Job No. 543983 Accounting Technician I

CLASSIFICATION TITLE: Accounting Technician I

UNION CODE: R07

FT/PT: Full-time     

PAY PLAN: 12-month    

WORKPLACE TYPE: On-site (work in-person at business location)

ANTICIPATED HIRING RANGE: $3,688 - $4,000

• However, offer amount will be commensurate with candidate’s experience, education, skills, and training.

CSU CLASSIFICATION SALARY RANGE: $3,688 - $5,787

PAY BASIS: Monthly    

BENEFITS: CSUB offers a best-in-class benefit package for eligible employees that includes an array of medical plans, choice of dental plans, vision coverage, retirement participation in CalPERS, CSU tuition waiver, up to 24 vacation days per year, sick leave with unlimited accrual, 14 paid holidays per year and more!  See our benefits website for additional information.

CANDIDATES ELIGIBLE TO APPLY: Open to all qualified applicants

POSITION PURPOSE: Under the general supervision of the Director of Accounting and Reporting - Student Financial Services (SFS), the Student Financial Services Representative is often the first point of contact regarding student accounts receivable. This position provides a wide variety of standard information to students, parents, and the public regarding tuition and fees and student account status. This position investigates and resolves routine issues related to student accounts, and posts charges, credits, and adjustments to student accounts.

DUTIES & RESPONSIBILITIES:

Student Financial Services Customer Service

• Assist students, parents, and the public at the Student Financial Services window (in-person), over the phone, and via Zoom, email, and other technology, providing standard information and assistance on forms and processes such as Installment Pay Plan, Miscellaneous Refund Application, Check Stop Payment Request, Petition for Reversal of Fees, and IRS form 1098-T.
• Communicate a wide variety of basic information to students, such as student account balance, student account service indicators, tuition and fee rates, payment options, and student refunding.
• Help coordinate with Student Financial Services student assistants to ensure delivery of best-in-class customer service.
• Ensure signage, website, voicemail greetings, handouts, and other routine information sources are current and correct.
• Direct students to the appropriate campus resources based on standard procedures.
• Identify and correct routine account discrepancies, referring more complex issues to appropriate higher-level staff or a supervisor.

Post Transactions to Student Accounts

• Quickly and accurately post charges and credits to student accounts, following established procedures.
• Accurately post corrections to student accounts and reapply payments as needed.
• Upload transactions to student accounts via PeopleSoft’s external file load functionality.
• Post various standard charges and credits to student accounts, including routine write offs.
• Assist with troubleshooting payment application issues, duplicate charges, etc., referring unresolved problems to higher-level staff or a supervisor.

University Receivables/Collections

• Place and remove service indicators and post comments to student accounts.
• Collect Petition for Reversal of Fee forms, organize documents for monthly Petition Committee meeting, and process forms as needed, based on Petition Committee decisions.
• Process returned check and ACH payments according to established procedures.
• Actively call students with past due balances.
• Create, review, and send standard monthly billing and other account notices.

 Run Reports & Compile Data

• Run routine reports/queries to monitor accurate processing of student accounts.
• Accurately track a variety of departmental processes.
• Use spreadsheets to compile statistics and trends.

REQUIRED QUALIFICATIONS:

EDUCATION & EXPERIENCE – Equivalent to one (1) year of clerical accounting or financial record keeping experience and recent customer service experience. A combination of education and experience which provides the required knowledge and abilities may be considered.

SKILLS, KNOWLEDGE & ABILITIES (SKA’s) –

• Regular and reliable attendance is required.
• Ability to review financial documents for accuracy, completeness, validity, and adherence to standards.
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