Job Description

Job Description

Job Description

POSITION SUMMARY STATEMENT

Duties include processing of work pertaining to paper pledge campaign processing. Works with development/major gift staff on days and times to meet in office for campaign processing. Verifying with staff all Cash/Live Check envelopes processed in accounting area. Prepare cash deposit to be taken to the Bank for deposit. Performs remote check deposit of live checks. Data entry of Workplace, Miscellaneous, Adjustments and Accounts Receivable Payment envelopes. Retrieve and sort UWCM daily mail. These duties will be performed in accordance with established policies and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Campaign Processing

• Responsible for Coordinating with staff to meet them in physical office for pledge processing.
• Responsible for verifying with staff the Cash/Live Check envelopes processed in the donor services accounting area.
• Responsible for retrieving envelopes from yellow donor service mailbox to be processed.
• Responsible for the auditing of envelopes received.
• Responsible for working with staff to resolve any issues with envelope submission.
• Responsible for preparing cash deposits.
• Responsible for remote check deposit of live checks.
• Responsible for data entry of Workplace, Misc., Adjustments and Accounts Receivable payments envelopes.
• Responsible for adding assigned envelope numbers to bank link before forwarding to staff for review and closing. This will ensure that the payment is deposited and prevent duplicate processing.
• Responsible for retrieving and sorting UWCM mail. Live checks are remote deposited and all non-live check mail pieces to be forwarded to the mailroom for distribution.
• Responsible for receiving and monitoring envelopes placed into Donor Service safe. Follow-up to be done after 24 hours if items remain in safe without an anticipated processing date.
• Responsible to I-pad sign-out/return.

Customer Service and Donor Services

• Respond to all requests and inquiries in a professional manner within one business day. Research the problem and make appropriate adjustments/corrections to successfully resolve the problem. Contact should be made within 24 hours and follow-up every 48 hours until the problem is resolved.
• Work with Donor Services team members and Finance team members to resolve requests submitted through email and voice mailbox from internal staff and external donors as needed.
• Responsible for retrieving and sorting UWCM mail. Live checks are remote deposited and all non-live check mail pieces to be forwarded to the mailroom for distribution.

ACCOUNTABILITY (how you know you’re successful)

• All campaign envelopes are processed timely or communicated to the manager if not able to do so. All work must be entered at 99.99% accuracy.
• All payments processed should have matching pledge.
• Demonstrate consistent courtesy to all internal and external customers.
• Demonstrate ability to prioritize work and successfully handle multiple priorities by keeping all work current and meeting established deadlines.

INTERACTION:

Establishes and maintains relationships with UWCM staff, contributors, agencies, company representatives, loaned executives, volunteers, external service providers, vendors, and banking representatives.

QUALIFICATIONS AND REQUIREMENTS

• AA Degree with three (3) years relevant United Way experience or five (5) years of progressively responsible work experience
• Experience in payment and/or receivable transactions is desirable.
• Must possess outstanding Microsoft Excel skills, at an intermediate level or better. Skills must include the ability to utilize formulas and perform functions such as formatting, sort, filter, copy and various paste functions.
• Thorough understanding of relational databases
• Meticulous attention to detail
• Excellent proofreading skills
• Strong analytical and organizational skills
• Must be able to manage multiple tasks and prioritize work.
• Must be time sensitive and able to meet deadlines.
• Demonstrated proactive and creative problem solving.
• Strong interpersonal skills
• Must possess excellent customer service and follow through.
• Excellent verbal and written communication including proper grammar, spelling, and punctuation.
• Must be a highly motivated self-starter who takes initiative and follows all assignments through to completion within established timelines.
• Must work well under pressure.

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.

Occasional walking or standing is required. The hands are regularly used to write, type, key and handle or feel small controls and objects. The employee must frequently talk and hear. Weights of up to 25 pounds are occasionally lifted. There is extensive use of a computer. Employee is primarily seated while performing the duties of the position.

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