Data Integrity Gift Analyst

Data Integrity Gift Analyst

Employment Opportunities Designed to Help Us Collaborate in Creation!

• Job Title:
  
  DATA INTEGRITY ANALYST
• Position Number: 8101645
• Job Category:
  University Staff
• Job Type: Full-Time
• FLSA Status:
  Exempt
• Campus:
  Chicago-Water Tower
• Department Name: DEVELOPMENT & DONOR SERVICES
• Location Code: DEVELOPMENT & DONOR SERVICES (03635A)
• Is this split and/or fully grant funded:
  No

Loyola University Chicago’s Advancement division is seeking a detail-oriented team member committed to the highest quality of gift maintenance, management, and standards to join its team. In partnership with the Associate Director of Data Integrity:
Gift Processing, and other members of the Advancement Operations and Campaign Planning team, the Gift Analyst is responsible for managing incoming donations, including the proper recording to the donor’s record, storing gift documentation, and depositing and reconciling per University policies and procedures. They also confirm that any bio-demographic record updates received are recorded. This position is hybrid, with an expected regular presence in Loyola’s Water Tower campus.

Typical high-volume seasons are the weeks leading up to and following June 30 and December 31.

• Review, stage, and enter all donations to the University, including HSC (Health Sciences Campus). This includes processing checks (scanning checks to the University’s bank), managing the payment lockbox, reviewing and scanning all documentation, processing payroll deductions, electronic fund transfers, wire transfers, gifts-in-kind, including gifts of securities, gift transactions from collection applications like iModules, Kindsight Portal/Connect, Graduway, and CVENT, gift revenue from events, and posting donations to the donor’s record ensuring that proper credit is given to the donor(s) and entered in Loyola’s CRM.
  
  May serve as a liaison between University Advancement, University Finance, and the University’s broker.
• Ensure that daily reconciliation reports are completed for University Finance and prepare information for entry into Loyola’s CRM. Work with University Accounting to facilitate intercompany transfer of funds as necessary.
• Evaluate all outright gifts, matching gifts, pledges, and pledge payments to determine appropriate donor credits, funds, appeals, and required documentation for completion and accuracy.
• Based on the agreed-upon schedule, run Gift Audit Reports to ensure that all gift entry standards have been maintained and reconciled. May perform regular audits of open pledges.
• Maintain donor pledge files, reviewing documentation to ensure that the correct donor, fund designation, pledge payment schedule, and other critical information has been accurately recorded and stored in an electronic location. Partner with Donor Relations to review pledge reminders.
• Assist in researching gift and pledge relation information.
• Monitor Pledge and Gift Processing Controls to ensure accuracy of input, review, and reconciliation of all donations following University policy and procedures.
• Provide customer service through shared Data Integrity email accounts and the Smartsheet task request system, including fulfilling the ad hoc gift and data requests. Reach out and return calls to donors as needed.
• Process Matching Gift Forms from donors as required.
• Prepare and deliver cash deposits to the Bursar’s Office.
• Charge manual credit card transactions.
• Aid with producing accurate donor receipt correspondence according to policies and procedures as a collaborative member of the Data Integrity team.
• Utilize Loyola’s CRM for data pertinent to fundraising on donors, prospects, volunteers, and staff, including demographic, biographical, financial, and philanthropic information.
• As needed, establish and maintain designation records and new appeal codes.
• Develop and maintain gift processing policies and procedures.
• Review/research all records that cannot be automatically created/updated by data upload sources; create/update records as appropriate.
• Assist with overseeing the maintenance of all constituent and organizational records in Loyola’s CRM, including (but not limited to):
  • Cre…