Financial Support Specialist

Job Title Financial Support Specialist Applications Accepted From Public: Open to the public , University Wide, AFSCME 3200 University Wide Special Instructions to Applicants

PLEASE NOTE: THIS POSITION IS BEING POSTED INTERNALLY AND TO THE PUBLIC SIMULTANEOUSLY IN ORDER TO EXPEDITE THE POSTING PROCESS. HOWEVER, CURRENT OHIO UNIVERSITY AFSCME 3200 EMPLOYEES WILL BE CONSIDERED FIRST.

Please complete the online application and attach required documents. Required documents include a detailed cover letter, resume, and a list of at least three (3) professional references with current contact details, including email addresses.

We seek candidates with a commitment to working effectively with students, faculty and staff from diverse background.

This position is eligible for the following benefits: medical, vision, dental, basic and supplemental life, winter break closure, paid holidays, educational benefits for you and eligible dependents, sick leave, vacation, and retirement. Posting Number 20166108S 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.

Preferred Qualifications Department Bursar's Office Pay Rate

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/.

Job Open Date 04/22/2024 Posting Close Date

05/05/2024

Job Category Classified AFSCME 3200 Bargaining Unit appointment Months 12 month Planning Unit Vice President for Finance & Administration Work Schedule

Typical work expectations are Monday

• Friday, 8:00 - 5:00; however, candidates must be willing to work evenings and/or weekends if necessary.

This is a hybrid position.

Campus Athens Expected hours worked per week 40 Expected duration of assignment Ongoing Applicants may contact this person if they have questions about this position. Maggie Williams, williamsm1@ohio.edu Diversity Statement

Ohio University is committed to creating a respectful and inclusive educational and workplace environment. Ohio University is an equal access/equal opportunity and affirmative action employer with a strong commitment to building and maintaining a diverse workforce. Women, persons of color, persons with disabilities, and veterans are encouraged to apply.

Job Information

Employment Type full-time regular Job Family/Subfamily Finance and Business-Financial Support Career Track & Level TAS 3 Pay Grade AF3200 |13|

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