PRIMARY PURPOSE/GENERAL DESCRIPTION: The Students Accounts Clerk serves as the primary student-facing representative for the Office of Student Accounts. Works independently and in conjunction with the Student Accounts Manager to perform timely and accurate student billings. Responsible for accurate data entry and updating information for student accounts, including cash receipts and monthly transactions. Exercises independent judgment in making administrative decisions. The person in this position must be able to handle multiple evolving tasks and maintain composure in a highly interactive and fast-paced environment.
DESCRIPTION OF DUTIES AND RESPONSIBILITIES:
ESSENTIAL FUNCTIONS:
Serve as functional lead to ensure that all students and alumni receive prompt, accurate, friendly, and courteous service from the student accounts department.
Maintain tuition remission accounts and perform third party billing.
Responsible for ensuring the accurate data entry of all charges and credits from multiple sources into PeopleSoft Database.
Responsible for data entry of all cash transactions on student accounts.
Responsible for updates of posted charges and credits.
Interact with students on various issues and triage student inquiries with judgment and appropriate discretion. Escalate concerns as necessary.
Advise and counsel students on payment methods to address outstanding balances.
Maintain and control confidential files and records.
Respond independently to students to resolve billing issues concerning individual student accounts.
Responds to the emails sent to the Student Accounts email address.
Provide support for telephone coverage in the Student Accounts Office.
Interact and collaborate with other campus offices (Such as, Financial Aid, Registrar, Dean of Students, Academic Deans, Faculty, Department Staff, Admissions, and Finance Office) for student accounts needs.
Perform other essential duties and tasks specific to the position as requested by the Student Accounts Manager or the Finance Office.
Help to maintain an environment where all who visit the office feel valued and respected.
REQUIRED KNOWLEDGE, SKILLS, and ABILITIES:
Individual must successfully perform the essential functions of the position, or explain how the essential functions will be performed, with or without reasonable accommodations, using alternative skills and abilities.
Previous Student Accounts experience preferred. Experience with PeopleSoft Campus Solutions System, or other student accounts system. Ability to use Microsoft Windows and Office with emphasis on Excel, Word, and Outlook. Knowledge of the principles and practices of bookkeeping and accounting. Proficiency with mathematical calculations. Write legibly & follow written and oral instructions.
Ability to interact pleasantly and efficiently with a diverse student, faculty, and staff community in person, email, and by phone.
Ability to uphold strong customer service in stressful situations.
Excellent organization skills with a heavy workload.
Ability to make decisions within the broad limitations of university policy.
Ability to compose correspondence with correct grammar, punctuation, and spelling.
Ability to maintain financial and business accuracy in high stress periods.
Must be extremely adaptable to system upgrades and implementations.
Maintain sensitive information with discretion.
QUALIFICATION STANDARDS:
EDUCATION: Bachelor's degree preferred or any combination of education, training or experience which provides the required knowledge, skills and ability.
EXPERIENCE: Five years of related experience in positions of increasing responsibility or equivalent desired; familiarity with accounting (receivables) or bookkeeping. Some knowledge of government accounting systems and procedures preferred. Strong customer service experience required.
LICENSES / CERTIFICATES: None.
HOURS: The regular hours for this position are 8:30 a.m. to 5:00 p.m., Monday-Friday. Additional weekend or evening hours may occasionally be required. Hours may vary due to needs of the University or the department. Regular and punctual attendance required.
CLASSIFICATION AND STATUS: Full-time, Hourly, Non-Exempt position. Benefits eligible.
REPORTS TO: Student Accounts Manager
Physical Requirements:
Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like. Never Occasionally Constantly
Moving self in different positions to accomplish tasks in various environments including tight and confined spaces. Never Occasionally Constantly
Remaining in a stationary position, often standing or sitting for prolonged periods. Never Occasionally Constantly
Moving about to accomplish tasks or moving from one worksite to another. Never Occasionally Constantly
Adjusting or moving objects up to 20 pounds in all directions. Never Occasionally Constantly
Communicating with others to exchange information. Never Occasionally Constantly
Repeating motions that may include the wrists, hands and/or fingers. Never Occasionally Constantly
Operating machinery and/or power tools. Never Occasionally Constantly
Operating motor vehicles or heavy equipment. Never Occasionally Constantly
Assessing the accuracy, neatness and thoroughness of the work assigned. Never Occasionally Constantly
Environmental Conditions
Low temperatures. Never Occasionally Constantly
High temperatures. Never Occasionally Constantly
Outdoor elements such as precipitation and wind. Never Occasionally Constantly
Noisy environments. Never Occasionally Constantly
Hazardous conditions. Never Occasionally Constantly
Poor ventilation. Never Occasionally Constantly
Small and/or enclosed spaces. Never Occasionally Constantly
Adverse environmental conditions expected. Never Occasionally Constantly
Physical Demands
Sedentary work that primarily involves sitting/standing. Never Occasionally Constantly
Light work that includes moving objects up to 20 pounds. Never Occasionally Constantly
Medium work that includes moving objects up to 50 pounds. Never Occasionally Constantly
Heavy work that includes moving objects up to 100 pounds or more. Never Occasionally Constantly
At Claremont Graduate University, the health and safety of our community is a top priority. Claremont Graduate University has adopted a policy of requiring all employees to show proof of being fully-vaccinated, based on applicable federal and state law. If offered the role, within two weeks of the hire date, the candidate will need to provide proof of vaccination, qualify for an appropriate exemption, or otherwise be in compliance with the current applicable federal, state and local laws to be exempt from being fully-vaccinated.
EEO Statement:
Claremont Graduate University is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, religion, gender and/ or gender identity or expression, marital or parental status, national origin, ethnicity, citizenship status, veteran or military status, sex, age, sexual orientation, or physical disability or any other legally protected basis in its employment practice and in admission of students to educational programs and activities in accordance with the requirement of Title IX of the Education Amendments of 1972, Title I of the American Disabilities Act of 1990 and other applicable laws. CGU is committed to affirmative action in employment practices regarding ethnic minorities, the physically challenged, Vietnam-era veterans, and women. This job description defines the essential or fundamental job duties of the employment position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others. Qualified candidates of diverse ethnic and racial backgrounds are encouraged to apply for vacant positions at all levels.
This job description defines the essential or fundamental job duties of the employment position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others.
It may also include marginal functions, generally defined within Title I of the Americans with Disabilities Act.
Successful completion of criminal background and DMV checks required for final candidate.
The Claremont Colleges, a consortium of five undergraduate liberal arts colleges, two graduate institutions, and Claremont University Consortium, which provides shared institutional support services, is reminiscent of the Oxford-Cambridge model. The undergraduate colleges include Pomona College, Scripps College, Claremont McKenna College, Harvey Mudd College, and Pitzer College. The two graduate institutions include Claremont Graduate University and Keck Graduate Institute.