Julie Frank
Summary
Reliable business professional with experience in database management, project management, donor stewardship, and customer relations. Organized and dependable, able to handle multiple projects simultaneously with a high degree of accuracy. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Proficient in CRM software and Microsoft Office.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Alumni Relations and Stewardship Officer 3
Penn State DuBois
09.2013 - Current
- Develop and implement alumni relations and stewardship programs
- Assist fundraisers in tracking major gift prospects by researching potential donors, preparing briefing material, and keeping accurate record of prospects and strategies in the university's donor database
- Manage monetary contributions, ensuring accurate record keeping and timely donor acknowledgements
- Monitor spending of endowment funds, communicate balances appropriately
- Assist with developing and implementing strategic plans to meet campus goals, ensuring alignment with university objectives.
- Establish effective relationships with key stakeholders both internally and externally for increased collaboration opportunities
- Recruit alumni for participation in campus programs, advisory boards, and ad hoc committees
- Plan the nomination and selection process for alumni awards recognition
- Enhance communication between team members by organizing regular meetings and fostering open dialogue
- Attend personnel meetings and training sessions to improve skills and learn new policies and procedures
- Mentor junior staff members, helping them develop their skills and advance in their careers
- Administer department's webpages and Facebook page
Alumni Relations and Stewardship Officer 2
Penn State DuBois
09.2012 - 09.2013
- Develop and implement alumni relations and stewardship programs
- Assist fundraisers in tracking major gift prospects by researching potential donors, preparing briefing material, and keeping accurate record of prospects and strategies in the university's donor database
- Manage monetary contributions, ensuring accurate record keeping and timely donor acknowledgements
- Monitor spending of endowment funds, communicate balances appropriately
- Recruit alumni for participation in campus programs, advisory boards, and ad hoc committees
- Plan the nomination and selection process for alumni awards recognition
- Attend personnel meetings and training sessions to improve skills and learn new policies and procedures
- Administer department's webpages and Facebook page
Development Assistant
Penn State DuBois
10.2010 - 09.2012
- Manage donor acknowledgment process, ensuring timely recognition of contributions
- Coordinate office activities and operations in compliance to company policies
- Process travel expenses for Director of Development
- Maintain files and respond to a variety of inquiries
- Participated in strategic planning sessions with development team members, contributing to long-term goals and objectives.
- Completed projects in alignment with target deadlines and financial objectives.
Cash Office Manager
Bon-Ton Department Store
06.2008 - 10.2010
- Managed the preparation of daily bank deposits while maintaining accurate records of all transactions for auditing purposes
- Reduced discrepancies in daily cash reports with thorough audits, ensuring consistency and accuracy in financial records
- Collaborated with accounting teams to reconcile any discrepancies found during end-of-month financial close activities promptly and accurately
- Supported upper management in making data-driven decisions by preparing detailed financial reports highlighting key metrics related to revenue generation and expense management
- Interacted well with customers to build connections and nurture relationships
- Served as a trusted mentor to junior staff members, providing guidance and support in their professional development pursuits
- Ensured compliance with company policies and financial regulations through regular reviews of cash handling procedures
- Facilitated clear communication between the cash office and other departments to foster a collaborative work environment
Education
Associate of Science - Computer Applications/Management
DuBois Business College
DuBois, PA10.2010
Associate of Science - Information Systems
DuBois Business College
DuBois, PA12.2002
Skills
- Logistics Coordination
- Process Analysis
- Information Verification
- Strategic Planning
- Project Planning
- Process Improvement
- Program Evaluation
- Community Relations
- Report Preparation
- Budgeting and finance
- Audit reporting
- Idea Development and Brainstorming
Certification
Certified in Microsoft Excel, Word, and PowerPoint.
Timeline
Alumni Relations and Stewardship Officer 3
Penn State DuBois
09.2013 - Current
Alumni Relations and Stewardship Officer 2
Penn State DuBois
09.2012 - 09.2013
Development Assistant
Penn State DuBois
10.2010 - 09.2012
Cash Office Manager
Bon-Ton Department Store
06.2008 - 10.2010
Associate of Science - Computer Applications/Management
DuBois Business College
Associate of Science - Information Systems
DuBois Business College
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