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Student Financial Services Specialist

2 months ago


Redding, California, United States Simpson University Full time
Job Overview

Position Summary: This role focuses on managing and processing financial transactions related to student accounts, including payments, deposits, and various account activities. This is a non-supervisory position.

Required Qualifications:

  • High school diploma or equivalent is mandatory.
  • A minimum of two to three years of cash handling experience in a professional environment.
  • Familiarity with financial practices, internal controls, basic record-keeping, and reconciliation processes.
  • Background in business, bookkeeping, or accounting courses is preferred.
  • At least two years of demonstrated customer service experience in a financial or educational context.
  • Proficiency in Microsoft Word and Excel is essential.

General Expectations:

  • A personal commitment to Christian values and community engagement.
  • Uphold the values of Simpson University in all job functions.
  • Adhere to the Simpson University Lifestyle Policy as outlined in the Staff Handbook.
  • Maintain confidentiality of sensitive information and exercise discretion in all matters.
  • Exhibit strong customer service skills throughout job responsibilities.
  • Demonstrate effective organizational and communication abilities.
  • Support other departments as needed within the university.
  • Carry out additional tasks as assigned by the supervisor.

Key Responsibilities:

  • Act as the primary contact at the Student Accounts Office, providing professional and courteous responses to inquiries from students, parents, and staff via email and phone.
  • Serve as the cashier for the Student Accounts Office, processing various forms of payments.
  • Conduct data entry for accurate recording of payments and charges, ensuring daily reconciliations are completed.
  • Review and manage past-due accounts, assisting students in fulfilling their financial obligations.
  • Authorize the removal of holds on accounts once financial issues are resolved.
  • Coordinate departmental correspondence, including invoices and statements.
  • Analyze accounts to provide accurate information to students and staff.
  • Prepare invoices for third-party payers regarding tuition and special payments.
  • Ensure the department's website is accurate and compliant with federal regulations.
  • Assist with special projects and audits as required.
  • Perform other related duties as assigned.

Physical Requirements:

Job Title: Student Financial Services Specialist

Typical Working Conditions: Indoor office environment.

Equipment Used: Computer, scanner, copier, and standard office supplies.

Essential Physical Tasks: Primarily involves sitting for extended periods while using a computer.

Salary Range: $19 - $24 hourly