Financial Practitioner I

Job Title

Financial Practitioner I

Agency

Texas A&M University

Department

Student Business Services

Proposed Minimum Salary

$20.61 hourly

Job Location

College Station, Texas

Job Type

Staff

Job Description

Our Commitment

Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents and lives experiences . Embracing varying opinions and perspectives strengthens our core values which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service.  

 

Who we are

Student Business Services is dedicated to helping each student and his or her family better understand and manage their financial obligations to Texas A&M University, through an open and honest partnership. SBS processes all student financial interactions and obligations including tuition and fees, student waivers and exemptions, the Texas Guaranteed Tuition Fund, loans, collections, application of financial aid, student refunds, and production of university ID cards.   

To learn more about us, please visit our website: https://sbs.tamu.edu/     

What we want

The Financial Practitioner I, Payments and Collections, under general supervision, executes complex clerical, accounting, financial, and customer service duties in a specialized field within the Division of Finance. Researches problems and discrepancies. Applies and enforces rules and regulations. This position will be responsible for the management of all third party payments received for all third party sponsors, including State 529 plans, internal colleges and departments, Veterans Administration, military/government, Texas Workforce Commission, international, and other miscellaneous sponsors. This position will also be responsible for helping to manage the accounts receivables and collections process for all third party sponsors.

What you need to know

Salary: $20.61/hr.

Special Note: A cover letter and resume are strongly encouraged. You may upload them on the application under the CV/Resume section.

Required Education and Experience:

• High school graduation or any equivalent combination of education and experience.

• Seven years of experience in a specialized financial field such as accounts payable, payroll or student accounts.

Required Knowledge, Skills, and Abilities:

• Excellent oral and written communication skills.

• Excellent Customer service and problem-solving skills Attention to detail skills.

• Ability to comprehend, apply, and enforce rules and regulations.

• Working knowledge of word processing, spreadsheet programs, and bookkeeping procedures.

• Ability to multi-task (task-switching) and work cooperatively with others.

• Ability to take initiative.

• Ability to prioritize tasks.

• Ability to analyze complex financial information and make decisions on the data.

• Ability to maintain confidentiality. Knowledge of Microsoft Office products.

Preferred Qualifications:

• Bachelor's degree.

• At least 5 years working with accounts receivable or complicated accounting calculations.

• At least 5 years of customer service experience; including answering phones, business emails, and meeting with customers in person.

• At least 1 year in Higher Education.

• Previous Texas A&M University experience.

• Previous experience with state waivers and exemptions.

• Previous experience with Third Party Processing.

• Any Microsoft Office classes or certifications.

• Knowledge of collections or aging accounts receivables.

• Knowledge of any third party sponsors.

• Knowledge of CRM software.

• Banner knowledge.

• Public speaking and presentation skills.

Essential Duties/Tasks

• The Financial Practitioner I, Payments and Collections, under general supervision, executes complex clerical, accounting, financial, and customer service duties in a specialized field within the Division of Finance.

• Researches problems and discrepancies.

• Applies and enforces rules and regulations.

• This position will be responsible for the management of all third party payments received for all third party sponsors, including State 529 plans, internal colleges and departments, Veterans Administration, military/government, Texas Workforce Commission, international, and other miscellaneous sponsors.

• This position will also be responsible for helping to manage the accounts receivables and collections process for all third party sponsors.

Frontline Customer Service

• Assists the frontline customer service team during the first few weeks of each semester (Fall, Spring, and Summer) with phone calls, text messages, emails, walk-ins, appointments, etc.

• Trains on CRM, website, AI knowledge base, and other workflows.

• Ensure top tier service to all of our customers.

Third Party Sponsor Accounts Receivables (AR) Reconciliation

• Reconciles and audits all third party sponsor accounts, including running AR reports, contact sponsors or students for information about payments and past due balances, ensuring all invoices are paid within the current semester they are due, working with the SME for each sponsor group to come up with a collections plan, and helps initiate and provides support for consistent follow ups and contact with sponsors.

• May be responsible for creating and running additional invoices as needed and working with sponsors to identify information they need on the invoice to pay the university.

• Duty may also include contacting students about past due sponsor balances and ensuring communications are up to date.

• Third Party sponsors include international sponsors, Texas Workforce Commission sponsors, Veterans Administration sponsors, military/government sponsors, State 529 plan sponsors, Texas A&M System colleges and departmental sponsors, and other miscellaneous sponsors.

Third Party Sponsor Refunds Reconciliation

• Reconciles and audits all credit balances on sponsor accounts, including running accounts refund and credit balances reports, identifying funds to be returned or moved to a different student, term, or contract, contact sponsors or students for information about where to send refunds to, ensuring all refunds and credit balances are sent back in a timely manner, working with the SME over each sponsor group to come up with a plan of action for returning funds, and help initiate and provide support for consistent follow ups and contact with sponsors.

• May be responsible for creating and running additional invoices or account summaries as needed and working with sponsors to identify information they need to ensure funds should be returned to them. Works closely with the Payment Processing Office and Refunds Team to ensure prompt and accurate sponsor refunds. Third Party sponsors include international sponsors, Texas Workforce Commission sponsors, Veterans Administration sponsors, military/government sponsors, State 529 plan sponsors, Texas A&M System colleges and departmental sponsors, and other miscellaneous sponsors.

Backup for Other SSB Team Members

• Will serve as backup to members of the SSB Team when team members are out or when help is needed.

• Backup duties include TGTP, Department Contracts, VA Ch.31, IPPS Portal, and Miscellaneous sponsors not invoiced through Flywire.

Why Texas A&M University? 

We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration.  Amenities associated with a major university, such as sporting and cultural events, state-of-the-art recreation facilities, the Bush Library and Museum, and much more await you.  Experience all that a big city has to offer but with a reasonable cost-of-living and no long commutes. 

• Health , dental , vision , life and long-term disability insurance with Texas A&M contributing to employee health and basic life premiums

• 12-15 days of annual paid holidays 

• Up to eight hours of paid sick leave  and at least eight hours of paid vacation each month

• Automatically enrollment in the Teacher Retirement System of Texas 

• Health and Wellness: Free exercise programs and release time

• Professional Development: All employees have access to free LinkedIn Learning  training, webinars, and limited financial support to attend conferences, workshops, and more 

• Employee Tuition Assistance and Educational Release time   for completing a degree while a Texas A&M employee

For additional information on benefits Click here

All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s verification of credentials and/or other information required by the institution’s procedures, including the completion of the criminal history check.

Equal Opportunity/Affirmative Action/Veterans/Disability Employer.