Donor Service Specialist - United Way Greater Kansas City

Description

Mission: To improve lives by mobilizing the caring power of Greater Kansas City.
We’re more than fundraisers. We’re hand-raisers and game-changers. We go looking for the tough issues in our community, and with your help, we go solve them. United Way Greater Kansas City unites donors, volunteers, businesses, nonprofits, and community leaders to help change the lives of those in need. We are making Kansas City and the surrounding area better…100 years and counting. 

We are a team of adaptive, driven, focused, and flexible innovators working to solve and support some of the biggest challenges in our community. Our team culture is collaborative, and our office environment is flexible, with a hybrid virtual and in-office environment.  We believe that working hard and playing hard are essential to a job well done. Come be a part of the pinnacle nonprofit in our community!

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:
The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

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 escalate 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
• Support documentation of 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

Qualifications:

• 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 resulting in on time month end closing and donor billing statements.
• Process daily deposit transactions accurately resulting in fewer adjustments and more accurate real-time financial reporting and easier month end reconciliations.
• Timely resolution of donor and internal staff inquiries resulting in improved donor satisfaction and internal team collaboration.

Core Competencies:

• Catalyst: A change agent who actively convenes partnerships with others who offer diverse backgrounds, experiences and perspectives to drive community transformation and foster mission goals.
• Achievement: Driven to make a difference – actively sets challenging stretch goals – passionately and purposely aims to achieve them; demonstrating adaptability and perseverance.
• Responsive: Can be counted on to do what needs to be done. Models a consultative engagement approach in all interactions developing relationships both internally and externally, brings the “right” stakeholders into decisions and actions; and resolves conflicts respectfully.
• Excellence: Invests in continuous learning, generously shares knowledge and strives to do the right thing in all endeavors to positively reflect the UWGKC brand and mission.
• Solutions: Exhibits fierce resolve to understand root issues that impact achievement of results. Collaborates to devise creative, innovative solutions to optimize outcomes for those we serve.

Position Leader: Senior Director, Donor Services
Position Leads: None
FLSA Status: Non-Exempt

United Way of Greater Kansas City - Equal Opportunity Employer
http://www.unitedwaygkc.org/about/careers

About United Way of Greater Kansas City
United Way of Greater Kansas City serves the six-county metropolitan area of Kansas City, partners with 145 agencies, and serves more than 25,000 donors. The organization’s mission is to improve lives by mobilizing the caring power of Greater Kansas City.  Its focus is to improve the health, education, and financial stability of every person in the community. United Way of Greater Kansas City’s partners include global, national, and local businesses, nonprofits, government, civic and faith-based organizations, along with educators, labor leaders, health providers, senior citizens, students, and more. For more information, please visit www.UnitedWayGKC.org.

 

Click to Apply: Donor Services Specialist

Job Type: Full Time