Student Account Specialist

Job Summary

The purpose of this position is to provide excellent customer service to University students entailing the maintenance of student and sponsor's accounts which includes the review, processing, and billing of charges to the account, the processing of refunds, the collection of balances owed, and the application of payments collected. Ensuring the financial integrity of student accounts as well as the sponsor's accounts through the performance of the necessary reconciliations and analyses.

• Ensure the integrity of the student account financial data:
  To prepare the necessary account reconciliations and reports relative to the Installment Plan such as the Installment Plan Lost Interest, Installment Plan Bad Debt Adjustment, and accrued costs to the Installment Plan Report.
• Maintenance of Student and 3rd Party Accounts Receivable:
  To review charges to student accounts to ensure their validity prior to billing the student.
• Provide customer service to students:
  Verifying student's eligibility to participate in the programs.

Student Account Services

1.0 time-base, 40 hours per week.

This is a regular/probationary position.

Accounting Technician III

Salary placement is determined by the education, experience, and qualifications the candidate brings to the position, internal equity, and the hiring department’s fiscal resources.

• Hiring Rate:
  The hiring rate for this position is $4,570
• CSU Classification Salary Range:
  The CSU Classification Salary Range for this position is $4,570 (Step #1) - $6,658 (Step #20) per month.

At California State University (CSU), we prioritize the health, growth, and success of our employees. Our benefits program reflects our commitment to your overall well-being.

To be eligible for full benefits, employees must be appointed at least half-time (.50 FTE) with an appointment lasting more than six months and one day. Benefits eligibility and offerings may vary based on appointment type, classification, and applicable collective bargaining agreement. Eligible employees may have access to a comprehensive benefits package that can include:

• Paid Time Off: Up to 24 vacation days per year (based on employee group and/or length of service), 14 paid holidays, and 12 sick days annually with unlimited accrual.
• Health Coverage: A variety of medical, dental, and vision plans.
• Retirement Plans: Participation in the CalPERS defined benefit plan, along with voluntary savings options such as 403(b), 401(k), and 457 plans.
• Educational Benefits: Tuition fee waiver programs for eligible employees; dependent eligibility varies by employee group and bargaining unit.
• Employee Assistance Program (EAP): Confidential counseling and support services for employees and their families.
• Additional Benefits: Wellness programs, professional development opportunities, and insurance options including life, disability, and pet insurance.

Candidates are encouraged to review the CSU Employee Benefits Summary for details specific to their position. Additionally, the CSU Total Compensation Calculator is available to help prospective employees understand the full value of the CSU benefits package and how it complements base salary.

Good working knowledge of accounting theory and practices with emphasis on Accounts Receivable in a highly automated system for a large enterprise. Excellent customer services skills, which include the ability to understand, interpret, and communicate complex rules and policies to non‑sophisticated customers. Also, to be able to communicate with the campus community and other external sources. Excellent interpersonal skills which includes the ability to effectively work with an ethnically and culturally diverse environment and the ability to foster cooperation between peers and co‑workers.

Good working knowledge of personal computer applications which include Word Processing and Spreadsheet Software. Good organization and follow‑up skills which will result in timely and effective completion of work assignments.

Ability to communicate with an ethnically and culturally…