Financial Services Revenue Specialist I

Young Life•Colorado Springs, CO

2d•Onsite

About The Position

Exemplify Financial Services’ commitment to serve with integrity and passion, execute with excellence, and demonstrate Christ-honoring care and professionalism while representing the mission of Young Life. Create solutions through collaborative efforts within the department and across departmental lines. This detail-oriented individual will ensure the accurate and timely processing of contributions and other revenue to appropriate accounts and assist in the daily maintenance of the customer database.

Requirements

Minimum of a high school diploma or GED.
Some clerical experience preferred
Ability to work in highly technical software
Ability to pay extreme attention to detail and handle daily multi-tasking.
Successfully prioritize and accomplish tasks in a fast-paced, detail-oriented work environment.
Excellent professional communication skills (verbal and written).
Must be able to accurately perform mathematical procedures (e.g., addition, subtraction, multiplication, division and percentages.)
Proficiency in Microsoft Office Suite, especially Word and Excel.
Must be a team player.

Nice To Haves

Knowledge in Salesforce a plus.

Responsibilities

Represent the Revenue Processing department in an efficient, professional manner to donors, parents, friends of Young Life and Young Life staff and volunteers.
Research and facilitate processing of various revenue items to include: CDS processing, Stock gifts, Non-cash and vehicle gifts, Bank transfers, Third party uploads (i.e. benefits, payroll deduction, 41 and change, Auction, Fiserv, DAF’s; Fidelity and National Christian Foundation), Other income as needed.
Must handle details of IRS regulations to discern what transactions are considered charitable contributions.
Ability to enter payer/contact details, account numbers, fund codes, dates, and transaction types with accuracy and efficiency.
Responsible for ensuring revenue is processed accurately and timely; meeting daily and monthly deadlines and quality control standards.
Perform research and corrections to revenue as required.
Adhere to policies and regulations when it comes to determining what corrections can be allowed.
Assist the supervisor in monitoring accuracy of revenue processing and work on areas to improve accuracy and efficiency.
Responsible for end of day procedures to include: Review error reports and make corrections daily, Process AHBT and JE files to submit to accounting daily, Process receipt files to submit to printing services daily.
Along with the supervisor, assist with escalating repeat or unusual errors to our third party vendor, CDS.
Maintain confidentiality of all aspects of contact and financial data.
Assist in providing training on revenue processing to front line support personnel.
Collaborate with front line support personnel to identify processing issues or concerns and work with the supervisor towards solutions and improved accuracy.
Create and maintain excellent customer relations.
Assist other revenue processors as needed.