Processing Lead

SAN DIEGO RESCUE MISSION INC•San Diego, CA

1d•$25 - $27•Onsite

About The Position

At the San Diego Rescue Mission, we are driven by a profound belief in compassion, service, and the transformative power of Jesus' love. Our mission goes beyond charity; it is a calling to love our neighbors and provide hope and healing to those experiencing homelessness. We are committed to creating a holistic approach to recovery and rehabilitation, ensuring that our programs serve as safe havens for men, women, and children in need. Position Summary The Processing Lead is responsible for ensuring the accurate, timely, and compliant processing of all charitable contributions. This role owns the daily workflow of gift entry, coordinates reconciliation efforts with the Finance team, and serves as the subject matter expert (SME) on processing procedures and CRM functionality. While not a supervisory position, the Processing Lead provides guidance to other team members around processing and ensures consistency, documentation, and accuracy across all financial gift entry activities.

Requirements

2+ years of experience in nonprofit gift processing, financial data entry, or accounting support.
Working knowledge of donor CRM systems, with strong preference for experience in Virtuous CRM
Familiarity with financial systems and tools
Proficiency in Microsoft Excel, including formula usage and CSV handling
Strong attention to detail, accuracy, and the ability to meet deadlines under pressure
Excellent organizational skills and a proactive mindset for troubleshooting and improving processes
Strong collaboration and communication skills, particularly across Finance and Development teams

Responsibilities

Lead daily gift processing using Acquirit by AQ2 and Virtuous CRM, including checks, online donations, recurring gifts, DAFs, stock, and ACH contributions
Utilize online giving platforms including RaiseDonors, Virtuous Giving, and Stripe to accurately process and troubleshoot gift transactions, ensuring secure and compliant workflows
Oversee the creation, printing, and mailing of donation receipts
Understand and manage receipting workflows, templates, and automation settings within Virtuous CRM
Ensure accurate application of pledge payments and recurring donations, honoring donor intent and proper fund/project attribution
Assign correct segment and project codes; coordinate with Development and Community Engagement teams to resolve any issues
Maintain compliance with internal controls, donor privacy standards, and audit documentation requirements
Support processing of matching gifts, memorial/honorary gifts, and soft credits
Reconcile daily and monthly gift activity with deposit reports and accounting records in collaboration with the Finance team
Prepare backup documentation and audit-ready files for month-end close and annual audit cycles
Track and resolve discrepancies between CRM records and accounting systems (e.g., Sage Intacct)
Maintain accurate tracking logs of deposits, gift sources, and unresolved gift exceptions
Provide consistent weekly review of all gift entries to ensure accuracy, completeness, and adherence to procedures
Serve as the subject matter expert (SME) on all gift processing procedures and on Virtuous CRM gift functionality
Act as a system resource for navigating, troubleshooting, and optimizing CRM processes related to gift entry, receipting, and donor record maintenance
Coordinate team efforts during peak giving periods, providing direction and troubleshooting support
Ensure adherence to standard operating procedures (SOPs) and recommend workflow improvements
Document any new processes or procedural changes and maintain updated SOPs
Provide training or orientation for internal team members supporting processing functions
Perform basic donor record maintenance related to gift activity (e.g., address updates, name corrections, merging duplicates)
Provide support over the phone or by email to donors needing assistance with their giving account, including updating contact information, recurring gift details, or payment methods
Assist donors with issues related to failed transactions, duplicate gifts, or receipt requests
Process manual credit card payments securely over the phone when needed
Handle sensitive financial information in compliance with PCI standards and organizational policies