Seasonal Pledge Processing Specialist

United Way Greater Milwaukee & Waukesha Country

United Way of Greater Milwaukee & Waukesha County (UWGMWC) is seeking a Seasonal Pledge Processing Specialist to assist Pledge Processing staff in all areas of processing gifts and providing donor and agency customer service, as well as administrative support for additional Pledge Processing tasks during United Way’s annual fundraising campaign months of late August through December.  This is a seasonal, 30 hour position which begins in September 2022 and continues through January 2023.

Duties & Responsibilities Include (but are not limited to):         

Electronic & Paper Pledge Processing:

• Import data files from online giving site to United Way’s donor database.
• Research and resolve any questions about donor information; use Microsoft Excel to maintain audit trail of gifts; adhere to quality procedures to ensure gift accuracy.
• Record and sort pledge envelopes received; verify cash/checks received; flag special gifts and payment types; process credit card information.
• Perform data entry for individual, employee and/or corporate gifts. Review key transaction data to confirm accuracy, identifying any data entry or processing errors
• Follow special handling and quality assurance procedures for gifts of $10,000+.
• Escalate any pledge processing issues to supervisor.
• Assist in special projects: donor and agency research, quality assurance reports, scanning & filing donor documentation.

• Escalate any donor or agency issues to Pledge Processing Team Lead.
• Maintain strict confidentiality of donor information.

An effective Seasonal Pledge Processing Specialist will have:

• Strong written and oral communication skills
• An advanced Microsoft Excel skill level
• Familiarity with Outlook, Word, and internet research
• Experience working with a donor or customer relationship management database
• Strong attention to detail and a high level of accuracy
• Initiative and ability to work independently and as a team member
• Adaptability and flexibility in a fast-paced environment
• Ability to manage many projects at once, maintaining high efficiency and timeliness
• Experience working remote.

Requirements:

• High school diploma or general education degree (GED)
• 2 years of related experience in data entry and customer service.

Covid 19 Protocol

• United Way of Greater Milwaukee & Waukesha County mandates that all employees be fully vaccinated against COVID 19.  For purposes of this policy, an employee is considered fully vaccinated two weeks after receiving the second dose of a two-dose vaccine (Pfizer or Moderna) or one dose of a single-dose vaccination (J&J) as well as timely boosters.

• When requested, United Way will provide a reasonable accommodation/medical exemption for any disclosed medical condition or disability of a qualified individual or a sincerely held religious belief which prevents the employee from receiving a COVID-19 vaccination, provided the requested accommodation is reasonable and does not create an undue hardship for United Way and/or pose a direct threat to the health or safety of others in the workplace and/or to the requesting employee.

Equal Opportunity Employer

M/F/Disability/Vet