Financial Practitioner I, State Waivers and Exemptions

Job Title

Financial Practitioner I, State Waivers and Exemptions

Agency

Texas A&M University

Department

Student Business Services

Proposed Minimum Salary

Commensurate

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 for all visitors, students, faculty, and staff by promoting a culture that embraces inclusion, diversity, equity, and accountability.  Diverse perspectives, talents, and identities are vital to accomplishing our mission and living our core values .

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, under general supervision, provides complex clerical, accounting, financial, and customer service duties. The financial Practitioner I is responsible for processing and ensuring compliance for all state mandated and board approved exemptions and waivers of tuition and fees. This position is also responsible for the processing and administration of departmental contracts for departments paying students on a different campus, which includes invoicing and accounts reconciliation. This position will work closely with the Financial Practitioner II who oversees TWAPMTS. The selected candidate will subscribe to and support our commitment to Inclusion, Diversity, Equity and Accountability as stated above. If the description sounds interesting to you, we invite you to apply to be considered for this opportunity.

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, 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 Education and Experience:

• Associate's Degree or Bachelor’s Degree
• At least 10 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 exemption
• Previous experience with Third Party Processing

Preferred Knowledge, Skills, and Abilities:

• Knowledge of handling state waivers and exemptions
• Knowledge of CRM software
• Banner knowledge
• Public Speaking and Presentation Skills

Preferred Licenses and Certifications:

• Any Microsoft Office classes or certifications

Responsibilities:

• Exceptions and Waivers Processing and Administration - Approves, processes, and verifies exemptions and waivers for tuition and/or fees as mandated by Texas Education Code (TEC) 54 or authorized by TEC and approved by the governing board. Monitors reports for automated processes for Competitive Scholarship Waivers, Texas-Mexico Waivers, Valedictorian exemptions, and Good Neighbor waivers. Manages reports that check for eligibility and authorization of waivers and exemptions for students. Audits all waivers and exemptions each semester to ensure accuracy and compliance. Acts as a resource for parents, students, prospective students, and departments on campus. Maintains answers in knowledge database (Aggie Answers) and website to assist parents, students, and departments. Works closely with the Financial Practitioner II who oversees TWAPMTS.
• 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 to use CRM, website, AI knowledge base, and other workflows in order to support customers.
• Departmental Sponsorships Processing and Administration - Works with various departments around the university to ensure the correct posting and applying of funds for students. This includes posting contracts, invoicing, processing and applying payments, and setting up new sponsorships and contracts as necessary. Works closely with the Financial Practitioner II who oversees TWAPMTS.
• Account Reconciliation of Departmental Contracts - Routinely monitors and checks the contract AR and Banner system screens to ensure timely payment and payment processing. If past due amounts remain, contacts the department/college to identify if contract will be paid. Occasionally sends printouts and invoices.
• Backup for other SB Team Members - Acts as the backup point of contact and administrator for the other SSB team members. This could include applying contracts, payments, invoicing and answering questions as needed. Works closely with FPII and help answer TWAPMTS related questions and requests. Other team functions include processing of veteran benefits, processing of military benefits, processing of international, business, government offices, and other miscellaneous education benefits, and state 529 plans. Performs other duties as assigned. 

Instructions to Applicants: Applications received by Texas A&M University must either have all job application data entered or a resume attached. Failure to provide all job application data or a complete resume could result in an invalid submission and a rejected application. We encourage all applicants to upload a resume or use a LinkedIn profile to pre-populate the online application.

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 committed to diversity.