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Gift Processing Representative
2 months ago
The University of Illinois Foundation is seeking a highly skilled and detail-oriented individual to join our team as a Gift Processing Representative. In this role, you will play a critical part in processing gifts and ensuring that all transactions are accurate and timely.
Key Responsibilities- Transaction Processing: Research and process revenue transactions, determining the correct constituent, designation, application, and other transaction details based on source documentation and online transaction information.
- Transaction Coding: Properly code transaction details into the CRM batch screen in an efficient, timely, and accurate manner using a defined sequence to ensure accurate data.
- Batch Processing: Process all different types of batches UIF's CRM, taking care of any batch exceptions so all transactions in each batch can be accounted for and committed to the system.
- Constituent Updates: Update constituents' contact and relationship information based on source documentation received.
- Experience: One to three years of related work experience.
- Interpersonal Skills: Strong interpersonal and communications skills (written and verbal) with the ability to exercise courtesy, tact, and flexibility.
- Independence and Teamwork: Ability to work independently and as part of a team.
- Prioritization and Time Management: Ability to recognize and set priorities and coordinate work in order to meet deadlines.
- Organizational Skills: Excellent organizational and detail-oriented skills.
- Diversity and Inclusion: Ability to work with diverse constituent groups.
- Technical Skills: Basic computer skills including but not limited to Microsoft Office applications and basic web search engines.
- Education: Bachelor's degree.
- Experience in Accounting or Business: Experience with accounting or business-related fields.
- Technical Experience: Experience with the donor Tracking and Engagement Database (TED) and Hyland Onbase.
- Knowledge of University Systems: Knowledge of University of Illinois Foundation and University of Illinois administrative systems and procedures.
- University Advancement Experience: Familiarity with University Advancement activities.