University Bursar III

Chicago state university; Chicago (IL); On-site; USD 48,000 - 62,000; Full time

Job summary

Chicago State University is seeking a University Bursar Assistant I/II to support the Bursar & Cashier Office and collaborate with the Financial Aid Office. The role focuses on customer service, cash handling, and accurate recording of payments and charges for student accounts.

The position requires strong problem-solving abilities, knowledge of cash handling, and the ability to work with faculty, students, and the public in a fast-paced environment.

Qualifications

• Bachelor’s degree with course work in accounting and business administration.
• Four years of experience in business administration or in the management of a large office staff, two years in supervisory capacity.
• Knowledge of methods and techniques required in the collection of and the accounting for money.
• Knowledge of statutes governing financial control in the university.
• Ability to direct a large office force and work effectively with faculty, students, and the public.
• Integrity
• Initiative and good judgment

Responsibilities

• Provide customer service to students, parents, internal staff, and third parties in-person, by email, and by phone regarding student account questions.
• Contact students with past due accounts and initiate payment plans and collection activities.
• Perform account analyses and reconciliations; correct discrepancies as needed.
• Post charges and review charges for accuracy; process and post payments to accounts.
• Reconcile cashier sessions; handle currency transactions and daily deposits.
• Collaborate with Financial Aid and other departments to ensure compliance with policies.

Skills

Verbal communication

Written communication

Time management

Multi-tasking

Interpersonal skills

Judgment

Integrity

Education

Bachelor’s degree in accounting and business administration

Job description

Department Office of VP for Admin & Financial Affairs

Full-time/ Part-time

Full-time/ Part-time Full-time

SUPERVISORY RESPONSIBILITIES

• University Bursar Assistant I
• University Bursar Assistant II
• Support staff [student workers]

Reports to the Assistant Director of Student Financial Services .

Supervise and responsible for the same duties as the University Bursar II. Supports and administers support in all areas to include customer service, cashier duties, assisting parents and students with questions regarding accounts policies, billing statements, financial aid, scholarships, grants, waivers, account balances, and by maintaining the payment plan for non-enrolled students, monthly payment plan for current students, student refunds, and daily balancing.

This position is responsible for processing and recording payments, deposits, as well as maintaining an accurate cash drawer. This position also monitors student accounts and takes appropriate measures to ensure proper billing is processed.

This is a full-time position which requires strong customer service and problem-solving abilities, along with a solid understanding of cash handling/management procedures and overall knowledge of all other support functions in the Bursar & Cashier Office.

Collaborate with the Financial Aid Office and other departments of the University to ensure all functions are performed in compliance with University, Federal and State policies.

Job Description

Communicates and provides customer service to students, parents, internal staff, and third parties in-person, through email, and phone regarding student account questions and information. Contact students who have a past due account. Initiate payment plans and collection activities. Perform analysis and reconciliation on individual accounts; identify discrepancies and make or request corrections as needed. Releases and adds holds as applicable according to student balances. Posts Charges to student accounts when applicable or requested by management, and reviews charges that are posted for accuracy

Processes and posts payments to accounts. Reconcile cashier session. Handles disbursement of funds, monetary transactions, cash or check payments, and credit card charges. Responsible for counting money, accurately handling financial transactions, issuing receipts, and conducting payment reconciliation. Provides the Manager of University Cashiering Operations a daily deposit.

Cross Training Specialized Duties/Tasks

• Review credit balances and ensure Title IV refunds are processed within title iv regulations (14 days). Verify, process, and prepare refunds and the refund file weekly. Reviews and processes returns from BankMobile.
• Manage student account financial holds (AR and BU holds). Release and add holds based on the student account balances.
• Responsible for the stale dated check process (review, process DPV , due diligence to students, update accounting)
• Responsible for State Tax Offset disputes and payments.
• Identifies problems and trends and suggests resolutions to management. Assists management with reconciliation and adjustments to student accounts when applicable.
• Responsible for representing Student Financial Services at important events such as Orientation and other enrollment focused events.

Minimum Qualifications

• Bachelor’s degree with course work in accounting and business administration.
• Four years of experience in business administration or in the management of a large office staff, two years of which were in an administrative or supervisory capacity.
• knowledge of methods and techniques required in the collection of and the accounting for money
• knowledge of statutes governing financial control in the university
• ability to direct a large office force and work effectively with faculty, students, and the public
• integrity
• initiative and good judgment

Preferred Qualifications

• 1. Excellent verbal and written communication skills
• 2. Proficient in word and excel
• 3. Ability to work independently and exercise judgment
• 4. Strong time management skills
• 5. Ability to multi-task in a very fast pace environment
• 6. Ability to deal tactfully with controversial problems
• 7. Ability to analyze and interpret financial data
• 8. Ability to work with people at various levels of the organization
• 9. Ability to quickly become familiar with state rules, policies, and procedures

Knowledge, Skills and Abilities

High school graduation or equivalent.

(A) three years of responsible business experience in customer service, marketing, public relations, or other related business experience requiring public contact

or

(B) credit for 120 semester hours of college training, 48 of which were in business administration, communications, journalism, marketing, public relations, psychology, education, or other fields involving public/social relations (or a Bachelor’s degree in such fields)

Additional Applicant Information

Physical Requirement/ Demands

Sedentary work that primarily involves sitting/standing.

General office work environment

No adverse environmental conditions expected