What are the responsibilities and job description for the E-Payment Specialist position at Rotary International?
Area: Financial Services/Treasury/Accounts Receivable
Reports to: Supervisor, E-Payments
Classification: Exempt
Location: Evanston, IL
This position is designated as Hybrid - Fully Flexible and expected to work from our World Headquarters office once per month to several times a week. The specific days in the office are determined by managers based on business requirements. Rotary is under the jurisdiction of Illinois employment laws; we require all employees to live within reasonable daily commuting distance to Evanston.
Organization Overview
Rotary is a membership organization that unites people from all continents and cultures who take action to deliver real, long-term solutions to pressing issues facing our communities and the world. Each year, Rotary members expand their networks, build lasting relationships, and invest more than $300 million and 16 million volunteer hours to improve lives and create positive change in the world. In exchange for hard work and dedication in support of Rotary’s clubs, members and other participants, and their humanitarian service projects, our employees receive competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. To learn more, visit http://www.rotary.org.
Rotary’s Commitment to Diversity
As a global network that strives to build a world where people unite and take action to create lasting change, Rotary values diversity and celebrates the contributions of people of all backgrounds, regardless of their age, ethnicity, race, color, abilities, religion, socioeconomic status, culture, sex, sexual orientation, and gender identity.
General Overview
The E-Payment Specialist position is responsible for processing high-volume credit card contributions, recognition transfers, direct debits, and miscellaneous deposits into the financial management system. This role is accountable for researching and resolving chargebacks and dispute transactions promptly and accurately while ensuring potential financial risk to Rotary International is mitigated. This position reviews and routes Service Cloud tickets for contribution, corrections, and recognition transfer requests.
You Will Be Responsible For
- Review and process lockbox credit card contributions, direct debits, and recurring contribution receipts and recognition transfers from constituent source documentation in a timely and accurate manner to meet monthly and year-end close deadlines.
- Execute bi-weekly and monthly donor uploads to Bank of America and IAT systems.
- Reconcile and analyze daily and month-end credit card, direct debit, recurring, and recognition transfers.
- Review, research, and resolve dispute and chargeback inquiries from cardholders while referring fraudulent activity to the E-Payment Analyst.
- Responds to inquiries from cardholders, financial institutions, and merchants regarding disputes and chargebacks.
- Provide thorough documentation, including a clear audit trail of actions taken.
- Monitor and route Footprints Service Support tickets for contribution and recognition transfer requests.
- Assists with E-payment analysis when coverage is needed.
You Will Have
- Understanding of e-payment processing rules, regulations, and industry standards required.
- Ability to reconcile and analyze data to make recommendations for process improvements.
- Self-starter with proven ability to research and resolve issues independently and in a team environment.
- Microsoft Office, advanced Excel proficiency (formulas, functions, and pivot tables), Word, Outlook, and credit card software applications.
- Associate degree in a relevant business or financial field.
- Must have five years of experience with financial management systems, preferably Oracle.
- Three years of experience in a high-volume ACH/direct debit and credit card processing environment.
You Are Open To
- Must be available for Global Travel
Leadership Attributes
- Accountability: Have a clear sense of ownership and take personal responsibility for actions.
- Adaptability: Respond to changes willingly and recognize when to adjust based on the situation.
- Communication: Be open to receiving ideas from diverse viewpoints and able to communicate messages so that they are universally understood.
- Presence: Demonstrate composure and confidence.
- Productivity: Able to generate results that moves Rotary toward achieving its goals.
Why Work for Rotary?
- Generous medical, dental, and vision benefits package
- Progressive 401k matching contributions
- Above market and generous paid time off package
- Tuition reimbursement
- Professional development opportunities
- On-site cafeteria and coffee bar with special pricing for Rotary employees
- Flextime-several different work schedules to choose from
- Close to CTA, Metra, a variety of stores, and many food options
Please note:
- Rotary does not provide VISA sponsorship or relocation assistance