Gifts & Records Specialist

Specialist Gifts & Records

High school diploma or equivalent and two years of relevant experience.

The Gifts & Records Specialist is a highly visible and responsible position that provides independent judgment and critical thinking for the management of corporate matching gift claims. Reporting to the Associate Director of Gifts & Records this position will disseminate information to the Gifts & Records team and serve as a unit resource for databases websites word processing reporting policies and procedures.

Gift Matching Management

• Compile analyze and manage all corporate matching gift claim forms and corporate matching gift checks received by the UF Advancement (UFA) which include researching employment status and updating the CRM.
• Monitor matching gift program websites to confirm donor online match requests.
• Contact corporate matching gift centers when necessary to ensure the accuracy of our data to resolve problems to locate donor information and to follow up on outstanding claims.
• Serve as a unit contact and liaison with Prospect Management Research and Analysis Corporate and Foundation Relations and Annual Giving to enhance the fundraising efforts of UFs corporate matching gift program.
• Advise donors in writing of incomplete or rejected matching gift claims; oversee the provision of administrative services and the resolution of problems and inquiries.
• Serve as a unit contact and liaison for other unit departments that process their own corporate matching gift claim forms e.g. Gator Boosters Law Center Association and WUFT.
• Enter and reconcile matching gifts into the CRM.

Biographical Data Entry & Quality Assurance

• Verify and update biographical/entity information in the CRM per gift batches alumni memberships Annual Giving emails unit requests Phonathon reports obituary registries data services and special projects.
• Create new entities both individual and corporate within the CRM.
• Assist in all Biographical Services projects requiring advanced data processing.
• Utilize the internet and other online tools to research information to accurately update biographical records.
• Preserve the data integrity of constituent and gift information.
• Handle complex record functions such as the creation of Headquarters records and merging corporate entities.

Leadership

• Disseminate information to Gifts & Records team and serve as a unit resource for databases websites word processing reporting policies and procedures.
• Execute best practices in Gifts and Records office systems practices files and record keeping and effective use of all resources and tools.
• Maintain a high level of confidentiality when receiving and maintaining sensitive information.
• Ensure Gifts and Records team remains in compliance with federal and state laws rules and regulations and University policies and procedures.
• Commitment to customer service with the ability to build productive relationships with internal and external stakeholders resolving complex issues.
• Serve as subject matter expert for Gifts and Records team in the areas of matching gift claims.
• Evaluate processes and procedures making recommendations and adjustments as needed in coordination with the Associate Director.
• Oversee donor mailbox by corresponding directly with donors and delegating emails to units better suited to respond.
• Assist other departmental areas of need during high-volume periods by processing manual gift batches in the CRM.

Fiscal Management

• Check for quality assurance including but not limited to maintaining timely workflows and generating reports.
• Analyze and code third-party checks such as donor advised-funds to ensure correct booking and advise on donor notification.

Up to $19.64 per hour; commensurate with education and experience.

The University of Florida offers a competitive benefits package including:

• Affordable State Health Plans (National Coverage): Medical dental and vision insurance
• Comprehensive Coverage: Life and disability insurance
• Secure Retirement Options: Generous plans to safeguard your future
• Paid Time Off: Including 11 paid holidays as well as family sick and vacation leave
• Professional and Personal Growth: Opportunities through UF Training & Organization Development leadership development LinkedIn Learning and more
• Tuition Assistance: Benefit from the UF Employee Education Program
• PSLF Eligibility: We are a Public Service Loan Forgiveness eligible employer

Clickhereto learn more about UFs complete benefit offerings.

High school diploma or equivalent and two years of relevant experience.

The successful candidate will possess:

• Two years of gift processing experience or a combination of education and experience in a professional customer service team-oriented environment.
• Knowledge of basic accounting policies and procedures.
• Ability to use sound judgment and exercise strict confidentiality and discretion in all matters.
• Data entry proofreading grammar and spelling skills.
• Strong analytical and problem-solving skills
• Ability to work accurately and efficiently with minimum supervision.
• Demonstrated commitment to provide excellent customer service and promote positive interaction between operations and professional staff as well as internally.
• Ability to do in-depth research and follow-up.
• Ability to keyboard or type 45 accurate words per minute.
• Excellent organizational and time management skills.
• Experience in a professional customer service team-oriented environment.
• Exceptional written and verbal communication skills strong interpersonal abilities and the capacity to engage effectively and collaboratively with a wide range of individuals are essential.
• Support the Universitys commitment to creating a respectful and collaborative work environment that values integrity professionalism and mutual respect in all interactions; demonstrated success collaborating with stakeholders; strong project management skills; experience in a data-driven environment; excellent organizational abilities; and the capacity to lead influence and inspire others are essential.
• Proficient in the following areas: Windows operating systems Microsoft Word Excel and Access as well as internet browsers and email platforms. Familiarity with donor databases contact management systems and tracking systems is also highly preferred.

In order to be considered you must upload your cover letter resume and three references.

Application must be submitted by 11:55 p.m. (ET) of the posting end visa sponsorship is not available for this position.

This position is eligible for Veterans preference. If you are claiming Veterans preference please upload a copy of your DD 214 Member Copy 4 with your application for consideration. See our Veterans Preference Pagefor more specific information.