Information Specialist I
Job Ref # 32018
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Location: Houston, TX
Category: Professional

Work Shift: DAY

Work Week: M - F


Job Summary

 

The Information Specialist I provides support to Advancement Services in information management, gift administration and a variety of general and specific office functions centering on the activities of The Methodist Hospital Foundation (TMHF). Collaborates in all aspects of gift and pledge processing, acknowledgements and reconciliation as well as the collection, verification and entry of data, including queries, imports and exports of information into TMHF’s database, Raiser’s Edge.  Prepares routine and complex correspondence, memoranda, reports, etc.  Operates a personal computer and appropriate software packages, including Raiser’s Edge, Word, PowerPoint, Excel, and other Microsoft packages.

 

HOUSTON METHODIST EXPERIENCE EXPECTATIONS

  1. Provide personalized care and service by consistently demonstrating our I CARE values:

 

INTEGRITY: We are honest and ethical in all we say and do.

COMPASSION: We embrace the whole person including emotional, ethical, physical, and spiritual needs.

ACCOUNTABILITY: We hold ourselves accountable for all our actions.

RESPECT: We treat every individual as a person of worth, dignity, and value.

EXCELLENCE: We strive to be the best at what we do and a model for others to emulate. 

 

  1. Focuses on patient/customer safety
  2. Delivers personalized service using HM Service Standards
  3. Provides for exceptional patient/customer experiences by following our Standards of Practice of always using Positive Language (AIDET, Managing Up, Key Words)
  4. Intentionally rounds with patients/customers to ensure their needs are being met
  5. Involves patients (customers) in shift/handoff reports by enabling their participation in their plan of care as applicable to the given job

 

PRIMARY JOB RESPONSIBILITIES

PEOPLE 15%

  1. Contacts appropriate Hospital/Foundation personnel and donors to clarify gift information as needed. EF
  2. Maintains an awareness of Houston Methodist constituencies, key donors and the fundraising process. EF
  3. Builds and maintains rapport with a variety of internal and external constituents.
  4. Partners with other team member to validate results.
  5. Manage the flow of information relating to gifts between the necessary units (finance, Foundation, end user, fundraiser)

SERVICE 20%

1.Analyzes and executes queries, imports, exports and reports of gift and constituent information as needed. EF

2.Addresses and resolves any information or discrepancies that arise. EF

3.Updates new address, employment, membership, and demographic information in Raiser’s Edge. EF

4.Files documentation and receipts. EF

5.Uses paper, electronic and SharePoint files to maintain TMHF donor and Restricted Fund information.

 

QUALITY/SAFETY 30%

  1. Accurately enters gifts into donor database, ensuring that all are coded correctly according to donor identity, campaign, purpose, gift amount, and any restrictions or reporting requirements that may apply and assists with monthly reconciliation. EF
  2. Ensure the accuracy and integrity of Raiser's Edge information that is provided to fundraising staff and other internal leaders
  3. Promptly and accurately acknowledges gifts in keeping with Foundation policy. EF
  4. Assists with data clean up, data archiving and data analysis projects. EF
  5. Design and implement operational reports to track actual progress of fundraising programs toward campaign and fiscal year goals;
  6. Analyzes and interprets the data to identify issues and recommend appropriate methods to resolve
  7. Ensures that deadlines are met at peak times.

 

FINANCE 30%

1.Processes daily donations received from online bank files and other sources and evaluates, sorts and totals donations in order to maintain correct gifts batches. EF

2.Carries out administrative functions such as filing, faxing, photocopying and mailings as needed to support information management and gift administration, including tracking of department budget and expenditures. (EF)

3.Manages time effectively to meet established timelines. EF

4.Utilizes department resources/supplies efficiently.

 

GROWTH/INNOVATION 5%

1.   Demonstrates adaptability and flexibility in the face of changing demands. EF

2.   Displays initiative to improve relative to job function. EF

3.   Accepts feedback and changes behavior appropriately. EF

4.   Approaches problems with an open mind and contributes to solutions. EF

5. Identify areas for process improvement, and contribute to the development and implementation of new and revised processes, procedures and documentation

 

This job description is not intended to be all inclusive; the employee will also perform other reasonably related business/job duties as assigned.  Houston Methodist reserves the right to revise job duties and responsibilities as the need arises.

 

EDUCATION REQUIREMENTS

High School diploma or equivalent education (examples include: GED, verification of homeschool equivalency, partial or full completion of post-secondary education, etc.)

 

EXPERIENCE REQUIREMENTS

Five or more years of office experience with word processing, spreadsheets and databases.

Requires working knowledge of relational database/fundraising software (Raiser’s Edge preferred) and/or accounting system (PeopleSoft preferred).

Experience with Microsoft Word, PowerPoint, and Excel required.

 

CERTIFICATES, LICENSES AND REGISTRATIONS REQUIRED

Not applicable.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED

  • Highly detail-oriented and organized, with a critical degree of accuracy regarding data entry and analysis.
  • Ability to balance multiple priorities and effectively communicate with stakeholders regarding them.
  • Interpersonal skills to work effectively with hospital administrators, physicians, donors, prospective donors, volunteers and the public.
  • Ability and willingness to work with fundraising colleagues in a team-oriented environment and to help set expectations regarding development services products and timelines.
  • Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security.
  • Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles.

Equal Employment Opportunity

Houston Methodist is an Equal Opportunity Employer.

Equal employment opportunity is a sound and just concept to which Houston Methodist is firmly bound. Houston Methodist will not engage in discrimination against or harassment of any person employed or seeking employment with Houston Methodist on the basis of  race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or other characteristics protected by law.

VEVRAA Federal Contractor – priority referral Protected Veterans requested.



Company Profile

Houston Methodist (HM) is one of the nation’s leading health systems and academic medical centers.  HM consists of 7 hospitals: Houston Methodist Hospital, its flagship academic hospital in the heart of the Texas Medical Center and six community hospitals throughout the greater Houston metropolitan area.  HM also includes a research institute, a global business division, numerous physician practices and several free standing emergency rooms and outpatient facilities.  Overall, HM employs over 20,000 employees.   FORBES magazine has placed Houston Methodist on its annual list of Best Employers in 2016.  Houston Methodist is supported by a wide variety of business functions that operate at the system level to help enable clinical departments to provide the best patient care and service in a spiritual environment.

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