Student Financial Services Specialist (Accounting Technician III)/Student Financial Services (2019-00807)

  • San Bernardino
  • San Bernardino, California
  • Apr 23, 2020
Full Time Accounting and Finance

Job Description

Employment Status: Full-time, non-exempt, probationary position (with the possibility of converting to permanent).

Work Schedule: Monday through Friday from 8:00 a.m. - 5:00 p.m.

First Review Deadline: This position will remain open until filled. Applications will be reviewed beginning November 19, 2019.

Current employees will be given preferred consideration.

The Student Financial Services Specialist (Accounting Technician III) is responsible for technical and customer service support within the Office of Student Financial Services, performing duties with accuracy, independence, originality, and discretionary decision-making. Primary duties are to manage past due accounts and collections efforts for the university. This position is also responsible for refunding financial aid and overseeing the official communications to students from our office.

Essential Duties and Responsibilities:
Manage the past due balances and collections process, including communications, skip tracing, and repayment agreements.
Oversee placements with several collection agencies and FTB.
Process bankruptcies and ensure all legal aspects are met.
Maintain write-off process, ensuring adherence to institutional policies and procedures.
Facilitate and issue financial aid and other refunds in accordance with Title IV regulations.
Manage student accounts, performing various technical tasks to ensure the accuracy of accounts.
Handle inquiries, disseminate information and explain account issues to students, faculty or staff, including resolving problems via telephone and at the service window.
Create, schedule and send all official student communications
Create and maintain complex spreadsheets including entering, revising, sorting, calculating and creating tables.
Identify, research and work with appropriate personnel to resolve computer application errors.
Create, troubleshoot, modify, run, analyze and export advanced queries
Participate in the testing of financial software for upgrades and implementations as related to the position including such activities as testing transaction/data entry and data output.
Communicate established university policies and procedures to faculty, staff, and the general public, including those that require extensive interpretation
Other duties as assigned.

Education and Experience:
Any equivalent combination of education and experience which provides the required knowledge and abilities AND equivalent to four (4) years of progressively responsible financial record-keeping experience which has provided the below knowledge, skills and abilities.

Knowledge, Skills, and Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.
Comprehensive knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices.
Basic knowledge of Generally Accepted Accounting Principles (GAAP).
In addition to the Accounting Technician II abilities, must be able to interpret and apply a wide variety of written rules and regulations; maintain accounting records for funds, programs, or activities involving multiple transactions; compile, verify, and reconcile financial data; use current computer word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems, such as student accounting, cashiering and student financial aid; investigate and resolve errors and discrepancies; and read and interpret computer-generated reports.

Preferred Qualifications:
Experience in Higher Education environment student services role.
Ability to prioritize multiple assignments and projects, mobilize efforts toward completion, and deliver with a high degree of quality on a consistent basis.
Excellent organizational, analytical, decision-making and administrative skills.
Excellent verbal and written communication skills.
PeopleSoft and other enterprise system knowledge are preferred.
Completed coursework in Business Administration, Accounting, Public Administration, or related field.

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.

The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

California State University, San Bernardino is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.

This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter. Visit the Human Resources Conflict of Interest webpage link for additional information:

This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096)

Closing Date/Time: Open until filled

Job Address

San Bernardino, California 92407 United States View Map