Donor Service Specialist - United Way Greater Kansas City

Position Summary The Donor Services Operations Specialist performs donor transaction processing, reconciliation, and financial support activities. This role handles more complex transaction types while following established procedures and escalating issues as needed. Responsibilities Payment Processing & Data Accuracy Process donor payments from multiple sources and ensure accurate entry into CRM and financial systems Assist in the maintenance of daily deposit logs and payment batches Review and validate transactions for completeness and proper allocation on assigned payment batches Prepare and import payment files assigned Identify discrepancies and elevate issues as appropriate Attach complete backup to all payment batches Reconciliation & Transaction Support Perform routine reconciliation of payment batches and deposit activity Assist in identifying and researching discrepancies Document transactions and corrections Escalate unresolved or complex variances Donor Support & Communication Respond to donor and internal inquiries related to payments and accounts Support donor communications including statements and acknowledgments Escalate complex or sensitive inquiries Monitor assigned inboxes and route inquiries appropriately Special Assignments - Financial Operations Process opportunity and payment adjustments, corrections, and write-offs in accordance with policy Prepare and review donor billing statements and related outputs Process non‑standard or special transactions following established procedures Perform month‑end reconciliation of pledge payments and related activity Assist in researching transaction discrepancies and documenting findings Requirements Education: Associate degree or equivalent experience preferred. Professional Experience: 2–3 years of experience in finance support, accounting operations, or transaction processing. Metrics of Success Process daily deposits timely to achieve on‑time month‑end closing and donor billing statements. Process daily deposit transactions accurately to reduce adjustments and improve real‑time financial reporting. Resolve donor and internal staff inquiries promptly, enhancing donor satisfaction and internal collaboration. Core Competencies Catalyst: A change agent who actively convenes partnerships with diverse backgrounds to drive community transformation. Achievement: Driven to make a difference, sets challenging stretch goals, and demonstrates adaptability and perseverance. Responsive: Reliable to fulfill responsibilities, models consultative engagement, and resolves conflicts respectfully. Excellence: Invests in continuous learning, shares knowledge, and upholds the UWGKC brand and mission. Solutions: Resolves root issues, collaborates to create innovative solutions, and optimizes outcomes for those served. Position Leader Senior Director, Donor Services United Way of Greater Kansas City - Equal Opportunity Employer #J-18808-Ljbffr