Skip to main content

POSITION SUMMARY STATEMENT 

Position plays a critical role in ensuring excellence in UWCM’s accountability, customer service and reputation.  Responsible for administration of all aspects of donor choice for all campaigns including: agency eligibility, account maintenance and set up, generating payouts and donor reports. Manage the processing of stock and major donor transactions.  Position researches and resolves exceptions and customer service issues.

ESSENTIAL DUTIES AND RESPONSIBILITIES

50% Donor Choice Administration

  • Maintain donor choice structures for all campaigns to ensure all designated agencies can be paid out correctly.
  • Process monthly/quarterly and special requested payment distributions of all open campaign years for all campaigns.
  • Generate payout reports and perform analytical review to ensure all associated reports are in balance and payout is accurate.   Post donor detail reports on the website.
  • Apply designation adjustments to accounts in Andar, as needed.
  • Perform analytical review of designations by campaign (current year to prior year) to determine if there are any anomalies prior to processing final campaign payouts.
  • Retrieve gifts sent to incorrect agencies and communicate reason for doing so.
  • Manage Write-In Report, including verification of eligibility, set-up of new agencies and application of book number within 30 days. 
  • Manage and resolve requests for changing or updating designations on donor accounts. 
  • Notify donors of designations to ineligible agencies within 30 days of appearing on the Write in Report.
  • Set up and maintain ePledge agency user ID and Password data.  Notify agencies of how to log in to retrieve reports with every payout of a given campaign year.
  • Send agency names and EINs to GuideStar to verify 501(c)(3) status and that they are not on the OFAC (Office of Foreign Assets Control) list.  Request IRS Letter of Determination and Patriot Act Compliance form for any agencies in which an EIN is unavailable or GuideStar reports as not found.

25% Customer Service

  • Monitor and resolve requests from Zoho, phone calls and email.
  • Prepare Donor Listings and Payee Reports upon request.
  • Complete agency confirmations for outside auditing firms.

15% Stock and Major Gift Processing

  • Manage the processing of all stock gifts.
  • Maintain broker accounts and update all compliance paperwork. Ensure broker lists are current.
  • Review monthly statements for activity, check for balances and perform trades accordingly.
  • Serve as key liaison between Donor Services and Major Gifts departments.
  • Manage all major gift transactions.

10% Imports between Andar & NetSuite

  • Proof and close Andar pledge and payment transactions processed by Donor Services.
  • Process the daily import, and monthly donor payouts from Andar into NetSuite.

 

ACCOUNTABILITY

Communication

  • Promote active listening with team members and provide constructive feedback accordingly. 
  • Accurately prepare written business correspondence that is coherent, grammatically correct, effective and professional.
  • All phone calls and emails are responded to within 24 hours (1 business day).
  • Customer Management
  • Value customers and respond to their needs timely as they arise
  • Use good judgment in what, how and with what frequency to communicate with customers, understand expectations and recognize when issues/events may affect delivery

Problem Solving

  • Propose solutions to problems considering timeliness, effectiveness and practicality in addressing customer needs.  Problems resolved with 2 business days or are escalated to supervisor
  • Generate innovative solutions by approaching problems with curiosity and open mindedness using existing information to its fullest potential
  • Demonstrate a thorough understanding of ANDAR system by keeping abreast of upgrades and enhancements.

Daily Work

  • All work must be entered at 99.99% accuracy.
  • All designation payouts are completed accurately and by the deadlines established by relevant regulations, policies and procedures.
  • Agencies are notified of payouts and related reports available on ePledge by letter or email that is included with designation disbursements.  All write-in agencies are resolved within 30 business days after appearing on the Write-in Report.
  • Ineligible agency notifications are sent to donors within 30 days after appearing on the Write-in Report and determined to be ineligible.
  • Monitor agency eligibility through GuideStar and Office of Personnel Management. Donor detail reports are made available via ePledge according to schedules provided in Public Sector contracts.
  • All special assignments completed within prescribed deadlines.
  • Demonstrate ability to prioritize work and successfully handle multiple priorities by keeping all work current and meeting established deadlines

INTERACTION

Establishes and maintains relationships with UWCM staff, contributors, agencies, company representatives and volunteers.

QUALIFICATIONS AND REQUIREMENTS

  • BA degree in Finance or Accounting or the equivalent finance work experience. 
  • Detail oriented, and a strategic thinker with strong analytical and time management skills with a keen ability to prioritize and follow through while managing multiple tasks.
  • Highly motivated self-starter who takes initiative and provides exceptional customer service to both external and internal customers.
  • Advanced Microsoft Excel and Word skills – ability to use formulas and perform functions including vlookups, if/then formulas, concatenate, text to columns, etc. with ability to use multi worksheets to compare data.
  • Experience with macros and data mining or Access skills a plus.
  • Demonstrated team player with ability to work well under pressure.
  • Outstanding written and oral communications skills.
  • Ability to calculate figures (discounts, interest, proportions and percentages) and apply basic algebra concepts.
  • Practical problem solver who can deal with a variety of concrete variables in situations where only limited standardization exists. 
  • Ability to interpret a variety of written and oral instructions.
  • Ability to write reports, correspondence and procedure manuals, and effectively present information and respond to questions from managers, customers and the public.
  • United Way work experience a plus.

PHYSICAL DEMANDS: (sitting, standing, lifting, etc)

These physical demands represent those that must be met by an employee to successfully perform essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Occasional walking or standing is required.  The hands are regularly used to write, type, key and handle or feel small controls and objects.  Employee must frequently talk and hear, and occasionally lift up to 25 pounds.  Extensive computer use.  Employee is primarily seated while performing duties of the position. 

TO APPLY:

Resumes should be submitted to hrrecruiting@uwcm.org.