Responsible for day-to-day oversight and management of all activities in the areas of gift reporting, processing, and internal financial reporting.

Entered gifts received by check, credit card, cash, wire transfer, stock gift, and other various transactions.Recorded pledges; determining: legal donor; if the pledge is a regular pledge or needs to be carried as a non-binding intention; soft credits; and pledge type.Updated biographical information from documentation accompanying gifts and multiple additional sources including the Blackbaud Net Community connector, staff updates, etc.Entered biographical changes received with the gifts using prescribed biographical guidelinesUpdated the database with new biographical information including addresses, business and employer information, matching gift company information, name changes and other facts pertinent to our constituents.Learned how to assess if business processes comply with legal and professional standards, including IRS, CASE, FASB and FERPA standards, matching gift program policies, and University recognition policies and giving societies.Completed special projects as assigned by the Assistant Vice President for Advancement and Director of Advancement OperationsFollowed processes and procedures for credit card gift entry comply with Payment Card Industry (PCI) standards and University policies.Assisted with data integrity and enhancement processes.Researched questions from donors, development personnel and others.Participated in testing of enhancements to The Raiser’s Edge module.Was aware of and sensitive to donors’ rights and expectations related to the handling of their personal information and the application of their gifts.

Recorded all matching pledges and giftsCompleted all matching gift forms and online requestsStored and organized copies of all forms and requestsManaged and maintained pending matching gift claims in Excel and BannerGenerated and edited company, foundation and donor receiptsProcessed daily assigned gifts and pledgesCoordinated and instructed Raiser's Edge new user training sessionsResponsible for all current year gift and pledge adjustmentsCommunicated with Finance department for all prior-year adjustmentsUpdated, recorded and ran Payroll contributionsPoint person for Single Sign-On Alumni Portal calls and questionsLead contact for BannerWeb PIN resetsReviewed and submited corrections on daily Gift Entry Validation ReportsReconcile monthly office purchasing card statementsOrdered all office supplies Maintained open contact with all departmentsScheduled webinars and meetings for officeReset BannerWeb passwordsRan various gift detail reportsAttended on-campus classes for continued work enrichmentParticipated in after hours volunteer work for certain events on and off campusElected 2011-2012 University Staff Advisory CouncilVolunteer Assistant Building CoordinatorRegularly updated business processes documentation

Collected and copied all original gifts and pledgesHandled majority of alumni database updatesDistributed Daily Gift ReportsGenerated, edited and mailed all tax receiptsMaintained "asadmn" inbox for updatesCharged credit cards through Kintera/SphereRan data integrity reports for clean-upCreated, complied, personalized and mailed Memoriam/Honorary lettersOrdered all office suppliesReconciled office purchasing card monthly

Preserved confidential patient account informationCompared pre-calculations to actual paymentsViewed, deduced and corrected billing discrepanciesOrganized inconsistencies by type of refund or rebill chargesRegulated account modificationsFollowed up for quality assurance

Excelled in excellent customer serviceHandled money and personal customer informationDeveloped relationships with repeat customersOrganized sale floors

Answered phone callsMinistered help to students and professors with technical problemsServed as a representative for center across campusAssisted in set-up and break down of sound equipmentSolicited classmates to the center for employment

Bought customers' new or gently used clothes in exchange for cashSorted clothes by labels to determine valueOrganized sale floors