Student Accounts Specialist

Apply now Job no: 554549
Work type: Staff
Location: Pomona
Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)

• 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 student's 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 People Soft 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.

• Bachelor's 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…