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Financial Services Revenue Specialist I

Key Facts

Remote From: 
Full time
English

Other Skills

  • Technical Acumen
  • Microsoft Excel
  • Microsoft Office
  • Microsoft Word
  • Quality Control
  • Non-Verbal Communication
  • Multitasking
  • Time Management
  • Teamwork
  • Customer Service
  • Detail Oriented

Roles & Responsibilities

  • Minimum of a high school diploma or GED
  • Some clerical experience preferred
  • Proficiency in Microsoft Office Suite, especially Word and Excel
  • Excellent professional communication skills (verbal and written)

Requirements:

  • Represent the Revenue Processing department professionally and facilitate processing of revenue items including CDS processing, stock gifts, non-cash and vehicle gifts, bank transfers, and third-party uploads
  • Ensure revenue is processed accurately and timely, meet daily and monthly deadlines, perform research and corrections as required, and adhere to applicable policies and IRS regulations
  • Perform end-of-day procedures, review error reports, submit AHBT/JE files to accounting, and escalate repeat or unusual errors to third-party vendor as needed
  • Maintain data confidentiality, assist in training front-line staff, collaborate with colleagues to improve processing accuracy, and foster strong customer relations

Job description

If you are currently on Young Life staff, please do not apply through this external jobs board. To apply for internal job opportunities, log in to Workday and use the Jobs Hub. Applying externally may delay your application and require you to resubmit internally.

Because of Young Life’s exclusive Christian purposes of evangelism and discipleship as set forth in its Articles of Incorporation and in these Bylaws, and to reflect what has always been and will continue to be the position of Young Life, specifically the Christian belief that each and every employee and volunteer of the corporation should minister as a servant of God with the primary responsibility of proclaiming the gospel of Jesus Christ and, as such, is an integral part of the Christian mission and ministry of the corporation,
Young Life shall only employ individuals or enlist volunteer leaders who: (a) profess a belief in Jesus Christ as their personal Savior and Lord; and (b) subscribe to the statements and policies required of all Young Life staff, including the Young Life Statement of Faith. Therefore, employees and volunteers of Young Life, during working and nonworking hours, shall: (i) be ready, willing and able to fulfill such ministry functions as may be required by the organization; (ii) refrain from conduct and statements that detract from the biblical standards taught and supported by Young Life, and (iii) abide by all policies and practices of Young Life including, without limitation, those related to religious belief or ministry activities.

At Young Life, our mission is to introduce adolescents to Jesus Christ and help them grow in their faith. We invite you to join us in this life-changing work, building relationships and creating spaces where young people feel seen, known, and loved.

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 customer database.

Job Specific Working Conditions:

Essential Duties:

  • Represent the Revenue Processing department in an efficient, professional manner to donors, parents, friends of Young Life and Young Life staff and volunteers. 
  • Research and facilitate processing of various revenue items to include:
  • CDS processing
  • Stock gifts
  • Non-cash and vehicle gifts
  • Bank transfers
  • Third party uploads (i.e. benefits, payroll deduction, 41 and change, Auction, Fiserv, DAF’s; Fidelity and National Christian Foundation)
  • Other income as needed
  • Must handle details of IRS regulations to discern what transactions are considered charitable contributions.
  • Ability to enter payer/contact details, account numbers, fund codes, dates, and transaction types with accuracy and efficiency. 
  • Responsible for ensuring revenue is processed accurately and timely; meeting daily and monthly deadlines and quality control standards.
  • Perform research and corrections to revenue as required. Adhere to policies and regulations when it comes to determining what corrections can be allowed. 
  • Assist the supervisor in monitoring accuracy of revenue processing and work on areas to improve accuracy and efficiency.
  • Responsible for end of day procedures to include:
  • Review error reports and make corrections daily
  • Process AHBT and JE files to submit to accounting daily 
  • Process receipt files to submit to printing services daily
  • Along with the supervisor, assist with escalating repeat or unusual errors to our third party vendor, CDS.
  • Maintain confidentiality of all aspects of contact and financial data.
  • Assist in providing training on revenue processing to front line support personnel.
  • Collaborate with front line support personnel to identify processing issues or concerns and work with the supervisor towards solutions and improved accuracy.
  • Create and maintain excellent customer relations.
  • Assist other revenue 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.


Experience Required For The Job:

  • Some clerical experience preferred
  • Ability to work in highly technical software
  • Ability to pay extreme attention to detail and handle daily multi-tasking.
  • Successfully prioritize and accomplish tasks in a fast-paced, detail-oriented work environment.
  • Excellent professional communication skills (verbal and written).
  • Must be able to accurately perform mathematical procedures (e.g., addition, subtraction, multiplication, division and percentages.)
  • Proficiency in Microsoft Office Suite, especially Word and Excel.
  • Must be a team player.
  • Knowledge in Salesforce a plus.

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