Advancement Services Representative, Office of Donor and Member Services

The Pennsylvania State University•University Park, FL

About The Position

Penn State is currently seeking a Advancement Services Representative in supporting the Office of Donor and Member Services within University Development. As a member of the Division of Development and Alumni Relations, you can play an integral role in Penn State’s future and contribute to one of the most successful fundraising and alumni relations operations in the country. The position is responsible for depositing cash payments into university accounts, applying monies to the appropriate allocations, reconciling accounts for accurate balances, and modifying donor and member records; ensure the accuracy of pledge, gift, and membership records. Reporting to the Advancement Services Manager, Donor and Member Services and working closely with the Office of Donor and Member Services, as well as other partners, this Advancement Services Representative will: Monitor and reconcile the University Gifts Account to ensure receipts are recorded accurately; ensure backup information is created and stored for every transaction Articulate Penn State’s needs, ambitions, and values through excellent informal and formal communications Administer chargeback, refund, and void processes Review and analyze modification requests and initiate necessary changes to charitable contributions, pledge commitments, and Alumni Association memberships Collect, scan, retain, and index all necessary documentation associated with gift or membership for auditing purposes Communicate and resolve issues related to tax law Build and manage relationships with multiple departments both external and internal Receive, review, verify, and facilitate receipt and processing of charitable contributions, agreements with University Contracts office, and corporate acknowledgement forms Administer the monthly reminder process for major pledge commitments; review executed pledge agreements for accuracy and funding source; enter major pledge commitments and terms/schedules in the University's gift system Analyze and review donor pledge commitments concerning balances, payments, and adjustments Act as a primary point of contact via email, phone, letter correspondence to donors, Alumni Association members, and internal teams Process charitable contributions, Alumni Association memberships, specialized subjects related to donor contributions and records, and matching gifts Support the planning, testing, and implementation of new processes related to systems, processes, and data quality; assist with audit requests Ensure the integrity of the donor and alumni database through accurate analysis, updates, and maintenance; review and verify the successful completion of daily automated processes that create or update data in the donor and alumni database May serve as supervisor for part-time and/or temporary workers or volunteers The successful candidate will have: A dedication to and understanding of the skills required to build relationships with various communities; Exemplary interpersonal and communication skills; A proven ability to be self-motivated and work both independently and as part of a team; A commitment to professional development, learning, and being mentored; Minimum of 2 years experience in a professional environment; Proven experience in providing high-quality customer service in a fast-paced setting; Demonstrated accounting skills, including reconciliation and data input; Experience with navigating large, Enterprise System Software. For full consideration, applicants are asked to provide a cover letter and a resume.

Requirements

A dedication to and understanding of the skills required to build relationships with various communities
Exemplary interpersonal and communication skills
A proven ability to be self-motivated and work both independently and as part of a team
A commitment to professional development, learning, and being mentored
Minimum of 2 years experience in a professional environment
Proven experience in providing high-quality customer service in a fast-paced setting
Demonstrated accounting skills, including reconciliation and data input
Experience with navigating large, Enterprise System Software
Associate Degree
2+ years of relevant experience; or an equivalent combination of education and experience accepted

Responsibilities

Monitor and reconcile the University Gifts Account to ensure receipts are recorded accurately; ensure backup information is created and stored for every transaction
Articulate Penn State’s needs, ambitions, and values through excellent informal and formal communications
Administer chargeback, refund, and void processes
Review and analyze modification requests and initiate necessary changes to charitable contributions, pledge commitments, and Alumni Association memberships
Collect, scan, retain, and index all necessary documentation associated with gift or membership for auditing purposes
Communicate and resolve issues related to tax law
Build and manage relationships with multiple departments both external and internal
Receive, review, verify, and facilitate receipt and processing of charitable contributions, agreements with University Contracts office, and corporate acknowledgement forms
Administer the monthly reminder process for major pledge commitments; review executed pledge agreements for accuracy and funding source; enter major pledge commitments and terms/schedules in the University's gift system
Analyze and review donor pledge commitments concerning balances, payments, and adjustments
Act as a primary point of contact via email, phone, letter correspondence to donors, Alumni Association members, and internal teams
Process charitable contributions, Alumni Association memberships, specialized subjects related to donor contributions and records, and matching gifts
Support the planning, testing, and implementation of new processes related to systems, processes, and data quality; assist with audit requests
Ensure the integrity of the donor and alumni database through accurate analysis, updates, and maintenance; review and verify the successful completion of daily automated processes that create or update data in the donor and alumni database
May serve as supervisor for part-time and/or temporary workers or volunteers

Benefits

Penn State provides a competitive benefits package for full-time employees designed to support both personal and professional well-being.
In addition to comprehensive medical, dental, and vision coverage, employees enjoy robust retirement plans and substantial paid time off which includes holidays, vacation and sick time.
One of the standout benefits is the generous 75% tuition discount, available to employees as well as eligible spouses and children.

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