This position supports the Office of Student Financial Services and is responsible for: providing exceptional customer service to students, parents, sponsors, staff, and faculty; keeping student accounts receivables current by ensuring timely and accurate recording of financial activity; responsible for reviewing student financial transactions, daily balancing, and auditing current transactions; performing cashiering duties for the LMU community.
POSITION SPECIFIC RESPONSIBILITIES:
In response to student, parent, and sponsor inquiries; and in compliance with federal regulations: answer questions, respond to emails, prepare customized account analysis reports, provide immediate financing solutions, make recommendations regarding student account activity by email, during scheduled customer service phone and counter shifts, and as necessary. Research and interpret established departmental and university policies and procedures in order to provide factual information. Utilize cross training and other knowledge to resolve student inquiries to LMU in a "One Stop Shopping" aspect. Refer student matters out of the realm of authority to management or other related university offices as necessary. Prepare customized account analysis reports for students, parents, various university departments, and sponsor agencies.
Perform detailed analysis of student accounts and make adjustments as necessary with accuracy and efficiency. Execute a detailed and comprehensive review of student accounts on a monthly basis and as necessary; responsible for managing assigned student populations in a thorough and timely manner, contacting students and various university department contacts/program directors as necessary. Request generated reports to review assigned student populations from various university departments and Student Financial Services management/Senior Account Specialist/Assistant University Cashier. Review monthly billing; contact students as needed regarding delinquent accounts, utilizing established procedures and posting late fees, holds, and Banner comments as necessary. Track necessary information and stay abreast of missing/inaccurate information or unresponsiveness to requests to ensure accurate/complete records are maintained and account processing is completed in a timely manner.
Respond to inter/intradepartmental inquiries and requests in a timely and accurate manner. Follow up and communicate frequently with students, parents, sponsors, and various university employees. Coordinate efforts with Admissions, Financial Aid, Registrar, School of Education, Student Affairs, etc. to ensure smooth transitions, efficient processes, and effective customer service. Approve/deny general petition requests received by Registrar's Office. Work collaboratively on projects to continuously improve the student account experience for students and authorized users.
Perform opening and closing of business day office functions. Ensure adequate front counter coverage with the assistance of work-study student staff. Ensure proper customer service by maintaining a timely response to all inquiries received via departmental email accounts (flexi, refund, studacct, personal). Assist Senior Account Specialist in student staff training and quality control of student assigned projects.
Process payments (cash, check, debit, bank wires, etc.) and post charges (student health, judicial fines, parking citations, OneCard replacement fees, Flexi and S-Dollar additions, rec facility fees, etc.) and make adjustments as necessary to student accounts via the Banner Accounts Receivable system. Process deposits (housing, commitment, and tuition), tuition remission forms, SYAB (study abroad) financial clearance approvals, athletic stipends. Analyze accounts and make adjustments as necessary.
Accurately prepare a daily cashier check out of all entries posted to student accounts. Verify cashier check outs of student staff and coworkers. Approve debit and credit slips as authorized.
Perform address updates and corrections. Assist students/authorized users in establishing payment plans through the Student Account Center including automatic deduction, mail in, deferred, and special population plans.
Process student account refunds: electronic and paper as requested by students/authorized users or student account credits in a timely manner. Process refunds for students at time of graduation or withdrawal from the university. Process refunds for financial aid in accordance with institutional policies and procedures and in adherence of Title IV regulations. Review accounts to verify accuracy of student credit and to determine if holds or emergency loans need to be rectified before refunding. Review accounts and follow-up on revisions. Under the direction and with the authorization of management, process manual adjustments to student accounts in cases of drops, leaves of absence and withdrawal from the university.
Identify, recommend, and utilize best practice methods in areas of responsibility, evaluate processes and implement efficiencies in the areas of responsibility. Maintain current documentation on processes, update office procedures, create and maintain process flows related to areas of responsibility.
Perform document imaging, retrieval, and indexing. Under the direction of management, assist in maintenance of department website and budget calculators.
In absence of the University Cashier, serve as Assistant University Cashier: balance previous day's cash transactions and cash on hand, perform cash orders as needed, accept deposits, cash checks, distribute cash disbursements, make change, furnish coin to departments for special functions, prepare deposits for armored transport to bank, balance drawer, receive and record Oracle journal entries, scan checks for remote depositing, performing daily balancing of all money processed to the student accounts, prepare a daily summary of account activity and run reports. Contact departments to follow-up on unclaimed cash disbursements. Perform daily cash fund audit count. Maintain a log of armored car transports of funds to and from bank.
Represent Student Financial Services within the LMU community, including, but not limited to: Preview Day, Welcome Day, and Orientation; and externally at professional organizations or associations; lead presentations, serve on committees as required. Perform other duties as assigned or requested by management.
Minimum 3 years progressively responsible business related or customer service clerical or accounts receivable experience in a modern office environment , financial institution, or public service position where the primary function involved financial accounts and related customer service. University experience preferred.
Demonstrated knowledge in the areas of: modern office methods and practices, customer service techniques, conflict resolution; business, telephone, and email etiquette. Principles of accounting and bookkeeping to sufficiently process and analyze transactions to the receivables system. Knowledge of on-line databases used for posting, researching and balancing accounts receivables. Familiarity with Microsoft Office software, and PC applications. Demonstrated knowledge of email and internet communication protocol. Analytical and math concepts sufficient to calculate payment schedules. Use of basic office equipment e.g., copier, scanner, fax machine, 10 key, etc.
Ability to use good judgment and common sense when interpreting rules and regulations and policies for students/authorized users, faculty, and staff. Ability to advise and communicate effectively with students, parents, authorized users, and campus personnel regarding account activity. Perform duties involving constant public contact in a consistent, professional, and courteous manner. Understand complex account receivable issues. Perform financial calculations and projections to establish payment plans and estimates for pro-rata refunds for tuition, housing, and meals.
Perform office work of intermediate difficulty involving independent judgment and requiring accuracy and speed and exceptional attention to detail; devise or adopt office procedures to meet changing organizational needs; make clear comprehensive reports and keep complex records; understand, interpret, and apply rules and written directions; maintain discretion and confidentiality in all aspects of daily duties.
Must be able to work positively in a demanding, high volume, fast paced, team oriented student service environment both independently and collaboratively.
Ability to understand and comply with applicable federal regulations.
Excellent customer service and interpersonal skills (both written and oral).
Highly developed organizational and presentation skills. Ability to prioritize time, multitask, and meet established deadlines. Must be able to problem solve, by identifying and resolving problems in a timely manner.
Demonstrated computer competency with working knowledge of: Microsoft operating systems and Microsoft Office Suite; and preferably knowledgeable in Banner Student Accounts Receivable, Touchnet, Blackboard, Oracle, Nolijweb, email and internet interfaces. Extensive computer related and data input skills required.
Typically a Bachelor's Degree in a business or related field or equivalent work experience. Course work in office practices, bookkeeping and accounting or a combination of life/work experience. Incumbent will be expected to continue upgrading knowledge, skills, and abilities needed to keep abreast of regulation/policy changes.
Founded in 1911, LMU is a premier Catholic university rooted in the Jesuit and Marymount traditions. Our enrollment includes 5,962 undergraduate, 2,129 graduate and 1,278 law school students. Our 142-acre bluff-top campus is located in West Los Angeles and is among the nation's most beautiful and green campuses.