Financial Services Representative

Financial Services Representative
Part-Time, Non-Exempt , Support Staff (Secretary/Clerical)
Pay Grade: 5

Start rate is $18.32 - See support staff contract
Hours per week: 16

Work Schedule: Monday & Tuesday 8-4:30, full-time work weeks 13 weeks out of the year

JOB SUMMARY: Provide customers with information regarding University financial policies and procedures and accounting/cashier support.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Answer and/or distribute all e-mail and telemarketing inquiries in a timely manner.
• Sort daily mail and research documents for appropriate office distribution, record arrival date to ensure integrity in the document receipt process.
• Accept completed documents and verify for accuracy. Examples include but are not limited to review of verification documents to verify parent and student income and family size, tax returns, W-2's, Friend of Court, SSI, birth certificates, SS card, and signature requirements.
• Review screen to determine student eligibility for financial aid for spring/summer loans and Pell grants before accepting/recommending SP/SU financial aid application.
• Payment option plan function: reconcile accounts, perform intra-account transfers, and answer questions as needed.
• Prepare third party and contract billing including monitoring and processing of payments. Research and resolve all outstanding balance. Contact vendors with inquiries.
• Backup support to student refund processing.
• All duties are performed with FERPA and other confidentiality guidelines as directed by the University.
• Perform cashiering functions for all University cash transactions.
• Perform duties related to maintenance and security of on-site cash.
• Daily balancing of cash drawer, vault, stamps, petty cash, and change fund.
• Balance stamp fund, change fund, and mini wedge machine. Order currency, coin, and stamps to keep proper supply on hand.
• Prepare petty cash report. Arrange envelopes by account number and total then combine all information into the report. Request check to replenish petty cash when necessary.
• Make deposit of international checks to bank.
• Prepare deposit of daily work for bank.
• Issue student Access SVSU cards. Report lost and stolen cards, change information in system as needed. Programming cards for staff, faculty and students who need door access.
• Sort mail and deliver to proper offices.
• Process payments from mail.
• Provide information to students regarding account status.
• Provide accurate, detailed information of students’ account status for fees, financial aid, payment, and refund, use individual worksheets to help students understand their accounts, including return of federal and scholarship funds.
• Review account status with students prior to dropping courses to determine financial impact.
• Review financial aid status and options with incoming students and parents during orientations. Assist with orientation duties as assigned.
• Prepare coin bags for pickup, track meters collected on spreadsheet; accurately prepare deposit by counting or using coin machine as warranted. Prepare monthly receipts for University Police to use for reconciliation. Working knowledge of financial aid programs and procedures.
• General knowledge of campus offices and their role on campus.
• Document retention including scanning of reconciliations and reports.
• Maintain additional open session for online credit card and ACH payments.
• Processing requests in the Center E-mail daily.
• Assist with month-end reconciliations related to cashiering duties as required.
• Prepare Campus Dining receipts to send to the Manager of Financial Reporting Services.
• Preparation of daily bank deposits and associated worksheets.
• Flexible work schedule to accommodate office work schedules, including overtime when necessary.
• Assist or fill-in for other staff as required.
• Develop miscellaneous worksheets and reports as directed.
• Processing of input data to computer systems files.
• Participate in ongoing training in Financial Aid and Accounting regulations and processes.
• Perform other duties as assigned.

SUPERVISION RECEIVED:
General supervision is received from the Customer Service Coordinator and other office Administrative Professionals as assigned.

SUPERVISION EXERCISED:
Supervise student workers.

MINIMUM QUALIFICATIONS:

• High School Diploma or equivalent with additional education, training, or certification in a related field.
• Three years of job-related clerical experience, preferably in higher education, including excellent spelling, grammar, punctuation, basic math skills, and oral and written communication skills.
• Demonstrated customer service skills and interpersonal skills to interface with faculty, staff, students and the general public.
• Personal computer proficiency (Microsoft Office Suite) and ability to learn specialized software programs, including web development.
• Ability to work cooperatively and communicate professionally with faculty, staff, students, and the general public.
• Experience and ability to positively interact with diverse student populations and groups.
• Ability to work independently with minimal supervision and accept direction from multiple and diverse faculty members.
• Ability to organize, prioritize, and expedite workload, working under occasional time pressure.
• Ability to occasionally handle differing, non-routine work situations and problems by exercising independent judgment and initiative.
• Ability to maintain confidentiality of files and records.
• Ability to learn technical/discipline-specific terminology.
• Ability to perform the essential duties of the position with or without accommodation.

PREFERRED QUALIFICATIONS:

• Experience in cashiering and bookkeeping.

About SVSU:
Saginaw Valley State University is a comprehensive university with more than 100 programs of study for its roughly 7,000 students. Located on a suburban campus in Michigan’s Great Lakes Bay Region, SVSU is committed to a supportive and empowering environment for students, faculty and staff. For eight consecutive years, SVSU has been recognized as a “Great College to Work For” (2016-2023).

SVSU emphasizes undergraduate teaching and learning, and community-based research. SVSU earned the Community Engagement classification from the Carnegie Foundation for the Advancement of Teaching, a distinction achieved by only 7 percent of U.S. colleges and universities. By their senior year, 84 percent of students have engaged with community employers and agencies in internships, field placements or some other component of their academic preparation.

SVSU is establishing itself as a leader in STEAM education for the Great Lakes Bay Region, partnering with businesses, foundations and school districts to improve students’ performance in math, science and the arts at the middle school, high school and university levels.

More than 70 percent of SVSU freshmen live on campus in student housing that has been rated No. 1 among public universities in the U.S. (2018-2023). SVSU fields 19 varsity sports at the NCAA Division II level. The average class size is 23 students.