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Maintain comprehensive and compliant contribution documentation in line with internal guidelines, procedures, and external stakeholder requirements.
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Regularly update and refine procedures for contribution recording, monitoring, and maintenance to improve efficiency and accuracy while minimizing process time.
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Ensure data quality and accuracy of entries in the REM systems 4D, reflecting contract/pledge letter contents and donor requirements.
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Perform and/or review donation reconciliations on a regular basis, initiating corrective actions when discrepancies are identified.
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Monitor and follow up on the timely receipt of donation payments.
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Provide support to colleagues and respond promptly to inquiries related to contributions.
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Safeguard consistency and accuracy of contribution data (hard and soft pledges) within the REM CRM tool 4D.
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Coordinate closely with the Financial Division on matters concerning incoming payments and contributions.
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Create and maintain customer records in PeopleSoft finance software.
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Prepare documentation required for pledge cancellations or adjustments due to changes in pledge value, payments, or other circumstances affecting pledge amounts.
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Verify the accuracy of financial data included in Acknowledgements of Receipt sent to donors.