Processing Lead

Company: San Diego Rescue Mission
Location: San Diego
Posted on: April 2, 2026

Job Description:

Description At the San Diego Rescue Mission, we are driven by a profound belief in compassion, service, and the transformative power of Jesus' love. Our mission goes beyond charity; it is a calling to love our neighbors and provide hope and healing to those experiencing homelessness. We are committed to creating a holistic approach to recovery and rehabilitation, ensuring that our programs serve as safe havens for men, women, and children in need. Position Summary The Processing Lead is responsible for ensuring the accurate, timely, and compliant processing of all charitable contributions. This role owns the daily workflow of gift entry, coordinates reconciliation efforts with the Finance team, and serves as the subject matter expert (SME) on processing procedures and CRM functionality. While not a supervisory position, the Processing Lead provides guidance to other team members around processing and ensures consistency, documentation, and accuracy across all financial gift entry activities. Key Responsibilities Gift Processing & Compliance · Lead daily gift processing using Acquirit by AQ2 and Virtuous CRM, including checks, online donations, recurring gifts, DAFs, stock, and ACH contributions · Utilize online giving platforms including RaiseDonors, Virtuous Giving, and Stripe to accurately process and troubleshoot gift transactions, ensuring secure and compliant workflows · Oversee the creation, printing, and mailing of donation receipts · Understand and manage receipting workflows, templates, and automation settings within Virtuous CRM · Ensure accurate application of pledge payments and recurring donations, honoring donor intent and proper fund/project attribution · Assign correct segment and project codes; coordinate with Development and Community Engagement teams to resolve any issues · Maintain compliance with internal controls, donor privacy standards, and audit documentation requirements · Support processing of matching gifts, memorial/honorary gifts, and soft credits Reconciliation & Financial Reporting · Reconcile daily and monthly gift activity with deposit reports and accounting records in collaboration with the Finance team · Prepare backup documentation and audit-ready files for month-end close and annual audit cycles · Track and resolve discrepancies between CRM records and accounting systems (e.g., Sage Intacct) · Maintain accurate tracking logs of deposits, gift sources, and unresolved gift exceptions · Provide consistent weekly review of all gift entries to ensure accuracy, completeness, and adherence to procedures Process Coordination & Leadership · Serve as the subject matter expert (SME) on all gift processing procedures and on Virtuous CRM gift functionality · Act as a system resource for navigating, troubleshooting, and optimizing CRM processes related to gift entry, receipting, and donor record maintenance · Coordinate team efforts during peak giving periods, providing direction and troubleshooting support · Ensure adherence to standard operating procedures (SOPs) and recommend workflow improvements · Document any new processes or procedural changes and maintain updated SOPs · Provide training or orientation for internal team members supporting processing functions · Perform basic donor record maintenance related to gift activity (e.g., address updates, name corrections, merging duplicates) Donor Support (Processing-Related) · Provide support over the phone or by email to donors needing assistance with their giving account, including updating contact information, recurring gift details, or payment methods · Assist donors with issues related to failed transactions, duplicate gifts, or receipt requests · Process manual credit card payments securely over the phone when needed · Handle sensitive financial information in compliance with PCI standards and organizational policies Qualifications · 2 years of experience in nonprofit gift processing, financial data entry, or accounting support. · Working knowledge of donor CRM systems, with strong preference for experience in Virtuous CRM · Familiarity with financial systems and tools · Proficiency in Microsoft Excel, including formula usage and CSV handling · Strong attention to detail, accuracy, and the ability to meet deadlines under pressure · Excellent organizational skills and a proactive mindset for troubleshooting and improving processes · Strong collaboration and communication skills, particularly across Finance and Development teams

Keywords: San Diego Rescue Mission, Chula Vista , Processing Lead, Accounting, Auditing , San Diego, California