Student Financial Services Specialist

About the role

Under the supervision of the Director of Student Financial Services and Treasury, this position provides support to Student Financial Services. The primary function of this position includes processing refunds, identifying returned ACH and check items, undelivered and stale-dated student checks, assisting students with interpreting their accounts in person, via email, or by phone, and reconciling and verifying student payments. The position is also responsible for processing and posting all fee waivers to student accounts.

Responsibilities

• Initiate and complete the daily refund batch process for Financial Aid and non-Financial Aid student refunds.
• Process student refund requests for eMarket transactions through Illumia.
• Process Student Short-Term Loan refunds.
• Provide frontline customer service to students in person, by phone, and via email regarding billing, student accounts, payments, and refund inquiries.
• Analyze and explain student account activity using PeopleSoft, queries, Excel, and other available resources to ensure students understand their account balances and transactions.
• Research and reconcile student accounts to resolve discrepancies and ensure accurate account activity.
• Run PeopleSoft queries to identify unapplied credit balances on student accounts and take appropriate action.
• Process batch credit and debit card refunds through Illumia.

Requirements

Minimum Qualifications: Equivalent to three years of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities. Education: Any equivalent combination of education and experience which provides the required knowledge and abilities.

Satisfactory completion of a background check (including a criminal records check) is required for employment. Failure to satisfactorily complete the background check may affect the application status of applicants or the continued employment of current CSU employees who apply for the position. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Fair Chance Hiring Ordinance and State Law.

In accordance with the California State University (CSU) Out-of-State Employment Policy, the CSU is a state entity whose business operations reside within the State of California and prohibits hiring employees to perform CSU-related work outside of California.

California State University Dominguez Hills is not currently sponsoring staff or management positions for H-1B employment visas.

Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended. Applicants who reach the final stages of the application process must also sign a release form that authorizes the release of information by the applicant’s current and/or former employers to the CSU concerning any substantiated allegations of misconduct.

Qualifications

Preferred Qualifications: CSU or Higher Ed experience.

Skills

Knowledge, Skills, And Abilities: Comprehensive knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices; and basic knowledge of Generally Accepted Accounting Principles (GAAP). Must be able to communicate university, government or funding agency policies and procedures relative to the assigned area of responsibility, including those that require extensive interpretation. Must be able to apply accounting procedures and practices to the analysis of complex accounting problems; analyze and interpret accounting data; apply problem solving techniques in finding solutions to complex accounting problems; understand and apply applicable rules, regulations, policies, and procedures; review documents and data for accuracy and completeness; post figures rapidly and accurately; trace and make correcting entries; prepare statements and reports which require utilization of a variety of sources; post information to journals, registers, and ledgers; assemble and compile data used in the preparation of financial reports and/or analysis; balance and reconcile assigned accounts; prepare trial balances; and enter codes and data into the computer and review computer output for accuracy; use current computer word processing and spreadsheet software programs (including Word, Excel