Gift Processing and Data Specialist

Company: University of Massachusetts Boston
Location: Boston
Posted on: May 16, 2022

Job Description:

Apply now Job no: 513912
Position Type: Staff Full Time
Campus: UMass Boston
Department: VC-University Advancement
Pay Grade: 18
Date opened: 02 May 2022 Eastern Daylight Time
Applications close: 16 May 2022 Eastern Daylight TimeGeneral Summary: -Serving as a member of the advancement team and reporting to the Director of Information Systems, the Gift Processing and Data Specialist for University Advancement will be responsible for providing the coordination of activities relating to data and gift processing; and will work closely with the Director of Advancement Information Systems to maintain the Ellucian/Advance database structure, ensuring data integrity and creating and running reports. -The incumbent will also be responsible for maintaining an integrated system of daily gift batches entry, production of gift receipts, individualized acknowledgement letters, posting batch control reports and gift transaction reports in accordance with established procedures; and for compiling address mailings for targeted solicitations to send to the external mail houses. The Gift Processing and Data Specialist will also oversee data entry staff, ensuring that data is being accurately recorded in the Advance system. -Examples of Duties: -

• Responsible for the coordination of activities relating to data and gift processing; oversee procedures and record all donor pledges on the Advance system and ensure that all alumni biographical and gift data is being recorded and reflected on the Advance system in a timely manner; utilize various research tools (Alumni Finder, Lexis-Nexis, etc.) to ensure database integrity and data quality.
• Download and record all gift and pledge transactions (stock, gift in kind, quid-pro and payroll deductions) on the Advance system and generate acknowledgement letters; process web and manual credit card transactions and work with the Finance and Gifts Reporting Manager to ensure gift information is reflected accurately in the system;
• Provide on the job training to other Advancement staff and students on the Constituent Relationship Management Tool (CRM). Develop and prepare specialized training materials for workshops or training sessions with Advancement staff.
• Oversee the Matching Gift Program and receivables and maintain Matching Gift information and follow up with companies when necessary to obtain match;
• Establish or amend standard operating procedures for data processing operations.
• Work with Sr. Director and Director of Advancement Services on projects (i.e. testing on new ADVANCE system Affinaquest, evaluate report specifications from ADVANCE in relation to reports from CRM Affinaquest, and develop new reports.)
• Run gift, pledge, biographical and other related reports to review data for accuracy and make corrections when needed; identify and manage on-going data cleanup projects;
• Analyze gifts to determine appropriate campaigns, allocations, appeals for each gift to be processed, select appropriate acknowledgement letter based on the above criteria and source of gift. Produce gift receipts and individualized acknowledgement letters from all gifts received in a timely and accurate fashion.
• Analyze and batch documents for key entry input.
• Work closely with the Director of Information Systems on projects related to the Advance System, as well as other special projects as required; -
• Add new entity records to the database as needed, analyze information and populate all appropriate data fields where information is available;
• Hire and train student employees in the methods, techniques and procedures of data entry and review and evaluate the work performed;
• Ensure that policies and procedures are adhered to correctly for data entry on the Advance system and make policy and procedure recommendations as data entry requirements change;
• Perform other duties as assigned. -Qualifications: -Two years of full-time, or equivalent part-time, professional experience in electronic data processing work. Experience working in a development setting preferred. Supervisory experience preferred. -
  • General knowledge of fundraising strategies and an interest in increasing knowledgebase and gaining new skills;
  • Familiarity with fundraising software systems (Advance preferred);
  • Familiarity with internet searches and subscription databases;
  • Familiarity with relational databases;
  • Ability to manage multiple tasks and responsibilities while meeting critical deadlines;
  • Ability to adhere to the department's confidentiality standards; -
  • Strong oral and written communication skills;
  • Strong attention to detail;
  • Strong commitment to customer service. Application Instructions: -Please apply online with your resume, cover letter and list of three professional work references.Review of candidates will begin following the application closing date.Grade: 18Hourly Rate: 27.17This is a non-exempt union position.All official salary offers must be approved by Human Resources.UMass Boston requires all employees to be vaccinated against COVID-19 and to confirm proof of their vaccination status including booster. Exemptions from the vaccine requirement will be permitted only for qualifying religious or medical reasons. -We will email you new jobs that match this search.Great, we can send you jobs like this, if this is your first time signing up, please check your inbox to confirm your subscription.The email address was invalid, please check for errors. Serving as a member of the advancement team and reporting to the Director of Information Systems, the Gift Processing and Data Specialist for University Advancement will be responsible for providing the coordination of activities relating to data and gift processing; and will work closely with the Director of Advancement Information Systems to maintain the Ellucian/Advance database structure, ensuring data integrity and creating and running reports.The incumbent will also be responsible for maintaining an integrated system of daily gift batches entry, production of gift receipts, individualized acknowledgement letters, posting batch control reports and gift transaction reports in accordance with established procedures; and for compiling address mailings for targeted solicitations to send to the external mail houses. The Gift Processing and Data Specialist will also oversee data entry staff, ensuring that data is being accurately recorded in the Advance system. Serving as a member of the advancement team and reporting to the Director of Information Systems, the Gift Processing and Data Specialist for University Advancement will be responsible for providing the coordination of activities relating to data and gift processing; and will work closely with the Director of Advancement Information Systems to maintain the Ellucian/Advance database structure, ensuring data integrity and creating and running reports.The incumbent will also be responsible for maintaining an integrated system of daily gift batches entry, production of gift receipts, individualized acknowledgement letters, posting batch control reports and gift transaction reports in accordance with established procedures; and for compiling address mailings for targeted solicitations to send to the external mail houses. The Gift Processing and Data Specialist will also oversee data entry staff, ensuring that data is being accurately recorded in the Advance system. All official salary offers must be approved by Human Resources.The University of Massachusetts Boston provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, genetic information, pregnancy or a pregnancy-related condition, or membership in any other legally protected class. The University of Massachusetts Boston complies with all applicable federal, state and local laws governing nondiscrimination in employment in every location in which the university operates. This policy applies to all terms and conditions of employment.UMass Boston normally does not provide H-1B visa sponsorship for non-academic positions.The University of Massachusetts Boston is committed to providing a safe and secure environment that is supported by qualified employees for all of its students, faculty and staff to carry out the University's teaching, research and public service missions. As a condition of employment, the University will conduct appropriate background check reviews. For more information, please see the University of Massachusetts Boston campus policy and procedures for employee background reviews.UMass Boston requires all employees to be vaccinated and to confirm proof of their vaccination status.Exemptions from the vaccine requirement will be permitted only for qualifying religious or medical reasons. Regardless of vaccination status, you must wear a face covering in public indoor spaces on campus.Update your profile details, view your application and progress.Keep informed about job opportunities at UMass Boston.

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