Job Details

Accounting Technician - Refund Specialist (Accounting Technician III), Student Financial Services Department
California State University, San Bernardino


Job No: 524090
Work type: Staff
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Finance/Accounting, Probationary, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled) Job Summary:

The Accounting Technician - Refund Specialist will perform student account collection activities; perform account reconciliations; facilitate and issue financial aid and other refunds in accordance with Title IV regulations.

Responsibilities include, but are not limited to:

• Responding to calls and emails from students with exceptional customer service
• Create, schedule, and send all official student communications.
• Provide back up and support to all SFS specialists and technicians.
• Facilitate and issue financial aid and other refunds in accordance with Title IV regulations via PeopleSoft and/or Transact ERP systems.
• Process bankruptcies and maintain write-off process, ensuring compliance with legal aspects and institutional policies.
• Oversee past due balances and collections process, including communications, skip tracing and repayment agreements with collection agencies and the FTB.
• Create and maintain complex spreadsheet tables.
• Create, edit and keep updated procedures manual relating to this position.
• Create, troubleshoot and analyze advanced queries
• Process enrollment cancellation
• Overseeing student accounts, performing various technical tasks to ensure accuracy of accounts.
• Handle inquiries, disseminate information and explain issues on student accounts.
• Communicate established university policies and procedures to faculty, staff and the general public, including those that require extensive interpretation
• Represent Student Financial Services at orientation and other campus events including conducting presentations.
• Analyzing and interpreting 1098T results to students and parents.
• Process student fee waivers and discounts
• Other job-related duties as assigned.

Minimum Qualifications: Required Education and Experience

• Experience: Equivalent to four 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.

Required Qualifications

• Experience in a 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.
• An independent thinker comfortable with multi-tasking and works well with others.

Preferred Qualifications

• Experience in a 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.

Compensation and Benefits:

Anticipated Hiring Range: $4,500 - $5,000 per month

Classification Salary Range: $3,779 - $6,632 per month

The CSU system provides a comprehensive benefit package that includes medical, dental and vision plans, membership in the California Public Employees Retirement System (CalPERS), sick and vacation time, and 14 paid holidays a year. Eligible employees are also able to participate in the fee waiver education program. A summary of benefit information can be found here.

Position Information:

Work status: Full-time/Non-Exempt/Probationary

Schedule: Monday through Friday from 8:00 am to 5:00 pm, weekends and evenings may be required.

The application deadline is Thursday, February 16, 2023.

Conditions of Employment

Background Check

Satisfactory completion of a background check (including a criminal records check) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

I-9

CSUSB hires only individuals lawfully authorized to work in the United States. In 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. See Form I-9 Acceptable Documents at https://www.uscis.gov/i-9-central/form-i-9-acceptable-documents.

COVID-19 Vaccination

CSU requires faculty, staff, and students who physically access campus facilities or programs to be fully vaccinated against COVID-19, which includes obtaining a COVID-19 booster dose, or declare a medical or religious exemption from doing so. Any candidates advanced in a currently open search process should be prepared to comply with this requirement. See policy at https://calstate.policystat.com/policy/11030468/latest.

Statement of Commitment to Diversity

In our commitment to the furthering of knowledge and fulfilling our educational mission, California State University, San Bernardino seeks a campus climate that welcomes, celebrates, and promotes respect for the entire variety of human experience. We welcome people from all backgrounds, and we seek to include knowledge and values from many cultures in the curriculum and extra-curricular life of the campus community. We will create, promote, and maintain activities and programs that further our understanding of individual and group diversity. We will also develop and communicate policies and promote values that discourage intolerance and discrimination.

California State University, San Bernardino is proud to be an Affirmative Action/Equal Opportunity Employer. We recruit, hire, train, and administer all personnel actions without regard to race, ethnicity, religion, color, caste, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, socioeconomic status, genetic information, medical condition, disability, marital status, protected military or veteran status, or any other status protected by applicable law. 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) For more information about Diversity & Inclusion at CSUSB, please visit https://www.csusb.edu/human-resources/diversity-inclusion

Closing Statement:

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 jeanne.durr@csusb.edu

Smoking

CSUSB is a smoke and tobacco-free campus. See policy at https://calstate.policystat.com/policy/6591951/latest/.

Clery Act

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State San Bernardino Annual Security and Fire Safety Report is available at: https://www.csusb.edu/clery-act


To view full description and to apply, visit: https://www.csusb.edu








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