Credit Card Gift Analyst

Mid Santa Barbara County
Santa Barbara
Full Time
UC Santa Barbara Advancement Services

Credit Card Gift Analyst

UC Santa Barbara Advancement Services

Summary of Job Details

Independently applies services concepts for input, review, and processing of all credit card gift transactions made to the University of California Santa Barbara through UC Regents and The UC Santa Barbara Foundation. Applies a wide variety of policies and audit regulations to ensure accuracy of all credit card transactions and maintains integrity of related biographic donor information on The UCSB Advance System* (Advance). Ensures appropriate controls are maintained to protect University resources. Applies unfailing attention to detail and accuracy for proper receipting, critical to official reporting to UC Office of the President (UCOP), donor relations and stewardship. Strictly adheres to PCI compliance regulations following VSE/CAE gift reporting standards, CASE management guidelines, IRS 501(c)3 regulations and University of California, gift acceptance policy in all aspects. Manages all credit card transaction gifts processing, including ongoing establishment of new funds in the web-based philanthropic giving programs (online giving, crowdfunding and give day) for all campus departments, coordinated and managed centrally by Advancement Services and the UC Santa Barbara Foundation. Analyzes all credit card gift transactional data, assesses and determines appropriate course of action for proper crediting/coding, reconciles credit card merchant vendor financial information and general ledgers. Evaluates and applies relevant audit requirements and cash handling policies. Recommends improvements as needed to ensure gift entry and crediting processes maintain compliance with Payment Card Industry (PCI) regulations and UCOP and internal financial audit policies and procedures. Responsible for electronic transfer of credit card transactional data through multiple databases while maintaining data integrity and ensuring compliance with credit card gift related regulations. Works independently and collaboratively with a high level of attention to detail. Maintains strict confidentiality in all aspects of work. Coordinates with university donors, campus department staff at all levels. Provides excellent customer service, professionalism and diplomacy to resolve credit card related gift matters. *The UC Santa Barbara Advance System (Advance) is the Division of Institutional Advancement’s (IA) comprehensive relational database and is the University of California, Santa Barbara’s primary database of record that supports and documents all campus fund raising activity, including official database of record for all gift reporting to UC Office of the President. Advance maintains over 500,000+ entity records for alumni, donors, parents, friends, corporations and foundation constituencies.

  • Basic knowledge of credit card and PCI Compliance policies, practices and systems.
  • Ability to effectively communicate verbally and in writing.
  • Basic proficiency using spreadsheet and database software in gift transactions analysis and credit card transactional reports.
  • Basic interpersonal skills; broad service orientation and critical thinking skills.
  • Ability to perform work with a high degree of accuracy and attention to detail.
  • Ability to function effectively individually and as a member of a team.
  • 1-3 years of banking experience preferred.

Budgeted Salary Range:  $27.16 – $31.00 / hr. ($56,700 – $64,728/yr.)

The University of California is an Equal Opportunity/Affirmative Action Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. Application review begins7/27/23.  To view full posting and apply online, please visit: #56094


Credit Card Gift Analyst

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