Advancement Services Representative, Donor and Member Services

APPLICATION INSTRUCTIONS:

CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process . Please do not apply here, apply internally through Workday.

CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please login to Workday to complete the student application process. Please do not apply here, apply internally through Workday.

If you are NOT a current employee or student, please click “Apply” and complete the application process for external applicants .Approval of remote and hybrid work is not guaranteed regardless of work location. For additional information on remote work at Penn State, see Notice to Out of State Applicants .POSITION SPECIFICSPenn State is currently seeking an Advancement Services Representative in supporting Donor and Member Services.

As a member of the Division of Development and Alumni Relations, you can play an integral role in Penn State's future and contribute to one of the most successful fundraising and alumni relations operations in the country.

Reporting to the Advancement Services Manager this Advancement Services Representative will be responsible for depositing cash payments into university accounts, applying monies to the appropriate allocations, reconciling accounts for accurate balances, and modifying donor and member records; ensure the accuracy of pledge, gift, and membership records. Other responsibilities include:

Monitor and reconcile the University Gifts Account to ensure receipts are recorded accurately; ensure backup information is created and stored for every transaction

Administer chargeback, refund, and void processes

Review and analyze modification requests and initiate necessary changes to charitable contributions, pledge commitments, and Alumni Association memberships

Collect, scan, retain, and index all necessary documentation associated with gift or membership for auditing purposes

Communicate and resolve issues related to tax law Build and manage relationships with multiple departments both external and internal

Receive, review, verify, and facilitate receipt and processing of charitable contributions, agreements with University Contracts office, and corporate acknowledgement forms

Administer the monthly reminder process for major pledge commitments; review executed pledge agreements for accuracy and funding source; enter major pledge commitments and terms/schedules in the University's gift system

Analyze and review donor pledge commitments concerning balances, payments, and adjustments

Act as a primary point of contact via email, phone, letter correspondence to donors, Alumni Association members, and internal teams

Process charitable contributions, Alumni Association memberships, specialized subjects related to donor contributions and records, and matching gifts

Support the planning, testing, and implementation of new processes related to systems, processes, and data quality; assist with audit requests

Ensure the integrity of the donor and alumni database through accurate analysis, updates, and maintenance; review and verify the successful completion of daily automated processes that create or update data in the donor and alumni database

May serve as supervisor for part-time and/or temporary workers or volunteers

The successful candidate will have:

Model attention to detail and commendable organizational skills;

Exemplary interpersonal and communication skills;

Auditing and bookkeeping experience;

The ability to create and maintain an inclusive and respectful environment for all students and colleagues;

A proven ability to self-motivate and work both independently and as part of a team;

A commitment to…