Student Business Services Specialist

Primary Purpose
The Student Business Services Specialist is responsible for providing outstanding service in a fast-paced dynamic compliance-driven environment to a diverse community of University stakeholders (three campuses) in regards to all aspects of student business services. Provides cashiering services to stakeholders and ensures financial reporting accuracy in all transactions. Provides counseling and advising to students and families regarding finances procedures and financing options for the purpose of retention and recruitment on all three campuses. Reviews maintains and processes fiscal/accounting records and transactions related to student accounting records tuition receivables and accounts receivable for all three campuses.

Essential Functions
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 for all three campuses. Performs analysis that directly affects 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 three campuses. Provide assistance to the Associate Director of Student Accounts for special requests or needs of students faculty and staff and general functions of the office. Analyzes past due reports within compliance to ensure that any outstanding receivables are collected for the University. Collaborates with Student Loans to ensure that past due balances are accurately received. Audits analyzes and invoices sponsored students within compliance to ensure that receivables are accurately reported on students account for all three campuses. 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. 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 for all three campuses. Negotiates resolutions to outstanding student account balances and financial clearance for all three campuses. Assesses late fees adds restriction holds and notices to students accounts as needed. Collaborates with various departments on campus to ensure an efficient process as it pertains to tuition and fees regarding special academic programs. Guides end users with the Universitys online self-service tools including the internet billing and payment software system for all three campuses. Prepares and audits student payment plans and financial acceptance of the plans for accuracy and compliance with University policy. Prepares financial and statistical worksheets forms letters and reports for all three campuses. Maintains and improves knowledge of federal and state regulations and financial aid programs through attendance at workshops conferences and keeping abreast of industry trends. Assists with researching developing and implementing new and changing business processes. Participates in project planning and rollout. Processes external and internal scholarships three campuses. Insures funds are deposited timely to the bank; applied accurately and timely to the student account; reconciles general ledger account monthly end of term and year-end to ensure accurate posting and financial reporting. 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. 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 with all financial aid regulatory requirements. Manages and evaluates technology to ensure that all stakeholders receive accurate information pertaining to accounts receivables procedures processes within compliance. Assist our One-Stop Shop as needed. Cross-trains within Student Business Services Department to ensure that all procedures and processes are followed within compliance to minimize risk for the University. Responsible for accurately scanning managing and maintaining all documents in electronic files. Represents Student Business Services Department on University Committees as needed. Assists the University Deposit Services as follows: Manage student account payment processing including but not limited to accepting and recording tuition fees housing deposits and other charges. Assist with check scanning miscellaneous deposits wire transfers handling returned checks and processing chargebacks. Ensure all student account transactions are processed accurately securely and in compliance with university policies and banking regulations. Maintain detailed financial records reconcile deposits and promptly address discrepancies. Provide courteous and knowledgeable assistance to students families and campus departments regarding payment options due dates and account inquiries. Required travel to the Sacramento/Stockton campuses. Perform other duties as assigned or requested. University of the Pacific recognizes that diversity equity and inclusion is foundational to the success of our valued students and employees. We prioritize policy and decision-making that demonstrates awareness of and responsiveness to the ways socio-cultural forces related to race gender ability sexuality socio-economic status etc. impede or propel students faculty and staff.

Minimum Qualifications
One and a half years (1.5) of post-high school education with a minimum of 18 units of completed coursework. (Two (2) years of full-time experience in the same/similar position is equal to one (1) year of completed post-high school education coursework). Two (2) years of work experience in banking accounts receivable and/or customer service. Experience with financial systems or student account software administration.

Preferred Qualifications
Bachelors degree in Accounting Business Administration or related field or equivalent combination of experience training and education. Experience with and understanding banking and credit card industries. Higher education administration (Cashier Student Accounts Financial Aid or Registrar) experience preferred; or equivalent combination of experience training and education. 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. Exercises sound judgment especially in handling inquiries from students parents and other campus community members. Capable of handling multiple projects simultaneously with frequent interruptions. Experience with the billing and collection of student receivables. Positive attitude proven ability to work successfully with diverse populations and demonstrated commitment to promote and enhance diversity and inclusion. Experience and sensitivity in working with people of diverse backgrounds and cultures. Demonstrated experience in advancing social justice equity and inclusion in a university setting. Ability to engage and integrate culturally responsive practices and knowledge in their work.

Work Schedule
Work is performed during standard business hours. This position is based primarily on the Sacramento campus. Travel between the Sacramento and Stockton campuses is required.