Sr. Gift Services Representative

University of Miami; Coral Gables (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

The University of Miami is seeking a Senior Gift Services Representative to process and post fundraising transactions accurately and in a timely manner. This role serves as the primary contact for internal departments regarding financial transactions related to fundraising.

Responsibilities include managing gift postings, improving donor records, and ensuring compliance with University policies and IRS regulations.

Qualifications

• High School Diploma.
• Minimum 3 years of relevant experience required.
• Learning Agility: Ability to learn new procedures, technologies, and protocols, and adapt to changing priorities and work demands.
• Teamwork: Ability to work collaboratively with others and contribute to a team environment.
• Technical Proficiency: Skilled in using office software, technology, and relevant computer applications.
• Communication: Strong and clear written and verbal communication skills for interacting with colleagues and stakeholders.

Responsibilities

• Processes financial transactions related to fundraising activities into the applicable software system.
• Posts transactions following policies and procedures including IRS regulations and campaign policies.
• Manages and imports complex gift processing transactions.
• Receives all credit card transactions related to fundraising activities and follows up on rejects.
• Verifies donor designation of pledges using backup documentation.
• Updates bio-demographic records during gift posting and schedules updates.
• Inputs payroll deduction gifts with accuracy and speed.
• Reviews and updates monthly quality control reports to maintain data integrity.

Skills

Learning Agility

Teamwork

Communication

Technical Proficiency

Education

High School Diploma

Tools

Office Software

Job description

The Senior Gift Services Representative processes and posts financial transactions related to fundraising efforts, into the applicable software, in an accurate and timely manner. This position is responsible for varied functions including- managing/reconciling gifts and revenue transactions, acknowledging donor gifts, and maintaining an accurate database with correct donor/prospect biographical information. The incumbent will serve as primary contact for all departments and areas within the division and University regarding financial transactions related to fundraising.

Core responsibilities:

• Processes financial transactions related to fundraising activities of all values and types into the applicable software system.
• Posts transactions following University of Miami policies and procedures including IRS regulations, Controller's restrictions, C.A.S.E. standards and new campaign policies.
• Manages and imports complex gift processing transactions.
• Receives all credit card transactions related to fundraising activities of all values. Contacts appropriate department/schools for rejected credit card transactions.
• Examines and verifies the accuracy of the donor's designation of the pledge using backup documentation.
• Updates bio-demographic records during gift posting and regularly schedules updates outside of gift position.
• Inputs payroll deduction gifts with a high level of accuracy and speed.
• Reviews and updates monthly quality control reports to maintain database accuracy and data integrity.
• Adheres to University and unit-level policies and procedures and safeguards University assets.

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

Core Qualifications:

• High School Diploma.
• Minimum 3 years of relevant experience required.
• Learning Agility: Ability to learn new procedures, technologies, and protocols, and adapt to changing priorities and work demands.
• Teamwork: Ability to work collaboratively with others and contribute to a team environment.
• Technical Proficiency: Skilled in using office software, technology, and relevant computer applications.
• Communication: Strong and clear written and verbal communication skills for interacting with colleagues and stakeholders.

Any relevant education, certifications and/or work experience may be considered.

The University of Miami is recognized as one of the nation's premier research institutions and academic health systems and is among the largest employers in South Florida.

With more than 20,000 faculty and staff, the University is committed to excellence and guided by a mission to positively impact the lives of students, patients, and communities locally and globally.

We are dedicated to fostering a culture where every individual feels valued and empowered to contribute meaningfully. United by shared values, the University community works together to build an environment defined by purpose, collaboration, and service.

The University of Miami is an Equal Opportunity Employer. Applicants and employees are protected from discrimination based on certain categories protected by Federal law.

Job Status:

Full time

Employee Type:

Temporary