Advancement Services Representative, Donor and Member Services

Advancement Services Representative

Penn 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 professional development, learning, and being mentored.

Minimum Education, Work Experience & Required Certifications

Associate Degree; 2+ years of relevant experience; or an equivalent combination of education and experience accepted. Required

Certifications:

None

Penn State's Division of Development and Alumni Relations

If you believe in the power of higher education—and philanthropy—to shape the public good, you'll excel right here in Penn State's Division of Development and Alumni Relations (DDAR). Our organization includes more than 500 professionals engaging a community of more than 800,000 alumni who believe in the power of giving back. Across our interdisciplinary teams of fundraisers, alumni relations professionals, communicators, event planners, financial experts, and more, there is a place for you to make a difference in the lives of students and faculty while taking your own career to new heights.

Learn more about us .edu and explore the success of our most recent campaign at greaterpennstate.psu.edu.

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