Account Resolution Coordinator

Details•San Diego, CA

8d•Onsite

About The Position

The Finance Office serves the needs of the university and its constituents. It is supported by the Controller’s Office which oversees the accounting, cashiering, procurement, and student financial services operating units. The Tax and Compliance Office promotes compliance to federal and state tax laws, serves as a campus resource with respect to tax issues, and oversees the university’s accounts payable and payroll activities. The Budget and Treasury unit conducts budget planning, capital financing, endowment investment, and cash management. The Office of Risk Management oversees the university's insurance policies and loss control efforts. The University of San Diego, an engaged and contemporary Catholic institution, was founded by the Diocese of San Diego and the Society of the Sacred Heart in 1949. Governed by an independent board of trustees since 1972, USD remains committed to a liberal arts education grounded in the Catholic intellectual tradition and the pursuit of truth, goodness and beauty. Inspired by this centuries old tradition of Catholic higher education, the University welcomes people of all faith traditions and any, or no, religious background. The future success of USD relies on the contributions of those who seek to foster the development of engaged global citizens and an earnest confrontation of humanity’s urgent challenges. Responsible for the preparation and administration of all USD Campus-Based Loans. Monitors online processes, including loan advances/postings and exit interviews. Completes manual processes outside of the electronic system as necessary. Maintains and ensures security of borrower files and promissory notes in separate vaulted files. Performs loan account reconciliations. Performs a variety of clerical duties for the Loan Administration Department. Responsible for coverage of the Cashier’s Office for lunches and absences.

Requirements

High school diploma and two years of cash handling or banking background with demonstrated experience handling a large volume of cash and checks accurately.
Ability to communicate effectively by phone or in person and through written correspondence.
Ability to make independent decisions with initiative to complete required tasks.
Ability to maintain a high degree of confidentiality.
Ability to work independently with moderate supervision and perform tasks in a timely manner with good follow-through, accuracy and neatness, paying special attention to detail.
Skilled at prioritizing and organizing assigned duties in a detail-oriented manner.
Accurate typing, use of 10-key calculator, copy machines and other office machines.
Knowledge of personal computers, Microsoft Office, and ECSI programs.
Knowledge of Federal Perkins, NDSL, and other loan regulations and due diligence requirements.
Excellent research and organizational skills
Demonstrated skill in both oral and written communication
Knowledge of personal computers
Ability to handle a large volume of detailed data and maintain high degree of accuracy
Ability to operate a 10-key calculator
Ability to work independently
Ability to participate as a strong member of Student Financial Services team

Responsibilities

Prepares MPN’s for all campus-based loans
Verifies and manages self-certification process completion
Verifies and manages all required paperwork has been received and completed as required
Contacts and maintains communication with all students regarding inquiries
Monitors online process for electronic signature of loan promissory notes and disclosure statements.
Prepares documents for USD Campus-based private loan programs per federal regulations
Verifies and checks student loan promissory notes for completion
Notifies Financial Aid upon completion
Monitors online process to ensure (upon completion of required loan documents/processes) loan advances are Disbursed by Financial Aid Posted to billing system accurately
Prepares monthly reconciliations of loan accounts
Monitors online exit interview process: Orders reports through USD student system and forwards information to ECSI on who requires exit guidance
Monitors completion of exits through querying ECSI system
Assists with in-person exits as needed
Refers and assists students with online exit interviews
E-mails and documents proper signing and completion
Requests IT to place and remove holds on students’ accounts
Place holds on accounts for students who need to complete exit interview
Remove holds on accounts for students who completed exit interview
Requests IT to create report of Petitions to Graduate
Ensures proper reflection of information
Updates borrower records as necessary
Reviews Withdrawal Forms, LOA and MLOA
Ensures proper date information
Updates borrower records as necessary
Covers the Cashier’s Office to cover lunches and absences
Ensures adequate coverage for the customer window.
Ensures policies and procedures are being followed.
Ensures accountability of University receipts and that funds are processed within the department guidelines.
Ensures cash vault is adequately stocked to support USD community cash orders.
Inform Account Resolution Supervisor of problematic situations that require resolution.
Cash personal checks for employees.
Distributes One Cards and accounts payable checks.
Receives, verifies and inputs student and departmental deposits.
Verify receipts and distribute to originating department.
Receives, verifies and prepares refunds checks for mailing.
Receive, process and verify change requests.
Verify and maintain all cash receipts and deposits for overnight safekeeping.
Balances $15,000 cash drawer daily.
Sort, count and wrap currency and coins.
Contact point at the Hughes Administration Building for inquires/directions from campus visitors, parents and USD community
Communicate and respond to our community via phone, emails and in-person in a professional manner.
Apply wire transfer and Flywire transfer payments received daily.
Serves as the main point of customer service contact for the Cashier’s Office phone extension and [email protected] email including research and resolution of all inquiries received.
Research and log all checks received at the Cashier’s Office and forward to corresponding department/person.
Performs other duties as assigned.
Maintain petty cash fund
Analyze and verify accuracy and completeness of vouchers.
Validate authorizing signature on petty cash to authorized signers for corresponding department.
Monitor missing receipts and block additional petty cash until resolved.
Distribute and collect funds for petty cash advances.
Contacts corresponding departments to settle past due petty cash advances.
Review outstanding petty cash advances and exceptions with Account Resolution Supervisor.
Prepares petty cash log for the Procurement Department.
Submit check to bank for reimbursement of cash.
Answers multiple phone lines, answers questions, screens and routes calls to appropriate personnel/departments
Point of contact for [email protected] email including research and resolution of all inquiries received.
Processes incoming and outgoing departmental mail
Processes all payments received for loans and prepares bagged deposit.
Processes all collection agency loan payments and prepares bagged deposit.
Scans all incoming paperwork
Composes and types correspondence on personal computer
Prepares and processes materials for imaging and/or duplication
Responsible for checking the drop box daily
Updates and maintains borrower files
Ensures security of borrower files and promissory notes in separate vaulted files
Processes paid-in-full promissory notes
Pulls paid-in-full files, boxes them and sends to archives
Copying, miscellaneous correspondence, researching returned mail, skip-tracing, processing NSF/returned checks as directed and providing support to staff
Other duties as assigned by Supervisor