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Financial Account Specialist

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Please see Special Instructions for more details.

This position is a 11-month term position. Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.

Position Details

Position Information

Position Title Financial Account Specialist
Department Campus Billing and DartCard Services
Position Number 1125773
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Position Purpose

To provide key accounting and administrative support, which facilitates the operation of the Campus Billing and DartCard Services Office, and provide frontline customer service for student and non-student accounts receivables and DartCard services.

Note: Each representative is responsible for a number of specific programs and/or functions within the office which are integral to operations and maintenance of adequate controls.

Skills & Knowledge

• Excellent attention to detail, accuracy and organization

• Working knowledge of financial and accounting procedures and practices

• Ability to effectively communicate in writing and on the phone to all customers and staff, with strong customer service and listening skills.

• Knowledge of integrated database software and information systems for student financial and academic data

• Proficiency with Microsoft Word and Excel.

• Ability to adhere to and interpret federal regulations and College policies

• Problem solving, resolution and analytical skills and the ability to prioritize and manage time

• Able to work under pressure of time constraints and ability to multi-task

• Projects a professional image and uses proper telephone and email etiquette

• Ability to maintain confidentiality of sensitive information.

• Strong commitment to a diverse working environment and to serving the needs of a large and diverse community.

Minimum Experience

• Two years of customer service, financial/accounting administration or other directly related experience

• Fast paced customer service experience

• Experience with integrated database software

• Accounts receivable experience.

• Experience with desktop computers and computer software

Minimum Education

• Associate Degree with at least 3 years of office experience, courses in accounting or finance; High School diploma with 4-5 years of related office experience or the equivalent.

SEIU Level Not an SEIU Position
FLSA Non-Exempt
Employment Category Regular Full Time
Department Contact for Cover Letter Kathryn Page
Equal Opportunity Employer

Dartmouth College is an equal opportunity/affirmative action employer with a strong commitment to diversity and inclusion. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications by members of all underrepresented groups are encouraged.

Special Instructions to Applicants

This position is a 11-month term position.

Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.

Key Accountabilities

Key Accountabilities

Accounting and Card Operations
• Perform daily and monthly reconciliation of all related financial and bank accounts.
• Assists in providing financial data for forecasting models for budgeting and performance comparisons.
• Manages the configuration and daily processing of the Dartmouth Card settlement system that functions as a record keeper for daily spending on the Dartmouth Card network.
• Process Dartmouth Card activity including: location setup, code manager, web access and backup of CSGold database; processing of external batch and off-line transaction files; processing configurations for transactions; processing of routine customer loads and maintenance (open/close accounts), processes funds loading, ensuring funds are posted to proper individual accounts; and processing of Dartmouth Dining Plan requests.
• Assists with back up and storage of all critical financial data
• Assists in routine customer loads and maintenance (open/close accounts)
• Assists in managing student registration holds process.
• Monitors and manages card operations for conference and group events in conjunction with Dining Services and Conferences and Events. (Administers conference plan setup, reporting and card distribution for summer conferences.)
• Manages the returned payment process (TouchNet, online and office credit card payments)
• Opens and closes student and employee accounts as required.

Financial Services
• Administers various assigned programs and/or accounting functions of the office such as, processing student payments, Tuition Prepayment Program, Monthly Payment Plan, contract billing, 3rd party billing, outside scholarships, Refund processing, Payment Explanation forms, annual tax reporting (1042S and TL11), and various reconciliations.
• Uses various computer information systems to process academic and financial data.
• Organizes and produces accurate and timely reports and information from fairly complex data.
• Processes data received electronically and produces electronic data provided to customer and third parties.

Customer Service
• Provides outstanding customer service to internal and external customers with emphasis on timeliness and accuracy
• Issues new or replacement Dartmouth College identification cards by performing the required badge updates in the access control or badge printing systems following standard practices.
• Provides assistance to students and employees who are enrolling in or modifying dining options by answering questions and selling meal plans, including performing the necessary CBORD system updates.
• Accurately identifies customer issues based upon high volume of email, telephone or in person interviews and executes effective method for resolution.
• Utilizes multiple computer and tracking systems (Ellucian Banner, CBord CSGold) to obtain and record information.
• Effectively communicates with a diverse population of students and family members including frequently stressful situations affecting the continued enrollment of students.
• Provides policy interpretation and insures compliance with policies.
• Provides top quality customer service with a friendly demeanor.
• Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others. Communicates respectfully within a diverse community (students, family members, alumni, faculty, and staff).

Coordination/Communication
• Effectively coordinates the interface between the various Financial Aid and Registrar Offices and other key service providers and the Campus Billing and DartCard Services office.
• Recognizes technical issues and notifies technical support (liaison) for resolution and follow-up.
• Collaborates with management and colleagues to standardize current processes and continually seeks process improvements to ensure consistency and accuracy.
• Cross trains with other team members to assure adequate coverage, accurate and consistent information and timeliness.
• Negotiates collections and disputes related to Tuition/Student Fees/Administrative Fees and Fines including registration holds and clearance.

-- Performs other duties as assigned

Applicant Documents

Required Documents
  1. Resume
  2. Cover Letter
Optional Documents

Supplemental Questions

Required fields are indicated with an asterisk (*).

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