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ABOUT USUnited Way of San Antonio and Bexar County unites the community to identify and solve our most critical issues. We are dedicated to improving people's lives and creating community-level changes. Our work includes leading cross-sector collaborations, advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Improving quality of life and advancing the greater good involves focusing in four impact areas: preparing children for kindergarten; empowering students to graduate and reach their full potential; helping individuals and families become self-sufficient; providing a safety net of services for those in crisis.JOB SUMMARYAudit to ensure accurate review and data entry of campaign reports, cash/checks, direct bills, and credit cards to Andar pledge database for the annual Community at Large and Public Sector Campaigns. Assist with the daily processing of credit cards and cash receipts and reconciliations.PRIMARY DUTIES AND RESPONSIBILITESCampaign Responsibilities:<ul><li>&nbsp;Exercise independent judgement to assure the accuracy and integrity of the total campaign reported to the public and audited by outside CPA firm.</li><li>Public Sector Campaigns to include State, School, City, County Employee Campaigns.</li><li>Receive and process campaign reports, cash/checks from local businesses, individual donors, agencies, and public sector accounts.</li><li>Input and maintain organization and individual pledges through edits and postings.</li><li>Input and maintain control of Leadership donations, direct bills, and credit card pledges.</li><li>Scanning campaign reports to Save in SharePoint.</li><li>Audit campaign reports upon completion of data entry by IS for accuracy of direct bills, credit cards and cash receipts.</li><li>Investigate and write up any campaign discrepancies. Resolve errors and have corrections posted in Andar and the General Ledger.</li><li>Audit campaign documents for total accuracy.</li><li>Update and maintain manuals, deposit slips, receipt books and campaign forms for Audit area.</li><li>Assist with Final reconciliation of campaign audit to the General ledger.</li></ul>Credit Cards<ul><li>Assist with the processing of credit card payments for all campaigns and special events.</li><li>Assist with the review of credit card processor’s daily postings for accuracy.</li><li>Review Stripe credit card entries processed by online website transactions.</li></ul>Other Duties as assigned:<ul><li>General Ledger and Financial statement reconciliation.&nbsp;</li><li>Campaign Window Cashier and processor.</li><li>Apply cash receipts and credit cards to pledge receivable accounts.</li><li>Assist Public Sector accounting with input after campaign close.</li><li>Collect and send out IRS tax Letters to donors in January for payments made in the previous year.</li></ul>EDUCATION AND EXPERIENCE<ul><li>High school diploma or GED and 4 years of community related work experience; or a bachelor’s degree from an accredited college or university; or 2 years of community related work experience plus an associate degree.</li><li>0 -3 years’ work experience in a team atmosphere working with business operations and accounting functions, like those outlined above, preferred.</li><li>Strong relationships in the nonprofit, public and private sectors a plus.</li></ul>KNOWLEDGE, SKILLS &amp; ABILITIES INFORMATION<ul><li>Good communication and problem-solving skills.</li><li>Strong ability to work with people from diverse backgrounds preferred Experience in working effectively in multicultural environments.</li><li>Professional demeanor, confident and goal oriented.</li><li>Self-motivated and creative.</li><li>Strong organizational skills</li><li>Ability to manage multiple deadlines and priorities and problem-solve issues as they arise.</li><li>Proficient in Microsoft Office Suite.&nbsp;</li><li>Competence with Adobe Products Suite, preferred.</li></ul>UNITED WAY COMPETENCIESCore Competencies (all United Way Professionals):Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand Steward&nbsp;BENEFITS<ul><li>Employer-subsidized healthcare plan with employer-funded HRA offered.</li><li>Group dental, vision, life insurance and other insurance products available.</li><li>Paid holidays, personal and sick leave time.</li><li>403(b) retirement plan with employer matching available.</li></ul>WORK ENVIRONMENT<ul><li>Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures.</li><li>Extended work on personal computing equipment, telephone, multi-functioning printer and calculator.</li><li>Reliable transportation required, with the ability to travel to and from meetings, training sessions or other business-related events locally, routinely and around the state and nationally, occasionally.</li><li>Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend hours.</li></ul>PHYSICAL DEMANDS<ul><li>Sedentary work on a PC; sitting for extended periods of time, routinely.&nbsp;</li><li>Movement within the office and during external meetings and events, regularly.</li><li>Bends, stoops and twists, occasionally.</li><li>Exerts up to 25 lbs. of force, occasionally.</li><li>Facilitates, presents and collaboratively interacts with others, routinely.</li><li>Perform repetitive tasks, i.e., typing and texting, routinely.</li></ul>The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The contents of this job description may change as deemed necessary by United Way of San Antonio and Bexar County.APPLYTo submit your application visit&nbsp;<a href="https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY" target="_blank">https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY</a>.<ul><li>Applications WILL NOT be accepted via email.</li><li>Contact&nbsp;<a href="mailto:uwjobs@unitedwaysatx.org" target="_blank">uwjobs@unitedwaysatx.org</a> should you experience problems submitting your application.</li></ul>United Way of San Antonio and Bexar County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.&nbsp;United Way of San Antonio and Bexar County is committed to the full inclusion of all qualified individuals. As part of this commitment, UWSA will ensure that persons with disabilities are provided reasonable accommodations if reasonable accommodation is needed to participate in the job application, interview process, or to perform essential job functions, and/or to receive other benefits and privileges of employment.&nbsp;United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 |&nbsp;<a href="http://www.uwsatx.org/" target="_blank">www.uwsastx.org</a>&nbsp;

United Way of San Antonio and Bexar County

Pledge Processing Specialis

ABOUT US United Way of San Antonio and Bexar County unites the community to identify and solve our most critical issues. We are dedicated to improving people's lives and creating community-level change. Our work includes leading cross-sector collaborations, advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Improving quality of life and advancing the greater good involves focusing in four impact areas: preparing children for kindergarten; empowering students to graduate and reach their full potential; helping individuals and families become self-sufficient; providing a safety net of services for those in crisis. &nbsp;JOB SUMMARY The Dual Generation Family Centered Case Coach plays a critical role in advancing United Way of San Antonio and Bexar County’s Dual Generation Initiative by serving as a trusted partner to families navigating complex systems. This position is responsible for building strong, supportive strength-based relationships with families in prioritized communities, connecting them to relevant services, and fostering progress toward their personal and family educational and economic goals. Grounded in a family-centered and strengths-based approach, the Family Centered Case Coach provides individualized guidance and helps ensure families have access to coordinated, holistic resources that promote long-term well-being and stability. This role also requires collaboration with internal teams and community partners to align efforts and support family success. This position will be housed at the United Way’s Family Resource Center located inside of Pecan Valley Elementary. &nbsp;PRIMARY DUTIES AND RESPONSIBILITES •&nbsp;&nbsp;&nbsp;&nbsp;Build and maintain trusting, goal-oriented relationships with families participating in the Dual Generation Initiative. •&nbsp;&nbsp;&nbsp;&nbsp;Conduct holistic assessments (e.g., Life Self-Sufficiency Matrix) to identify family strengths, priorities and needs. •&nbsp;&nbsp;&nbsp;&nbsp;Responsible for family engagement programming and services that recognize families as experts in their own lives, that help families develop action plans to achieve their goals, and promote collaboration amongst staff, service providers, and the family to provide barrier free access to available resources and tools. •&nbsp;&nbsp;&nbsp;&nbsp;Use a holistic approach that addresses the whole family enrolled in the Initiative and their interrelated needs and goals.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Assist in the implementation of recruitment strategies and assist partners with achieving recruitment goals; encourage and sustain family enrollment and involvement in support programs. •&nbsp;&nbsp;&nbsp;&nbsp;Co-create and monitor individualized family goal plans, providing consistent support, referrals, and follow-up. •&nbsp;&nbsp;&nbsp;&nbsp;Offer personalized assistance through monthly coaching sessions, assessments, and family goal-setting activities. •&nbsp;&nbsp;&nbsp;&nbsp;Implement strategic outreach and recruitment efforts to engage families in prioritized zip codes and/or schools. •&nbsp;&nbsp;&nbsp;&nbsp;Support and sustain family enrollment and ongoing participation in family-centered programs and services. •&nbsp;&nbsp;&nbsp;&nbsp;Coordinate and manage parent and resident engagement events to increase access and visibility of resources. •&nbsp;&nbsp;&nbsp;&nbsp;Build strong relationships with community stakeholders including schools, churches, neighborhood associations, and local businesses. •&nbsp;&nbsp;&nbsp;&nbsp;Collaborate with internal teams, cross-sector partners, and service providers to align efforts and ensure holistic family support. •&nbsp;&nbsp;&nbsp;&nbsp;Actively participate in partner meetings, community events, and professional training to stay informed and connected. •&nbsp;&nbsp;&nbsp;&nbsp;Coordinate and accommodate in-person assessments based on family schedules and needs. •&nbsp;&nbsp;&nbsp;&nbsp;Maintain timely and accurate family case records, including intake and exit data, case notes, and service tracking using the Salesforce Data System. •&nbsp;&nbsp;&nbsp;&nbsp;Monitor and report on family progress and enrollment milestones for internal review and program evaluation. •&nbsp;&nbsp;&nbsp;&nbsp;Demonstrate a culturally responsive and compassionate approach when working with families from diverse backgrounds who may be experiencing barriers related to housing, health, income, or trauma. •&nbsp;&nbsp;&nbsp;&nbsp;Develop strategies to help families sustain progress and access support beyond the program lifecycle. •&nbsp;&nbsp;&nbsp;&nbsp;Contribute to continuous improvement efforts by sharing insights and lessons learned from direct family engagement. •&nbsp;&nbsp;&nbsp;&nbsp;Perform additional duties as needed to support the mission of United Way and the success of the Dual Generation Initiative. &nbsp;EDUCATION AND EXPERIENCE •&nbsp;&nbsp;&nbsp;&nbsp;High school diploma or GED and 4 years of community related work experience; or a bachelor’s degree from an accredited college or university; or 2 years of community related work experience plus an associate degree. •&nbsp;&nbsp;&nbsp;&nbsp;Background working with volunteers, parents and/or residents. •&nbsp;&nbsp;&nbsp;&nbsp;Knowledge of San Antonio’s westside community. •&nbsp;&nbsp;&nbsp;&nbsp;Work experience with parents and resident engagement, preferred. •&nbsp;&nbsp;&nbsp;&nbsp;Prior experience as a participant in a parent support program, preferred. •&nbsp;&nbsp;&nbsp;&nbsp;Experience working with lower-income and diverse populations. •&nbsp;&nbsp;&nbsp;&nbsp;Proven work experience performing case management and/or program intake function &nbsp;KNOWLEDGE, SKILLS &amp; ABILITIES INFORMATION •&nbsp;&nbsp;&nbsp;&nbsp;The ability to build and maintain positive relationships that promote cooperation and collaborative work with United Way funded agencies and Bexar County community. •&nbsp;&nbsp;&nbsp;&nbsp;Interacts with team members at all levels of the organization with focus on relationships in the Dual Gen Initiative. •&nbsp;&nbsp;&nbsp;&nbsp;Bi-lingual ability in English and Spanish preferred. •&nbsp;&nbsp;&nbsp;&nbsp;Ability to multitask, strong attention to detail and organization; ability to prioritize and complete tasks prior to deadlines. •&nbsp;&nbsp;&nbsp;&nbsp;Ability to work cooperatively and as a member of a team with parents, staff and the community at large. Always conduct yourself and your appearance in a professional manner •&nbsp;&nbsp;&nbsp;&nbsp;Good written and verbal communication skills. •&nbsp;&nbsp;&nbsp;&nbsp;Facilitation experience and skills. •&nbsp;&nbsp;&nbsp;&nbsp;Willingness to build public speaking and presentation skills. •&nbsp;&nbsp;&nbsp;&nbsp;Relationship Building and Community Engagement skills. •&nbsp;&nbsp;&nbsp;&nbsp;Demonstrate sensitivity and empathy regarding human service issues and project a non-judgmental attitude. towards individuals requiring assistance. •&nbsp;&nbsp;&nbsp;&nbsp;Prior understanding of the issues and struggles of families in poverty and prior experience working in a direct service role with under resourced families. •&nbsp;&nbsp;&nbsp;&nbsp;Ability to work with manage a wide variety of populations and personalities with respect, compassion, and dignity. •&nbsp;&nbsp;&nbsp;&nbsp;Must have a valid driver’s license with reliable transportation. •&nbsp;&nbsp;&nbsp;&nbsp;Basic understanding of social media platforms. •&nbsp;&nbsp;&nbsp;&nbsp;Microsoft Office (Word, Excel, and Access) proficiency preferred. &nbsp;UNITED WAY COMPETENCIES Core Competencies (all United Way Professionals): Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand StewardBENEFITS •&nbsp;&nbsp;&nbsp;&nbsp;Employer-subsidized healthcare plan with employer-funded HRA offered. •&nbsp;&nbsp;&nbsp;&nbsp;Group dental, vision, life insurance and other insurance products available. •&nbsp;&nbsp;&nbsp;&nbsp;Paid holidays, personal and sick leave time. •&nbsp;&nbsp;&nbsp;&nbsp;403(b) retirement plan with employer matching available. &nbsp;WORK ENVIRONMENT •&nbsp;&nbsp;&nbsp;&nbsp;Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures. •&nbsp;&nbsp;&nbsp;&nbsp;Extended work on personal computing equipment, telephone, multi-functioning printer and calculator. •&nbsp;&nbsp;&nbsp;&nbsp;Reliable transportation required, with the ability to travel to and from meetings, training sessions or other business-related events locally, routinely and around the state and nationally, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend hours. &nbsp;PHYSICAL DEMANDS •&nbsp;&nbsp;&nbsp;&nbsp;Sedentary work on a PC; sitting for extended periods of time, routinely.&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Movement within the office and during external meetings and events, regularly. •&nbsp;&nbsp;&nbsp;&nbsp;Bends, stoops and twists, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Exerts up to 25 lbs. of force, occasionally. •&nbsp;&nbsp;&nbsp;&nbsp;Facilitates, presents and collaboratively interacts with others, routinely. •&nbsp;&nbsp;&nbsp;&nbsp;Perform repetitive tasks, i.e., typing and texting, routinely.The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The contents of this job description may change as deemed necessary by United Way of San Antonio and Bexar County. &nbsp;APPLY To submit your application visit <a href="https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY." target="_blank">https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY.</a>&nbsp; •&nbsp;&nbsp;&nbsp;&nbsp;Applications WILL NOT be accepted via email. •&nbsp;&nbsp;&nbsp;&nbsp;Contact <a href="mailto:uwjobs@unitedwaysatx.org" target="_blank">uwjobs@unitedwaysatx.org</a> should you experience problems submitting your application.United Way of San Antonio and Bexar County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.United Way of San Antonio and Bexar County is committed to the full inclusion of all qualified individuals. As part of this commitment, UWSA will ensure that persons with disabilities are provided reasonable accommodations if reasonable accommodation is needed to participate in the job application, interview process, or to perform essential job functions, and/or to receive other benefits and privileges of employment. United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 | <a href="http://www.uwsastx.org&amp;nbsp" target="_blank">www.uwsastx.org&amp;nbsp</a>; &nbsp;

2 Jobs in San Antonio, TX, USA