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Student Accounts Receivable Technician

Job in Monterey, Monterey County, California, 93941, USA
Listing for: California State University, Monterey Bay
Full Time, Apprenticeship/Internship position
Listed on 2025-12-02
Job specializations:
  • Education / Teaching
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 4541 - 4850 USD Monthly USD 4541.00 4850.00 MONTH
Job Description & How to Apply Below

Overview

Join to apply for the Student Accounts Receivable Technician role at California State University, Monterey Bay
.

Classification:
Accounting Technician III

Hours:

Full-time / 40 hours per week
FLSA:
Non-exempt
Anticipated Hiring Salary Range: $4,541 - $4,850 per month

About CSUMB

California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and graduate degrees. CSUMB is part of the nation’s largest four-year public university system,
California State University
, which educates nearly 460,000 students every year. CSUMB is a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty focus on student success and engagement through experiential learning, service learning, and a multicultural and global perspective. CSUMB’s sustainability goal is to be carbon neutral by 2030.

Purpose

Under the general supervision of the Associate Bursar, University Cashiering and Student Receivables, the incumbent provides a wide variety of student accounts receivable duties for Extended Education and International Programs, including student financial systems setup, maintenance, reports and documentation. Work requires considerable judgment, initiative, and independence.

Essential Duties and Responsibilities
  • Serves as the liaison to the Office of Extended Education and International Programs (EEIP) on student accounts. Responsible for creating and maintaining EEIP setup in the student financials system, including holds, invoicing, tuition calculation rules, item type mapping, and adjustment calendars.
  • Creates and maintains student financials systems setup for the disenrollment process pertaining to Extended Education Programs. Coordinates communications to students prior to disenrollment, providing this communication list to the Extended Education and Financial Aid staff; provides final list of students to be disenrolled to the Extended Education staff.
  • Creates and maintains queries using advanced query tools.
  • Monitors student accounts pertaining to EEIP and/or courses to ensure accuracy. Identifies, investigates and corrects or coordinates correction and resolution of errors and discrepancies.
  • Works closely with the Student Financials Analyst in Operation Support and Innovation; provides functional input to configuration discussions, implementation of new functionality/releases, testing, and maintenance of the Student Financials module.
  • Supports the 1098-T process; collects and validates data. Prepares journal entries and reports for month-end and year-end close. Creates and maintains procedures and job aids for this position. Meets customer service requirements and expected level of customer service.
  • Other Functions
  • Cross-trains staff and supervises student assistants.
  • Performs other job-related duties and special projects as assigned.
  • Knowledge,

    Skills and Abilities

    Knowledge: Financial record-keeping, mathematical and general office methods, procedures, and practices; basic knowledge of Generally Accepted Accounting Principles.

    Ability: Learn, interpret, and apply policies and procedures relating to student accounts; analyze data and make projections; organize and plan work with multiple priorities; make independent decisions and exercise sound judgment; compile, write, and present reports; establish and maintain relationships; serve as a liaison.

    Equivalent to four (4) years of progressively responsible financial record-keeping experience or a combination of education and experience that provides the required knowledge and abilities.

    Specialized Skills

    Technical fluency with Excel and Word; experience with information systems (preferably People Soft/Oracle Student Financials or equivalent); experience running and/or creating reports; strong customer service orientation.

    Ability to maintain calendars, set up and manage values in a financial accounting system; review financial documents for accuracy; compute and post numbers rapidly and accurately; maintain files; identify and correct errors; follow directions; apply accounting procedures; analyze data; and read and interpret computer-generated reports.

    Preferred Qualifications

    Bachelor’s…

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