Data and Payment Processing Analyst

Accounting & Finance Full Time

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ESSENTIAL DUTIES:

  • Answer inbound calls professionally, with high energy and a positive attitude.
  • Quickly resolve inquiries.
  • Input confidential data into various databases.
  • Generate, print and mail Acknowledgement Letters and Tax Receipts.
  • Pickup and process mail from various PO Boxes at the Post Office.
  • Internal auditing and filing of completed transactions

EDUCATION and/or EXPERIENCE:

  • Minimum of an Associate degree in management, business administration or relevant field preferred.
  • 2-5 years of experience in customer service preferred.
  • 2-5 years of experience in data entry preferred.
  • 2-5 years of experience in accounts receivable and general ledger preferred.

COMPETENCIES:

To perform this job successfully, an individual must be able to perform each essential duty and demonstrate each competency satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Proficiency in the Microsoft Office Suite (with emphasis on Word and Excel).
  • Experience with Raisers Edge, or similar CRM database.
  • Ability and desire to engage in conversations with donors via the phone and written correspondence, assisting donors with options to increase their giving.
  • Ability to respond accurately and thoroughly to customer inquiries.
  • Must be a resourceful and creative problem solver and one who looks forward to anticipating areas of concern or risk; able to work with team members to find solutions when unanticipated issues develop.
  • Flexibility with scheduling and daily duties and ability to adapt to change.
  • High attention to detail, with demonstrated organizational skills.
  • Solid understanding of gift processing and/or fund-raising principles.
  • Experience with data entry via manual and data imports.
  • Understanding of data integrity and creating/running database queries to ensure compliance.
  • Solid understanding of payment processing for accounts receivable and general ledger.
  • Aptitude to handle multiple responsibilities simultaneously.
  • Absolute commitment to handling confidential information with sensitivity, integrity and accuracy.
  • Ability to work outside the normal schedule to accommodate the extra load of calls and data entry, during peak times.
  • Team player who strives for excellence, embraces our culture and is willing to go the extra mile for the team.
  • Open to ideas and placing team interests above self.
  • Intellectually curious and has a passion for the Mission and Vision of the organization.
  • Good judgement and intuition around group dynamics, considering the impact of words and actions.

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