Donor Services Specialist

Mission: To improve lives by mobilizing the caring power of Greater Kansas City Were more than fundraisers.

Were hand-raisers and game-changers.

We go looking for the tough issues in our community, and with your help, we go solve them.

United Way of Greater Kansas City unites donors, volunteers, businesses, nonprofits and community leaders to help change the lives of those in need.

We are making Kansas City and the surrounding area better100 years and counting.

We are a team of adaptive, driven, focused and flexible innovators working to solve and support some of the biggest challenges in our community.

Our team culture is collaborative, and our office environment is flexible with a hybrid virtual and in-office environment.

We believe that working hard and playing hard are essential to a job well-done.

Come be a part of the pinnacle nonprofit in our community! Position Summary: The Donor Services Specialist provides essential support to the Donor Services team by handling routine donor transactions, pledge processing, and assisting with customer inquiries.

As a specialist position, this role is focused on executing assigned tasks within established processes, exercising discretion to identify errors, resolve routine issues, and escalating exceptions as needed.

Responsibilities: The following statements are intended to describe the general nature and level of work being performed.

They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Payment Processing Process payments from the UMB Daily Deposit Log.

Create daily deposit logs and batches.

Process payments (and opportunities as indicated) received, ensuring proper allocation to donors and company accounts.

Identify and escalate payments requiring additional input.

Prepare and import files for payments when additional data is available (including payroll payment details).

Reconcile payment batches and identify discrepancies for resolution or escalation.

Complete reconciliations with various credit card processing platforms.

Support Donor Choice Processing Assist with resolving write-in designations by updating donor payment to agencies in CRM when an agency record exists.

Support donor and agency communications by preparing donor correspondence and following up with agencies to obtain incomplete or missing information.

Assist with updating agency data from CRM to the accounting system to ensure accurate information prior to payout.

Customer Service & Support Respond to donor and internal staff inquiries, escalating complex issues as needed.

Assist with donor communications related to payments and statements.

Administrative & Data Management Monitor and organize the UWGKC Finance inbox.

Maintain accurate records in the CRM system and financial software.