SUMMARY
Under the direction of the Pledge (Gift) Processing Manager, responsible for the day-to-day operation of paper gift processing, including data entry of all gifts, bank lockbox retrieval, quality control checks, mailing and filing. Act as a functional lead for the Seasonal Pledge Processing Staff during Fall Fundraising Campaign, monitoring all paper processing tasks. Activities are summarized below as they relate to each area. This position reports to the Manager, Pledge Processing.

RESPONSIBILITIES
Include the following, but are not limited to:

GIFT PROCESSING DEPARTMENT ADMINISTRATION

• Administer the daily entry of donor gifts and pledges received through the mail, lockbox or through workplace giving campaigns.
• Administer the processing for gifts that need special handling, including endowments,
• sponsorships, and gifts-in-kind.
• Provide support and assistance in receiving and inputting gifts from donors who give $10,000+ (Tocqueville Society donors).
• Assist in maintaining Tocqueville Society donor information, including scanning and filing.
• Assist with annual quality check of donor pledge forms and online giving system information.
• Assist in retrieving and preparing data for annual financial audits

SEASONAL PLEDGE PROCESSING FUNCTIONAL LEAD

• Oversee and train Seasonal Pledge Processing Staff hired during Fall Campaign season to perform paper

pledge/gift entry. Assign tasks to Seasonal Staff including audit, data entry, and edit work.

• Schedule Seasonal Staff, answer staff questions and re-train as appropriate, research issues, provide back up for task completion as needed.

• Respond to and resolve paper pledge/gift processing issues and Seasonal Staff questions with a high

degree of independence, escalating issues as appropriate to Pledge Processing Manager, and identifying areas for improved training or procedure enhancements.

• Create and administer Seasonal Staff training on pledge processing topics including audit, input, edit, deposit,adjustments, and Help Desk support.
• Assist in creating and maintaining policies and procedures for Seasonal Staff.
• Communicate progress and resolution with key stakeholders. Escalate major issues to Pledge Processing Manager.

GENERAL PLEDGE PROCESSING SUPPORT

• Provide backup for electronic gift processing workflows, including downloading transaction reports, preparing excel files and performing quality assurance on transactions.
• Collaborate with Donor & Agency Help Desk Lead to resolve donor and transaction issues.
• Responsible for reviewing and resolving payment balance report, in collaboration with Finance team.

SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.

EDUCATION & EXPERIENCE REQUIREMENTS

• Minimum associate degree, preferably in Finance, Accounting or Communications
• Two or more years’ experience in finance or administrative support.
• Two or more years’ experience in customer service.
• High competency in Microsoft Excel, Word, and Outlook.
• Experience working with a Customer Relationship Management (CRM) database.
• Excellent written, phone and face-to-face skills.
• Demonstrated attention to detail.

CORE COMPETENCIES

• Mission-Focused. The top priority for all United Way professionals is to create real social change that leads to better lives and healthier communities. This drives their performance and professional motivations.
• Relationship-Oriented. United Way professionals understand that people come before process and is astute in cultivating and managing relationships toward a common goal.
• Collaborator. United Way professionals understand the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
• Results-Driven. United Way professionals are dedicated to shared and measurable goals for the common good; creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
• Brand Steward. United Way professionals are stewards of the brand and understand their role in growing and protecting the reputation and results of the greater network.

ADDITIONAL SKILLS & COMPETENCIES

• Customer Focus: Ability to work in a complex environment using interpersonal skills. Builds effective relationships with customers, identifies customer expectations, tries to see issues from their point of view; offers practical solutions to problems. Ability to problem-solve customer issues and work with flexibility.
• Approachability: Listens; allows adequate time for interactions; creates a supportive communication environment.
• Process Management: Uses the necessary steps to successful execution/completion of tasks within the work environment and demonstrates necessary discipline in adhering to existing processes; uses creativity/innovation in analyzing needed changes/improvements to existing processes. Ability to use technical skills to work independently, organize tasks, implement, and follow through to completion.
• Investigation: Conducts thorough gathering of factual information as a basis for decision making. Demonstrated ability to anticipate problems and identify and implement solutions when needed.
• Ethics & Integrity: Makes decisions and conducts self-consistent with organizational principles.
• Language Skills: Ability to read and interpret technical procedures; write business correspondence and procedure manuals; effectively present information and respond to questions from customers, other employees and the general public; communicate and work effectively with donors, agencies and others in the community representing a broad range of interests and backgrounds; respond to inquiries or complaints from customers, agencies or members of the business community. Demonstrated verbal and written communication skills.
• Mathematical Skills: Add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; compute rate, ratio and percent. Ability to analyze data and utilize computer reports using the above computer programs.
• Reasoning Ability: Ability to define and solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; interpret a variety of instructions furnished in written, oral, or diagram form.

PHYSICAL DEMANDS
The physical demands at UWGMWC are representative of what is needed to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard, reach, stoop and occasionally kneel.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting is required (such as loading paper into a paper tray).
• Ability to uphold to the stress of traveling (in designated positions).
• Regular, predictable attendance is required; including additional overtime as business demands dictate.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (business office with computers, phone, printers and light traffic).
• Ability to work in a confined area.
• Ability to sit at a computer terminal for an extended period of time.

AMERICANS WITH DISABILITIES
It is the policy of UWGMWC to comply with all relevant and applicable provisions of the Americans With Disabilities Act (ADA), as amended. UWGMWC will not discriminate against any qualified applicant with respect to any terms, privileges or conditions of employment based upon an individual’s physical or mental disability. UWGMWC will also make reasonable accommodation whenever and wherever possible for all employees or applicants with disabilities provided that the individual is otherwise qualified to safely perform the duties and assignments required by the job, and provided that any accommodation does not require significant difficulty or expense. UWGMWC’s policy of non-discrimination applies to all personnel and employment practices including, but not limited to, job application procedures, hiring, advancement, termination, compensation, job training and other terms, conditions and privileges of employment.

EQUAL OPPORTUNITY EMPLOYER
It is the policy of UWGMWC to provide equal employment opportunity to all individuals regardless of their race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, veteran status or military service, or other non-merit factor or other legally protected characteristic. This applies to all recruiting, hiring, placement, training, promotion, compensation, transfers and other employment-related programs and personnel actions.
COVID 19 PROTOCOL

• United Way of Greater Milwaukee & Waukesha County mandates that all employees be fully vaccinated against COVID 19. For purposes of this policy, an employee is considered fully vaccinated two weeks after receiving the second dose of a two-dose vaccine (Pfizer or Moderna) or one dose of a single-dose vaccination (J&J) as well as timely boosters.

• When requested, United Way will provide a reasonable accommodation/medical exemption for any disclosed medical condition or disability of a qualified individual or a sincerely held religious belief which prevents the employee from receiving a COVID-19 vaccination, provided the requested accommodation is reasonable and does not create an undue hardship for United Way and/or pose a direct threat to the health or safety of others in the workplace and/or to the requesting employee.

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