Student Business Services Specialist
- Employer
- University of the Pacific
- Location
- Stockton
View more
- Administrative Jobs
- Institutional & Business Affairs, Business & Financial Management, Student Affairs, Student Activities & Services
- Employment Type
- Full Time
- Institution Type
- Four-Year Institution
Job Details
Work performed during standard business hours.
Position End DateOpen Date06/24/2019Close DateOpen Until FilledYesSpecial Instructions to ApplicantsFor first consideration please apply before June 28, 2019.
Position Summary Information Primary PurposeResponsible for providing outstanding service in a fast paced, dynamic, compliance driven environment to a diverse community of University stakeholders in regards to all aspects of student business services. Provides cashiering services to stakeholders, counsel students and their families on financial obligations, and insures financial reporting accuracy in all transactions. Reviews, maintains, and processes fiscal/accounting records and transactions related to student accounting records, tuition receivables, and accounts receivable. Duties will require a sophisticated understanding of academic, registration, financial aid and Student Accounts policies and procedures.
Essential Functions1. Provides customer assistance on a variety of topics related to student services including but not limited to student account audits to students, parents, faculty, staff and community members.
2. Performs analysis that directly affect receivable balances such as tuition and fee billing, housing, registration, financial aid awards, exemptions, waivers, payments and refunds for accuracy and compliance with University policy and federal regulations.
3. Conducts assessment of student needs and proactively engages students in conversation and financial planning related to their college experience; facilitates set up of payment plans for current student accounts.
4. Monitors account balances and ensures accurate and timely processing of withdrawal calculations so that internal policies and procedures are met as well as compliant to all Financial Aid regulatory requirements.
5. Negotiates resolutions to outstanding student account balances and financial clearance.
6. Assesses late fees, add restriction holds and notices to students’ accounts as needed.
7. Collaborates with various departments on campus to ensure efficient process as it pertains to tuition and fees regarding special academic programs.
8. Guides end users with the University’s online self-service tools including the internet billing and payment software system.
9. Prepares and audits student payment plans and financial acceptance of the plans for accuracy and compliance with University policy.
10. Prepares financial and statistical worksheets, forms, form letters and reports.
11. Maintains and improves knowledge of federal and state regulations and financial aid programs through attendance at workshops, conferences and keeping abreast of industry trends.
12. Documents processes and procedures for financial activities.
13. Assists with researching, developing, and implementing new and changing business processes. Participates in project planning and rollout.
14. Processes external and internal scholarships. Insures funds are deposited timely to bank; applied accurately and timely to the student account; reconciles general ledger account monthly, end of term, and year end to insure accurate posting and financial reporting.
15. Independently performs analysis on moderately complex financial services such as researching discrepancies, internal control implications and compliance with internal and external policies. Prepares analysis and summaries.
16. Monitors account balances and ensures accurate and timely processing of withdrawal calculations in relation to Title IV funds so that internal policies and procedures are met as well as compliant to all financial aid regulatory requirements.
17. Assists Cashier’s as needed.
18. Performs other duties as assigned or requested.
Minimum Qualifications• Bachelor’s degree in Accounting, Business Administration or related field or equivalent combination of experience, training, and education.
• Work experience in banking, accounts receivable and/or customer service.
• Experience with financial systems or student account software administration or equivalent.
• Banner experience preferred.
• Higher education administration (Cashier, Student Accounts, Student Loans, Financial Aid or Registrar) experience preferred; or equivalent combination of experience, training, and education.
Skills/Knowledge and Expertise:
• Demonstrates strong customer service skills, both verbal and written.
• Excellent problem solving, analytical, reconciliation and critical thinking skills.
• Attention to detail.
• Able to apply working knowledge of financial processes, policies and procedures to a wide variety of situations.
• Ability to utilize, understand, and analyze the use of a wide variety of enterprise and personal computer applications.
• Able to approach all constituents in an open, friendly manner with an attitude of customer service, cooperation or collaboration as required by the circumstances.
• Capable of handling multiple projects simultaneously with frequent interruptions.
• Experience with the billing and collection of student receivables.
• Possesses strong diplomacy skills and the ability to make sound judgments.
• Ability to exercise tact and discretion in dealing with sensitive and confidential issues.
• Skillful in organizational and time management practices to complete multiple tasks, projects or deadlines in a demanding, high-volume, fast paced environment.
• Ability to audit and analyze complex student financial issues.
• Knowledgeable in office filing systems and recording keeping procedures.
• Proficient in MS Office suite for spreadsheets and word processing.
• Able to work positively both independently as well as collaboratively with a diverse and dynamic team of professionals as well as with students, parents, faculty and staff in an integrated, virtual and actual student service environment.
• Knowledge of FERPA, GLBA, Title IV regulations, HIPPA, PCI, and applicable privacy laws as related to student information.
• Positive attitude, proven ability to work successfully with diverse populations and demonstrated commitment to promote and enhance diversity and inclusion.
The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work requires extended periods of sitting and repetitive hand/wrist motion while using computer keyboard and phone. Infrequent walking, standing, climbing stairs, bending, stooping and reaching. Occasional lifting up to 25 pounds, carrying, pushing/pulling.
Work Environment/Work Week/Travel:
Work performed during standard business hours.
Applicants who are selected as final possible candidates must pass a criminal background check.
AA/EEO Policy StatementUniversity of the Pacific is an affirmative action and equal opportunity employer dedicated to workforce diversity. In compliance with applicable law and its own policy, Pacific is committed to recruiting and retaining a diverse faculty and staff and does not discriminate in its hiring of faculty and staff, or in the provision of its employment benefits to its faculty and staff on the basis of race, color, religion, national origin, ancestry, age, genetic information, sex/gender, marital status, military and veteran status, sexual orientation, medical condition, pregnancy, gender identity, gender expression, or mental or physical disability.
Posting Specific QuestionsRequired fields are indicated with an asterisk (*).
- * Do you have a Bachelor’s degree in Accounting, Business Administration or related field or equivalent combination of experience, training, and education?
- Yes
- No
- * Do you have work experience in banking, accounts receivable and/or customer service?
- Yes
- No
- * Do you have experience with financial systems or student account software administration or equivalent?
- Yes
- No
- * Please describe a project or accomplishment that you consider to be the most significant in your career.
(Open Ended Question)
- * Please give an example of when a team member was not pulling their own weight. How did you handle it?
(Open Ended Question)
- * Please describe the toughest negotiation you have encountered and the outcome.
(Open Ended Question)
- * How do you involve stakeholders when working on an important project?
(Open Ended Question)
- * Please describe a situation when you had to give someone difficult feedback. How did you handle it and what was the outcome?
(Open Ended Question)
- * What is your superpower?
(Open Ended Question)
- * How did you first learn about this employment opportunity?
- University of the Pacific Website
- Asianlife.com
- Blackperspective.com
- CentralValleyJobs.com
- Craigslist
- Dice.com
- Higheredjobs.com
- Hispanic-Jobs.com
- Indeed.com
- Insidehighered.com
- Lgbtconnect.com
- Metrochamber.org
- Monster.com
- Thelaa.org
- SimplyHired.com
- Workplacediversity.com
- Association of American Colleges and Universities (AAC&U)
- Chronicle of HIgher Education
- Diverse Issues in Higher Education
- EDUCAUSE
- Higher Education Recruitment Consortium (HERC)
- Higher Education Recruitment Consortium - Northern California (NorCal HERC)
- Modesto Bee
- Pacific Employee
- Personal Referral
- Professional or Association Listserv
- Publication or website from a professional organization
- Sacramento Bee
- San Francisco Chronicle
- Stockton Record
- Agency Referral
- Other Online Job Board
- Resume
- Cover Letter/Letter of Application
- Other Document
Organization
Since its founding in 1851 as California’s first chartered university, University of the Pacific has been transforming the lives of students, enhancing the vitality of its surrounding communities and bringing a pioneering spirit to how we educate and serve.
Pacific is recognized for high-quality academic programs, dedicated faculty mentors and excellent professional preparation built on a strong liberal arts foundation. The university is consistently ranked among the top national universities by U.S. News and World Report and Princeton Review.
University of the Pacific is a dynamic three-city university with campuses in Stockton, Sacramento and San Francisco. With a presence in these three very different and uniquely California cities, Pacific enjoys a truly distinctive footprint in California and the West.
Sacramento
Pacific’s beautiful, tree-lined campus in Sacramento provides a focused learning environment with ties to the power and influence of one of the nation’s most influential capital cities. Complementing the legal studies offered at the McGeorge School of Law, new academic offerings are helping address critical issues at the intersection of law, policy, business and health.
San Francisco
Pacific’s high-tech San Francisco campus is strategically situated the heart of one of the world’s most exciting cities. It is home to one of the premier dental schools in the nation, the Arthur A. Dugoni School of Dentistry, as well as high-quality programs in health, technology, and arts and culture.
Stockton
Pacific’s Stockton campus in the heart of the California Delta country is renowned for its idyllic beauty, breadth of outstanding academic programs, vibrant and supportive campus life, and close, dedicated teaching relationships with students. Serving more than 5,000 students, the campus is home to the liberal arts College of the Pacific, a conservatory of music, and schools of business, education, engineering, international studies, and pharmacy and health sciences.
Beyond Our Gates
Pacific students, faculty, and staff are passionate about enriching their communities and serving those in need. Under faculty guidance, students provide dental care and health services and information to the underserved, legal clinics for those in need, and literacy and educational enrichment programs for local schoolchildren. Students, faculty and staff contribute tens of thousands of hours of volunteer service each year. The Center for Professional and Continuing Education offers degree completion, continuing education, workforce training and lifelong learning programs. Pacific centers and institutes work toward solutions to local and regional issues through community partnerships, education and research.
The Pacific Tigers compete in NCAA Division I athletics primarily as a member of the West Coast Conference. Fielding seven men’s teams and eleven women’s teams, the Pacific Tigers continue to add individual and team successes to an already outstanding performance record, including more than 30 conference championships and more than 60 NCAA tournament appearances.
Pacific offers more than 80 programs of study leading to undergraduate, graduate and professional degrees, as well as accelerated programs in business, education, law, engineering and the health sciences. Total enrollment at all three campuses is more than 6,000 students.
With a focus on teaching, close faculty-student interaction, academic excellence and real-world learning, Pacific prepares individuals for lifelong personal and professional success.
Learn more at Pacific.edu.
Diversity Profile
The University of the Pacific community - including students, faculty, staff, administrators, and alumni - believes that diversity and inclusion are essential to the fulfillment of our institutional mission. We value inclusiveness in learning, curricular and co-curricular programming, campus climate, recruitment, admissions, hiring and retention. We remain deeply committed to promoting and maintaining a civil community that facilitates opportunities for shared understanding and expression of individual and collective truths. Moreover, we resolve to maintain a community that is respectful of all persons despite differences in age, citizenship, disability, ethnicity, gender identity or expression, geographic origin, language, marital status, nationality, philosophical beliefs, race, religion, sexual orientation, or socioeconomic status.
The University of the Pacific community - including students, faculty, staff, administrators, and alumni - believes that diversity and inclusion are essential to the fulfillment of our institutional mission. We value inclusiveness in learning, curricular and co-curricular programming, campus climate, recruitment, admissions, hiring and retention.
We remain deeply committed to promoting and maintaining a civil community that facilitates opportunities for shared understanding and expression of individual and collective truths. Moreover, we resolve to maintain a community that is respectful of all persons despite differences in age, citizenship, disability, ethnicity, gender identity or expression, geographic origin, language, marital status, nationality, philosophical beliefs, race, religion, sexual orientation, or socioeconomic status.
We are committed to all members of the Pacific community becoming competent and ethical citizen leaders able to interact effectively and ethically in an increasingly multicultural society and global economy. This transformative process is accomplished through our distinctive integration of liberal arts and professional education promoting innovation, open discourse and dialogue, leadership development, experiential learning and self-reflection.
Multicultural Affairs is dedicated to the creation and sustainability of a culturally inclusive community across and within the boundaries of culture, sexual orientation, gender, and other social identities. In service to and in partnership with students, faculty, staff, alumni, and other friends, Multicultural Affairs offers programs, services, and sponsorships such as cultural heritage month observances, diversity leadership retreats, and intercultural trainings that meet the educational and cultural needs of all members of the Pacific community.
- Website
- http://www.pacific.edu/
- Telephone
- 209.946.2011
- Location
-
3601 Pacific Avenue
Stockton
CA
95211
US
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