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Financial Specialist I

Company: Texas A&M University
Location: College Station
Posted on: January 6, 2020

Job Description:

Job TitleFinancial Specialist IAgencyTexas A&M UniversityDepartmentStudent Business ServicesProposed Minimum Salary$13.01 hourlyJob LocationCollege Station, TexasJob TypeStaffJob Description

Our Commitment

Texas A&M University is committed to enriching the learning and working environment for all visitors, students, faculty, and staff by promoting a culture that embraces inclusion, diversity, equity, and accountability. Diverse perspectives, talents, and identities are vital to accomplishing our mission and living our core values.

Who we are

Business Services is dedicated to helping each student and his or her family better understand and manage their financial obligations to Texas A&M University, through an open and honest partnership. SBS processes all student financial interactions and obligations including tuition and fees, student waivers and exemptions, the Texas Guaranteed Tuition Fund, loans, collections, application of financial aid, student refunds, and production of university ID cards.

To learn more about us, please visit our website: https://sbs.tamu.edu/

What we want

The Financial Specialist I provides customer service to students, parents, sponsors, and internal customers. This position answers incoming calls, emails and assists walk-in customers with the billing of tuition and fees, institutional loans and helps collect on past due balances. Along with these duties, this position also provides statements regarding student accounts to customers when requested. Additional responsibilities may be assigned on an as needed basis. Student Business Services is composed of several different areas and this position is with our Customer Service Team.

The selected candidate will subscribe to and support our commitment to Inclusion, Diversity, Equity and Accountability (IDEA) as stated above. If the description sounds interesting to you, we invite you to apply to be considered for this opportunity.

Required Education and Experience:


  • High school diploma or equivalent combination of education and experience
  • Four years of experience in a specialized financial field such as accounts payable, payroll, student accounts

    Required Knowledge, Skills, and Abilities:

    • Excellent oral and written communication skills
    • Strong interpersonal and organizational skills
    • Working knowledge of word processing, spreadsheet programs and database applications
    • Ability to multi-task and work cooperatively with others

      Preferred Education and Experience:

      • Previous Texas A&M University experience

        Preferred Knowledge and Skills:

        • Fluent in English & Spanish

          Responsibilities:

          • Answers incoming calls and assists walk-in customers with with questions regarding their student and/or loan accounts
          • Uses RightNow CRM to respond to questions emailed to sbs@tamu.edu concerning student and/or loan accounts
          • Completes Loan Extension Agreements and Automated Clearing House Forms for past due account balances for student accounts and loan accounts
          • Creates and distributes itemized statements, Venezuelan letters, Canadian Tax Forms, estimate letters, and paid-in-full letters for students upon request
          • Reviews the Student Business Services (SBS) website and knowledge base answers (Aggie Answers) to ensure accuracy
          • Performs other duties as assigned

            Instructions to Applicants: Applications received by Texas A&M University must either have all job application data entered or a resume attached. Failure to provide all job application data or a complete resume could result in an invalid submission and a rejected application. We encourage all applicants to upload a resume or use a LinkedIn profile to pre-populate the online application.

            All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution's verification of credentials and/or other information required by the institution's procedures, including the completion of the criminal history check.

            Equal Opportunity/Affirmative Action/Veterans/Disability Employer committed to diversity.Apply now

Keywords: Texas A&M University, College Station , Financial Specialist I, Accounting, Auditing , College Station, Texas

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