Customer Services and Transaction Specialist

UT Health San Antonio•San Antonio, TX

About The Position

Under general supervision, facilitates the end-to-end execution of financial transactions for a defined set of client units by providing information and support to customers. Guides customers through processes, executes primary tasks, interacts with internal/external organizations, and reconciles accounts. Responsible for identifying inefficiencies and recommending potential solutions to clients during the financial transaction process.

Requirements

Knowledge of institutional financial administration policies, procedures, and practices, as well as governmental and institutional regulations, guidelines, policies, and procedures.
Knowledge of records management policies and procedures.
Knowledge of accounting systems and data.
Ability to prepare financial reports using existing systems and data.
Customer-service focus that is responsive and empathetic.
Relationship building and consultative skills.
Strong problem solving, critical-thinking, oral and written communication, time management, and project management skills.
Fundamental knowledge of accounting practices and agency reimbursement programs.
Comfortable working with personal computer/software, PeopleSoft, and Microsoft Office Suite.
Bachelor's Degree is required
Three (3) years of financial transactions experience or related experience is required.

Responsibilities

Reviews and responds to requests for financial process inquiries submitted via phone, email, or service desk.
Reviews and analyzes cost reports, contracts, or other financial data to advise customers.
Enters and analyzes data, and creates reports.
Initiates, supports, and processes common financial transactions, including but not limited to, travel requisitions and reimbursements, purchase requisitions, internal transfers, and payments to individuals.
Maintains documentation of transactions and confirms completeness, accuracy, and compliance with UTHSA and departmental policies and procedures.
Assist with reviewing and monitoring key performance indicators as determined by the department and customers served.
Maintains dashboards in Business Analytics software that provides timely and accurate information and insight to customers on their accounts and financial situation.
Manages customer relationships, participates in client department meetings to confirm service expectations and to anticipate upcoming needs, and meet service level requirements.
Identifies recurring issues and questions, and escalates them to higher level position to implement solutions.
Participates in business process improvement exercises by integrating customer recommendations.
Provides monthly variance analysis and reconciliation of account services to departments.
Advises clients of best practices or better solutions to reduce errors and optimize resources.
Reviews client accounts to confirm appropriate and accurate accounting of expenditures.
Promotes financial policies, procedures, and programs to university community and communicate changes as they are made.
Educates customers on the appropriate interpretation of policies and procedures.
Performs all other duties as assigned.