Data Processing & Entry Associate Job at University of Hawaii Foundation in
University of Hawaii Foundation, Honolulu, HI, US
Job Description
POSITION INFORMATION
Department: Gift Processing
FLSA Status: Full-time, non-exempt
POSITION SUMMARY
The Gift & Data Processing Associate conducts daily gift processing operations in Makana, a comprehensive, integrated, relational database system. Key responsibilities include assisting with data entry and analysis and maintaining high quality standards that support database record integrity while processing charitable contributions. This position requires 100% in-office work at 2500 Campus Road, Honolulu, HI 96822. Remote and hybrid are not options for this position.
REPORTS TO
Associate Director of Gift Processing
ESSENTIAL FUNCTIONS
- Process daily gift batches in a timely manner in accordance with Foundation policies and procedures.
- Evaluate, sort, organize, total and deposit gifts, pledges, membership payments, and non- routine deposits daily.
- Process credit cards payments for gifts, pledge payments, memberships, and events.
- Create and maintain donor profiles for recurring payments on various payment systems.
- Coordinate and analyze data for data entry projects. Enter gifts, pledges and memberships into the Makana database and maintain database integrity.
- Produce various reports, queries, imports, and exports pertaining to the gift, pledge and membership entry process as needed.
- Add, maintain, and update constituent records in the database as needed.
- Produce gift receipts and individualized acknowledgement letters for all gifts received in a timely and accurate fashion.
- Analyze pledges, gifts, and membership payments against documents and process necessary modifications.
- Utilize various tools, software, and programs, such as GPL (Gift Pledge Loader tool), to process gift batches. Resolve any technical issues with affiliated departments to ensure accurate processing of gifts.
- Address inquiries from UHF Staff, donors and members regarding gifts, pledges and memberships.
- Respond promptly and courteously to donor inquiries, concerns and requests, and provide assistance to ensure donors’ needs are met.
- Assist with the daily, monthly and annual reconciliation process.
- Perform other duties as assigned, including but not limited to all aspects of administrative support for departmental operations including scanning, processing e-deposits, redacting, and other tasks.
- Must commit to being available at the end of the calendar year (i.e., during winter holidays) to ensure effective and efficient gift processing and reporting.
EVALUATION
The Gift & Data Processing Associate will meet annually with his/her supervisor to put in place a plan for the year. At the end of each year, the Gift & Data Processing Associate and his/her supervisor will review progress toward the annual goals.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
The successful candidate for this position should possess the following qualifications:
- Associate degree preferred or high school diploma required, with at least 3 years of general office work experience.
- Data entry experience preferred.
- Must be familiar with Microsoft Office and proficient with Microsoft Word, mail merge applications and Excel.
- Exhibit interpersonal skills using tact, patience and courtesy.
- Ability to handle various donor concerns and inquiries, demonstrating a commitment to providing exceptional service.
- Able to work in a team environment and independently with minimal supervision.
- Must be organized and detail oriented.
- Learn complex data entry codes and procedures quickly.
- Able to multi-task, prioritize projects and review work for accuracy in a fast-paced environment.
- Work well under pressure and meet deadlines to ensure goals are met in a timely manner.
- Self-starter and self-motivated to problem-solve.
- Maintain confidentiality of sensitive information and use of good judgement.
- Excellent and precise data entry and typing skills.
- Must reflect and represent the Foundation’s values which are Teamwork, Accountability, Service, Trust, Integrity and Excellence.
WORKING CONDITIONS
Based at the University of Hawai’i at Mānoa campus, the Gift & Data Processing Associate will work primarily in an office environment and will need to sit or stand for extended periods while either working at a computer, attending a meeting, or performing desk work. The Associate must be able to work to the demands of the position, which may exceed a 40-hour work week.