Gift Processing Specialist - US

Job Description

Job Description

Description

PURPOSE / OVERVIEW :

Provide accurate and timely processing of donations according to established procedures and in compliance with policies, timelines, donor intent, and IRS regulations. Actively maintain CRM data integrity to ensure accurate constituent records.

Please note : This position is part time, 18-20 hours per week, and  will be based in the Grand Rapids, MI office. However, due to the current COVID-19 restrictions in place, it will be temporarily remote. Possible opportunity for hybrid and flex schedule.

KEY RESPONSIBILITIES :

Essential Duties and Responsibilities :

1.     Open, electronically deposit, reconcile, and record all mailed donations on a daily basis while adhering to the defined process for financial controls and accuracy of donation entry.

2.     Reconcile online donations, including annual gift catalog donations, on a daily basis while adhering to the defined process for financial controls and accuracy of donation entry.

3.     Process receipts in a timely manner, both electronic and mail receipts, following established receipting guidelines and IRS regulations.

4.     Partner with finance team to provide accurate and timely deposit information and resolve any discrepancies. Provide backup documentation for multiple giving platforms, including fee structure reconciliation.

5.     Troubleshoot online giving issues for donors, resolving the issue and following up by phone or email with the donor.

6.     Ensure that Individual Retirement Account, stock, estate, donor-advised fund, and multi-agency donations are processed appropriately and acknowledged based on established guidelines and regulations.

7.     Participate in annual audit work, providing all required information to finance team in a timely manner.

8.     Prepare cash for deposit.

9.     Provide remote deposit of non-revenue checks for finance team.

10.  Identify special circumstances that require additional research or input; perform the necessary research, and or obtain appropriate guidance.

11.  Maintain CRM data integrity through impeccable entry of new contact information, monitoring and scrubbing duplicate data from integrated systems, and updating demographic and mailing information.

12.  Collaborate with WR fundraising and finance teams by providing accurate revenue reports, answering questions regarding gifts, and providing excellent internal customer service.

13.  Other duties as assigned.

SKILLS, KNOWLEDGE & EXPERTISE :

Qualifications :

1.     Demonstrated accurate and fast data entry skills

2.     Demonstrated ability to follow established procedures and willing to recommend areas for improvement

3.     Ability to maintain positive relationships and communicate effectively with colleagues and constituents

4.     Display the utmost integrity and discretion. Previous experience handling confidential information is preferred

5.     Demonstrated excellence and skill in research and problem-solving

6.     Ability to prioritize customer service

7.     Ability to exercise appropriate judgment in situations with unclear information

8.     Basic knowledge of financial accounting. Demonstrated ability to reconcile financial information

9.     Intermediate experience with Microsoft Word and Excel

10.  A desire to learn new technical functions and become adept at usage and features of the CRM and related systems

11.  Disciplined, self-motivated, and able to work with minimal supervision

12.  Be supportive of the work of World Renew

13.  Demonstrated commitment to promote a work environment that values diversity and equality, as well as have respectful relationships with others

14.  Committed to working towards gender equality, equity and justice in all aspects of our programming, plans, policies and organizational structure

Education & Experience :

1.     Some college coursework preferred

2.     At least one year of experience maintaining database information is required.

3.     Experience working in Salesforce NPSP is preferred.

Language Skills :

Excellent command of the English language, both written and verbal, is required.

PHYSICAL DEMANDS & WORK ENVIRONMENT :

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1.     This position is primarily a sedentary, office-based position

2.     Dexterity of hands and fingers to operate a computer keyboard, mouse, and other computing equipment.

3.     Occasional lifting of backup documentation boxes into and out of storage (up to 15 pounds).

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

1.     The work takes place in one of the offices of World Renew.

2.     Limited travel within the United States and Canada may be required on occasion.

3.     This position requires work during peak seasons, including calendar year-end.

Application Instructions : Please upload your resume and cover letter as one .pdf or .doc / .docx file.