Constituent & Gift Coordinator; On-Site - Development Services

Minimum Qualifications:

Associate's degree or equivalent and two years of related experience.

Preferred Qualifications:

• Five years of related work experience will be considered in lieu of a degree.

• Ability to apply accounting principles.

• Knowledge of donor database and gift transaction processing.

• Ability to demonstrate Microsoft Office skills, including Word, Excel, and Outlook.

• Knowledge of accounting, computer, and information systems.

• Knowledge of database software.

• Ability to communicate effectively and professionally with the public.

Job Summary:

The Constituent and Gift Coordinator is a key member of a dynamic and collaborative team charged with fundraising for all UTMB priorities. The position is responsible for the management of constituent records and performing a variety of complex duties associated with confidential gift processing functions. The Constituent & Gift Coordinator ensures compliance with accounting principles, UTMB policy, state, and federal laws.

Job Duties:

• Enter gifts into the Raiser’s Edge database using multiple methods, including batch, payroll deduction import, or direct entry to constituent records as appropriate, and upload scanned gift documentation to the record. Follow defined gift processing procedures. Ensure that gift information is entered accurately by type, fund, campaign, solicitor, linking to memberships, events, pledges, proposals, or planned gifts when appropriate.

• Perform reviews of all gifts entered and code appropriately. Responsible for processing receipt of gifts from various sources, including mail, payroll, lock box, online transactions, or credit card charges.

• Provides customer service to alumni and other donor constituencies, regarding donor designation, allocation, receipts, and recognition.

• Identifies processing problems or deficiencies, takes corrective action, and makes recommendations for changes. Researches and resolves problems related to transactions and other activities handled by the unit.

• Produce accompanying reports for gift review, deposit, and gift notification to staff.

• Administers gift acknowledgement process for donors. Coordinates with the Development team on gifts from key donors, pledges or funds, a foundation, or a matching gift company.

• Create new and maintain existing biographical records and information, including addresses, business and employer information, matching gift company information, name changes, and other facts pertinent to our constituents. Review gift document and multiple additional sources, including the BBNC connector, staff updates, etc.

• Complete cashier training and meet all other assigned compliance training.

• Adheres to internal controls and reporting structure.

• Performs related duties as required.

Salary Range:

Actual salary commensurate with experience.

Work Schedule:

On-site, Monday through Friday, 8 am to 5 pm, and as needed on occasion.

Equal Employment Opportunity

UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.