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Income Processor I — Colorado Springs, CO

Department: Income Processing
Location: Colorado Springs, CO

Exemplify Financial Services’ commitment to serve with integrity and passion, execute with excellence, and demonstrate Christ-honoring care and professionalism while representing the mission of Young Life. Create solutions through collaborative efforts within the department and across departmental lines. This detail-oriented individual will ensure the accurate and timely processing of contributions and other revenue to appropriate accounts and assist in the daily maintenance of the donor database.

Essential Duties:

  • On a daily basis, responsible for answering phone calls and responding to emails directed to the Income Processing department.
  • Assist staff, donors and other customers with a variety of revenue-type concerns (e.g., reconciling contributions to appropriate reports, tracking contributions and payments, etc.).
  • Track contributions and payments as requested by area staff and donors.
  • Must handle details of IRS regulations and enter account numbers, fund codes, dates, and gift types.
  • Research and facilitate processing of various revenue items; to include requests from donors for credit card/EFT gifts, stock gifts, non-cash gifts, and other income as needed.
  • Perform income processing research and corrections as required. 
  • Review and verify donor database for accuracy.
  • Maintain confidentiality of donor database and giving history.
  • Create and maintain excellent customer relations.
  • Represent the Income Processing department in an efficient, professional manner to donors and Young Life staff.
  • Assist other income processors as needed.

Working Conditions:

  • Office environment.
  • Individual will be sitting at his/her desk the majority of the day; must be able to sit for long periods of time.
  • Mandatory overtime will be required on an as-needed basis.

Education:

  • Minimum of a high school diploma or GED.
  • Some business related experience preferred.

Experience Required For The Job:

  • One or more years in a clerical position desired.
  • Proficiency in Microsoft Office Suite, especially Word and Excel.
  • Proven customer service experience and exceptional customer service skills.
  • Ability to pay extreme attention to detail and handle daily multi-tasking.
  • Excellent professional communication skills (verbal and written).
  • Successfully prioritize and accomplish tasks in a fast-paced, detail-oriented work environment.
  • Must maintain confidentiality.
  • Must be able to accurately perform mathematical procedures (e.g., addition, subtraction, multiplication, division and percentages.)
  • Must be a team player.

 

This description is not intended, and should not be construed, to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with this job.  It is intended to be an accurate reflection of the principal job elements essential for making compensation decisions.

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