Gift Operations Coordinator University Advancement
Clayton, OH - USA
Job Summary
Primary Duties & Responsibilities:
GIFT OPERATIONS AND ANALYSIS
- Ensure the thorough accurate and confidential processing of gifts and commitments to WashU in the University Advancement CRM following Council for Advancement and Support of Education (CASE) standards and university policies. This involves reviewing and interpreting gift agreements and accompanying documentation researching missing information verifying and researching payments against pledges and determining gift designations that align with donor intent.
- Retrieve e-commerce donation and donor information for processing in CRM while maintaining Payment Card Industry (PCI) compliance.
- Evaluate CRM data integrations for quality and accuracy; make needed corrections to donor biographic information designations and other details or processes that the integrations do not automatically perform.
- Process employer matching gifts including review and analysis of supporting documentation.
- Reconcile completed gift batches and prepare deposit paperwork for Financial Services.
- Research and respond to requests inquiries and concerns via assigned ARCH Case requests.
- Prepare documentation for archiving in Central Files.
DATA INTEGRITY
- Research create and maintain biographical information as it pertains to donations and donor records limit duplicate records through careful analysis.
- Document donor requests through special attributes and update name and contact information to ensure the proper receipting of gifts per IRS guidelines.
- Perform routine database maintenance to ensure data integrity including recurring gift clean-up.
- Research and analyze change requests and reported errors; prepare gift adjustment documentation for required updates and corrections.
- Document and maintain internal documentation for position responsibilities and step-by-step tutorials ensuring efficiency and continuity in operational processes.
TEAMWORK AND COLLABORATION
- Participate in cross-training and provide back-up to Records Management during peak seasons requiring competency in core duties and responsibilities.
- Collaborate with ARCH Team on system challenges future phases user acceptance testing training and post-conversion projects.
- Collaborate with Gift and Endowment Accounting to resolve gift issues.
- Provide exceptional customer service to internal and external constituents.
Incumbent is required to work overtime during high volume periods. Performs other duties as assigned.
Working Conditions:
Job Location/Working Conditions
- Normal office environment
Physical Effort
- Typically sitting at a desk or table
Equipment
- Office equipment
Education:
High school diploma or equivalent high school certification or combination of education and/or experience.
Certifications/Professional Licenses:
Work Experience:
Skills:
Drivers License:
Preferred Qualifications:
- A commitment to the mission of higher education and Washington University in St. Louis
This position is located in St. Louis MO and the targeted hiring range for this position is $21.17 - $24.50 per hour.
Education:
Bachelors degree
Certifications/Professional Licenses:
Work Experience:
Skills:
Accounting Analytical Thinking Cash-Handling Communication Confidentiality Customer Relationship Management (CRM) Deadline Management Detail-Oriented Error Correction Financial Transactions Fundraising Software Gift Processing Git Operations Microsoft Office Multitasking Nonprofit Organizations Oral Communications Problem Solving Salesforce (Software) Service Oriented Sound Judgment Time Management Workday Software Work Efficiency Work RelationshipsFor frequently asked questions about the application process please refer to our External Applicant FAQ.
If you are unable to use our online application system and would like an accommodation please emailor call the dedicated accommodation inquiry number at and leave a voicemail with the nature of your request.
All qualified individuals must be able to perform the essential functions of the position satisfactorily and if requested reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job absent undue hardship.Personal
Up to 22 days of vacation 10 recognized holidays and sick time.
Competitive health insurance packages with priority appointments and lower copays/coinsurance.
Take advantage of our free Metro transit U-Pass for eligible employees.
WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan which combines employee contributions and university contributions starting at 7%.
Wellness
Wellness challenges annual health screenings mental health resources mindfulness programs and courses employee assistance program (EAP) financial resources access to dietitians and more!
Family
We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care Weve got you covered.
WashU covers the cost of tuition for you and your family including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.
For policies detailed benefits and eligibility please visit: StatementWashington University in St. Louis is committed to the principles and practices of equal employment opportunity. It is the Universitys policy to provide equal opportunity and access to persons in all job titles without regard to race ethnicity color national origin citizenship (where prohibited by federal law) age religion sex sexual orientation gender identity or expression disability protected veteran status or genetic information.
Required Experience:
IC