Financial Specialist at UNC-Chapel Hill

Position SummaryThis position is primarily responsible for managing sponsored student accounts ensuring timely and accurate billing and working closely with the Collections Manager and team to accomplish collections and manage payment plans as needed. Key Responsibilities: Manage Sponsored Student Accounts: Work directly with sponsors and students to ensure sponsored student accounts are paid promptly and accurately. Collect necessary information from students and sponsors to issue invoices and upload required billing information to sponsor portals. Billing and Collections: Analyze the status of past-due accounts and send follow-up bills as appropriate. Collaborate with the Collections Manager and team to address outstanding payments and implement effective collection strategies. Customer Service: Provide exceptional service to students and sponsors by addressing inquiries and resolving billing issues in a timely manner. Maintain clear communication regarding any changes that may affect billing. Data Management: Utilize Access database to maintain accurate records of sponsored student demographics authorized charges and sponsor information. Ensure all billing information is documented for future reference. Documentation and Compliance: Support initial billing for each semester and ensure the attachment of any required supplementary information or forms. Maintain digital copies of invoices and relevant attachments for compliance and audit purposes. Processing Student Outside Scholarships & Regular Payments: Processing of Outside Scholarship check deposits including researching checks to determine whether they should be posted as regular student account payments or outside scholarship payments along with the appropriate term. Entering applicable payment information from the scholarship checks and accompanying documentation into an Excel spreadsheet. Ensuring Outside Scholarship deposits are created and processed within one business day (timeliness). Uploading Outside Scholarship spreadsheets and check copies to the OSSA /Cashier Shared Drive and sending corresponding paperwork to the Outside Scholarships staff. Monitoring Deposits for accuracy. Assisting Banking Specialist with identifying wire outside scholarship payments as needed.Required Qualifications Competencies And ExperienceExperience in business and records administration financial management and information processing. Strong organizational skills with a keen attention to detail. Excellent communication skills to effectively interact with students sponsors and team members. Ability to analyze financial data and prepare reports. Capacity to manage multiple tasks and prioritize effectively.Preferred Qualifications Competencies And ExperienceFamiliarity with PeopleSoft Excel and Access. Previous experience working with students and/or student information systems within a university setting.Work ScheduleMonday Friday; 8:00 AM 5:00 PMRequired Experience:Staff IC Key Skills Financial Services,Financial Models,Account Management,General Ledger Accounts,ERP,Payroll,External Auditors,Customer Relationships,Credit Card,Financial Statements,Business Units,Annual Budget,Income,New Clients,Financial Management Employment Type : Full-Time Experience: years Vacancy: 1 Hourly Salary Salary: 20 - 23