Experience

Humane Society of Missouri

• United States
• Veterinary Services
• 1 - 100 Employee

• Development Data Manager

  • Apr 2015 - Present

  • Process, enter and manage data coming to HSMO via online processing software (currently Convio). This includes the Data-sync process, creating queries, donation forms, auto-responders for online gifts, scheduling emails, managing email groups, uploading email addresses from other HSMO sources/departments. •Import prospect and donor gift information into fundraising database (current Raiser’s Edge), from other areas of HSMO: Convio, Chameleon, Impromed, and Longmeadow (manual entry) •Use Raiser’s Edge to create queries based on selection criteria provided by Direct Mail consultants. •Process list updates in accordance with generally accepted fundraising practice: NCOA changes, Deceased Overlay, Age Overlay, Phone Append, etc. •Generate Direct Mail revenue and performance reports weekly for review by senior staff, HSMO President, and direct mail consultants. •Generate data for analysis by request for Direct Mail Consultant and other consultants and senior staff. •Coordinate the internal Membership Appeal: generate query for recipient list, communicate with Gabriel Group on production schedule, track revenue through weekly reports, etc. •Coordinate the solicitation of, accept, process, acknowledge, and troubleshoot for Monthly donations. •Generate mailing lists for Longmeadow Rescue Ranch direct mail file. •Generate Tribute Lists for acknowledgement in Tails Magazine (quarterly publication). •Provide data entry for special event registrations as needed, including Bark in the Park, Purses for Pooches, Glow in the Park, 2nd Chances Telethon, Simons, Longmeadow donor events, and other fundraising events throughout the year. •Generate registration and attendee reports for event use. •Make name, address and other data corrections as instructed by donors, staff solicitors, and HSMO president. •Update constituent information in Convio as needed. Show less



St. Louis Public Radio

• United States
• Broadcast Media Production and Distribution
• 1 - 100 Employee

• Fundraising Data Manager

  • Mar 2019 - Oct 2019



Ronald McDonald House Charities of St. Louis

• United States
• Individual and Family Services
• 1 - 100 Employee

• Data Assistant

  • Jul 2012 - Apr 2015

  • Work within RMHC database under the direction and oversight of the Data Manager. • Data entry for in-house batches: batch review, RE coding, duplicate record search, data entry, acknowledgement letters, etc. • Responsible for invoice and pledge reminders. • Assist in generating reports and/or queries as requested. • Responsible for processing all donations, including monetary and in-kind, in a timely manner. Also responsible for credit card processing. • Responsible for generating, printing, and coordinating the mailing of all acknowledgement letters. • Responsible for inputting and tracking event participant information. Show less



Scottrade® Advisor Services

• 500/510 Maryville Center Drive

• Check Writing/Money Direct Associate

  • Dec 2011 - Jul 2012

  • Evaluate and maintain customer accounts. • Processing Pinnacle Check Writing application • Activating check writing and Visa debit cards • Process AM/PM Money Direct report • Process UMB region report • Provide support for UMB report • Process ATM and Debit card report • Process check writing signature report through UMB verification module • Process check orders and re-orders • Monitor daily reports for customer and firm risk exposure. • Enforce and explain industry and internal policies. • Determine whether to pay or return items presented within allotted time frame while adhering to banking and brokerage regulations. • Process multiple return files submitted throughout the day in a timely manner and follow guidelines to determine the account status/standing and escalations needed. • Make manual postings and notations to accounts as needed. • Process new and existing check orders for clients and all check related processes. • Responsible for submitting Service Requests to the vendor for problematic issues and accountable for following up as needed until resolved. • Responsible for notifying branches and other internal departments via email of returns, unsecured debits, and other necessary communications quickly to mitigate risk to the firm. • Provide customer service to branch associates. • Perform other duties as assigned. Show less



Westaff

• United States
• Staffing and Recruiting
• 400 - 500 Employee

• Temp (Scottrade)

  • Aug 2011 - Dec 2011

  • Review and process check writing applications. • Activate check writing and debit cards on accounts. • Process check orders for new accounts and reorders for existing accounts. • Process stop payment requests on behalf of customers. • Verify available funds and/or issuance of checks for other financial institutions. • Research and provide check copies on demand and charge appropriate fees. • Responsible for payment or return decisions for daily return reports provided by vendor. • Reconcile daily deposits processed through Money Direct. • Submit Service Requests to vendor for customer issues. • Process Money Direct returns as ACH files that are provided by vendor throughout the day. • Provide e-mail notification to branches of all returns. • Maintain Key Performance Indicators to manage workload. • Provide customer service to branch personnel. Show less



Washington University in St. Louis

• United States
• Higher Education
• 700 & Above Employee

• Data Assistant

  • Mar 2008 - Jul 2011

  • Enter a wide range of information for the Choice Contraceptive Study including: screener forms, STI information, baseline and follow-up packet information, baseline surveys, 3-36 month follow-up surveys, and updated amendments from medical charts into DatStat. • Maintain order and filing of study files and medical charts • Create medical charts when needed • Mail study related materials to participants of the study • File, document, and notify (via mail) participant STI results • Update addresses, contact information, and healthcare provider information into database • Complete weekly courier runs between the Contraceptive Study’s two locations within the Washington University Medical School Campus • Write and update sections to the Data Team Training Manual Show less



Saint Louis University

• United States
• Higher Education
• 700 & Above Employee

• Student Records Assistant, Sr.

  • May 2007 - Mar 2008

  • Coordinate the degree certification and conferral process; establishes degree conferral calendar in conjunction with the University Registrar; issue degree applications and provides candidate data and lists to the Deans’ offices; order diplomas, and coordinate their office and ceremony distribution. • Perform duties of registration, transcript processing, and maintaining student records; process completed applications, including data entry of information in the Student Information Management System (SIMS); update computer records with registration, schedule change requests, and transcript and enrollment certification requests. • Provide customer service in person and by phone, answering all student inquiries concerning office policies and procedures; maintain proper filing of all paperwork and correspondence. Show less



St. Louis Science Center

• 5050 Oakland Avenue

• Lead Development Services Representative

  • Feb 2000 - May 2007

  • Lead contact for a customer member base of over 80,000 members • Enter and maintain data entry process for all member records • Primary customer service representative for member information and problem solving to ensure 100% customer satisfaction • Responsible for operations of corporate matching gifts, tribute gifts, exhibit funds, as well as, major gifts and stock gifts • Manage and coordinate the process of all membership packets to new and existing members • Generates daily credit card and major giving reports for management staff • Assists with special events, including set-up and staffing • Reconcile with finance department to ensure balancing of credit card donations • Create daily reports outlining donor, corporate, and restricted gifts Show less