Position Description

Member Services Assistant
Location Washington, DC
Department Membership (M-Team)
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The incumbent provides customer service and program support for MBA Education and Membership. Incumbent assists with other department programs as needed.



  • Provides exceptional and timely service for Education and Membership customer inquiries via phone and email, including calls from the 800# and the general education email account.
  • Tracks designated service activity in corporate database and coordinates with supervisor to identify opportunities for service level improvements. Works with supervisor and/or department head to resolve any outstanding member or customer service issues.
  • Maintains accurate and relevant member and customer data in corporate database. Upholds corporate data integrity standards by identifying and resolving data exception issues (i.e. duplicate records).
  • Identifies and provides sales referrals to the Education sales team as appropriate.
  • Processes Education purchase orders and payments and utilizes the learning management system for ensuring student access, testing activities, and grade adjustments.
  • Maintains a working understanding of new and existing MBA Education products, programs and courses.
  • Maintains a working understanding of general membership programs and benefits. 
  • Provides course set-up and fulfillment support for designated MBA Education programs.
  • Develops an ongoing understanding of the real estate finance environment and the role of MBA in serving the mortgage industry as it relates to these functions.



This position description should not be construed to contain every function/responsibility that may be required to be performed by an incumbent in this job.  Incumbents are required to perform other functions, as assigned.


It is anticipated that an insignificant percent of time for this position is devoted to "lobbying activities" as defined under the Omnibus Budget Reconciliation Act of 1993.



Undergraduate or Associates degree combined with two years of trade association membership or customer service experience.  Additional experience can be substituted for education requirements. Hands-on experience with Microsoft Office (Word, Excel, Outlook) required.  Experience in iMIS preferred.  Must possess excellent communication skills, both verbal and written, as well as interpersonal skills.  Attention to detail required. Must also be self-directed but highly team-oriented and capable of working with senior level executives. 

All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability.


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