Gift Processing Specialist

Washington State University • Pullman, WA

3d • Onsite

About The Position

Under general supervision, the Gift Processing Specialist will provide gift processing support for the WSU Foundation's Gift Accounting operations with primary responsibility for the accurate and timely receipt, preparation, entry, posting, and documentation of donations. Apply established Foundation, University, IRS, CASE, cash handling, and departmental requirements to process routine and complex gift transactions and maintain complete and accurate fiscal and donor records. Exercise independent judgment in reviewing documentation, interpreting established gift processing requirements, researching and resolving transaction discrepancies, and advising Advancement staff and other partners regarding gift submission and processing procedures. Monitor assigned work, identify processing issues or trends, take or recommend appropriate corrective action, and recommend improvements to workflows, procedures, job aids, and data practices. Responsible for processing numerous financial transactions for a variety of gift types start-to-finish (from initially receiving the gift to sending the receipt), adhering to critical timelines and maintain organized, accurate files of all work. Act as a representative, liaison, and expert resource for co-workers, development staff, donors, companies, outside charities, financial management firms, and anyone needing assistance and guidance related to financial gift policies, processes, and procedures, referring more complex matters to management. Add and update biographical data for individuals and companies related to gifts and pledges in accordance with policies and department format specifications. Responsible for batch processing, cash handling procedures, cash deposits, running batch verification processes, and more, all while maintaining close attention to detail. Provide assistance in updating written protocols, support testing new features for gift processing in the CRM, and explore opportunities to automate work through integrations and AI (in partnership with management). Maintain confidentiality and internal controls and provide backup support across Gift Accounting as needed.

Requirements

• Three years of fiscal record keeping experience; OR equivalent education/experience.
• Demonstrated attention to detail and organizational skills.
• Experience reviewing, processing, reconciling, or maintaining financial or fiscal records.
• Ability to interpret and apply established policies, procedures, rules, and regulations.
• Ability to exercise independent judgment to resolve routine problems.
• Ability to work the schedule of an essential staff member, which will include working the week of June 30, the week of July 15, the week between December 25 and January 1, and the week of January 15.

Nice To Haves

• Six months to one year of full-time experience in higher education, fundraising operations, gift processing, financial transaction processing, or a related fiscal environment; OR equivalent education/experience.
• Cash handling or payment processing experience.
• Experience working with alumni, donor, customer, or constituent records.
• Experience with databases, spreadsheets, financial systems, or CRM systems.
• Experience identifying processing discrepancies and recommending improvements to procedures or workflow.

Responsibilities

• Accurate and timely receipt, preparation, entry, posting, and documentation of donations.
• Processing routine and complex gift transactions adhering to established requirements.
• Maintaining complete and accurate fiscal and donor records.
• Reviewing documentation, interpreting gift processing requirements, and resolving transaction discrepancies.
• Advising Advancement staff and partners on gift submission and processing procedures.
• Monitoring assigned work, identifying processing issues or trends, and recommending corrective actions.
• Recommending improvements to workflows, procedures, job aids, and data practices.
• Processing financial transactions from gift receipt to sending the receipt.
• Maintaining organized and accurate files of all work.
• Acting as a representative, liaison, and expert resource for various stakeholders regarding financial gift policies and procedures.
• Adding and updating biographical data for individuals and companies related to gifts and pledges.
• Performing batch processing, cash handling procedures, and cash deposits.
• Running batch verification processes.
• Assisting in updating written protocols.
• Supporting testing of new CRM features for gift processing.
• Exploring opportunities for work automation through integrations and AI.
• Maintaining confidentiality and internal controls.
• Providing backup support across Gift Accounting as needed.

Benefits

• Paid sick and vacation leave
• Paid holidays
• Medical, dental, life and disability insurance package for employees and dependents
• Retirement
• Deferred compensation
• Optional supplemental retirement accounts
• Training and development
• Employee tuition waiver

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed