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Donor Transaction Specialist

2 months ago

Champaign, Illinois, United States University of Illinois Foundation Full time
About the Role

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.
Requirements
  • 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.
  • Organizational Skills: Ability to recognize and set priorities and coordinate work in order to meet deadlines.
  • Attention to Detail: 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.
Preferred Qualifications
  • 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.
  • Advancement Experience: Familiarity with University Advancement activities.