Job Title: National Contribution and Contract Technician

Grade: TS-6

Purpose:

This position is responsible for maintaining accounts, collective bargaining agreements and contributions of employers who participate in the SEIU National Industry Pension Fund while providing excellent customer service and maintaining good relationships with employers and SEIU local offices. This position is also responsible for the referral of delinquent accounts to Fund counsel and works with counsel to collect delinquent contributions. This position handles sensitive and confidential information.

Primary Responsibilities:

(Any one position may not include all of the specific duties and responsibilities listed. Examples provide a general summary of the work required and should not be treated as a total and complete list of expected duties to be performed by employees in the classification.)

Sets-up and maintain employer accounts and Collective Bargaining Agreements (CBA)

• Receives, reviews and monitors Collective Bargaining Agreements (CBA) for new and participating employers
• Sets-up employers after acceptable CBA’s are approved
• Maintains employer records and contact information
• Requests collective bargaining agreements from employers, locals and audit staff to ensure that the Fund has all CBA’s for active employers and sites
• Tracks all new and existing CBAs that have been received and are due to the Fund at expiration of prior agreements
• Provides monthly updates to the Contribution Compliance Manager regarding expired and on-compliant agreements
• Works closely with employers and locals to monitor and resolve non-compliant CBA’s and/or contributions received without a contract or non-compliant contract
• Provides updates to Contribution Compliance manager regarding non-compliant contributions not resolved that are to refunded as per Fund policy
• Provides customer service to employers and SEIU locals to assist and answer questions related to contributions, collection procedures, delinquencies, etc.

Records the termination of employers where applicable

Monitor and collect employer contributions, refer delinquent employers

• Responsible for monitoring and maintaining contributions and remittance reports
• Responsible for collecting delinquent remittance reports, contributions, interest and liquidated damages
• Writes up and review account adjustments as needed and ensure contributions comply with signed CBA and Fund policy
• Reports monthly to Contributions Compliance Manager regarding delinquent account status
• Generates, saves and mails monthly delinquency letters
• Provides customer service to employers regarding collection issues to resolve discrepancies and shortages
• Refers delinquent employer accounts to Fund counsel for collection per Fund collection policy after attempts have been made to collect contributions
• Works closely with Fund counsel on referred cases and provides needed documents and information
• Notifies Contributions Compliance Manager monthly or as appropriate of any updates to referred employers and delinquent accounts

Provides information requested by fund consultants, as directed by management

• Assists outside consultants (attorneys, auditors, actuaries, etc) in providing requested information

Assists in clerical function of SEIU Benefit Fund Office Collections Department

• Monthly mailings of reports and letters
• Monthly mailings of census and beneficiary cards
• Filing of correspondence received, closed reports, etc (electronic and paper)

Acts as liaison between Contribution Compliance, Benefits Processing, and Payroll Review to ensure participant contributions are accurate .

• Assist Benefits Processing and Payroll Review in verification of accurate contributions for participants and CBA probation periods
• Assist Payroll Review in resolving outstanding audit issues

Prepares and coordinates reports for Trustee Meetings

• Prepares reports regarding new and terminated employers
• Maintains and tracks current number of contributing employers
• Prepares delinquency reports

Performs other duties as required to support the department and its mission

Direction and Decision Making:

This position reports to the Contributions Compliance Manager.

Education and Experience:

Associates degree from an accredited college or university with coursework including business administration and advanced math or other related coursework and three (3) years of experience in a multi-employer pension environment.

Equivalency:

High school or GED, two (2) year of college coursework including business administration and advanced math and four (4) years of experience in a multi-employer pension environment.

Or a combination or education and experience that would provide for the following knowledge, skills and abilities:

• Ability to analyze, interpret, apply and communicate ERISA, DOL and IRS Regulations as related to the Plans
• Ability to analyze, interpret, apply and communicate plan language
• Ability to create and maintain confidentiality of information
• Ability to perform detailed calculations with accuracy in an efficient manner
• Ability to communicate effectively, both orally and in writing
• Ability to think critically and produce sound, logical conclusions
• Ability to perform data entry functions
• Ability to work efficiently and effectively in demanding environment
• Ability to handle sensitive situations in calm respectful manner
• Ability to handle multiple projects, meet established deadlines and adapt to an ever changing environment for the purpose of accomplishing results
• Ability to organize work/tasks to provide for systematic and efficient processes
• Ability to produce work accurately and thoroughly
• Ability to maintain flexible attitude and approach toward assignments while actively participating and supporting a team environment
• Proficient in the use of personal computers using accounting, database, and spreadsheet software or other SEIU Benefit Funds Office software, including Microsoft Office Suite, in the performance of record keeping

Test Certifications:

Excel (Intermediate); Word (Basic)

Physical Requirements:

Work is generally performed in an office setting. Overtime required as necessary

Probationary Period:

Sixteen (16) calendar weeks