Student Account Specialist III

The mission of the Division of Business Services (DoBS) is to support UW-Madison's institutional responsibilities of higher education and research. Business Services offers a broad range of services and transaction processing to campus, including accounting, internal auditing, risk management, purchasing, materials distribution and surplus property management, and tuition and student loan services.

Located in the Division of Business Services, the Bursar's Office has information and resources on student account billing and payments, refunds, and loans serviced by UW-Madison. This will be accomplished in accordance with the mission of the University of Wisconsin - Madison, by following regulations of all appropriate governing agencies and by implementing sound financial procedures and controls.

The Student Account Specialist III primarily works with student accounts, assisting students, staff and authorized individuals with questions. This position requires attention to detail, as it is responsible for posting transactions to student accounts, reversing charges when necessary, and auditing these accounts to ensure accuracy.

• 15% Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations
• 5% Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies
• 10% Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit
• 40% Answers complex fiscal questions and provides information based on set materials and standards to various audiences
• 5% Reviews transaction processing internal controls and recommends policies and procedures
• 5% Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates
• 5% May train staff on financial processes and best practices
• 5% Works with students to get their private loan checks applied to their student accounts
• 5% Works with students on their past due payment plans, sending additional communications and adjusting payments as needed
• 5% Processes bankruptcy paperwork for alumni and current students, in regards to their student accounts

Diversity is a source of strength, creativity, and innovation for UW-Madison. We value the contributions of each person and respect the profound ways their identity, culture, background, experience, status, abilities, and opinion enrich the university community. We commit ourselves to the pursuit of excellence in teaching, research, outreach, and diversity as inextricably linked goals.

The University of Wisconsin-Madison fulfills its public mission by creating a welcoming and inclusive community for people from every background - people who as students, faculty, and staff serve Wisconsin and the world.

For more information on diversity and inclusion on campus, please visit: Diversity and Inclusion

Preferred
Associate's Degree

REQUIRED
- Ability to work independently, prioritize work duties, and demonstrate effective time management skills to meet Bursar's Office, Business Services Division, University, state, and/or federal deadlines.
- Strong human relations and interpersonal skills to maintain effective, professional, and cooperative working relationships with managers, supervisors, coworkers, and all internal and external customers.
- Knowledge of generally accepted office procedures and practices.
- Good mathematical skills, and experience with cash handling and cash balancing.

PREFERRED
- Ability to multi-task and transition quickly between priorities to address specific situations.
- Familiarity with UW System, Board of Regents, and UW-Madison rules and regulations regarding fees and tuition.
- Ability to learn and become proficient, using Student Information System (SIS) and CASHNet.

Full Time: 100%

This position may require some work to be performed in-person, onsite, at a designated campus work location. Some work may be performed remotely, at an offsite, non-campus work location.

Ongoing/Renewable

Minimum $50,000 ANNUAL (12 months)
Depending on Qualifications
Employees in this position can expect to receive benefits such as generous vacation, holidays, and paid time off; competitive insurances and savings accounts; retirement benefits. Benefits information can be found at (https://hr.wisc.edu/benefits/)

Please note that successful applicants are responsible for ensuring their eligibility to work in the United States (i.e. a citizen or national of the United States, a lawful permanent resident, a foreign national authorized to work in the United States without need of employer sponsorship) on or before the effective date of appointment.

To begin the application process, click the "Apply Now" button.

To apply for this position, you will need to upload a cover letter and resume. Cover letters may be used as a writing sample and to determine the best-qualified applicants. Thus, your cover letter should address your qualifications for the position.

Phoua Khang
phoua.khang@wisc.edu
608-263-3738
Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information.

Financial Specialist III(FN008)

A03-BUSINESS SERVICES/BURSAR

Academic Staff-Renewable

308795-AS