Campaign Processing Coordinator - Baltimore, United States - United Way of Central Maryland

United Way of Central Maryland

Verified Company

Baltimore, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

STATEMENT
Duties include processing of work pertaining to paper pledge campaign processing. Works with development/major gift staff on days and times to meet in office for campaign processing. Verifying with staff all Cash/Live Check envelopes processed in accounting area. Prepare cash deposit to be picked up by Carrier. Performs remote check deposit of live checks. Data entry of Workplace, Miscellaneous, Adjustments and Accounts Receivable Payment envelopes. Retrieve and sort UWCM daily mail. These duties will be performed in accordance with established policies and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Campaign Processing

Responsible for Coordinating with staff to meet them in physical office for pledge processing.
Responsible for verifying with staff the Cash/Live Check envelopes processed in the donor services accounting area.
Responsible for retrieving envelopes from yellow donor service mailbox to be processed
Responsible for the auditing of envelopes received
Responsible for working with staff to resolve any issues with envelope submission.
Responsible for preparing cash deposits for pickup by carrier.
Responsible for remote check deposit of live checks.
Responsible for data entry of Workplace, Misc., Adjustments and Accounts Receivable payments envelopes.
Responsible for adding assigned envelope numbers to bank link before forwarding to staff for review and closing. This will assure that the payment was deposited and prevent duplicate processing.
Responsible for retrieving and sorting of UWCM mail. Live checks are remote deposited and all nonlive check mail pieces to be forwarded to mailroom for distribution
Responsible for receiving and monitoring envelopes placed into Donor Service safe. Followup to be done after 24 hours if items remain in safe without an anticipated processing date.
Responsible to Ipad signout/return.

Customer Service and Donor Services

Respond to all requests and inquiries in a professional manner within one business day. Research the problem and make appropriate adjustments/corrections to successfully resolve the problem. Contact should be made within 24 hours and follow up made every 48 hours until the problem is resolved.
Responsible for retrieving and sorting of UWCM mail. Live checks are remote deposited and all nonlive check mail pieces to be forwarded to mailroom for distribution

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ACCOUNTABILITY (how you know you're successful)

All campaign envelopes are processed timely or communicated to manager if not able to do so. All work must be entered at 99.99% accuracy.
All payments processed should have matching pledge.
Demonstrate consistent courtesy to all internal and external customers
Demonstrate ability to prioritize work and successfully handle multiple priorities by keeping all work current and meeting established deadlines

INTERACTION:

Establishes and maintains relationships with UWCM staff, contributors, agencies, company representatives, loaned executives, volunteers, external service providers, vendors, and banking representatives.

QUALIFICATIONS AND REQUIREMENTS

AA Degree with three (3) years relevant United Way experience or five (5) years of progressively responsible work experience
Experience in payment and/or receivable transactions is desirable
Must possess outstanding Microsoft Excel skills, at an intermediate level or better. Skills must include the ability to utilize formulas and perform functions such as macros, formatting, sort, filter, copy and various paste functions
Thorough understanding of relational databases
Meticulous attention to detail
Excellent proofreading skills
Strong analytical and organizational skills
Must be able to manage multiple tasks and prioritize work
Must be time sensitive and able to meet deadlines
Demonstrated proactive and creative problem solving
Strong interpersonal skills
Must possess excellent customer service and follow through
Excellent verbal and written communication including proper grammar, spelling, and punctuation
Must be a highly motivated selfstarter who takes initiative and follows all assignments through to completion within established timelines
Must work well under pressure

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Occasional walking or standing is required. The hands are regularly used to write, type, key and handle or feel small controls and objects. The employee must frequently talk and hear. Weights of up to 25 pounds are occasionally lifted. There is extensive use of a computer. Employee is primarily seated while performing the duties of the position.

Pay:
$50, $55,000.00 per year

Experience: