Job Description:

Department Specific Job Summary:

This position is a front-line contact for Office of the Bursar internal and external customers via in-person interaction, email correspondence, and telephone conversations. Provides complex customer information regarding billing, payments, financial aid, refunds, registration, collections, and Return of Title IV funds. Researches, interprets, analyzes, and translates information in different formats to accommodate a variety of customer needs. This position also assists with invoicing, departmental student award posting, and Federal return to Title IV calculations.

Department Specific Job Responsibilities:

•Front-line Customer Service – Serves as customer service representative for the office (via face-to-face, telephone, and email). Assesses nature of customer questions/concerns and addresses them through problem resolution or referral to the appropriate department/person. Guides and assists customers with highly complex questions, paperwork, and requirements as they relate to financial and business activities such as billing, financial aid, payment deadlines, tuition rates, tax forms, refunds, etc. Advising requires advanced knowledge of department/university policies, student service, and student account processing. Facilitates problem resolution through research of student account information using various systems (e.g. PeopleSoft, Transact Payments, Oracle FMS , OBIEE , OnBase, etc.) to ascertain the issue then contact the appropriate offices to assist with problem resolution. Work with Bursar, Financial Aid, Housing, Registrar, and Admissions staff to research and resolve student account issues. Follow-up with customer.

•Departmental Student Award Processing – Receives, reviews, and posts student awards given by departments. Updates student account records and systems (PeopleSoft, Oracle FMS , OnBase) and maintains accurate records of all transactions

•External Invoicing – Generate and send invoices for non-student receivable activities and Correctional Education Program students. Image all documents (billing authorizations, invoices, customer contacts, correspondence, etc.) to OnBase. Act as a liaison between the university department requesting the invoice and the external entity being invoiced.

•Return to Title IV Financial Aid Calculation – Monitors student withdrawals and calculates the impact on financial aid eligibility. Coordinates the return of unearned financial aid and corresponding student account aid reversals with the Office of Student Financial Aid. Requires knowledge of institutional, state, and federal financial aid guidelines and the federal return to Title IV calculation.

General Job Summary:

Provides front-line support to customers for the finance department. Researches, interprets, analyzes, and translates information in different formats to accommodate a variety of customer needs. Creates customer reports for finance managers.

General Job Responsibilities

• Guides and assists customers with highly complex questions, paperwork, and requirements, as they relate to financial and business activities such as billing, financial aid, payment deadlines, tuition rates, tax forms, refunds, or student receivables. Advises lower level employees on complex customer inquiries, requiring advanced knowledge of department policies.

• Often directs work, trains, and/or supervises student employees.

• Ensures requisitions are processed in a timely manner and are properly recorded. Obtains necessary documentation for customers related to contracts.

• Provides complex financial support to departments and areas within the University.

• Ensures financial aid applications are received and processed correctly. Researches and resolves any issues with applications.

• Processes financial aid award adjustments and determines loan eligibility and award amounts. Communicates with students regarding student loan issues, eligibility requirements, and award amounts.

• Posts and removes charges on accounts as necessary. Places holds on student accounts for delinquent loans and payments. Prepares and distributes invoices and all other account documentation. Reviews work of other employees.

• Compiles, analyzes, and reconciles accounts related to loan and grant programs to ensure compliance with state and federal regulations.

• Processes payroll. Completes necessary forms, prepares payroll reports, and processes payroll correction requests.

• Records and tracks expenses and revenue for department or area.

Minimum Qualifications:

Knowledge of standard finance and business practices, policies, procedures, tools, and/or equipment in a field of specialization typically obtained by a high school degree or GED or equivalent and a minimum of 3 years of related experience. An equivalent combination of education, training, and experience is acceptable.

Specific knowledge, certifications, and licensure will apply at the position level.

Planning Unit: Vice President for Finance & Administration

Department: Bursar's Office

Applicants may contact this person if they have questions about this position: Maggie Williams, williamsm1@ohio.edu

Employment Type: full-time regular

Advertised Salary:

The starting salary range is $14.65 per hour up to $18.68 per hour, dependent on education and prior experience and is accompanied by our generous university benefits such as tuition for self and dependents, a comprehensive insurance package (including but not limited to health, prescription, vision, dental, and life insurance), an excellent retirement plan including company contributions, parental leave, adoption reimbursement, and more. OHIO is also proud to offer wellness programs, on-site wellness facilities, and a generous employee assistance program. Additional Information is available at: https://www.ohio.edu/hr/benefits/.