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Gift Processor


Department Description: This role is providing support on the BILH Philanthropy team.

Job Location: Boston, MA

Req ID: 40238BR


Job Summary: The Gift Processor logs, batches and records all contributions using the Raiser's Edge database. They are responsible for creating new biographical constituents for donors and prospects as needed and maintaining all levels of biographical information.

Essential Responsibilities:
  1. Enters new and existing donor information into database, including gift details, name and address, and other highly confidential and sensitive information.
  2. Generates daily financial report, and transmittal and deposit log reports.
  3. Generates and files correspondence relating to gift processing gift receipts, tribute notification letters, return check and incomplete check letters, incorrect credit card information letters.
  4. Provides gift auditing for development office including gifts made via check, cash, credit card, in kind, pledges, planned giving, stock, wire transfer, matching organization, and other contributions.
  5. Coordinates with Philanthropy staff to ensure accuracy of gift designations.
  6. Performs maintenance projects such as coding events, donor ratings, committee membership, leadership survey information, and deleting and archiving data.
  7. Produces, reviews and edits receipts; ensures they are mailed within the 48-hour timeframe.
  8. Interacts with donors and major gift, corporate/foundation relations, planned giving, and other Philanthropy staff regarding the processing, reporting, and logging of all gifts and other data maintenance activities.
  9. Works with Philanthropy Operations staff and finance departments to refine and streamline gift processing procedures and work flow.
  10. Tracks and retrieves gift information and answers phone inquiries from donors.
Required Qualifications:
  1. High School diploma or GED required. Associate's degree preferred.
  2. 1-3 years related work experience required.
  3. Experience in customer service and donor database and/or financial software.
  4. Must be highly detail oriented and learn and comprehend a complex database with detailed policies and procedures.
  5. Experience with computer systems required, including web based applications and some Microsoft Office applications which may include Outlook, Word, Excel, PowerPoint or Access.
Competencies:
  1. Decision Making: Ability to make decisions that are based on specific instructions, standard practices and established procedures which generally require little or no supervision.
  2. Problem Solving: Ability to address problems that are routine, somewhat repetitive and generally solved by following clear directions and procedures and by identifying opportunities for process improvements.
  3. Independence of Action: Ability to follow general instructions and procedures as provided. Work is monitored by supervisor/manager.
  4. Written Communications: Ability to read, and write in English in order to understand basic safety instructions and take direction from supervisors; communicate effectively with patients, families and other medical center staff; and respond to basic questions.
  5. Oral Communications: Ability to understand spoken English in order to follow basic safety instructions and take direction from supervisors; communicate effectively in basic English with patients, families and medical center staff in response to routine questions.
  6. Knowledge: Ability to demonstrate basic knowledge of fundamental concepts, practices and procedures with the ability to use them in routine situations. Specialized knowledge not required.
  7. Team Work: Ability to interact respectfully with other employees, professional staff and/or external contacts to offer ideas, identify issues, obtain information or deliver services.
  8. Customer Service: Ability to demonstrate a positive attitude and respond to requests in a timely and respectful manner.

Physical Nature of the Job:
Sedentary work: Exerting up to 10 pounds of force occasionally in carrying, lifting, pushing, pulling objects. Sitting most of the time, with walking and standing required only occasionally

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