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Loyola University Chicago · 2 months ago

Data Integrity Gift Analyst

Chicago, IL

Full-time

Hybrid

Mid Level

$65K/yr - $70K/yr

3+ years exp

Loyola University Chicago is a prominent Jesuit institution committed to academic excellence and community engagement. They are seeking a detail-oriented Data Integrity Gift Analyst to manage incoming donations, ensure accurate record-keeping, and support fundraising efforts in collaboration with the Advancement team.

Higher Education

Responsibilities

Review, stage, and enter all donations to the University, including HSC (Health Sciences Campus). This includes processing checks (scanning checks to the University’s bank), managing the payment lockbox, reviewing and scanning all documentation, processing payroll deductions, electronic fund transfers, wire transfers, gifts-in-kind, including gifts of securities, gift transactions from collection applications like iModules, Kindsight Portal/Connect, Graduway, and CVENT, gift revenue from events, and posting donations to the donor’s record ensuring that proper credit is given to the donor(s) and entered in Loyola’s CRM. May serve as a liaison between University Advancement, University Finance, and the University’s broker

Ensure that daily reconciliation reports are completed for University Finance and prepare information for entry into Loyola’s CRM. Work with University Accounting to facilitate intercompany transfer of funds as necessary

Evaluate all outright gifts, matching gifts, pledges, and pledge payments to determine appropriate donor credits, funds, appeals, and required documentation for completion and accuracy

Based on the agreed-upon schedule, run Gift Audit Reports to ensure that all gift entry standards have been maintained and reconciled. May perform regular audits of open pledges

Maintain donor pledge files, reviewing documentation to ensure that the correct donor, fund designation, pledge payment schedule, and other critical information has been accurately recorded and stored in an electronic location. Partner with Donor Relations to review pledge reminders

Assist in researching gift and pledge relation information

Monitor Pledge and Gift Processing Controls to ensure accuracy of input, review, and reconciliation of all donations following University policy and procedures

Provide customer service through shared Data Integrity email accounts and the Smartsheet task request system, including fulfilling the ad hoc gift and data requests. Reach out and return calls to donors as needed

Process Matching Gift Forms from donors as required

Prepare and deliver cash deposits to the Bursar’s Office

Charge manual credit card transactions

Aid with producing accurate donor receipt correspondence according to policies and procedures as a collaborative member of the Data Integrity team

Utilize Loyola’s CRM for data pertinent to fundraising on donors, prospects, volunteers, and staff, including demographic, biographical, financial, and philanthropic information

As needed, establish and maintain designation records and new appeal codes

Develop and maintain gift processing policies and procedures

Review/research all records that cannot be automatically created/updated by data upload sources; create/update records as appropriate

Assist with overseeing the maintenance of all constituent and organizational records in Loyola’s CRM, including (but not limited to): Creating new records. Updating and maintaining biographical, demographic, and contact information. Updating and maintaining employment and employment-related information (e.g., matching gift relationships, business addresses, positions, and titles). Updating and maintaining personal relationship information (e.g., marital status and parent-child relationships). Researching unverified obituary notifications and updating constituent records with verified information. Proactively acquiring, updating, and maintaining constituents’ engagement information (e.g., event attendance, participation in volunteer activities, membership on a Loyola advisory board, etc.). Assisting with high-volume periods and bulk updates

Run and review data audit reports, correcting/updating constituent data as necessary. Use publicly available and proprietary data tools to obtain the data needed to make the appropriate adjustments. These tools include AlumniFinder, Loyola’s PeopleSoft student system, online publications, social media, and the internet

Perform database analysis, financial corrections, and adjustments

Review mail returned by the USPS – inactivating incorrect addresses and performing research to identify new/correct address information

Maintain existing and contribute to new procedural documentation

Use subject matter expertise to recommend and execute new data integrity audits

Create and maintain documentation about data updates (e.g., coding two people as married) and data audits (e.g., merging duplicate records)

Assist the Associate Director, Gift Processing with project management, tracking progress, and estimating timelines and completion dates. Assist with making recommendations about Data Integrity’s portfolio of data projects

Perform other duties as assigned

Qualification

Data managementFundraising databasesAttention to detailMicrosoft ExcelSalesforceClient serviceProject managementInterpersonal skillsCommunication skills

Required

Bachelor's Degree with 3-5 years of related experience in database/records management, gift processing, accounting, finance, and/or advancement

At least 3 years of experience with data management or entry in a non-profit environment

Experience and references demonstrating scrupulous accuracy and attention to detail in data entry and information processing

Proven ability to prioritize, work independently, and meet expectations for goals and timelines

Ability to read, analyze, interpret, and follow departmental policies and procedures

Knowledge of gift receipt requirements and other regulatory requirements

Proven ability to work as a collaborative team member

Excellent spoken and written English language skills

Excellent interpersonal relationship-building and maintenance skills

Demonstrated ability to communicate detailed information clearly in written and oral form

Demonstrated ability to effectively present information and respond to questions from internal and external stakeholders

Ability to interpret instructions in written and oral form and use logical thinking to solve practical problems

Demonstrated client service skills to understand how each action and decision impacts the team, the division, and the organization

Ability to work under pressure due to time and frequent requests from multiple sources with their own timelines and constraints and with all levels of administrative staff

Demonstrated project management skills with excellent organization skills and attention to detail

Ability to identify scenarios for data entry, choose the best path forward based on data request volume and type, source of information, and other competing factors, while still delivering a clean and accurate finished product regardless of path chosen

Experience utilizing fundraising databases; Kindsight ascend and Salesforce application experience strongly preferred

Intermediate proficiency with Microsoft Office applications such as Excel and Word required