Job Details
**Job Description**
| Job Title BLANK AST 3 (Customer Service Assistant) Job ID 18190 Location Department Description
The Student Accounting Division of Finance unit is responsible for maintaining student accounting data; ensuring timely and accurate payments and billings to students, sponsors, and federal and state agencies. Manages all student accounting and reporting including; interpretation and application of federal and state laws and regulations, compliance and reporting requirements of Internal Revenue Service and various agencies. Advise and train campus departmental users on loan policies, procedures and systems and coordinate accounts receivable interface with the campus financial system.
**Job Summary**
Under the general supervision of the Customer Service Supervisor in Student Accounting, this position is responsible for analyzing student accounts and reports to determine eligibility for student refunds related to Federal, State and Institutional Financial Aid and Loans; in addition to refunds due to overpayments.
This position interacts and assists customers and outside agencies requesting information on federal, University, and campus policies affecting students and/or client accounts. Must provide quality customer service, assess and resolve customer issues, work independently, and use good decision making skills when making recommendations.
In addition, will be responsible for using third party reports from a loan billing contractor and collection agencies to process collection payments accurately.
**POSITION INFORMATION**
**Salary Range**
$23.94 - $34.31
**No. of Positions**
1
**Appointment Type**
Career
**Percentage of Time**
Fulltime, 100%
**Shift Hours**
Monday- Friday
**Location**
UC Davis
**Union Representation**
Yes
**Benefits Eligible**
Yes
**Apply by Date**
05/21/2021
**PHYSICAL DEMANDS**
Sit at a computer and keyboard use for extended periods of time.
Limited vacation usage during peak workload periods. Vacation is restricted during July and September, as well as the first 2 weeks of each academic term.
Work in a dynamic, knowledge sharing environment with frequent interruptions.
**WORK ENVIRONMENT**
Employee is personally responsible for following safety procedures/guidelines.
UC Davis is a smoke and tobacco free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space. Additional information and specifics regarding the policy are available at
**QUALIFICATIONS**
**Required** :
-Account reconciliation experience in a government, nonprofit or other fund accounting organization.
-Knowledge of Generally Accepted Accounting Principles (GAAP) and terminology.
-Experience working in a customer service environment, resolving problems and complaints in both written and oral form. Customer service and communication skills to provide courteous service in person on the telephone, and in writing; convey a professional and business-like image.
-Critical thinking, interpretative and analytical skills to research situations, define problems, interpret policies, identify concerns, develop and propose solutions.
-Organizational skills with demonstrated ability to prioritize overlapping activities, multi-task and work with interruptions, exercise initiative and work independently while maintaining a high degree of accuracy and meeting deadlines with minimum supervision.
-Computer skills using MS Excel, Word, PowerPoint, Outlook, and conducting research via the Internet. Experience preparing and modifying spreadsheets with attention to detail. Skills in reviewing and analyzing spreadsheet data, including filtering, sorting, subtotals, etc.
**Preferred**:
-Experience identifying accounting problems within an automated environment, reading and understanding computer reports; to query accounting financial systems using SQL (either directly or using business intelligence tools) to generate reports.
-Experience using the Kuali Financial System (KFS), UC Path Payroll System and Banner.
-Experience working effectively with multiple constituencies, including a diverse student body, staff, general public, and other campus departments; continually adjusting in a dynamic environment, and the skills to advise students and solve problems.
-Experience working with confidential information; the knowledge of, and the skill to adhere to federal and state laws as they apply to student records including the Family Educational Rights and Privacy Act of 1974, California Information Practices Act, and campus procedure implementing the University of California policies applying to the disclosure of information from student records.
**SPECIAL REQUIREMENTS**
**Background Check**
*This position is a critical position and subject to a background check. Employment is contingent upon successful completion of background investigation including criminal history and identity checks.*