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Gift Processing & Data Entry Specialist
The Gift Processing & Data Entry Specialist will be at the forefront of the office of Philanthropy’s gift processing and data flowing into Blackbaud CRM ecosystem. They will be responsible for entering biographical constituent (donor) data in Blackbaud CRM for all check and wire transfer donations received by all US locations. When donations are received via mail, they will be the first touch to correctly enter all donor information, including relationships, into BBCRM and PaperSave. They will also be responsible to discover research, merge duplicate records and follow all SOPs for each unique donation.
Data Entry Headquarters Donations
- Responsible for entering donor biographical data (name, address, phone, email, and creating relationships etc…) into the Blackbaud CRM database and PaperSave by following the policies and procedures laid out by the Shriners executive team. Donations can be in the form of cash, check and wire transfers. Donors could be individuals, businesses, foundations or trusts, each having their own set of data entry rules. Must know how to identify each type of donation by reading the information in the backup paperwork provided by the donor. Working with the Wells Fargo virtual lockbox PDF files and processing them through the PaperSave portal is part of the daily process. Gift Processing & Data Entry Specialists are responsible to enter all data for each transaction onto a spreadsheet to pass on to the Donors Services team, as well as spreadsheets to track their work for the day. Data integrity checks will be in place to ensure records are being entered correctly. They are also responsible for creating service tickets to request Revenue Update Batch, Reclass Donations, Solicit Codes Preferences, Check Refund Requests and any other needed Categories. Data integrity and attention to detail in this position are essential.
Data Entry Site Donations
- Includes all policies and procedures listed above (Data Entry Headquarters Donations) as well as the following: required to work directly with location staff to understand donor intention for each donation received at the site. Communication with the site will be done via email, phone and/or Microsoft Teams. They must learn all appeals, attributes, constituencies and designations for each location, so proper credit is applied. The Gift Processor & Data Entry Specialist is responsible for building all tribute and tributee provided by the donor. On occasion, when a site is having staffing issues, the data entry specialist will handle tasks that a site’s staff usually handles.
Data Integrity Research
- Prior to adding a new record for a donor, the Gift Entry & Data Entry Specialist will be responsible to search the database to determine if the donor already exists. Will need to use Ekata Pro to determine if multiple donors with same name and different addresses are actually the same donor. When finding duplicate donor records, the data entry specialist will need to merge them into one record. Multiple data integrity checks have been built for the data entry team to examine and remediate. Checks include, but are not limited to households with more than two members, online obituary research, duplicate merge, multiple duplicate address clean up, Missing Title review and conversion of records from individual to organization and vice versa. Other data checks will be assigned, as needed, but the data management team and/or executive team.
This is not an all-inclusive list of this job’s responsibilities. The incumbent may be required to perform other related duties and participate in special projects as assigned.
Required:
- High School Diploma / GED
- Must be computer literate and highly proficient using the following software applications: MS Office, Adobe, Internet search engines
Preferred:
- 2 years of data entry experience
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Knowledge of Blackbaud CRM
- Knowledge of PaperSave document management solution
- Knowledge of Wells Fargo virtual lockbox process
- Familiarity with Shriners donor relations process
- Familiarity with donor terms and the procedures of department
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