What are the responsibilities and job description for the Donor Fulfillment Specialist position at Cal Farley's Boys Ranch?
The Donor Fulfillment Specialist is a cross-functional position that supports both the gift processing and donor call center departments. This role ensures accurate and efficient processing of contributions while also delivering exceptional service to donors through timely communication and support. Utilizes basic math skills to add and balance daily cash, checks and credit card transactions. Makes outbound acknowledgement thank-you calls to enhance donor engagement. This position requires strong attention to detail, excellent communication skills, and a donor-centric attitude.
- Exhibits regular and punctual attendance.
- Assists in the processing of incoming gifts utilizing electronic envelope extraction equipment. Sorts all gifts based on predetermined criteria for ease of gift processing.
- Responsible for electronically scanning, verifying, and balancing daily contributions, and preparing them for deposit utilizing the gift processing imaging equipment and Check 21 software.
- Places outbound acknowledgement calls to donors as assigned and documents all calls in the donor database system.
- Receives, handles and/or directs incoming calls using established protocols and staying within established scope and boundaries. Documents such calls as appropriate in the donor database system.
- Assists in the maintenance of donor records in our donor database for the Donor Services and Call Center staff to include scanning of documents into donor records, entering pertinent donor contacts into donor records, providing donor research upon requests, and utilizing the donor database to prepare informative queries/reports as assigned.
- Effectively prioritizes and coordinates multiple job tasks for maximum productivity.
- Makes decisions on marking donor records to reflect changes requested of donor.
- Provides support to other branches as assigned.
1. A high school diploma or GED equivalency is required.
2. A minimum of 2 years customer service, data entry, and general office experience is required. Call center experience strongly preferred.
3. A minimum of 35 wpm typing speed is required.
4. Must be proficient with 10-key by touch.
5. Basic competency in Microsoft Office for Windows applications (word processing, database, spreadsheet, e-mail, presentation graphics, etc.) is required.
6. Must be proficient in general office equipment.
7. Must possess exceptional time management and detail-orientation skills.
8. Must be at least 21 years of age.
9. Must possess a valid Texas driver’s license.
- 401(k) with company match
- Roth 401(k)
- Health insurance
- Dental insurance
- Vision insurance
- Flexible spending account
- Life insurance
- Employee assistance program
- Paid time off
- Tuition reimbursement
- Wellness program
Cal Farley's is an Equal Opportunity Employer.