Records And Gift Processing Specialist

If you are a current University employee, please use the internal career site to apply for this position.

Job Description

This posting is for a full-time, 12-month, 40 hours per week, non-exempt position. This position is responsible for the entry and maintenance of constituent records and the proper coding, recording and processing of all charitable donations including cash, stocks, pledges, gifts-in-kind and deferred gifts in the Raiser's Edge database in an accurate and timely manner; producing gift receipts, acknowledgment and stewardship letters; posting to the general ledger; running gift reports, monthly pledge reminders, creating and updating biographical data for donors, prospects, corporations and foundations; maintaining data integrity and adding new data to the database.

Essential Functions

This position requires regular, predictable, reliable attendance in the office environment.

1.Enter biographical record information and changes for alumni, parents, friends and businesses of the University into the Raiser's Edge database.

2.Process all contributions (cash, stock, pledges, gifts-in-kind, deferred gifts etc.) using the Raiser's Edge database.

3.Update and process donor gifts and information in credit card processing provider.

4.Generate gift receipts along with creation of gift and pledge acknowledgment letters for signatures, typically within 48 hours of processing the gift.

5.Create new records in Raiser's Edge.

6.Update constituent records including, but not limited to biographical information.

7.Hire, train and supervise Student Assistants work in Raiser's Edge, including assigning and managing data projects

8.Work with other departments on campus in the collection of constituent data.

9.Create and distribute daily gift and weekly reports to appropriate staff.

10. Send batch totals to business office.

11. Post gifts to general ledger.

12. Send out monthly pledge reminders.

13. Run monthly past due pledge reports.

14. Send out stewardship letters.

15. Send out honor/memorial tribute letters.

16. Create queries and run reports in the Raiser's Edge database.

17. Enhance Raiser's Edge reports as needed.

18. Manage paperwork for and track matching gift information.

19. Verify that gifts are coded with the appropriate campaign, fund and appeal for gift processing.

20. Work with staff in Human Resources to process payroll deduction gifts and employee record creation and updates in Raiser's Edge.

21. Send out annual giving statements to faculty, staff and donors with recurring gifts.

22. Cross-train and provide back up for other positions in the department.

23. Perform all other duties deemed appropriate for the position.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Competencies

1.Collaboration Skills.

2.Communication Proficiency.

3.Ethical Conduct.

4.Organizational Skills.

5.Detail Oriented.

6.Performance Management.

7.Multi-task.

8.Data Entry Proficiency.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full-time 12-month position, and general hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m.

Travel

No travel is expected for this position.

Required Education and Experience

1.Associates degree.

2.18 months of work experience, preferably in an advancement office, or similar relational database environment such as banking or healthcare records.

3.Proficient in Microsoft Office Software (Word, Excel, PowerPoint and Outlook).

4.Solid working knowledge of relational database architecture.

5.Ability to handle highly confidential information.

Preferred Education and Experience

1.Additional years of work experience, preferably in an advancement office, or similar relational database environment such as banking or healthcare records.

2.Experience with The Raiser's Edge is strongly preferred.

Additional Eligibility Qualifications

1.Be a self-starter and self-motivated.

2.Possess the ability to learn complex data entry codes and procedures quickly.

3.Ability to complete tasks in a timely manner

4.Possess the ability to understand relational databases.

5.Possess basic math skills.

6.Prioritize data entry projects and review work for accuracy; and deal with confidential data.

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For optimal consideration of your applicant file, faculty applications must include a cover letter; current Resume or Curriculum Vitae; a statement of teaching philosophy; and the contact information for three professional references with your application. Staff applications must include a current Resume or Curriculum Vitae and cover letter with your application.

The University of Findlay is an Affirmative Action/Equal Opportunity Educator and Employer. It is the university's policy to prohibit discrimination and provide equal opportunity to all employees and applicants for employment, without regard to their race, sex (including gender identity/expression), color, religion, ancestry, national origin, age, disability, veteran status, military or sexual orientation.