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Advancement Services Representative

Penn State is currently seeking an Advancement Services Representative in Development-Donor and Member Services-Gift Processing. As a member of the Division of Development and Alumni Relations (DDAR), you can play an integral role in Penn State's future and contribute to one of the most successful fundraising and alumni relations operations in the country. Reporting to the Advancement Services Manager and working closely with all DDAR units, as well as other partners, this Advancement Services Representative position will: Articulate Penn State's needs, ambitions, and values, including diversity, equity, and inclusion, through excellent informal and formal communications; Administer the following activities for multiple methods of payment (Cash, Check, Credit Card, Electronic Funds Transfer (EFT), Wire Transfer, Automated Clearinghouse (ACH), and payroll deductions. Note that while the activities may be similar, the processes for performing these tasks vary greatly based on form of payment and type of contribution (Charitable or membership purchase). Deposit monies into appropriate account Monitor and reconcile multiple accounts to ensure receipts are recorded accurately. Administer chargeback, refund, and void processes. Review and analyze modifications requests and initiate necessary changes to charitable contributions, pledge commitments, and Alumni Association memberships. Collect, scan, retain, and index all necessary documentation associated with gift or membership for auditing purposes. Interpret, communicate, and resolve issues related to tax law, specifically: the University's tax-exempt status under Section 115 of the IRC and the tax-exempt status of the Philanthropic Fund as a 501(c)(3) organization the impact to individual pledge commitments and payments from Donor-Advised Funds and private foundations. Build and manage relationships with multiple departments both external and internal to Penn State: Corporate Employer Matching Gift Program contacts Student Financial Services for gift transfers related to the monthly endowment buy-out/buy-in process DDAR staff, Controller's Office, Commonwealth Campus DDAR staff Receive, review, verify, and facilitate receipt and processing of: Charitable contributions for more than 500 matching gift programs nationwide. Charitable contributions submitted electronically from campus and college locations Agreements with University Contracts office Corporate acknowledgement forms Execute the following activities related to pledges: Manage the monthly reminder process for major pledge commitments Review executed pledge agreements for accuracy and funding source. Enter major pledge commitments and terms/schedules in the University's gift system. Analyze and review donor pledge commitments concerning balances, payments, and adjustments Act as a primary point of contact via email, phone, letter correspondence to donors, Alumni Association members, and internal teams for: Processing of charitable contributions Alumni Association memberships Specialized subjects related to donor contributions and records Matching gifts Responsible for the following related to systems, processes, and data quality: Discrepancies and issue resolution of complex accounting related issues Training of newly hired staff as well as peer-training Resolution of data integrity issues Input and extraction of data from various systems Support for planning, testing, and implementation of new processes Assist with audit requests Other duties as assigned. The successful candidate will have: A minimum of 2 years of experience in a professional office environment; A dedication to and understanding of the skills required to build relationships with various communities; Proven experience in providing high-quality customer service in a fast-paced setting; Demonstrated accounting skills, including reconciliation and data entry; Experience with navigating large, Enterprise System Software; Exemplary interpersonal and communication skills; A proven ability to self-motivate and work both independently and as part of a team; A commitment to professional development, learning, and being mentored. For full consideration, candidates must submit a cover letter and resume with their application. MINIMUM EDUCATION, WORK EXPERIENCE & REQUIRED CERTIFICATIONS Associate Degree 2+ years of relevant experience; or an equivalent combination of education and experience Required Certifications: None Penn State's Division of Development and Alumni Relations If you believe in the power of higher educationand philanthropyto shape the public good, you'll excel right here in Penn State's Division of Development and Alumni Relations (DDAR). Our organization includes more than 500 professionals engaging a community of more than 800,000 alumni who believe in the power of giving back. Across our interdisciplinary teams of fundraisers, alumni relations professionals, communicators, event planners, financial experts, and more, there is a place for you to make a difference in the lives of students and faculty while taking your own career to new heights. Learn more about us at raise.psu.edu and explore the success of our most recent campaign at greaterpennstate.psu.edu. Building a Career and a Life at Penn State Across all campuses and an online World Campus, our 100,000 students and 17,000 faculty and staff know the real measure of success goes beyond the classroomit's the positive impact made on communities across the globe. Penn State consistently ranks among the top academic and research universities in the world: psu.edu/this-is-penn-state/facts-and-rankings This position is based at the University Park campus, located in State College, Pennsylvania. State College is ranked among the lowest-stress and safest small cities in the country, with excellent public schools, beautiful parks and other natural assets, and a broad range of cultural and athletic events and venues: statecollegepa.us and statecollege.com BACKGROUND CHECKS/CLEARANCES Employment with the University will require successful completion of background check(s) in accordance with University policies. Penn State does not sponsor or take over sponsorship of a staff employment Visa. Applicants must be authorized to work in the U.S. SALARY & BENEFITS The salary range for this position, including all possible grades, is $42,100.00 - $61,000.00. Salary Structure - Information on Penn State's salary structure Penn State provides a competitive benefits package for full-time employees designed to support both personal and professional well-being. In addition to comprehensive medical, dental, and vision coverage, employees enjoy robust retirement plans and substantial paid time off which includes holidays, vacation and sick time. One of the standout benefits is the generous 75% tuition discount, available to employees as well as eligible spouses and children. For more detailed information, please visit our Benefits Page. CAMPUS SECURITY CRIME STATISTICS Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act and the Pennsylvania Act of 1988, Penn State publishes a combined Annual Security and Annual Fire Safety Report (ASR). The ASR includes crime statistics and institutional policies concerning campus security, such as those concerning alcohol and drug use, crime prevention, the reporting of crimes, sexual assault, and other matters. The ASR is available for review here. EEO IS THE LAW Penn State is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are unable to use our online application process due to an impairment or disability, please contact 814-865-1473. The Pennsylvania State University is committed to and accountable for advancing equity, respect, and belonging. We embrace individual uniqueness, as well as a culture of belonging that supports equity initiatives, leverages the educational and institutional benefits of inclusion in society, and provides opportunities for engagement intended to help all members of the community thrive. We value belonging as a core strength and an essential element of the university's teaching, research, and service mission