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Student Finance Specialist

Chippewa Valley Technical College
620 West Clairemont Avenue

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Administrative Jobs
Institutional & Business Affairs, Business & Financial Management
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Job Details

Overview and Responsibilities

The Student Finance Specialist researches, analyzes, and problem solves complex student accounts. This position administers all collection activities and works closely with other student support departments and Information Technology (IT) staff to ensure compliance with all applicable regulations and the smooth functioning of the student financial processes. In addition, the Student Finance Specialist provides administrative coverage and support to the Student Finance Manager, staff, and students. As a member of the Finance team, this position reports to the Student Finance Manager.



  • Administer and process all unpaid outstanding accounts.
    • Provide information and explanation to student and business accounts who challenge or dispute past due balances.
    • Execute past due letters to students and process Accounts Receivable (AR) holds on accounts.
    • Work with students on their ability to pay on account including internal payment plans.
    • Initiate the collection process in accordance with college policy.
    • Coordinate uncollected balance changes with collection agencies and state intercept program.
  • Troubleshoot student account financial issues and resolve complex customer service issues.
  • Coordinate accounts receivable methods.
    • Create and processes invoice requests received from other departments.
    • Review and approve all outstanding invoicing that needs to be processed by other departments.
    • Process open enrollment invoicing, find and add weekly missing fire numbers for correct state reporting.
    • Advise and support third-party billing.
    • Conduct proper coding of financial transactions on student accounts to ensure accurate state reporting.
  • Responsible for billing and cash transactions.
    • Record and maintain daily Automated Clearing House (ACH) transactions on general ledger cash worksheet for reconciliation.
    • Assist in the administration of all credit card terminals and any troubleshooting.
    • Execute daily Webcheck ACH file from online student payments.
    • Reconcile monthly vault cash and work with the remote campuses on balancing their petty cash.
    • Responsible in the daily rotation of taking cash and check deposits to the bank at the end of the day.
  • Reconcile accounting related to cashiering, banking, departmental receipting, student and agency invoicing and refunds, and financial aid.
  • Administer the processing and distribution of the IRS 1098T annual tuition statements to eligible students.
  • Work with IT on any new form setup or changes that are needed to comply with regulations.
  • Provide up to date training documentation for the Student Finance Office and Student Central on how to answer student’s inquiries pertaining to the 1098T.
  • Administer all veteran benefit funds received.
    • Ensure compliance with federal and state veteran regulations in coordination with the college's Veteran Representative.
    • Responsible for veteran remission payments on student accounts.
  • Reconcile and prepare lead accounts receivable and cashiering related schedules for annual audit.
  • Liaison between Student Finance Office and various College departments regarding cashier transactions, processes, troubleshooting, and problem resolution.
  • Support the Student Finance Manager including execution of student refund process and other duties as assigned.
  • Provide backup support for Student Finance Office Representatives.
  • Serve as a member of CVTC’s Banner User Committee.
  • Participate in Wisconsin Technical College System and industry groups for bursars.


Required Knowledge, Skills and Abilities:

  • Exceptional knowledge of and proven aptitude in accounting procedures.
  • Ability to accurately account for money and receipts collected using established accounting procedures.
  • Ability to work independently and as a team member.
  • Ability to deal with and manage conflict.
  • Ability to interpret and adhere to college policies and procedures.
  • Ability to model integrity through self-awareness, personal accountability, ethical behavior, quality standards, and sustainable practices.
  • Ability to think critically by applying problem solving practices, acquiring relevant information, using technology and other resources appropriately, and evaluating alternatives.
  • Ability to communicate effectively by speaking and writing clearly, concisely, and professionally; practicing active listening; reading critically and adapting communication for audience.
  • Ability to value diversity by recognizing personal biases, adapting to culturally diverse situations, and demonstrating a commitment to equity, inclusion, and respectful interactions with persons of diverse ethnic, cultural, social-economic, or educational backgrounds.
  • Intermediate to advanced knowledge of and skills with technology including software programs for communication, data collection, and decision making including, but not limited to, Microsoft Office Outlook, Word, and Excel.


  • Associate's degree in Accounting, Business, Finance, or related area; bachelor’s degree preferred.
  • Minimum of three years of experience in a challenging accounts receivable environment.
  • Experience with Ellucian Banner (ERP software) preferred.


In evaluating candidates for this position, the College may consider a combination of education, training, and experience which provides the necessary knowledge, skills and abilities to perform duties of position.As an equal opportunity/access employer and educator, CVTC is committed to creating and sustaining a diverse and inclusive environment.  All qualified candidates are encouraged to apply.

Benefits Summary
  • Health insurance for employee, spouse, and dependents with attached Health Savings Account (HSA) and wellness incentive
  • Dental insurance for employee, spouse, and dependents
  • Life and long-term disability insurance
  • Wisconsin Retirement System (WRS)
  • 403(b) tax deferred annuity program
  • 457(b) deferred compensation plan
  • Section 125 flexible spending accounts
  • Paid vacation, personal, and sick time
  • Paid holidays
  • Employee Assistance Program (EAP)
  • Tuition reimbursement (eligibility requirements apply)
  • Professional development

Generally, with the exception of tuition reimbursement, benefits eligibility begins on the first date of employment (i.e., there is no waiting period).



CVTC does not discriminate on the basis of race, color, national origin, sex, disability, or age in its programs and activities. The following person has been designated to handle inquiries regarding the college's non-discrimination policies: Director of Human Resources, 620 W. Clairemont Avenue, Eau Claire, WI 54701, 715-833-6334, WI Relay: 711


Working at Chippewa Valley Technical College


Chippewa Valley Technical College delivers innovative and applied education that supports the workforce needs of the region, improves the lives of students, and adds value to our communities.


Chippewa Valley Technical College is a dynamic partner for students, employers, and communities to learn, train, and succeed.

Location and Campuses

Chippewa Valley Technical College (CVTC) is part of the Wisconsin Technical College System (WTCS) and serves an eleven-county area in west central Wisconsin. The largest campus is located in Eau Claire and includes a Business Education Center and Health Education Center, plus a Manufacturing Education Center at the Gateway Campus and an Emergency Service Education Center and Energy Education Center at the West Campus. CVTC has regional centers in Chippewa Falls, Menomonie, Neillsville, and River Falls. The College is one of 16 WTCS colleges located throughout the state.

Student Profile

Student enrollment exceeds 8,000 credit students per year, plus over 9,000 non-credit students, with full-time equivalents of over 4,000. The median age of credit students is 24. Approximately 68% of students receive financial aid and 44% are Pell Grant students.

Programs and Placement

CVTC offers 110 programs, 35 certificates, and customized training to an average of 140 businesses annually. CVTC has an outstanding placement rate, 95% of graduates are employed within six months of graduation, with 87% in a related field. CVTC has nationally recognized faculty and state-of-the-art facilities and equipment. Business and industry leaders serve on advisory committees and help CVTC match its curriculum to the needs of today's workplace. Courses are offered at numerous locations in traditional classroom settings, as well as online and in a variety of blended and hybrid formats.

Commitment to Learning

We value all students and their diverse backgrounds and are committed to their learning and success in a global society. We act with honesty, integrity, and fairness and offer a safe and cooperative work environment where individuals care for each other and grow through open communication. We value the resources entrusted to us and work together to develop and continuously improve processes that support the creative pursuit of new ideas.

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