ADMIN OFCR 2 CX

UC Davis Health; Davis (CA); Hybrid; USD 44,000 - 73,000; Full time

Job summary

UC Davis Health is seeking a detail-oriented ADMIN OFCR 2 CX to support donor gift accounting and stewardship. The role handles complex reporting, data research, and coordination with leadership across Advancement Services, ensuring confidentiality of donor information.

Responsibilities include processing gifts, improving gift procedures, and providing donor service. The position is hybrid, located in Sacramento, CA, with a focus on accuracy and compliance with UC gift policies.

Qualifications

• Bachelor's degree in related area and/or equivalent experience/ training.
• Strong Customer Service skills including timely follow-up with donors, front-line development staff and colleagues on both campuses.
• Ability to learn the Development Information System (ADVANCE), the donor database.
• Ability to learn the GREAT Gift Processing System and be proficient at data entry.
• Ability to provide strong attention to detail in all aspects of daily processing work.
• Ability to proof work and create minimal errors.
• Solid organizational skills, ability to multitask and willingness to take initiative.
• Ability to use sound judgment when dealing with complex issues.
• Ability to write for clear, concise, and accurate business correspondence and other written communications with various audiences.
• Interpersonal skills to work cooperatively with UCDH providers and departments.

Responsibilities

• 45% - ANALYTIC SUPPORT
• 30% - GIFT PROCESSING AND ACCOUNTING SUPPORT
• 20% - DATA MANAGEMENT
• 5% - GENERAL OFFICE SUPPORT

Skills

Customer Service

Data entry

Attention to detail

Multitasking

Discretion/Confidentiality

Communication skills

Independent work

Time management

Web navigation

Interpersonal skills

Education

Bachelor's degree in related area

Tools

ADVANCE system

GREAT Gift Processing System

Job description

Job Summary

CA-DK This position is responsible for the UC Davis Health donor gift accounting and stewardship program, reporting to the Gift Accounting Supervisor. This position provides day-to-day administrative and analytical support of all donor gifts including the creation of complex reports, research and project assistance. It interacts with individuals at all levels of UCD/UCDH Including leadership and Advancement Services and must maintain the highest level of sensitivity and confidentiality relating to donor matters. Additionally, this position will be the GREAT and Aggie Enterprise Specialist. It is responsible for gathering and analyzing donor data, preparing complex reports and evaluating current and proposed services to streamline gift processing procedures and enhance donor customer service. This position requires advanced knowledge of donor stewardship and cultivation, data entry and validation and UC gift acceptance policies and procedures. Gift Accounting support includes, but is not limited to, processing complex donor gifts, ensuring the integrity of the gifts accounting system compliance with all university and gifts accounting policies, as well as providing appropriate donor stewardship including meeting with donors to receive gifts, follow-up donor thank you calls, resolving gift issues and answering donor questions.

Minimum Qualifications - For full consideration, applicants are encouraged to upload license and/or certification if required of the position

• Bachelor's degree in related area and/or equivalent experience/ training
• Strong Customer Service skills including timely follow-up with donors, front-line development staff and colleagues on both campuses.
• Ability to learn the Development Information System (ADVANCE), the donor database.
• Ability to learn the GREAT Gift Processing System and be proficient at data entry.
• Ability to provide strong attention to detail in all aspects of daily processing work.
• Ability to proof work and create minimal errors.
• Solid organizational skills, ability to multitask and willingness to take initiative.
• Ability to use sound judgment when dealing with complex issues.
• Ability to write for clear, concise, and accurate business correspondence and other written communications with various audiences. Demonstrated attention to detail, spelling, and punctuation skills.
• Ability to work independently, and under direct supervision, to prioritize work demands and to meet anticipated deadlines.
• Working knowledge of report preparation.
• Ability to use discretion and maintain confidentiality of all patient, employee, departmental, and University information and materials.
• Interpersonal skills and flexibility necessary to establish rapport and develop trust with donors, potential donors, and other faculty and staff members.
• Ability to set goals, organize workload, and multi-task with demanding time frames.
• Ability to attempt unfamiliar projects/assignments and respond with flexibility to request for assistance.
• Familiarity with the Internet and with various Internet browser applications and have strong web navigation skills.
• Interpersonal skills to work cooperatively with UCDH providers and departments.

Preferred Qualifications

• In-depth knowledge of a broad array of gift funds and purposes.
• Knowledge base of understanding UC Davis’ policies and procedures in relation to gift processing.
• Advanced customer service skills to deal with escalated donors.

Key Responsibilities

• 45% - ANALYTIC SUPPORT
• 30% - GIFT PROCESSING AND ACCOUNTING SUPPORT
• 20% - DATA MANAGEMENT
• 5% - GENERAL OFFICE SUPPORT

Department Overview

The department of Health Sciences Development and Alumni Relations (HSDA) is a division of the Davis Campus department of Development and Alumni Relations (DEVAR). HSDA embraces and values diversity, equity, and inclusion (DEI). We are committed to employing and retaining a diverse workforce and have programs and policies in place to ensure all employees can succeed regardless of race, age, color, ethnicity, sexual orientation, gender identity or expression, religion, citizenship status, ability or disability, veteran status, and socioeconomic background. In acknowledgment of historical and current injustices faced by marginalized members of our global UC Davis community, we are firmly committed to supporting our Principles of Community and applying the tenets of diversity, equity, and inclusion into every aspect of our everyday work and organizational culture.

POSITION INFORMATION

• Salary or Pay Range: $31.59 - $53.07
• Salary Frequency: Hourly
• Salary Grade: 135
• UC Job Title: ADMIN OFCR 2 CX
• UC Job Code: 004263
• Number of Positions: 1
• Appointment Type: Staff: Career
• Percentage of Time: 100%
• Shift (Work Schedule): Mon-Fri 8:00AM - 5:00PM
• Location: Broadway Building (HSP072) – SACRAMENTO, CA
• Union Representation: CX-Clerical/Admin
• Benefits Eligible: Yes
• This position is hybrid (mix of on-site and remote work)

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals. Learn more about the benefits below and eligibility by visiting UCnet Benefits Page or Benefits Summary for UC Davis Health Employees or Benefits Summary for UC Davis Employees.

• High quality and low-cost medical plans to choose from to fit your family's needs
• UC pays for dental and vision coverage for you and your family
• Retirement plans for eligible employees including Pension and other Retirement Saving Plans
• Supplemental insurance offered including additional life, short/long term disability, pet insurance, legal coverage, accident, critical illness and hospital indemnity
• Pregnancy and Parental Leave, Family & Medical Leave, Adoption Assistance and Pay for Family Care and Bonding for eligible employees
• Lactation Support Program and Family Care discounts and resources
• Employee Well-being resources and programming to support thriving in all aspects of employee’s lives
• On-site Employee Assistance Program including access to free mental health services
• Generous amount of paid Holidays annually as outlined in the UC Policies or Collective Bargaining Agreements
• Paid Time Off/Vacation/Sick Time as outlined in the UC Policies or Collective Bargaining Agreements
• Continuing Education (CE) allowance and Staff Education Reimbursement Program for eligible employees
• Access to free professional development courses and learning opportunities for personal and professional growth
• Public Service Loan Forgiveness (PSLF) Qualified Employer and Student Loan Debt Counseling Program for eligible employees

Physical Demands

• Standing - Occasional Up to 3 Hours
• Walking - Occasional Up to 3 Hours
• Sitting - Frequent 3 to 6 Hours
• Lifting/Carrying 0-25 Lbs - Occasional Up to 3 Hours
• Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Bending/Stooping - Occasional Up to 3 Hours
• Squatting/Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use/repetitive motion - Frequent 3 to 6 Hours

Mental Demands

• Sustained attention and concentration - Frequent 3 to 6 Hours
• Complex problem solving/reasoning - Occasional Up to 3 Hours
• Ability to organize & prioritize - Frequent 3 to 6 Hours
• Communication skills - Frequent 3 to 6 Hours
• Numerical skills - Occasional Up to 3 Hours
• Constant Interaction - Frequent 3 to 6 Hours
• Customer/Patient Contact - Frequent 3 to 6 Hours
• Multiple Concurrent Tasks - Frequent 3 to 6 Hours

Work Environment

UC Davis is a smoke and tobacco free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space. Ability to work occasional nights and weekends. Available to travel as needed.

Special Requirements – Please contact your recruiter with questions regarding which activities apply by position

• This is a critical position, as defined by UC Policy and local procedures, and as such, employment is contingent upon clearing a criminal background check(s) and may include drug screening, medical evaluation clearance and functional capacity assessment
• The duties or functions of this position include the handling of cash (or cash equivalents)
• This position is designated as a mandated reporter under CANRA and UC policy, and employment is contingent on compliance with applicable policies, procedures and training requirements

Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

A Culture of Opportunity and Belonging

At UC Davis, we’re committed to solving life’s most urgent challenges and building a healthier, more resilient world. We believe in growing through every challenge, continually striving to improve, and welcoming new perspectives that strengthen our community. We recognize that a vibrant and innovative organization values both individual strengths and shared purpose. The best ideas often emerge when people with different experiences come together. As you consider joining UC Davis, we invite you to explore our Principles of Community, our Clinical Strategic Plan and strategic vision for research and education. We believe you belong here. The University of California, Davis is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status. To view the University of California’s Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination. Because we want you to feel seen and valued, our recruitment process at UC Davis supports openness and authenticity. Research shows that some individuals hesitate to apply unless they meet every qualification. You may be an excellent fit for this role-or the next one. We encourage you to apply even if your experience doesn't match every listed requirement. #YouBelongHere To learn more about our background check program, please visit: https://hr.ucdavis.edu/departments/recruitment/ucd/selection/background-checks