Financial Specialist II
About The Position
This position reports to the Associate Bursar and is focused on processing and auditing transactions. This position keeps current on state and federal regulations pertaining to each area of duty; computes Federal Return of Title IV aid withdrawals, bill and collect financial aid repayments; maintains proper MN Reciprocity records and prepares and submits semester-end reports; supports and manages records and coordinates procedures to support the PeopleSoft Student Financials Module; assists in hiring and training of student workers for the Student Business Services Office. Work is performed under general supervision.
Requirements
- At least 2 years providing customer service to a diverse population in an office setting.
- At least 2 years of general business/office experience working with cash and reconciling accounts.
- Working knowledge of Microsoft Office to include Word, Excel and Outlook.
- Excellent oral and written communication skills.
- Excellent organizational skills.
Nice To Haves
- Experience in a higher education environment.
- Experience with Federal Family Educational Rights and Privacy Act of 1974.
- At least 2 years of accounts receivable experience.
- Working knowledge of Student Financials/PeopleSoft Campus Solutions.
Responsibilities
- Assist in the Management of the State and Federal GI Bill Programs
- Manage Withdrawal Process
- Support Student Accounts Receivable Records
- Process Specialty Payments
- Assist with Student Employee Management
- Management of ImageNow Processing
- Assist Student Payment Cashier
- Coordinate Reciprocity
- Other Tasks as Necessary
Benefits
- The Universities of Wisconsin provides an excellent benefits package including participation in the Wisconsin State retirement plan, demonstrating our commitment to the diverse needs of our employees.
- Employee Benefits: https://www.wisconsin.edu/ohrwd/benefits/
- To calculate the estimated value of your total compensation, use the Health & Retirement Contributions Estimator | Employee Benefits (wisconsin.edu)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
