Job Title: Assistant Bursar
FLSA Status: Non- Exempt
Department: Office of Student Achievement
Title of Manager/Supervisor: Bursar / Associate Director of Undergraduate Services
Number of Employees Reporting to this Position: 0
Range: based on experience
Position Summary:
- Assists Bursar with development of Student Financials' systems design to enhance business processes and connecting the needs with available institutional technology.
- Responsible for Student Accounts data processing to promote optimal Student Financials' functionality including student invoicing, accounts' reconciliation, student account analysis and data integrity.
- Responds to inquiries and complaints from constituents and resolves inconsistencies guided by applicable policy.
- Oversees collections process with management of collection agencies and third-party contractor communications, placements and data integrity.
- Acts with independent judgement based upon thorough understanding of operating policies, regulations and guidelines.
General Purpose: To assist the Bursar with oversight of technical functionality, policy and procedure associated with Student Financials, to meet time sensitive deadlines with accuracy, efficiency and professionalism and to provide optimal customer service to all of Student Financials' constituents.
Position Responsibilities:
- Assists Bursar with Student Financials' and interrelated departmental operation, strategic planning and implementation of progressive software development projects in accordance with appropriate regulations and policies, and established internal control procedures to safeguard university resources.
- Triages functional system errors, troubleshoots solutions and corresponds with the Office of Information Technology when necessary.
- Assists Bursar with system upgrades and image testing.
- Manages daily integrity of over 5,000 student's accounts.
- Supports the University Cashier when necessary and covers duties during the University Cashier's absence.
- Accountable for responding to Student Account inquiries & complaints and problem solves with independent judgement as necessary.
- Accountable for applying Student Financials PeopleSoft functionality and knowledge daily.
- Responsible for monthly invoice preparation including external file downloads, graduate deposit status review, service indicator management, etc.
- Responsible for generating up to 5,000 accurate invoices monthly through a multi-step process and distribution of thereof.
- Oversight of student account refunds, verifying calculations in accordance with Title IV monies, and processing timely student refunds averaging over $525,000 per month.
- Responsible for generating reports associated with loan funds, etc.
- Accountable for exercising a general knowledge of financial aid and student records functionality in relation to student financials' practices.
- Executes and manages student accounts collections process and accounts receivable.
- Responsible for account management and communication with Army / Air Force ROTC programs.
- Responsible for reconciliation interface of general ledger accounts as requested.
- Reviews Federal loan promissory notes and Clarkson Loan questionnaires & promissory notes for accuracy and compliance.
- Acts with independent judgement based upon HESC TAP regulation exercising accountability for TAP certification processing for approximately $2 million of NYSHESC TAP awards per year including file downloads, analysis of reports for certification of eligibility, coordinating with the Financial Aid Office and posting to student's accounts.
- Responsible for invoicing & reconciliation of employers of graduate students in which the employers will send payment to Clarkson directly for the student's tuition & fees.
- Exercises knowledge of 1098-T tax forms and manages communication to account holders as necessary.
- Responsible for Knight Card file processing and posting to student's accounts.
- Daily management of credit card operations including bank reconciliation and accounting.
- Responsible for frequent and required technical functions and customer service processes associated with all third-party contractors such as ECSI, flywire & Nelnet.
- Trains and oversees student workers.
- Perform other related duties incidental to the work described within.
Health & Safety: All staff has a statutory responsibility to take reasonable care of themselves, others and the environment and to prevent harm by their acts or omissions. All staff is therefore required to adhere to the University's Health, Safety, and Environmental Policy & Procedures.
DISCLAIMER: The above statements are designed to indicate the general nature and level of work performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all duties, responsibilities, skills, and qualifications required of personnel so classified
Essential Skills:
- Ability to apply operating policy and regulatory guidelines.
- Competency with computer skills application and business systems analysis.
- Attention to detail while multitasking.
- Ability to work in a fast pace environment and meet deadlines.
- Excellent organizational, time management and communication skills.
- Ability to work effectively with little supervision.
- Ability to demonstrate policy and system driven judgement and problem solving in all job tasks.
- Ability and willingness to work in a team setting with a professional demeanor.
Education: Minimal Qualifications:
Experience:
Minimal Qualifications: 3 years in a related occupation with a customer service mindset.
Preferred Qualifications: 5 years in the higher education industry with PeopleSoft knowledge or applicable systems driven technological experience
Physical Demands:
The physical demands characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Special Instructions to Applicants: An equal opportunity/affirmative action employer, Clarkson actively seeks and encourages applications from minorities, women and people with disabilities.
All offers of employment are subject to the applicant successfully passing a background check (including, but not limited to, employment verification, educational and other credential verification, and criminal records).
