Student Financial Services Specialist

4 weeks ago


Vancouver, British Columbia, Canada The University of British Columbia Full time
Job Summary

The Student Financial Processing Specialist plays a vital role in providing expert guidance and support to various stakeholders, including students, faculty, departments, and staff members within the Enrolment Services organization. Key responsibilities include administering tuition refunds, processing UPass exemptions, and collecting outstanding tuition accounts. Effective communication and problem-solving skills are essential in resolving complex issues related to fee assessments, payment errors, and student account irregularities.

Key Responsibilities

A. Tuition Administration:

1. Provides accurate and timely information about fee assessments, exercising judgment to defer fees and/or remove late charges assessed to a student's account.

2. Investigates and resolves complex problems related to fee appeals, fee assessment errors, payment errors, and student instalment and tuition plans.

3. Offers expert assistance in troubleshooting difficult fee-related questions and student account irregularities via phone and email.

4. Communicates with students who are in arrears and arranges repayment plans within guidelines.

5. Reviews and verifies outstanding accounts to be sent to collection, communicates with students, and updates student accounts accordingly.

6. Communicates with faculties and departments regarding students who have been forwarded to the Collection Agency.

7. Monitors tuition and fee payments in Workday.

8. Prepares cheques for courier to RBC when needed, including reconciling cheques and payment slips.

9. Processes USD cheques for deposit and makes required entries in Workday.

10. Processes and adjusts student accounts regarding all tuition Non Sufficient Fund (NSF) cheques/EFT and assesses NSF charge for each student.

11. Approves and processes all refunds on Workday.

12. Processes refund settlement runs and monitors failed refunds for reprocessing.

UPass Administration:

1. Reviews and processes UPass exemption applications when needed, based on established criteria as specified in the University's agreement with TransLink.

Other Related Duties:

1. Performs tuition payment reconciliation between Workday student accounts and financial ledgers.

2. Reviews, understands, and communicates complex regulations in the UBC calendar and other Enrolment Services publications.

3. Audits and/or prepares financial documentation for data entry into Workday, including verification of account coding and adherence to University policies.

4. Performs efficient and accurate Workday data entry of financial documents, including cash receipts and accounting journals.

5. Identifies and makes recommendations for improving processes.

6. Provides training and assessment of new staff, student assistants, and temporary staff.

7. Assists with special and ongoing projects.

8. Supervises temporary staff and Work Study staff as required.

9. Answers routine correspondence received by mail and email.

10. Receives, opens, and distributes incoming mail to appropriate staff.

Requirements

This position requires a high school graduation, plus two-year post-secondary diploma, plus four years of related experience, or an equivalent combination of education and experience. The ideal candidate will possess strong analytical and problem-solving skills, ability to interpret and apply complex guidelines and regulations, and excellent communication and interpersonal skills.

Preferred Qualifications

Working knowledge of integrated financial and human resource application software packages, such as Workday, is preferred. The successful candidate will also possess a strong understanding of accounting principles, spreadsheet applications, and personal computer software.



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