What are the responsibilities and job description for the Advancement Officer- Gift Endowment and Compliance Officer position at University of Texas at El Paso?
Summary of Position:
Who We Want
A strategic and self-motivated team member with a passion to contribute, support, and make a difference in our gift and endowment compliance efforts to serve as the University of Texas at El Paso (UTEP) Institutional Advancement’s (IA) Gift and Endowment Compliance Officer.
You will assist with complex gift compliance-related projects and assignments that require considerable judgment, analysis, and initiative to resolve problems.
You embody an unending commitment to positively contributing to our team culture; we all commit to making UTEP IA a great place to work. You have tenacious optimism and a goal-oriented, growth mindset, with the ability to remain flexible and develop creative solutions in pursuit of always maintaining forward momentum.
You thrive in a dynamic environment, continually balancing competing priorities. You have the ability to work independently and collaboratively, supporting the success of all colleagues and volunteers, and prioritizing UTEP’s overall goals above personal achievement.
What You’ll Do
Reporting to the Associate Director of Gift and Endowment Compliance, and working closely with other Institutional Advancement units, you’ll be responsible for ensuring that funds are utilized effectively to increase donor trust through drafting, oversight, maintenance, and compliance of endowments and gift agreements.
Overseeing donor agreements, you’ll ensure that the terms and conditions align with the University’s mission and donor requests. You’ll amend drafts, review, and edit for accuracy to ensure these documents comply with University, UT System, IRS, and Council for Aid and Support of Education (CASE) regulations. You will also ensure that IA has the proper documentation required for all gift and endowment funds.
You’ll be tasked with creating and maintaining endowment, gift fund, donor, and naming records in Raiser’s Edge (CRM) and FundMiner (Gift Management Tool). You will analyze donor, endowment and gift data utilizing Microsoft Excel. You will also become familiar with Peoplesoft, the university accounting system.
Providing a high level of customer service, you’ll communicate regularly and efficiently with internal and external customers and helping to develop strategies to meet their needs and/or better support them, always thriving to represent the Division of Institutional Advancement and the University in a positive and professional manner.
Essential Functions:
Coordinates donor and funding efforts, services, events, programs, etc. as assigned.
Understands key functional drivers and uses this understanding to accomplish/complete own work.
Solves problems in straightforward situations.
Analyzes potential solutions using experience, judgments, and precedence, providing input and recommendations.
Impacts the quality of work and the work of others on the team, ensuring efficient workflows, productivity, etc.
Assists in the development and implementation of advancement strategic plans according to plan and/or with guidance.
Works within standardized functional procedures and practices to achieve objectives and meet established deadlines.
Performs a variety of tasks such as: researching and analyzing data and preparing reports/findings; planning and coordinating events, programs, or services; maintaining data records; processing forms and requests, etc.
Solves routine and complex problems and identifies new, less obvious solutions and/or provides recommendations.
Impacts the quality, timeliness, and effectiveness of the team through planning, organization, coordination, and occasional oversight.
Uses discretion to modify work practices and processes to achieve results and/or improve efficiency.
Knowledge of all Microsoft Office software and able to learn and use institutional software systems.
Complies with all State and University policies.
Other duties may be assigned; specific roles may have additional responsibilities due to the nature of the specific role/division/unit.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Required Qualifications:
Education: Bachelor's Degree
and
Experience: 1 (one) year of related experience in legal compliance, accounting, and/or drafting agreements; and training to the statement of duties and responsibilities; or equivalent combination of education and experience.
Preferred Qualifications:
Experience in a non-profit organization and/or higher education fundraising setting
Experience using a fundraising database (e.g. Raiser’s Edge/NXT)
Experience using PeopleSoft
Knowledge, Skills & Abilities
Proficiency in Microsoft Office software and ability to learn and use institutional software systems
Advanced computer skills and demonstrated background in Internet-based research
Key Performance Indicators:
Understanding how you would measure success in a role is critical to understanding if it’s a good fit. At Institutional Advancement, we believe Key Performance Indicators (KPIs) contribute not only to the overall productivity of our division but also to our team engagement. Key performance indicators are just one aspect of how performance is evaluated, complemented by role-based competencies and a demonstrated commitment to positive organizational citizenship.
The Key Performance Indicators (KPIs) for this role:
- Compliance with donor restrictions
- Agreement turnaround time
Additional Information
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee must frequently stand and walk. The employee must regularly sit; use hands to feel; reach with hands and arms; and talk or hear. The employee must lift and move up to 25 pounds.
The noise level for this work environment is usually moderate.
In keeping with its access, excellence and impact mission, The University of Texas at El Paso is committed to an open, diverse, and inclusive learning and working environment that honors the talents, respects the differences, and nurtures the growth and development of all. We seek to attract faculty and staff who share our commitment.
The University of Texas at El Paso is an Equal Opportunity / Affirmative Action Employer. The University does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, genetic information, veteran status, or sexual orientation and gender in employment or the provision of services in accordance with state and federal law. Discrimination on the basis of sex includes an employee’s or prospective employee’s right to be free from sexual harassment under Title IX of the Higher Education Amendments of 1972.
For accommodation information for employees and applicants with disabilities, please contact UTEP's Equal Opportunity Office at eoaa@utep.edu.
