Gift Records Specialist

Socket.dev; Tampa (FL); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical insurance

Retirement plan

Tuition benefits

Job summary

University of South Florida Advancement seeks a Central Records specialist to maintain biographic data in Ellucian CRM Advance and to review, research, and record gifts and pledges with precision and confidentiality.

The role emphasizes data accuracy, adherence to gift acceptance rules, and cross-training across Central Records functions within a collaborative team environment in Tampa.

Qualifications

• High School diploma with three years of fiscal support duties; college coursework may substitute on a year-for-year basis.
• Experience with gift and pledge processing is preferred.
• Must maintain strict confidentiality and follow data-entry procedures.

Responsibilities

• Reviews, approves, and processes gifts, pledges, and pledge payments for current and future commitments.
• Autonomously researches and verifies data completeness for all gift, pledge, and pledge functions.
• Reconciles and balances deposits for completeness and accuracy; maintains receipts and batch journals.
• Investigates discrepancies and incomplete items; reviews past due pledges and writes off outstanding balances.
• Follows CASE guidelines and IRS tax-deductibility rules; cross-trains on related tasks.
• Performs other duties as assigned.

Skills

Data entry

Gift processing

Donor relations

Attention to detail

Discretion

Education

High School diploma

Tools

Ellucian CRM Advance

Microsoft Excel

Job description

University of South Florida Advancement seeks a Central Records specialist to maintain biographic data in Ellucian CRM Advance and to review, research, and record gifts and pledges with precision and confidentiality.

The role emphasizes data accuracy, adherence to gift acceptance rules, and cross-training across Central Records functions within a collaborative team environment in Tampa.