Student Accounts Specialist

Type of Appointment: Full Time Probationary

Job Classification:Administrative Analyst/Specialist Non-Exempt

Anticipated Hiring Range: $4799 - $4993 per month

Work Schedule:Monday - Friday 8:00 am - 5:00 pm


THE DEPARTMENT:

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 Registrars Office to ensure that the disbursement of financial aid and enrollment are properly 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.

DUTIES AND RESPONSIBILITIES:

• Serve as the liaison for current and past students with the various areas where their student account is affected.
• All students who are having financial difficulty or have some type of outstanding financial issue with the campus but have circumstances that do not fall in the normal realm of the current policies and procedures as defined by the campus. Will work closely with Admissions & Records Financial Aid Housing Services and other campus constituencies to determine what types of issues and/or assistance can be granted to the student.
• The individual must be aware of add/drop dates they must be able to determine whether or not the student has a legitimate issue that can be addressed by SACS.
• 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.
• Coordinates with these areas to determine if a payment contract is warranted and to identify if a payment contract might be required.
• Work closely with the various staff in the office to gather any type of documentation regarding agreements collections issues etc. and will be responsible for counseling students who are in a difficult financial situation.
• Work closely with our Collections area to coordinate with external agencies such as collection agencies the franchise tax board billing agencies etc. to follow up and research the students financial background when trying to determine financial arrangements appeals etc.
• Responsible for researching student accounts analyzing student data and making recommendations to the appeals committee for approval or denial of student appeals. Specifically: 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. Must be familiar with rules and regulations as they pertain to financial aid veterans waivers health issues etc.
• 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. This role is expected to work closely with the Financial Aid Office and the Registrars Office as well as other constituencies on campus.
• 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.
• General Clerical Duties.
• 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. Will work closely with the vendor if necessary.
• On-site Cashiering/working to the public as required
• Assists the Director with special projects such as tasks lists metrics forms creation etc.

QUALIFICATIONS:

• Bachelors 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.

PREFERRED QUALIFICATIONS:

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

Out of State Work

The California State University (CSU) system is a network of twenty-three public universities providing access to a quality education through the support of California taxpayers. Part of CSUs mission is to prepare educated responsible individuals to contribute to Californias schools economy culture and future. As an agency of the State of California the CSUs business operations almost exclusively reside within California. The CSU Out-of-State Employment Policy prohibits hiring employees to perform CSU-related work outside California. For more information go to theCalifornia State University Out-of-State Employment Policy.

Background Check

Cal Poly Pomona will make a conditional offer of employment to final job candidates pending the satisfactory completion of a background check (including a criminal records check). The conditional offer of employment may be rescinded if the background check reveals disqualifying information and/or it is discovered that the candidate knowingly withheld or falsified determining the suitability of the candidate for the position Cal Poly Pomona will give an individualized assessment to any information that the applicant submits for consideration regarding the criminal conviction history such as the nature gravity and recency of the conviction the candidates conduct performance or rehabilitation efforts since the conviction and the nature of the job applied for. For more information go to theCalifornia State University Background Check Policy.

CSU Classification Salary Range

This position is part of the CSUEU bargaining unit 9. The CSU Classification Standards for this position are located on theCSU Classification Standards website. The CSU Salary Schedule is located on theCSU Salary Schedule website. The classification salary range for this position according to the respective skill level is: minimum $4799 and maximum $6992 per month. Please refer to the anticipated hiring range for the appropriate salary rate for this particular position.

Employment Eligibility Verification

Cal Poly Pomona hires only individuals lawfully authorized to work in the United compliance with federal law all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. For more information go theI-9 Acceptable Documents website.

University Driving Requirement

Positions that require driving for university business by using a personal or state vehicle must comply with the Authorized University Driver Policy. Driving records are monitored and evaluated by the Risk Management Department. The Risk Management Department evaluates a good driving report based on the following criteria. The driver must: 1. Have a valid California or other State Drivers license. 2. Have no more than 3 motor vehicle violations or been the cause of 3 accidents in a 12-month period (or any combination of 3 thereof) 3. Not have more than 3 DMV Points if their license is Class C or 4. Not have more than 5 DMV Points if their license is Class A B or C with endorsements. For more information go to theAuthorized University Driver Policy.

Conflict of Interest

This position is a designated position in the California State Universitys Conflict of Interest Code. The successful candidate accepting this position is required to file financial interest disclosure forms subject to state regulations. For more information go to theConflict of Interest policy.

Security & Fire Safety

In compliance with state and federal crime awareness and campus security legislation including the Jeanne Clery Campus Safety Act California Education Code section 67380 and the Higher Education Opportunity Act (HEOA) Cal Poly Pomonas Annual Security Report and Annual Fire Safety Report are available for viewing atCal Poly Pomonas Annual Security ReportandCal Poly Pomonas Annual Fire Safety Report.

Pay Transparency Nondiscrimination

As a federal contractor Cal Poly Pomona will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. For more information see thePay Transparency Nondiscrimination Provision poster.

Reasonable Accommodation

We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the ADA Coordinator by email at. For more information go toEmployment Notices.

Equal Employment Opportunity

Consistent with California law and federal civil rights laws Cal Poly Pomona provides equal opportunity in employment without unlawful discrimination or preferential treatment based on race sex color ethnicity or national origin. Our commitment to equal opportunity means ensuring that every employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. Cal Poly Pomona complies with Title VI of the Civil Rights Act of 1964 Title IX of the Education Amendments of 1972 the Americans with Disabilities Act (ADA) Section 504 of the Rehabilitation Act the California Equity in Higher Education Act Californias Proposition 209 (Art. I Section 31 of the California Constitution) other applicable state and federal anti-discrimination laws and CSUs Nondiscrimination Policy. We prohibit discriminatory preferential treatment segregation based on race or any other protected status and all forms of discrimination harassment and retaliation in all university programs policies and practices.

Other Notices

For other important employment notices we invite you to visitCal Poly Pomonas Employment Noticesweb page.