Gift Processing Specialist

PURPOSE/OVERVIEW:
Provides accurate and timely processing of donations according to established procedures and in compliance with policies, timelines, donor intent, and CRA regulations. Maintains CRM data integrity to ensure accurate constituent records.

Please note: This position will be based in the Byron Center, MI office Monday through Thursday. Remote work is available on Fridays.

KEY RESPONSIBILITIES:

Essential Duties and Responsibilities:

• 1. Reconciles and records all mailed and 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.
  2. Reconciles open opportunities with received donations to ensure accurate revenue forecasting.
  3. Processes receipts in a timely manner, both electronic and mail receipts, following established receipting guidelines and CRA regulations.
  4. Partners with finance team to provide accurate and timely deposit information and resolve any discrepancies.
  5. Troubleshoots online giving issues for donors, resolving the issue and following up by phone or email with the donor.
  6. Ensures 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. Participates in annual audit work, providing all required information to finance team in a timely manner.
  8. Identifies special circumstances that require additional research or input; performs the necessary research, and/or obtains appropriate guidance.
  9. Maintains CRM data integrity through impeccable entry of new contact information, monitoring and scrubbing duplicate data from integrated systems, and updating demographic and mailing information.
  10. Collaborates with WR fundraising and finance teams by providing accurate revenue reports, answering questions regarding gifts, and providing excellent internal customer service.
  11. Performs other duties as assigned.

SUPERVISORY RESPONSIBILITIES: None

SKILLS, KNOWLEDGE & EXPERTISE:

Qualifications:

• Demonstrated accurate and fast data entry skills
• Demonstrated ability to follow established procedures and willing to recommend areas for improvement
• Ability to maintain positive relationships and communicate effectively with colleagues and constituents
• Display the utmost integrity and discretion. Previous experience handling confidential information is preferred
• Demonstrated excellence and skill in research and problem-solving
• Ability to prioritize customer service
• Ability to exercise appropriate judgment in situations with unclear information
• Basic knowledge of financial accounting. Demonstrated ability to reconcile financial information
• Intermediate experience with Microsoft Word and Excel
• A desire to learn new technical functions and become adept at usage and features of the CRM and related systems
• Disciplined, self-motivated, and able to work with minimal supervision
• Be supportive of the work of World Renew
• Demonstrated commitment to promote a work environment that values diversity and equality, as well as have respectful relationships with others
• Committed to working towards gender equality, equity and justice in all aspects of our programming, plans, policies and organizational structure

Education & Experience:

• High school diploma or equivalent. Some college coursework preferred
• At least one year of experience maintaining database information is required.
• One year of dedicated Accounts Receivable experience or related is preferred.
• 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 position2. 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 Canada and the United States may be required on occasion.

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