Account Technician

Salary/Position Classification

• $39,000 Annual, Non-Exempt (Eligible for overtime)

• 40 hours per week

• 100% Remote Work Availability: No

• Hybrid Work Availability: Yes

Purpose of Position

To provide the administrative support required to operate an efficient office, fulfill the primary mission of the Office of Student Finance by providing information and services to undergraduate, graduate, and professional students who require financial assistance to attend the University of North Dakota, and maintain compliance with Federal, State and University policies and regulations governing eligibility and disbursement of educational financial aid.

Duties & Responsibilities

Manage Federal Pell Grant and Federal Supplemental Educational Opportunity Grant (SEOG) Programs

• Monitor student eligibility and awards to students, including crossover Pell during the summer semester.

• Work with Assistant Director of Systems on repackaging Federal Pell Grant at Financial Aid census.

• Evaluate for International Equivalent students, students with degree, and/or students who received payment at another institution (including MRR report).

• Submit new or increased awards to the U.S. Department of Education.

• Run Pell Grant origination and outbound files, review, and correct discrepancies.

• Assist Finance Manager with fund reconciliation.

• Run and monitor the authorization/failure report to ensure students receive their grant disbursements in a timely manner.

Verification Documentation Check-in and Verification Processing

• Process received documents (tax returns, W-2s, child support verifications, etc. in Campus Connection.)

• Update student checklist as documents are received.

• Run batch verification processes in PeopleSoft.

• Start verification process and request required information from students.

• Determine whether the information on the Institutional Student Information Record (ISIR) is accurate, tolerant, or needs to be calculated; if required, make the corrections to the ISIR in Campus Connection.

• When verification is complete, determine whether student has any remaining financial aid eligibility and route to appropriate staff.

• Effectively communicate with students and families regarding verification requirements and the results of the process.

• Monitor any changes to ISIRs after verification is completed; re-verify if necessary.

• Coordinate with student employees who assist with Verification processing and ensure check-in and communications are handled in their absence.

Complete Student Financial Aid Processes as Determined by Student Finance Leadership

• Satisfactory Academic Progress (SAP)

• Documentation check-in

• Communications; emails requesting information and management of SAP One Stop folder

• Assist in POS Review

• POS communications after evaluations 2. Provide back-up assistance to all account tech positions in Student Finance when needed.

Participate in the Financial Aid Cost of Attendance and Award Process

• Participate in the development of University policy and procedures for preparation of estimated cost of attendance figures, award packaging parameters and professional judgment guidelines, with consideration for the student with extraordinary need, while maintaining compliance with Federal guidelines.

• Review and analyze applications to determine eligibility for appropriate programs including assignment of cost of attendance, performing needs analysis and awarding aid, ensuring proper utilization and equitable distribution of available funds.

• Develop and maintain open communication within the Office of Student Finance to ensure that appropriate sharing of information is accomplished among staff when specialized areas are required to make adjustments.

Provide General Office Assistance

• Yearly major and minor inventory management/coordination.

• Liaison with Facilities for work-order requests

• Surplus property management

• Work with supervisor on testing and creating help tickets for CTS.

• Effectively communicate with students and staff and provide a positive work environment.

• Other duties as assigned.

Continuous Process Improvement Proactively identify, analyze, and improve upon existing business processes within position and/or within SFA/SAS/One-Stop team. Use data to identify priorities and monitor outcomes. Work with Student Finance and One-Stop teams to implement and promote process improvements to optimize work flow and student service.

As a UND employee in the Enrollment Management unit, it is expected to treat staff, faculty, students and families in a cordial, civil, and respectful manner and at all times, practice the principles of honesty, respect, and integrity; communicate in a professional, positive, and respectful manner; exhibit ethical behavior.

• Abide by UND's service standards.

• Attend annual training.

Required Competencies

• Demonstrated willingness and ability to be receptive to new ideas, cultures, concepts, and technologies.

• Demonstrated acceptance and respect for others' diversity, abilities, and gifts.

• Demonstrated self-initiative, integrity, and reliability.

• Outgoing personality and ability to display positive demeanor, high energy, and enthusiasm.

• Demonstrated ability to prioritize, problem solve, and multi-task in a fast-paced environment.

• Ability to demonstrate positive interactions with students and colleagues in the workplace.

• Excellent communication, interpersonal & organizational skills.

• Ability to model professional behavior, appearance, and job performance in the workplace.

• Ability to interpret and explain complex regulations and policies to a diverse audience, both in one-on-one sessions and group settings.

• Experience working with a team/committee.

• Demonstrated ability to maintain customer confidentiality and handle sensitive information.

• Demonstrated experience in delivering excellent service to students, families, and both on- and off-campus constituents.

Minimum Requirements

• Associates degree or equivalent years of related experience

• Excellent computer skills and knowledge of Microsoft Word and Outlook, with extensive Excel experience.

• Successful completion of a Criminal History Background Check

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the US and to complete the required employment eligibility verification form upon hire.

This position does not support visa sponsorship for continued employment.

Preferred Qualifications

• Experience with continuous improvement strategies and tools.

• One year of experience working in an office setting and/or task-related experience.

• Two years of experience in a university setting.

• Experience with PeopleSoft Student Admin module and Perceptive Content.

• Experience with UND policies and procedures.

• At least one year of experience with Title IV regulations.

• At least two years of work experience in Financial Aid

To Apply

Please submit cover letter and resume.