Records Specialist

Philanthropic and Alumni Engagement (PAE) is an integrated, centralized organization in service to this bold, vibrant academic and clinical community, supporting scholarship, teaching, research, and care. Our focus is on building relationships and maintaining a strong network of contributors, alumni, and constituents in order to increase philanthropy, enrich the community, and enable groundbreaking research and academic achievement. Our collaborative approach ensures the work we support remains innovative and advances our community's success-driven priorities.

We invite you to become a pivotal part of our team as a Records Specialist. In this role, you will serve as an integral part of the Records Management team reporting to the Director, Records Management.

The Records Specialist is responsible for processing, interpreting, and recording biographical, gift, and pledge data within the Affinaquest CRM system. This includes gathering and analyzing supporting documentation, applying IRS regulations and CASE guidelines, and ensuring compliance with university gift policies. The specialist will identify and resolve discrepancies and ensure data integrity through close collaboration with both internal departments and external stakeholders.

As well as supporting Planned Giving by researching, analyzing, and processing gifts and pledges. Identifies philanthropic gifts, prepares campaign pledge reminders, and assists in managing funds received.