Gift Processing Specialist

Why Join Roseman? Because this is your chance to grow with a team—and a University—that’s going places. We are a private, nonprofit institution preparing the next generation of healthcare leaders through innovation, compassion, and academic rigor. And we believe those same values should guide how we treat our employees.

Job Description

Job Summary

The Gift Processing Specialist is the key steward of donor and financial data, managing the full lifecycle of gifts, including data entry, coding, invoicing, reconciliation, and reporting, while maintaining strict alignment with donor intent, institutional policies, and financial controls.

Essential Functions

• Process and maintain all philanthropic revenue, including checks, donor gifts, pledges, wire transfers, and in-kind contributions, ensuring accurate coding, fund allocation, and compliance with donor intent, institutional policies, and applicable IRS regulations ensuring data integrity.
• Generate and manage donor invoices, pledge reminders, and related financial documentation to support timely payment collection and reconciliation.
• Manage the receivables lifecycle by conducting donor outreach, facilitating payment processing, obtaining required documentation, and resolving outstanding transaction items.
• Partner with internal stakeholders to reconcile financial and donor systems, research discrepancies, and ensure alignment and accuracy of financial records.
• Coordinate the preparation, routing, execution, and retention of donor agreements and supporting documentation, ensuring completeness, accuracy, and compliance with institutional standards.
• Maintain organized, audit-ready records for all gift transactions, donor documentation, correspondence, and financial activities in accordance with institutional and legal requirements.
• Prepare, validate, and reconcile monthly, quarterly, and annual donor and financial reports to ensure accuracy, consistency, and reliability of data.
• Develop, document, and maintain standard operating procedures (SOPs) and workflows related to gift processing, invoicing, and financial administration to support operational consistency, compliance, and continuous improvement.
• Maintain strict confidentiality and professionalism in all donor interactions and sensitive donor and financial information.
• Demonstrate exceptional attention to detail, accountability, professionalism, and sound judgment in the administration of financial transactions and donor-related activities.
• Maintain consistent and dependable on-site engagement, meeting the operational needs of the Philanthropy & Alumni Unit through regular attendance and a professional presence.
• May be required to perform other duties as assigned.
  
  

Requirements

• High school diploma or equivalent required
• Minimum of 2-3 years related experience
• Experience with Raiser’s Edge preferred
• Valid Driver’s License required
  
  

Knowledge, Skills, And Abilities

Individual must possess the knowledge and following skills and abilities or be able to perform the essential functions of the job, with or without reasonable accommodation, using some other combination of skills and abilities:

• Strong critical thinking skills and the ability to analyze, summarize, and effectively present data.
• Strong interpersonal and communication skills , including presenting, writing, and team-building.
• Ability to manage respectfully, collaboratively, and effectively with staff, faculty, administrators, and University personnel at all levels in a diverse community.
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Experience with data entry, administrative support, or financial processing
  
  

Work Conditions

• Work is primarily indoors but requires the incumbent to be in an outdoor environment when traveling between local campus buildings, off campus, and to other Roseman University facilities out-of-state.
• Performing duties and attending events outside the normally scheduled work hours occurs occasionally and is required.
• Traveling off-campus to a local, state, regional and/or national event, as well as travel to other Roseman campuses or facilities occurs occasionally and is required.
• Incumbents may be exposed to interruptions, distractions, frequent noise caused by telephones, office machines, and nearby oral communications among university personnel and/or students.
  
  

Required Physical Abilities

• Ability to bend, stoop, reach, stand, move from one area of the building to another on a regular basis, sit and use a computer for an extended period.
• Manual and physical dexterity needed to operate a computer keyboard and handle paper documents.
• Sufficient near vision acuity to read information appearing on computer display screen, hand-written forms, and printed on paper.
• Adequate hearing and verbal abilities to communicate effectively in person and by telephone.
  
  

Roseman University of Health Sciences is an Equal Opportunity Employer committed to fostering a diverse, inclusive, and respectful workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, or veteran status.