Senior Bursar Service Representative

Agency

Department

TAMU-CC is a dynamic university designated as both a Hispanic-Serving Institution (HSI) and Minority-Serving Institution (MSI) with approximately 11000 students from 47 states and 54 foreign nations. We employ over 1400 full-time and 2000 part-time Islanders (including students/GAs). The University attracts highly talented faculty and staff and offers an array of undergraduate and graduate degrees including doctoral programs. As a member of the Texas A&M University System TAMU-CC benefits from a range of resources increased visibility and influence and opportunities to collaborate in mutually beneficial ways with peers across member institutions and associated agencies.

PURPOSE

The Senior Bursar Service Representative under general direction accepts monetary transactions in person for payments on accounts or for departmental deposits from the campus community. Provides and assists with training of new employees ensures policies and procedures are followed and/or offers counsel or advice when needed.

DESCRIPTION

Functional Area 1: Cash Handling

Percent Effort: 45%

• Accurately process monetary transactions in person payments for student accounts and departmental deposits from the campus community; maintain secure custody of cash checks and credit/debit receipts and reconcile all transactions at days end. Process payments received through the Flywire platform.

• Ensure compliance with established cash-handling policies and procedures for all accepted monetary transactions.

• Evaluate process and reimburse petty cash requests for departments; maintain and promptly replenish the assigned petty cash drawer.

• Audit petty cash forms for compliance and enter into the General Receipt System for reimbursement and posting to FAMIS.

• Issue temporary working funds to departments and ensure timely return and reconciliation of these funds.

• Process incoming mail including returned mail and payments; log payments received by mail and handle them in accordance with cash-handling policies.

• Prepare daily bank deposits using a dual-control system including scanning checks validating images balancing batches and closing batches for review and approval by another staff member. Maintain retention schedules per University and Check 21 policies.

• Assist cashiers with research and reconciliation when discrepancies occur at days end.

Functional Area 2: Customer Service

Percent Effort: 35%

• Manage and monitor the Business Office email inbox ensuring all departmental communications are addressed promptly and in accordance with established guidelines.

• Provide assistance to students parents and other stakeholders by resolving inquiries related to account balances billing refunds payment options and financial aid adjustments.

• Prepare and process outgoing Business Office mail including sorting labeling and bundling to ensure timely delivery.

Functional Area 3: Administrative Support

Percent Effort: 15%

• Train new and existing staff on departmental policies and procedures related to Banner TouchNet Bill/Payment Suite TouchNet Student Advisor ARGOS and General Receipts; provide guidance and counsel on procedural questions and/or issues as needed.

• Prepare daily cash reconciliations and summary reports along with departmental reports generated from Banner TouchNet General Receipts Wells Fargo Bank and ARGOS.

• Conduct audits reviews and research on student accounts in Banner TouchNet BankMobile FAMIS and ARGOS including tuition assessments emergency loans installment plan calculations and 1098-T tax forms; assist the Business Operations Manager with auditing departmental receipts for compliance with cash-handling procedures.

• Maintain and monitor the Receipt Book log for accuracy and accountability; generate monthly compliance reports for management detailing usage and assignment.

• Review student accounts with outstanding balances to identify accounts eligible for write-off; utilize ARGOS reports and Banner to validate exceptions and process approved write-offs and hold entries in Banner.

• Submit reports and transactions to Accounting submit daily deposit amounts to TAMUS process hold placements and releases and compile documentation for vouchers creates for manual refunds.

• Image and profile Bursar Department documents in Laserfiche for secure storage and retrieval.

• Participate in process improvements and system updates including testing patches and implementing new or revised procedures as directed by the Bursar.

Functional Area 4: Other

Percent Effort: 5%

• Perform other duties as assigned.

QUALIFICATIONS

• High School Diploma or GED.

• Four (4) years of high-volume cash handling experience dealing directly with a large customer base.

• Additional education may be considered as a substitution for the minimum requirements. Associates degree in Business Accounting or related field and Two (2) years of high-volume cash handling experience dealing directly with a large customer base.

• Must have intermediate skills in Microsoft Office (Word Excel PowerPoint and Outlook) and Microsoft Windows.

• Must have a thorough knowledge of bookkeeping or accounting principles to include posting of debits and credits.

• Ability to identify the various types of negotiable instruments and how each type is processed through the banking system.

• Ability to type with accuracy and use the 10 key by touch.

• Exhibit strong customer service written and verbal communication skills the capability to work under pressure and demonstrate the ability to effectively analyze and solve problems.

• Requires ability to train staff counsel and advise on procedural issues and assign or distribute work accordingly.

• Must be able to maintain a high level of confidentiality with records and information.

• Experienced in standard office equipment (i.e. copy machine scanner etc.).

• Knowledge of Banner Student Information System FAMIS TouchNet Imaging System and Argos.

PREFERRED QUALIFICATIONS

• Business Office experience from a University or College.

• Advanced knowledge in operating Banner FAMIS TouchNet Imaging System and Argos.

• Advanced bookkeeping experience from a Bank or Credit Union environment.

• Completed college accounting courses

SALARY Up to $18.50 - $19.72 Hourly ($38480 - $41017.60 Annually)

BENEFITS (rules policies eligibility apply)

From our generous benefits package and professional development opportunities to our retirement programs and our commitment to service excellence the Island University is an engaging and rewarding place to work.

INSURANCE:

• Medical

  • $0 - $30 per month for Employee Only coverage after university contribution ($920 value).

  • Up to 83% of premium covered by the university:

    • Employee and Spouse

    • Employee and Children

    • Employee and Family coverage

• Dental & Vision

• Life Insurance Accidental D&D Long Term Disability Flexible Spending Account and Day Care Spending Account

DUAL CAREER PARTNER PROGRAM

ON-CAMPUS WELLNESS OPPORTUNITIES

Work Life Solutions:

• Counseling Work Life Assistance Financial Resources and Legal Resources

Tuition Benefits:

• Public Loan Forgiveness

• Book scholarships

• 100% tuition coverage for up to 18 credit hours per fiscal year (other rules may apply).

Retirement:

• Teacher Retirement System of Texas (TRS) or Optional Retirement Plan (ORP)

• Voluntary Tax Deferred Account/Deferred Compensation Plan

Time Off:

• 8 hours of vacation paid time off every month.

• 8 hours of sick leave time off every month.

• 8 hours of paid time off for Birthday leave.

• 12-15 paid holidays each year.

All positions are security-sensitive. Applicants are subject to a criminal history investigation and employment is contingent upon the institutions verification of credentials and/or other information required by the institutions procedures including the completion of the criminal history check.

Equal Opportunity/Veterans/Disability Employer.