Sr. Development Data Processor

Coral Gables, Florida
Apr 03, 2017
Institution Type
Four-Year Institution
The University of Miami is considered among the top tier institutions of higher education in the U.S. for its academic excellence, superior medical care, and cutting-edge research. At the U, we are committed to attracting a talented workforce to support our common purpose of transforming lives through teaching, research, and service. Through our values of Diversity, Integrity, Responsibility, Excellence, Compassion, Creativity and Teamwork (DIRECCT) we strive to create an environment where everyone contributes in making UM a great place to work. We are one of the largest private employers in Miami-Dade County; home to more than 13,400 faculty and staff from all over the world.

Posting of University of Miami financial transactions related to University Advancement’s fundraising efforts into the Raiser’s Edge software in an accurate and timely manner. In order to process accurately, the processor must first determine the financial classification of the transaction and what codes to use. They must correctly identify the constituent and all the constituent’s biographic data should be added, updated and maintain on the RE system. The appropriate University accounts/funds must be utilized. In cases where there is insufficient documentation, department contact must be made. Once this information is properly determined and entered into RE, the transactions will interface electronically into the University’s Financial Records System and the transactions that have been classified as donations will generate an IRS tax receipt which is mailed to the donor. Serve as a contact with all departments and areas within the University regarding financial transactions that have been processed through RE.

Essential Responsibilities:
•Process UM financial transactions related to University Advancement fundraising activities of all values and types to the RE system, giving priority and proofing co-workers batches on transactions over $1,000. The Development Processor must post transactions following University of Miami policies and procedures including IRS regulations, Controller’s restrictions, C.A.S.E. standards and new campaign policies, in order to insure postings are accurate. Financial transactions are posted to RE through a batching process. The Processor is required to first review the transmittal form (if available) and all the correspondence received. Then, they must determine the financial classification. A transaction may be classified as a donation, a donation with a benefit, a UM non-gift transaction (i.e.: event, auction item, a previously counted planned gift; all of which also get added to a constituent record), an unrelated Advancement fundraising transaction (patient payment, tuition, sponsored transaction, etc.) or a transaction that is unrelated to the University of Miami (i.e.: a mortgage payment sent in error via mail with a UM return envelope). The Processor will then classify the transaction in RE by choosing the correct Type and Gift Sub-Type combination. When identifying constituent records, the Processor should observe the integrity of the database. Therefore, proficient record searches must be performed to identify constituent records. If the transaction is deemed to be tracked via RE and the transaction is from a new constituent, a new biographic record must be created at the time the financial transaction is posted, following all procedures to create a new ID. Biographic data updating must be performed in order to maintain accurate records. For gift transactions, donor designations must be examined and verified that they coincide with the backup documentation received with the gift and posted accurately to gift accounts according to donor intent. If the fund listed on a transmittal (if any), does not correspond with the donor’s intent, the processor should follow donor intent and identify and post against the appropriate account/fund. The accounts/funds that a Processor may choose to follow donor intent are unrestricted, endowments, designated, restricted and building funds. Before a High batch is committed and released, the Processor should proof the batch, then submit their batch for proofing, provide proofing of their co-workers’ batches in order to insure accuracy.

Specifically on credit card batches, processor will be responsible on properly sending the EFT file through the RE system in order to charge the credit card transactions. Attention to details must be exercised in order to charge the correct amount on a constituent’s credit card. Proof of transfer should be printed and added to batch. This will assist in the month end reconciliation process.

All financial transactions added to RE that are eligible to post to FRS are directly interfaced with the University’s Financial Records System (FRS) on a nightly basis. Advancement’s Business Intelligence will be updated nightly, as well. University Advancement’s financial reporting will be generated out of the BI system based on the data entered into RE.

Once the batch has been processed in RE; the Processor will be responsible for physically indexing the batch documentation for scanning to the IBM AS/400 Imaging System. (60%)

•Credit Card Processor - Receives all credit card transactions related to University Advancement fundraising activities of all values, and following Development Services policy separates the credit card transactions, and coordinates all backup documentation into batches. Properly create the batch folder, include documentation and place all batches in a central location for all processors to post. Main contact with department/schools for rejected credit card transactions. Processes the monthly recurring credit card pledge payment batches, and processes the daily CampusCall pledge/gift batch transactions.

•Post Recurring Gift Pledges to the RE system. Examine and verify that the donor’s designation of the pledge is accurate with the backup documentation received. Check pledge for campaign accountability and enter financial information accordingly with the correct codes. Coordinate directly with Development Officers on duration, scheduling and billing required on the pledges if not clear in the documentation. When posting pledges all policies and procedures including Controller’s (FRS), Advancement campaign accounting, and (CASE) standards are followed.

•Biographic projects:
Aside from the biographical record updates that are performed during gift posting, bio updating must be performed. These include the address maintenance resulting from Miami magazine, First Direct, NCOA and departmental mailings. Special coding is performed depending whether it is in address correction or lost address.

•Database improvement projects (Quality control):
Review and updates the monthly quality control reports in order to maintain an accurate database.

•Other duties as assigned: Cross trained in the following areas to assist in the department’s daily operations as well as of the Advancement Division when needed:

Development Services Workshop Trainer
Preparation of giving histories

• High school diploma or equivalent.
• A minimum of three years business office experience required at a senior level, with good accounting and math skills.
• Excellent command of the English language, oral and written, plus superior telephone skills.
• Proficient in Microsoft Office applications (i.e. Microsoft Word, Excel, and Access).
• Must have initiative mixed with good, sound judgment.
• Must be able to handle multiple projects simultaneously and work in a dynamic environment.

Apply Online. Position #: P00005887.

The University of Miami is home to some of the brightest minds in the world. We are committed to educating and nurturing students, creating knowledge, and providing service to our community and beyond. The University of Miami offers competitive salaries and a comprehensive benefits package including medical and dental benefits, tuition remission, vacation, paid holidays and much more. The University of Miami is an Equal Opportunity/Affirmative Action Employer. Come join us!