Manage and supervise direct reports for all account hygiene data, gift entry and acknowledgement functions of Donor Services. Supervise the processing of account information, gifts and revenue batches received internally and externally. Ensure the integrity off all revenue data and related donor information is entered into Team Approach (TA) software by the National Office.
Essential Job Functions
Manage and supervise data entry team from the point of gift receipt and account setup to the end product of a gift acknowledgement to said account.
Consult and advise AD of Business Rules and Quality Control in the development of business rules, processes, and procedures relating to account hygiene and transactional processing.
Train and coach staff , permanent and temporary, on gift and account processing.
Supervise donor customer service and acknowledgement processing
Compare Team approach batch summary reports to the Daily Deposit(s) and log provided by Cashiering to ensure all items deposited are accounted for in TA batches. Resolve discrepancies with cashiering.
Ensure all batches created by cashiering and routed to other individuals/departments have been received by donor services for disposition. Ensure all batches are reconciled to the item count/dollar amount reported by Cashiering from the Cashiering batch log.
Sort and assign all work, ticketed batches to individual staff for preparation, coding, and keying.
Manage workflow to ensure that month end closing is completed according to established schedule. Update and provide production reports to Director. Monitor and document performance by Donor Services and provide monthly documentation to Director.
A Bachelor's Degree in Business Administration or related discipline or equivalent work experience.
1-2 years experience as a supervisor working in a data entry or word processing environment.
Experience in Microsoft Windows environment with working knowledge of Word, Excel and Access.
Experience using end-use data entry and query tools in a relational database.
Overtime is expected during the peak volume season which runs from November through January. NOTE: During this time, paid time off must be pre-approved by the Manager of the department in no more than 1-week increments of time off.
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