Advancement Services Representative - University Park, United States - Penn State University

Penn State University University Park, United States

3 weeks ago

Description

APPLICATION INSTRUCTIONS:

CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply here, apply internally through Workday.
CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please login to Workday to complete the student application process. Please do not apply here, apply internally through Workday.
If you are NOT a current employee or student, please click "Apply" and complete the application process for external applicants.

JOB DESCRIPTION AND POSITION REQUIREMENTS:

The Donor and Member Services (DMS) office within the Division of Development and Alumni Relations seeks to hire an Advancement Services Specialist. The Advancement Services Specialist strategically assists the office of Donor and Member Services within University Development (DDAR). The position is responsible for depositing cash payments into university accounts, applying monies to the appropriate allocations, reconciling accounts for accurate balances, and modifying donor and member records when necessary.

Specific duties and responsibilities may include:

Administer the following activities for multiple methods of payment (Cash, Check, Credit Card, Electronic Funds Transfer (EFT), Wire Transfer, Automated Clearinghouse (ACH), and payroll deductions.

Monitor and reconcile the University Gifts Account to ensure receipts are recorded accurately.
Administer chargeback, refund, and void processes.
Review and analyze modifications requests and initiate necessary changes to charitable contributions, pledge commitments, and Alumni Association memberships.
Collect, scan, retain, and index all necessary documentation associated with gift or membership for auditing purposes.

Interpret, communicate, and resolve issues related to tax law, specifically

The University's tax-exempt status under Section 115 of the IRC and the tax-exempt status of the Philanthropic Fund as a 501(c)(3) organization
The impact to individual pledge commitments and payments from Donor-Advised Funds and private foundation.

Build and manage relationships with multiple departments both external and internal to Penn State

Corporate Employer Matching Gift Program contacts
Student Financial Services for gift transfers related to the monthly endowment buy-out/buy-in process
DDAR staff, Controller's Office, Commonwealth Campus DDAR staff

Receive, review, verify, and facilitate receipt and processing of

Charitable contributions for more than 500 matching gift programs nationwide.
Charitable contributions submitted electronically from campus and college locations
Agreements with University Contracts office
Corporate acknowledgement forms

Execute the following activities related to pledges

Manage the monthly reminder process for major pledge commitments
Review executed pledge agreements for accuracy and funding source.
Enter major pledge commitments and terms/schedules in the University's gift system.
Analyze and review donor pledge commitments concerning balances, payments, and adjustments

Act as a primary point of contact via email, phone, letter correspondence to donors, Alumni Association members, and internal teams for:

Processing of charitable contributions
Alumni Association memberships
Specialized subjects related to donor contributions and records
Matching gifts

Responsible for the following related to systems, processes, and data quality:

Discrepancies and issue resolution of complex accounting related issues
Training of newly hired staff as well as peer-training
Resolution of data integrity issues
Input and extraction of data from various systems
Support for planning, testing, and implementation of new processes
Assist with audit requests
Miscellaneous requests as needed

Attention to detail, problem solving skills, confidence and proficiency with a variety of software platforms, strong time management, and the ability to follow standard procedures are required. Positive attitudes and individuals who work well in a team environment are encouraged to apply.

This position requires 4+ years related experience and a Associate's Degree or higher, or an equivalent combination of education and experience. Due to the financial and fiduciary responsibilities of this position, successful completion of a credit history check will be required in addition to standard background checks.

The Division of Development and Alumni Relations is supportive of flexible work arrangements when aligned with the ability to meet the needs of the unit and the essential duties of the position. Questions related to flexible work arrangements should be directed to the hiring manager during the interview process.

The Pennsylvania State University is committed to and accountable for advancing diversity, equity, inclusion, and sustainability in all of its forms. We embrace individual uniqueness, foster a culture of inclusion that supports both broad and specific diversity initiatives, leverage the educational and institutional benefits of diversity in society and nature, and engage all individuals to help them thrive. We value inclusion as a core strength and an essential element of our public service mission.

The salary range for this position, including all possible grades is:

$42, $61,000.00

Salary Structure - additional information on Penn State's job and salary structure.

CAMPUS SECURITY CRIME STATISTICS:

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act and the Pennsylvania Act of 1988, Penn State publishes a combined Annual Security and Annual Fire Safety Report (ASR). The ASR includes crime statistics and institutional policies concerning campus security, such as those concerning alcohol and drug use, crime prevention, the reporting of crimes, sexual assault, and other matters. The ASR is available for review here.

Employment with the University will require successful completion of background check(s) in accordance with University policies.

EEO IS THE LAW

Penn State is an equal opportunity, affirmative action employer, and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are unable to use our online application process due to an impairment or disability, please contact

Federal Contractors Labor Law Poster

PA State Labor Law Poster

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