Campaign Processing Specialist

United way of Greater Cincinnati is seeking a Campaign Processing Specialist to assist in the coordination of the processing and oversight of campaign processing results.

KEY AREAS OF RESPONSIBILITY:

Processing and Operational Oversight

• Review imports from Stratus Live, Goodworld and all third-party processors for duplications and missing GAU’s and verify data for pledge processing. Resolve any discrepancies before entering in CRM.
• Monitor the 5/3 lockbox for pledge processing batches and process accordingly
• Process Service tickets submitted by the AR specialists, set up or adjust Opportunities as needed for AR processors to apply received payments.
• Train seasonal staff on data entry procedures and account maintenance
• Research donor pledge and designation information.

Reports and Information

• Communicate and provide pledge information and acknowledgement reports to partner agencies and other United Ways and their partner agencies.
• Maintain updated agency information and vetting of agencies.
• Maintain agency designation codes and donor choice contacts in pledge processing system.
• Verify qualified partner agencies in I guide prior to annual Campaign year kick off for designations
• Submit UWGC where raised reports for other LUW’s to MMRS annually
• Maintain and update Pledge Processing policies and procedures as needed

Other Duties

• Reconcile all workplace Campaigns
• Identify process problem areas and recommend resolutions
• Maintain production workflow scorecard on monthly processing and reporting on open to be processed position

COMPETENCIES: Accountability, Integrity-Organizational Commitment, Communication Skills, Initiative, Detail Oriented, Technologically Proficient, and Time/Project Management

JOB RELATIONSHIPS WITH: Interacts with team members at all levels of the organization, UWGC donors, staff of other United Ways and agency partners.

MINIMUM QUALIFICATIONS:

• High school diploma with some college preferred.
• Proficiency in basic Microsoft Word and intermediate Excel.
• Salesforce - CRM experience preferred.
• Minimum three years working in an office with some decision-making experience in the areas of data processing and customer service.

WORKING CONDITIONS:

• Normal Office environment with little exposure to dust, noise, temperature, and the like.
• In office 5 days a week, Monday- Friday, 8:30a-4:30p.
• Extended viewing of multi computer monitors.

SALARY:

$22.50 per hour

BENEFITS:

• Generous paid time off including vacation, personal, sick, and holiday time
• Medical, Dental, Vision, Life Insurance, 403b plan with company match
• Short-Term & Long-Term Disability Insurance
• Employee Assistance Program and access to other free health programs
• Community volunteer opportunities
• Professional development and training opportunities