Student Accounts Specialist

Job Details•Pomona, CA

1d•Onsite

About The Position

Student Accounting and Cashiering Services (SACS) is responsible for the administration and oversight of student accounts. This includes the accurate posting of charges for tuition and fees, housing, parking, etc. through the PeopleSoft Financials Module as well as payment posting via the Cashnet System. This includes ensuring that accurate tuition, registration, housing, parking and other fees are accurately calculated. SACS is responsible for ensuring payments are processed accurately and timely, holds placed on past due balances and collection efforts are performed including the write off of bad debt. Other responsibilities include student accounting such as reconciliation of financial aid, uncleared collections, mentor application and short-term loans. Other duties include disbursement of student refunds, student accounts audits, etc. SACS works closely with the Financial Aid Office as well as the Registrar's Office to ensure that the disbursement of financial aid and enrollment are properly coordinated. In addition, SACS works closely with many of the areas on campus to ensure that monies are being properly collected and accounted for such as the Office of Continuing Education, Housing and various other satellite offices who collect cash. SACS ensures that its activities are in compliance with Federal and State regulatory requirements including privacy, adherence to payment card industry standards and ensures all accounting functions are up to par with the generally accepted accounting principles and applicable government accounting standards.

Requirements

Bachelor's degree AND/OR the equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.
Working knowledge of general practices, program, and/or administrative specialty; basic knowledge of and ability to apply fundamental concepts; working knowledge of budget policies and procedures; ability to learn, interpret, and apply a wide variety of policies and procedures relating to and impacting the applicable program, organizational unit, and/or administrative specialty; knowledge of basic methods and procedures for research and statistical analysis and the ability to apply them.
Ability to analyze data and make accurate projections using business mathematics and basic statistical techniques; ability to organize and plan work and projects including handling multiple priorities; ability to make independent decisions and exercise sound judgment; ability to compile, write, and present reports related to program or administrative specialty; demonstrated ability establish and maintain cooperative working relationships.

Nice To Haves

A minimum of two years experience in higher education and a degree in business, accounting, or finance is preferred.

Responsibilities

Serve as the liaison for current and past students with the various areas where their student account is affected.
Responsible for addressing transcript holds as well as any type of collection related issues.
Work to resolve any financial issues that the student might have.
Responsible for researching student accounts, analyzing student data and making recommendations to the appeals committee for approval or denial of student appeals.
Ability to research payments and charges both manually and through PeopleSoft Financials
Ability to interpret complex student transactions including financial aid and enrollment issues and to address student inquiries in a professional manner both in person as well as written.
Responsible for working directly with the student and external areas in gathering and assessing documentation submitted.
Work closely with the Chair of the Financial Appeals Committee in organizing and setting up the financial appeals meetings.
Setup files for review by the Financial Appeals Committee on a secure fileshare.
Gather any internal or external data to help to support the decision making of the Financial Appeals Committee.
Responsible for gathering any and all data possible from all depts on campus if it is a part of the appeal.
Responsible for working with students whose appeal has to do with medical reasons and will have to take the necessary steps to secure the data and to make reasonable recommendations to the financial appeals committee.
Assist with Student Assist Hiring, Serves as the Attendance Clerk for SACS, Ordering of Supplies, ensuring the appropriate payment of invoices, processing of all requisitions/purchase orders for SACS.
Process Wells Fargo/ACH Returned Items and Paid in Full information from the Collection Agencies
Assist with various SACS general e-mails, SACS, 3rd Party - email boxes, & Collections e-mail boxes
Assist with answering SACS phones and updating Service-Now.
Assist students who require a Collection Agreement Plan thru Payment Plans.
On-site Cashiering/working to the public as required
Assists the Director with special projects such as tasks lists, metrics, forms creation, etc.