Customer Service Assistant (BLANK AST 3)

Davis • Davis, CA

252d • $28 - $40 • Hybrid

About The Position

Under the general supervision of the Customer Service Supervisor in Student Accounting, this position is responsible for analyzing student accounts and reports to determine eligibility for student refunds related to Federal, State and Institutional Financial Aid and Loans, in addition to refunds due to overpayments. This position interacts and assists customers and outside agencies requesting information on federal, University, and campus policies affecting students and/or client accounts. Must provide quality customer service, assess and resolve customer issues, work independently, and use good decision-making skills when making recommendations. In addition, this position will be responsible for using third party reports from a loan billing contractor and collection agencies to process collection payments accurately.

Requirements

• High school and/or equivalent experience
• Experience working in a customer service environment, resolving problems and complaints in both written and oral form.
• Account reconciliation experience in a government, nonprofit or other fund accounting organization.
• Experience establishing goals and workload priorities, handling multiple tasks and complex projects simultaneously, distributing effort among projects with conflicting priorities, and meeting deadlines.
• Experience using excellent interpersonal, verbal, and written communication skills to interact and communicate clearly, effectively, and professionally in person, via email and over telephone with individuals of varying backgrounds and perspectives (students, university staff and third-party university affiliates).
• Critical thinking, interpretative and analytical skills to research situations, define problems, interpret policies, identify concerns, develop and propose solutions.
• Organizational skills with demonstrated ability to prioritize overlapping activities, multi-task and work with interruptions, exercise initiative and work independently while maintaining a high degree of accuracy and meeting deadlines with minimum supervision.
• Computer skills using MS Excel, Word, PowerPoint, Outlook, and conducting research via the Internet.

Nice To Haves

• Experience identifying accounting problems within an automated environment, reading and understanding computer reports; to query accounting financial systems using SQL (either directly or using business intelligence tools) to generate reports.
• Experience using the University Financial System, UC Path Payroll System and Banner.
• Experience working effectively with multiple constituencies, including a diverse student body, staff, public, and other campus departments; continually adjusting in a dynamic environment, and the skills to advise students and solve problems.
• Experience working with confidential information; the knowledge of, and the skill to adhere to federal and state laws as they apply to student records including the Family Educational Rights and Privacy Act of 1974, California Information Practices Act, and campus procedure implementing the University of California policies applying to the disclosure of information from student records.
• Experience utilizing various software programs, including word processing, spreadsheets, and database management tools, while maintaining confidentiality and ensuring the security of sensitive data, including FERPA and other confidential information.
• Knowledge of Generally Accepted Accounting Principles (GAAP) and terminology.

Responsibilities

• Disbursement Processing
• Reconciliation and Operational Support
• Third Party Refunds and Payments
• Advising/Customer Service

Benefits

• High quality and low-cost medical plans to choose from to fit your family's needs
• UC pays for Dental and Vision insurance premiums for you and your family
• Extensive leave benefits including Pregnancy and Parental Leave, Family & Medical Leave
• Paid Holidays annually as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Paid Time Off/Vacation/Sick Time as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Continuing Education (CE) allowance and Education Reimbursement Program as stipulated in the UC Davis Health Policies or Collective Bargaining Agreement
• Access to free professional development courses and learning opportunities for personal and professional growth
• WorkLife and Wellness programs and resources
• On-site Employee Assistance Program including access to free mental health services
• Supplemental insurance offered including additional life, short/long term disability, pet insurance and legal coverage
• Public Service Loan Forgiveness (PSFL) Qualified Employer & Student Loan Repayment Assistance Program for qualified roles
• Retirement benefit options for eligible roles including Pension and other Retirement Saving Plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Real Estate
• Education Level: High school or GED