Development Services Coordinator

The Ohio State University • Columbus, OH

12d • Onsite

About The Position

Development Services Senior Coordinator utilizes The Advancement System (TAS) database to maintain accurate and up-to-date information on all constituents, including both biographical information and charitable donations made to The Ohio State University. Ensures compliance with all IRS, PCI and University regulations regarding charitable giving. Frequently handles sensitive financial documents/information and must operate with the utmost confidentiality as such. Acts as subject matter expert on specialized areas of knowledge – primarily in regard to various elements and workflows of biographic data. Manages training on these processes for both internal and external audiences. Interacts with a wide variety of internal and external audiences including alumni, donors, friends of The Ohio State University and staff regarding gift and biographical information. Assesses, research and resolves inquires and concerns directed at the office and uses substantial judgment and independent decision-making authority to provide excellent customer service. The Development Services Senior Coordinator is expected to: demonstrate accuracy and thoroughness; be a self-starter with strong sense of discipline, problem-solving ability, sound judgment and follow-through; have the ability to read, analyze and interpret information; be adept at adhering to critical policies, procedures and quality controls in relation to gift and biographic data; have strong interpersonal (oral and written) and organizational skills; be comfortable working with a computer, scanners, database and other related hardware/software; and have experience with Microsoft Office Suite. This position requires a successful completion of a background check All members of External Affairs are part of creating a culture that inspires an exceptionally multifaceted and talented team and are expected to exhibit The Ohio State University’s Shared Values. The Office of External Affairs is committed to acting with kindness, respect, and integrity at all times and welcoming our colleagues’ ideas, voices, and perspectives, acknowledging that we are better together.

Requirements

• High School diploma or GED.
• Four (4) years of relevant experience required.
• Relevant experience having been a part of a records team working for a higher education institution, specifically The Ohio State University.

Nice To Haves

• Six (6) years of relevant experience.
• Associate degree in relevant field.
• Strategic focus to improve and promote quality and efficiency.
• Technical aptitude toward data quality and management.
• Experience researching, analyzing, and interpreting complex information.
• Experience and/or training in customer service or communications.

Responsibilities

• Operates with a high degree of independence, discretion, and responsibility regarding sensitive financial information.
• Accepts donations in accordance with University Audit regulations (i.e.: reconciles bank deposits and daily credit card transaction)
• Performs research (i.e.: LexisNexis, online investigation, correspondence with donors, advancement officers and fiscal officers) to identify donors, with mindfulness of the tax, stewardship, and reporting implications.
• Maintains an ongoing knowledge of IRS, PCI and OSU Fiscal policies.
• Responsible for managing biographic updates and data quality in the TAS database (i.e. relationships, contact information, communication preferences, etc.).
• Recommends processing procedures and makes suggestions for improving efficiency and accuracy.
• Runs and analyzes regular reports to check for data inconsistencies and completes record reconciliation/adjustments to both gift and biographic data as needed.
• Provides exceptional oral and written customer service to address inquiries from a wide array of constituents, maintaining a high level of confidentiality and professionalism.
• Independently researches and retrieves information from software for internal and external audiences as needed.
• Communicates with constituents about IRS and University regulations regarding charitable giving.
• Provides general office support.
• Manages all aspects of Advancement records outreach and training programs which focus on specialized areas of knowledge.
• Acts as a point of contact and subject matter expert for specialized processes, coaching staff on business rule changes and handling questions about these processes when they arise.
• Verifies competence and oversees data quality of users.
• Possesses knowledge of advanced software and takes the initiative to seek out additional knowledge of these programs as needed to ensure ongoing operational efficiency.
• Continuously reviews specialized processes and training programs for improvements.
• Assumes special projects and other duties as assigned by the Assistant Director, Associate Director or Director; serves on department committees, formulates policies, and disseminates this information to staff as needed.
• Responsible for routinely cross-training and documenting processes/procedures to ensure an adequate deep bench within the department.

Benefits

• Medical, dental and vision coverage, with Ohio State paying a significant portion of the cost.
• Paid time off, including sick and vacation time and 11 holidays.
• State retirement plan or an alternative retirement plan, both with generous employer contributions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees