MARTIN L. ALLEN
Maiden,NC
Summary
Analytical, proactive, and detailed oriented professional offering broad experience in the member services /engagement area with a finance background. Utilizes strategic planning and decision-making skills in streamlining business processes to ensure efficiency, while maximizing profitability.
Overview
20
20
years of professional experience
Work History
Member Services & Engagement Specialist
Mortgage Bankers Association
Washington, DC
01.2019 - Current
- Serve as the primary contact for MBA’s Standard and Sole Associate Members, which include more than 600 companies, by building relationships with key contacts and company leaders to better understand and support their business efforts
- Executed sales strategies to grow Associate Membership with Director, to include prospect identification, marketing outreach, meetings and calls with prospect and sales pipeline tracking
- Cross-promote MBA opportunities to current and prospective Associate Members, working with MBA conference, sponsorship, and advertising staff on these efforts
- Managed all onboarding of new members with a special emphasis on Standard and Sole members, to include engagement webinars
- Identify and understand the issues and challenges of portfolio companies and implement strategies to educate key contacts on member specific benefits, including working cross-organizationally to ensure all documented benefits are being provided in an accurate and timely manner
- Leading all activities in Aptify(AMS) and provide regular reports to MBA leadership
- Supervising data hygiene in Aptify (AMS) for all Standard and Associate members
- Monitor and respond to changes in key member company leadership positions, conduct outreach and communicate those changes internally at MBA.
Member Services Specialist
Mortgage Bankers Association
01.2015 - 01.2019
- Management of inquiries for all membership prospects via corporate mailboxes & MBA’s 800#, including tracking prospect activity in Aptify, updating prospect data, from making initial outreach to close out
- Serves as primary lead for engaging MBA’s Special REIT members which includes 7 companies (portfolio); with total dues revenue of $210K and 100% retention rate for last 3 years
- Tracks designated service activity in AMS database (Aptify) to identify opportunities for service level improvements with all members while focusing on increasing engagement
- Oversees member inquiries regarding MBA Education products, programs, and courses, and provide corporate sales referrals to the Education sales team, while maintaining working knowledge of all Education courses/programs
- Support MBA membership renewal process by actively managing a group of members(portfolio) to include dues collection and processing of payments
- Generate and distribute business critical engagement and prospecting reports for all market segments (Residential, CMF & Associate) to M-team members
- Assists in the collection of accurate data in Aptify through hygiene efforts to reduce redundancies
- Develop working relationships with all employees across MBA at all levels
- Worked directly with VP of Member Services to help build pipeline of prospects that directly impacted revenue projections.
Accounting Specialist
Mortgage Bankers Association
Washington, DC
05.2004 - 01.2015
- Management of the entire Accounts Payable department, ensuring timely and accurate payment of all invoices & expenses
- Conduct monthly analysis and reconciliation of balance sheet accounts with preparation of all related journal entries
- Provide SME leadership and management of the Associations Travel & Expense software system, while auditing and processing all T&E reports
- Provided primary management for various functions including processing daily AR lockbox, review of weekly AR batches, and all fixed assets with related schedules
- Provided direct leadership in the supervision of Accounting Technician, provides training to all levels of staff on financial software and expense system
- Preparation and filing multijurisdictional sales & use tax returns, responsible for all 1099 management and filings
- Assisted in the monthly Accounting close procedures including proper period close and accounting close schedule.
Education
Master of Business Administration - Management
STRAYER UNIVERSITY
Washington, DCBachelor of Science - Accounting
STRAYER UNIVERSITY
WashingtonSkills
- Project Management
- Process Improvement
- Relationship Management
- Strategic/Financial Analysis
- Business Development
- Member Engagement & Retention
- Exceptional Customer Service
- Training and Onboarding
- Business Needs Analysis
- Call Center Management
Professional Affiliations Certificates
- American Management Association, Diversity, Equity, and Inclusion Certificate Program- June 2023
- Association Academy, Association Membership Growth -March 2023
- Alpha Chi National College Honor Society- inducted 2008
- St. Phillips Church Daycare Academy, Washington D.C., Board Member- 2009-2011
Timeline
Member Services & Engagement Specialist
Mortgage Bankers Association
01.2019 - Current
Member Services Specialist
Mortgage Bankers Association
01.2015 - 01.2019
Accounting Specialist
Mortgage Bankers Association
05.2004 - 01.2015
Master of Business Administration - Management
STRAYER UNIVERSITY
Bachelor of Science - Accounting
STRAYER UNIVERSITY
Similar Profiles
William McCutchanWilliam McCutchan
Loan Officer at Nationwide Mortgage Bankers, Inc.Loan Officer at Nationwide Mortgage Bankers, Inc.
Anil MathewAnil Mathew
Mortgage Processor at Wall Street Mortgage BankersMortgage Processor at Wall Street Mortgage Bankers
Samantha CardinalSamantha Cardinal
Operations Manager at Cliffco Mortgage BankersOperations Manager at Cliffco Mortgage Bankers