Financial Services Representative

Financial Services Representative

Company:
Saginaw Valley State University

Job Location:
University Center, 48710

Category:
Bursar and Student Accounts

Type:
Full-Time

Job Title:
Financial Services Representative

Full- or Part-Time:
Full time

Exempt or Non-Exempt:
No

Hourly Rate:
20.70 USD Hourly

Department:
Campus Financial Services Center Support (PM)

Job Description:

JOB SUMMARY: Provide customers with information regarding university financial policies and procedures and accounting/cashier support.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Answer and/or distribute all e-mail and telemarketing inquiries in a timely manner.
• Sort daily mail and research documents for appropriate office distribution, record arrival date to ensure integrity in the document receipt process.
• Accept completed documents and verify for accuracy. Examples include but are not limited to review of verification documents to verify parent and student income and family size, tax returns, W-2's, Friend of Court, SSI, birth certificates, SS card, and signature requirements.
• Review screen to determine student eligibility for financial aid for spring/summer loans and Pell grants before accepting/recommending SP/SU financial aid application.
• Payment option plan function: reconcile accounts, perform intra-account transfers, and answer questions as needed.
• Prepare third party and contract billing including monitoring and processing of payments. Research and resolve all outstanding balance. Contact vendors with inquiries.
• Backup support to student refund processing.
• All duties are performed with FERPA and other confidentiality guidelines as directed by the University.
• Perform cashiering functions for all University cash transactions.
• Perform duties related to maintenance and security of on-site cash.
• Daily balancing of cash drawer, vault, petty cash, and change fund.
• Order currency and coins to keep proper supply on hand.
• Prepare petty cash report. Arrange envelopes by account number and total then combine all information into the report. Request check to replenish petty cash when necessary.
• Prepare deposit of daily work for bank.
• Issue student Access SVSU cards. Report lost and stolen cards, change information in system as needed. Programming cards for staff, faculty and students who need door access.
• Sort mail and deliver to proper offices.
• Process payments from mail.
• Provide information to students regarding account status.
• Provide accurate, detailed information of students' account status for fees, financial aid, payment, and refund, use individual worksheets to help students understand their accounts, including return of federal and scholarship funds.
• Review account status with students prior to dropping courses to determine financial impact.
• Review financial aid status and options with incoming students and parents during orientations. Assist with orientation duties as assigned.
• Prepare coin bags for pickup, accurately prepare deposit by counting or using coin machine as warranted. Working knowledge of financial aid programs and procedures.
• General knowledge of campus offices and their role on campus.
• Document retention, including scanning of reconciliations and reports.
• Maintain additional open session for online credit card and ACH payments.
• Processing requests in the Center E-mail daily.
• Assist with month-end reconciliations related to cashiering duties as required.
• Prepare Campus Dining receipts to send to the Manager of Financial Reporting Services.
• Preparation of daily bank deposits and associated worksheets.
• Flexible work schedule to accommodate office work schedules, including overtime when necessary.
• Assist or fill in for other staff as required.
• Develop miscellaneous worksheets and reports as directed.
• Processing of input data to computer systems files.
• Participate in ongoing training in Financial Aid and Accounting regulations and processes.
• Perform other duties as assigned.

SUPERVISION RECEIVED:

General supervision is received from the Customer Service Supervisor and other office Administrative Professionals as assigned.

SUPERVISION EXERCISED:

Supervise student workers.

MINIMUM QUALIFICATIONS:

• High School Diploma or equivalent, and additional education, training, or certification in a related field.
• Three years of job-related clerical experience, preferably in higher education, including excellent spelling, grammar, punctuation, basic math skills, and oral and written communication skills.
• Demonstrated customer service skills and interpersonal skills to interface with faculty, staff, students and the general public.
• Personal computer proficiency (Microsoft Office Suite) and ability to learn specialized software programs, including web development.
• Ability to work cooperatively and communicate professionally with faculty, staff, students, and the general public.
• Experience and ability to positively interact with diverse student populations and groups.
• Ability to work independently with minimal supervision and accept direction from multiple and diverse faculty members.
• Ability to organize, prioritize, and expedite workload, working under occasional time pressure.
• Ability to occasionally handle differing, non-routine work situations and problems by exercising independent judgment and initiative.
• Ability to maintain confidentiality of files and records.
• Ability to learn technical/discipline-specific terminology.
• Ability to perform the essential duties of the position with or without accommodation.

PREFERRED QUALIFICATIONS:

• Experience in cashiering and bookkeeping.

WORKING CONDITIONS:

• Duties are generally performed inside and not exposed to adverse conditions.
• All work associated with this role must be performed within the state of Michigan.

The above reflects the general details considered necessary to describe the essential functions of the job and shall not be construed as an exhaustive statement of duties, responsibilities, or requirements that may be inherent in the job. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of employees under his/her supervision. The use of a particular expression or illustration describing duties shall not be held to exclude other duties not mentioned that are of a similar kind or level of difficulty.