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United Way of Metropolitan Dallas · 19 hours ago

Gift Processing Specialist

Dallas, TX

Full-time

Hybrid

Entry, Mid Level

2+ years exp

United Way of Metropolitan Dallas is a social change organization focused on creating access and opportunity for North Texans. The Gift Processing Specialist is responsible for the accurate processing of donations and payments, ensuring compliance with organizational and regulatory standards, and maintaining donor trust through confidentiality and quality service.

Education

Hiring Manager

KENDRA JOHNSON

Responsibilities

Review donation and payment batches to ensure documentation meets GAAP, IRS, and UWMD requirements and contains all information necessary for accurate processing

Research donors and company giving history to determine appropriate coding, designation, and revenue alignment

Proactively access third-party portals and platforms to retrieve missing or required donation documentation

Compile, sort, and format spreadsheets to prepare donation data for import and posting into the CRM system

Enter donation and payment data through manual entry and imports, ensuring accuracy and reconciliation to control totals

Investigate and resolve system errors, rejected items, and discrepancies within the processing workflow

Escalate issues and discrepancies to appropriate leadership and stakeholders in a timely manner

Complete all assigned month-end closing activities by established deadlines

Participate in the team rotation for processing incoming organizational mail

Maintain and update company and donor processing profiles to support future accurate entry

Collaborate with Resource Development and other teams to obtain gift agreements, donor intent documentation, and required approvals

Support other processing, data quality, and system improvement initiatives as needed

Provide responsive, accurate customer service to both internal and external stakeholders

Handle all donor and financial information with strict confidentiality and care to reinforce donor trust

Qualification

CRM systemsMicrosoft ExcelData managementFundraising supportCommunication skillsInterpersonal skillsAttention to detailSelf-motivated

Required

Exceptional attention to detail with strong organizational, data management, and quality control skills

Ability to manage multiple priorities and deadlines in a fast-paced, high-volume environment

Proficiency with CRM systems and Microsoft Excel (sorting, filtering, formulas, lookups)

Strong written and verbal communication skills

Demonstrated commitment to delivering a positive and professional donor experience

Strong interpersonal skills and ability to collaborate across teams

Self-motivated, proactive, and solutions-oriented with sound judgment

2–4 years of relevant experience in fundraising support, donor relations, or data management

Preferred

Bachelor's degree preferred, ideally in nonprofit management, business administration, communications, data analytics, or a related field. Equivalent professional experience will be considered

Experience in nonprofit operations is preferred

Familiarity with donor databases or CRM systems (e.g., Microsoft Dynamics, Salesforce, Raiser's Edge) is highly desirable

Proficiency with tools such as Excel, and data reporting platforms (e.g., Power BI) is a plus