodist Church preferred.
• Collaborative staff attitude and commitment to excellent customer service. 

Accountability:  Vice President of Operations & Communications

Position is Full-Time with Benefits including health,  dental and life insurance.