Position Summary:

The Student Financial Services Specialist works in conjunction with Student Financial Services (SFS) and other staff, to properly record and classify financial transactions.

Minimum Qualifications:

• 1 year financial aid or 3 years related administrative experience (finance, accounting). Proficiency with MS Office required

Preferred Qualifications:

• Working knowledge of Banner preferred.

Job Duties:

• Acquire and maintain a familiarity and working knowledge of the University's Banner System to perform general accounting functions including Student transactions, cash vouchering, TouchNet transactions and data entry and account analysis.
• Possess a working knowledge of the Card Smith software sufficient to coordinate with Administrative Information Systems, Financial Accounting Services, Sodexho, and other Student service areas for administering the OCU Stars Card Program.
• Ability to respond as a cashier and process cash transmittals, petty cash transactions, process payments at the counter and on the phone, cash checks for faculty, staff and Students, post academy payments, undergraduate admission deposits, law seat deposits, housing deposits, work study credits, and process outside scholarships including the documentation for audit. Post staff meal plans and post StarsCash for Students. Provide change to departments as needed.
• Responsible for working with the Student Accounts Manager resulting in decisions to allow deviation from established University policies concerning deferred tuition plans and to follow up on these special arrangements decisions.
• Convert documents to PDF format for upload to the website
• Serve as back to the Scanning & Indexing Process to include: Intake, process, scan and index all documents pertaining to verification, study abroad, tuition remission, loans, tax forms, W-2s, bankruptcy, student employment and other confidential documents.
• Serve as backup to develop and maintain Student Financial Services document archive by scanning and indexing all papers documents utilizing Banner technology ensuring accuracy and detail in accordance with document retention and destruction guidelines.
• Provide support to the Bursar by processing cash transmittals, petty cash transactions, creating IDs and processing student account payments by phone and in person.
• Responsible for issuing parking permits.
• Responsible for making meal plan changes, both in Banner and CardSmith.
• Responsible for assisting in resolving disputes or problems from Students, parents or other University departments involving a Student’s account in an effective and equitable manner in order to benefit both the Student and the University.
• Responsible for helping to work the cancellation list each semester, to verify with Financial Aid the Student’s financial aid status, to contact Student to make them aware they may be dropped for non-payment if payment or arrangements are not made.
• Acquire and maintain an in-depth working knowledge of current University tuition and fee structures and current federal regulations for Student financial aid.
• Provide service and information to Students, parents, academic, and university offices regarding registration, Student accounts, financial aid, Book Charge Program, and OCU StarsCard.