Processor, Gifts & Records
Summary
UF Advancement Classification*
Under general supervision, this position will be responsible for timely and accurate processing of gifts and biographical records in UF Advancement’s donor database.
Examples of Work
Job functions are specific duties that would be included in the essential functions of the job description. These functions are not all-inclusive nor do they cover the full extent of the duties performed.
- Verify and update biographical/entity information per gift batches.
- Process gift and non-gift batches.
- Decide appropriate transaction, purpose and receipting codes for gifts while maintaining all monthly, annual and project deadlines.
- Respond to inquiries received from donors, Advancement, and the University.
- Create new entities, both individual and corporate, within the donor database.
- Provide back-up coverage of shifts in PCI-compliant clean room including, but not limited to answering calls from donors wanting to charge their credit cards, calls to the department general line, and opening and processing the mail.
- Maintain security of donor payment information and methods.
- Ensure compliance with industry standards for gift recording, reporting and handling of confidential data.
Education and Experience
High school diploma or equivalent and six months of clerical or customer-service experience.
Licensure and Certification
N/A
Supervision
This position does not typically include supervisory responsibility.
*Reserved Classification – Use of this classification outside of UF Advancement requires prior approval by Classification and Compensation
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