Student Account Specialist III

The Student Account Specialist III serves as lead and processes complex financial transactions and assists students with financial matters and deposits for university departments. The Student Account Specialist III conducts new and transfer student orientations and assists students with Bank Mobile. The Specialist coordinates with Accountants regarding third-party and property transactions.

• Creates allocation data for department deposits and journal entries for Student Business Services; reconciles/payments of third-party contracts; assists, prepares, and audits collection accounts; ensures all property acquired is classified, coded, and entered into the asset management system.
• Collects, and processes various types of payments from students, ensuring that the payment is allocated to the correct account; processes deposits for university departments; prepares and verifies cash and check totals for daily bank deposits, NSFs, and chargebacks; Aid departments with acquiring and understanding backup documentation for 1074 reports; performs administrative tasks as required, including daily account reviews, reinstatements, ATF's, and trust statement verifications
• Researches and responds to student and departmental inquiries and provides information to aid with problem resolution, audits student financial records and corrects any issues that arise with digital and physical files; data collection for CIP/CIR(Continuous Improvement Plan/Report); Compiles, analyzes, researches, reconciles, and reports on ledger activities for assigned areas; Coordinates as necessary with team members and employees in other departments to ensure all data is accurate
• Verifies and closes other cashier daily sessions; reconciles department and organization activities to ensure proper accounting for daily activity; reconciles daily transactions between systems; assigns and removes financial holds on student accounts as required; verifies employee financial data for separation/new hire clearance, review raise roster
• Verifies cashier transactions and processing daily deposits; reconciles department and organization activities to ensure proper accounting for daily activity and analyzes/researches out-of-balance; requests change orders to replenish vault funds; prepares Upward Bound cash; completes daily vault count and vault tracking; assists students or other university departments with financial queries pertaining to student accounts
• Conducts orientations for new and transfer students, presenting important information and advising them of where they can get assistance with any issues that they have; Reviews and verifies collection agency trust statements, returned checks, and third-party postings; processes all student reinstatement requests each term
• Assists students with using Bank Mobile and in obtaining personal instant codes to set up refund preference; reviews and contacts students on the rejection list; processes Bank Mobile timeouts, posting timeouts to the relevant account to ensure that students receive the refund that they are entitled; Reviews and certifies student accounts after any adjustments that have been made by the Registrar's Office or Financial Aid Office

• Performs all other duties as assigned

Direct Reports:

• None

Delegation of Work:

• May assign, schedule and monitor the work of staff

Supervision Given:

• N/A

Required Education:

• Associate's degree or up to three (3) years of college or technical school

Required Experience:

• Minimum of two (2) years of related job experience

License/Certification:

• None required

• None

Knowledge:

• Knowledge of basic Accounting principles

Skills:

• Excellent math and computation skills;
• Strong analytical and problem-solving skills;
• Effective interpersonal, communication, and customer service skills

Abilities:

• Ability to use the university's computer programs, and Microsoft Word and Excel in particular

Primary Work Location:

• Works in an office environment, lobby customer service island, or reception area

Physical Demands:

• Work is performed in a typical interior work environment which does not subject the employee to any unpleasant elements;
• Individual has discretion in relation to walking, standing etc., and has minimal exposure to physical risks

Commitment to Excellence - UHD

• Demonstrates a commitment to competently perform his/her job duties and responsibilities within established time frames.
• Continuously strives to improve work performance.
• Accepts responsibility for his/her commitments to the university.
• Contributes to the success of the university by consistently providing quality results in the performance of his/her job duties and responsibilities.

Respect and Cooperation

• Treats others with courtesy, respect, and dignity in the workplace.
• Promotes cooperation through open and honest communications and consideration of others ideas, thoughts, and opinions.

Integrity

• Demonstrates high ethical standards of conduct in the performance of his/her job duties and responsibilities.
• Accepts responsibility for his/her actions.
• Respects and complies with department and university policies, procedures, and work rules.

Proficiency

• Possesses required job skills and knowledge.
• Demonstrates the ability to apply those skills and knowledge to competently perform his/her job duties and assignments.

Dependability

• Takes responsibility to accomplish job assignments within reasonable deadlines.
• Willing to accept new projects and/or commitments.
• Does due diligence to complete projects within specified timeframes and/or fulfill commitments.
• Arrives to work on time prepared and ready to contribute.

Flexibility

• Willingly adjusts to changing work assignments or conditions.
• Open to changes in operational procedures, technology, and/or organizational structure.
• Views changes as opportunities for learning and professional development.
• Displays a positive attitude to encourage others.
• Promptly responds to changes in work priorities and/or unexpected circumstances or situations.

Focus on Customer Service

• Focuses on customer's needs and expectations. (Customers can be students, external constituents, employees, or university guests.)
• Respectfully ascertains customer's needs and determines appropriate response.
• Promptly responds by providing requested information, takes appropriate action, or refers customer to appropriate individual or department.
• If further actions need to be taken, advises customers of realistic timeframes for a response to their request.
• Follows up with customers on outstanding requests in a timely manner.
• Tactfully explains to customers why their needs and/or expectations cannot be met if the university does not provide the requested information or services.

Computer/Automated System Proficiency

• Proficient in the use of university applications or automated systems to perform job duties.
• Complies with related policies, procedures, and work rules to maintain system security and data integrity.

Research and Analysis

• Applies knowledge and skills to collect and analyze relevant data and information.
• Assesses benefits and risks, and prepares comprehensive reports of findings.
• Submits recommendations for management's review and evaluation.

Student Success Direct Support

• Assists and/or advises students and/or prospective students with academic plans and course selection, financial options, career plans, and/or student opportunities.
• Contributes to student success through careful monitoring of student progress within caseload.
• Promotes student success through regular and persistent outreach to student caseload.
• Provides encouragement and guidance to foster student success.
• Shares relevant knowledge and insight to apprise students of programs and services available to them.
• Listens and responds to student requests and concerns with patience and understanding.
• Treats students with respect.