BLANK AST 3 (Customer Service Assistant)

Department Description

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 the primary contact for our sponsored students and their sponsors and it's responsible for analyzing student accounts and review sponsorship authorizations to determine eligibility.

This position is responsible for invoicing sponsored fees to different federal and state agencies, foreign governments and other private entities. It will provide assistance to various campus departments and outside agencies in setting up sponsorships. It will work closely with the Campus Veterans Success Center, Financial Aid & Scholarships, Graduate Studies, and the Law School.

In addition, it will be responsible for reconciling agency sponsorships and state student aid programs. This position will also serve as a backup to outside scholarships and the customer service unit.

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.

POSITION INFORMATION

Salary Range

$26.14/hr. - $37.46/hr.

No. of Positions

1

Appointment Type

Career

Percentage of Time

100%

Shift Hours

Monday - Friday 8-5

Location

Davis

Union Representation

Yes CX

Benefits Eligible

Yes

Apply by Date

6/5/2023


PHYSICAL DEMANDS

• Additional Physical Demands: Sit at a computer and keyboard use for extended periods of time.

WORK ENVIRONMENT

• Handle a variety of assignments with constant interruptions.
• Work effectively and meet deadlines in a dynamic environment subject to changing priorities.
• Meet expectations, with an emphasis on quality, quantity, and timeliness of work.
• Actively build constructive and effective relationships with colleagues at all levels; advise and collaborate with others to develop a stronger team and enhance workplace spirit; share knowledge and resources and encourage the same of others. Initiate and maintain cooperative relationships with people from diverse backgrounds. Contribute as a team player in a respectful and professional environment.
• 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.
• Employee is personally responsible for following safety procedures/guidelines.
• This is a hybrid position and it requires to be on campus most of the time on a weekly basis.
• The Smoke and Tobacco Free Environment policy is intended to provide a healthier, safer, and more productive work and learning environment for the entire UC community. The University of California prohibits smoking and tobacco use at all University owned or leased properties, or facilities operated by UC staff or faculty. Smoking and tobacco use are strictly prohibited in indoor and outdoor spaces, parking lots, residential space, and University vehicles. https://ucdavispolicy.ellucid.com/documents/view/271

QUALIFICATIONS

Required:

Minimum Education/Experience

• 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.
• Experience preparing and modifying spreadsheets with attention to detail. Skills in reviewing and analyzing spreadsheet data, including filtering, sorting, subtotals, etc.

Minimum Knowledge, Skills, and Abilities (KSA)

• 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.

Preferred:

Preferred Education/Experience

• Experience identifying accounting problems within an automated environment and to 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 University Financial System, Banner and SponsorPoint.
• 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 advice 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.
• Account reconciliation experience in a government, nonprofit or other fund accounting organization.

Preferred Knowledge, Skills, and Abilities (KSA)

• Knowledge of Generally Accepted Accounting Principles (GAAP) and terminology.
• Strong professional ethics and accountability.
• Understand the various systems, policies, procedures, and regulations that govern and guide the department and university.

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.

Diversity, Equity, Inclusion and Belonging

At UC Davis, we're solving life's most urgent challenges to bring a fuller, healthier, and more resilient world within reach. We grow from every challenge we take on and we don't just maintain - we improve.

We recognize that creating an inclusive and intellectually vibrant organization means understanding and valuing both our individual differences and our common ground. The most comprehensive solutions come from the most diverse minds and you belong here.

As you consider joining UC Davis, please explore our https://apptrkr.com/get_redirect.php?id=4214977&targetURL=

Required:

Minimum Education/Experience

• 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.
• Experience preparing and modifying spreadsheets with attention to detail. Skills in reviewing and analyzing spreadsheet data, including filtering, sorting, subtotals, etc.

Minimum Knowledge, Skills, and Abilities (KSA)

• 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.

Preferred:

Preferred Education/Experience

• Experience identifying accounting problems within an automated environment and to 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 University Financial System, Banner and SponsorPoint.
• 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 advice 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.
• Account reconciliation experience in a government, nonprofit or other fund accounting organization.

Preferred Knowledge, Skills, and Abilities (KSA)

• Knowledge of Generally Accepted Accounting Principles (GAAP) and terminology.
• Strong professional ethics and accountability.
• Understand the various systems, policies, procedures, and regulations that govern and guide the department and university.

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.

Diversity, Equity, Inclusion and Belonging

At UC Davis, we're solving life's most urgent challenges to bring a fuller, healthier, and more resilient world within reach. We grow from every challenge we take on and we don't just maintain - we improve.

We recognize that creating an inclusive and intellectually vibrant organization means understanding and valuing both our individual differences and our common ground. The most comprehensive solutions come from the most diverse minds and you belong here.

As you consider joining UC Davis, please explore our Principles of Community, our Clinical Strategic Plan and strategic vision for research and education, and our latest efforts to outgrow the expected.

The University of California is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy.

Salary Range

$26.14/hr. - $37.46/hr.

No. of Positions

1

Appointment Type

Career

Percentage of Time

100%

Shift Hours

Monday - Friday 8-5

Location

Davis

Union Representation

Yes CX

Benefits Eligible

Yes

Apply by Date

6/5/2023


To apply, visit https://careerspub.universityofcalifornia.edu/psp/ucdavis/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=7&JobOpeningId=53685&PostingSeq=1

The University of California is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC nondiscrimination policy.





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