Pledge Processing Specialist

ABOUT US

United Way of San Antonio and Bexar County unites the community to identify and solve our most critical issues. We are dedicated to improving peoples lives and creating community-level change. Our work includes leading cross-sector collaborations advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Improving quality of life and advancing the greater good involves focusing in four impact areas: preparing children for kindergarten; empowering students to graduate and reach their full potential; helping individuals and families become self-sufficient; providing a safety net of services for those in crisis.

JOB SUMMARY

Audit to ensure accurate review and data entry of campaign reports cash/checks direct bills and credit cards to Andar pledge database for the annual Community at Large and Public Sector Campaigns. Assist with the daily processing of credit cards and cash receipts and reconciliations.

PRIMARY DUTIES AND RESPONSIBILITES

Campaign Responsibilities:

• Exercise independent judgement to assure the accuracy and integrity of the total campaign reported to the public and audited by outside CPA firm.
• Public Sector Campaigns to include State School City County Employee Campaigns.
• Receive and process campaign reports cash/checks from local businesses individual donors agencies and public sector accounts.
• Input and maintain organization and individual pledges through edits and postings.
• Input and maintain control of Leadership donations direct bills and credit card pledges.
• Scanning campaign reports to Save in SharePoint.
• Audit campaign reports upon completion of data entry by IS for accuracy of direct bills credit cards and cash receipts.
• Investigate and write up any campaign discrepancies. Resolve errors and have corrections posted in Andar and the General Ledger.
• Audit campaign documents for total accuracy.
• Update and maintain manuals deposit slips receipt books and campaign forms for Audit area.
• Assist with Final reconciliation of campaign audit to the General ledger..

Credit Cards

• Assist with the processing of credit card payments for all campaigns and special events.
• Assist with the review of credit card processors daily postings for accuracy.
• Review Stripe credit card entries processed by online website transactions..

Other Duties as assigned:

• General Ledger and Financial statement reconciliation.
• Back up to Window Campaign Cashier.
• Apply cash receipts and credit cards to pledge receivable accounts.
• Assist Public Sector accounting with input after campaign close.
• Collect and send out IRS tax Letters to donors in January for payments made in the previous year.

BENEFITS

• Employer-subsidized healthcare plan with employer-funded HRA offered.
• Group dental vision life insurance and other insurance products are available.
• Paid holidays personal and sick leave time.
• 403(b) retirement plan with employer matching available.

EDUCATION AND EXPERIENCE

• High school diploma or GED and 4 years of community related work experience; or a bachelors degree from an accredited college or university; or 2 years of community related work experience plus an associate degree.
• 0 -3 years work experience in a team atmosphere working with business operations and accounting functions like those outlined above preferred.
• Strong relationships in the nonprofit public and private sectors a plus.

KNOWLEDGE SKILLS & ABILITIES INFORMATION

• Good communication and problem-solving skills.
• Strong ability to work with people from diverse backgrounds preferred Experience in working effectively in multicultural environments.
• Professional demeanor confident and goal oriented.
• Self-motivated and creative.
• Strong organizational skills
• Ability to manage multiple deadlines and priorities and problem-solve issues as they arise.
• Proficient in Microsoft Office Suite.
• Competence with Adobe Products Suite preferred.

UNITED WAY COMPETENCIES

Core Competencies (all United Way Professionals):

Mission Focused Relationship Oriented Collaborator Results Driven Brand Steward

BENEFITS

• Employer-subsidized healthcare plan with employer-funded HRA offered.
• Group dental vision life insurance and other insurance products are available.
• Paid holidays personal and sick leave time.
• 403(b) retirement plan with employer matching available.

WORK ENVIRONMENT

• Normal nonprofit office environment with little exposure to dust noise and extreme temperatures.
• Extended work on personal computing equipment telephone multi-functioning printer and calculator.
• Reliable transportation is required with the ability to travel to and from meetings training sessions or other business-related events locally routinely and around the state and nationally occasionally.
• Monday-Friday 8:15 am to 4:45 pm work week with occasional evening and weekend hours.
• PHYSICAL DEMANDS
• Sedentary work on a PC; sitting for extended periods of time routinely.
• Movement within the office and during external meetings and events regularly.
• Bends stoops and twists occasionally.
• Exerts up to 25 lbs. of force occasionally.
• Facilitates presents and collaboratively interacts with others routinely.
• Perform repetitive tasks i.e. typing and texting routinely.

The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time as needed. The contents of this job description may change as deemed necessary by United Way of San Antonio and Bexar County.

APPLY

To submit your application visit: WILL NOT be accepted via email.

United Way of San Antonio and Bexar County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex disability age sexual orientation gender identity national origin veteran status or genetic information.

United Way of San Antonio and Bexar County is committed to the full inclusion of all qualified individuals. As part of this commitment UWSA will ensure that persons with disabilities are provided reasonable accommodations if reasonable accommodation is needed to participate in the job application interview process or to perform essential job functions and/or to receive other benefits and privileges of employment.

United Way of San Antonio and Bexar County 700 South Alamo St. San Antonio TX 78205