Katherine Jesena Email & Phone Number

• Preserve database integrity by reviewing constituent and gift audit queries daily, and run a weekly import to minimize duplicate records• Prepare data files, identify correct import profiles, and use Import-O-Matic to update record attributes/constituent coding• Respond to JIRA Helpdesk tickets submitted by colleagues to confirm, update, or research constituent data

• Process charitable donations that come through the mail, wire transfers, brokerage accounts, and online platform into Raiser’s Edge database with accuracy while following specific coding conventions• Use Mail Merge to generate proper receipts, acknowledgement letters, and envelopes and review them to ensure accurate donation information and appropriate IRS receipting standards • Be the main point of contact for all donation inquiries and forward donors to the most suitable foundation member

Millbrae

• Process banking transactions efficiently while maintaining positive customer relations• Exercise discretion, judgment, and offer solutions to transaction problems and inquiries• Maintain, verify, and balance allocated cash drawer• Determine customers’ financial needs and cross sell services

Bachelor Of Science (B.S.), Business Administration, Concentration In Finance

Associate Of Science (A.S.), Business Administration