Student Administration Building

Current Opportunities

Accounting Technician III

Apply now Job no: 504812
Work type: Staff
Location: East Bay
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Finance/Accounting, Probationary, Full Time

Salary and Benefits

The starting salary placement depends on qualifications and experience and is anticipated to be in the range of $3,532.00/month to $4,865.00/month.

Cal State East Bay offers a broad range of benefits that includes medical, dental, vision, retirement (CalPERS), 401k, 457, 403(b), dependent and health care reimbursement accounts, life insurance, vacation and sick, 13 paid holidays, one personal holiday and tuition fee waiver.

For more information on the benefits program, please visit https://www.csueastbay.edu/hr/benefits/index.html

About Cal State East Bay

Cal State East Bay's beautiful main campus is located in the Hayward hills with panoramic views of the San Francisco Bay shoreline. Situated above the city of Hayward, the campus offers an ideal setting for teaching and learning and yet easy access to the many cities along the bay. The University has a satellite campus in Concord, a professional development center in Oakland and a significant presence online. Founded in 1957, Cal State East Bay is one of 23 universities of the California State University system (CSU). With an enrollment over 15,800 students, Cal State East Bay is recognized as a regionally engaged and globally oriented university with a strong commitment to academic innovation, student success, engaged and service learning, diversity, and sustainability.

About the Position

The Accounting Technician III operates directly under the supervision of the Student Financial Services Manager.  Responsible for a wide variety of duties requiring close attention to detail and customer service, responsible for recording and reporting the financial transactions in concert with the broader mission of the university. Operates independently on a wide variety of duties requiring judgment, initiative, independence and the ability to handle confidential information with discretion.

Responsibilities

Account Maintenance Perkins Loan

  • Apply and process a broad base of federal regulatory knowledge and understanding of the process performed by ECSI and cancellation processing      
  • Attend ongoing training provided by ECSI, the third party billing services
  • Posting and reversal of advances to the borrowers accounts on ECSI’s system
  • Placing students into repayment status when they graduate or cease to be at least a half-time student
  • Make sure that new loans and advances are posted by the Peopelsoft system as well as cash receipts
  • Understand and apply the regulatory provisions applicable to the Perkins Loan Program
  • Determine of eligibility of deferment, forbearance or cancellance of payments
  • Contact student who is about to graduate to walk them through the loan exit process via mail and or e-mail

Financial Aid Disbursement

  • Perform the necessary review functions in a timely and accurate manner in order to meet the determined mail schedule
  • Understand the data presented on multiple Peoplesoft screens relevant to the production of a financial aid check
  • Respond to students’ inquires in a clear and timely manner
  • Work closely with financial aid counselors to ensure the disbursement is accurate

Collection

  • Perform over the phone or personal exit interviews with borrowers to explain rights and responsibilities prior to commencement of billing
  • Contact borrowers by phone and /or written correspondence to elicit past due payments
  • Place and remove administrative holds on University services to past-due borrorwers in a timely manner
  • Refer past-due accounts to commercial collection agencies
  • Assign delinquent accounts to the Department of Education after all collects efforts have been exhausted

Accounting Activity

  • Transmit new Perkins loans and advances to ECSI and reconcile those amounts to Peoplesoft
  • Reconciling ECSI records to Peoplesoft system to ensure accurate year end closing
  • Accurately perform entries to student /Ecsi accounts to achieve timely return of funds to lenders
  • Accurately code and batch cancelled financial aid checks

Third- party invoices for matriculated students, Open University, and Saudi Arabia Embassy

  • Receive, review and process all authorizations for billing student sponsors for quarterly registration and parking fees
  • Set up third party billing on student accounts
  • Review students’ accounts for accuracy when tuition calculation is run and prior to statement mailing
  • Process all invoices to sponsor’s for student fees
  • Review discrepancies and make adjustments to students’ accounts as needed
  • Become familiar with University policies and procedures and departmental practices
  • Invoices will be processed in a timely and accurate manner
  • All invoices will be reviewed for accuracy before mailing
  • Discrepancies will be reviewed and resolved
  • Significant issues of concern or requiring resolution are brought to the attention of the direct supervisor

Provide Customer Service for Students and Campus Community, other duties as assigned

  • Become familiar with University policies and procedures and departmental practices
  • Customers will be greeted promptly and in a courteous manner
  • Accurate information and proper assistance will be provided if needed
  • Referral to another appropriate department if necessary
  • Significant issues of concern or requiring resolution are brought to the attention of the direct supervisor
  • If the Technician III is cashiering, items input to PeopleSoft or Cashnet will be neat and accurate
  • Process, correct, and update 1098 T when needed
  • Provide fee verification to students upon request    

Required Qualifications:

  • Ability to provide information to staff, faculty, students, senior campus officials, outside agencies, and community members in a courteous manner with an emphasis on customer service.
  • Ability to work effectively with a variety of people in a multi-functional office environment.
  • Ability to handle confidential information with discretion.
  • Ability to perform ordinary mathematical computations using a 10 key calculator; to work under pressure and meet deadlines.

Minimum Qualifications

Knowledge:

Comprehensive knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices; and basic knowledge of Generally Accepted Accounting Principles (GAAP).

Abilities:

In addition to the Accounting Technician II abilities, must be able to interpret and apply a wide variety of written rules and regulations; maintain accounting records for funds, programs, or activities involving multiple transactions; compile, verify, and reconcile financial data; use current computer word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems, such as student accounting, cashiering and student financial aid; investigate and resolve errors and discrepancies; and read and interpret computer-generated reports.

Experience:

Equivalent to four years of progressively responsible financial record-keeping experience which has provided the above knowledge and abilities.

Education:

Any equivalent combination of education and experience which provides the required knowledge and abilities.

Preferred Skills and Knowledge

  • Knowledge of University policies and procedures.
  • Experience with reconciliation process.
  • Experience with an on-line student billing system, Peoplesoft Student and Finance system.
  • Experience with word processing software, Microsoft Word and Excel.
  • Bachelor's degree.
  • Governmental accounting experience is highly desirable.

Condition(s) of Employment

Satisfactory completion of a background check (including LiveScan, as appropriate), that may include, but is not limited to: criminal records check, verification of academic credentials, licenses, certificates, credit history, professional references and/or verification of work history is required for employment.  Cal State East Bay will issue a conditional offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Unsatisfactory results may also affect the continued employment of current Cal State East Bay employees who were conditionally offered the position.

All background checks are conducted through the university's third party vendor, Accurate. LiveScan is conducted through the University Police Department.

EEO Statement

As an Equal Opportunity Employer, Cal State East Bay does not discriminate on the basis of any protected categories: age, ancestry, citizenship, color, disability, gender, immigration status, marital status, national origin, race, religion, sexual orientation, or veteran's status. The University is committed to the principles of diversity in employment and to creating a stimulating learning environment for its diverse student body.

Other Information

All California State University campuses, including Cal State East Bay, are smoke and tobacco-free.  For more information, please visit our website at http://www.csueastbay.edu/smokeandtobaccofree/

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, the Cal State East Bay Annual Campus Security Report is available at: http://www.csueastbay.edu/upd/safety-and-security-reports.html

Sponsorship

Cal State East Bay is not a sponsoring agency for Staff or Management positions.

Mandated Reporter

The incumbent in this position may be considered a mandated reporter under the California Child Abuse and Neglect Reporting Act and will be required to comply with requirements set forth in the CSU Executive Order 1083 as a condition of employment.

CSU Vaccination Policy

CSU requires faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19 or declare a medical or religious exemption from doing so.  Any candidates advanced in a currently open search process should be prepared to comply with this requirement. The systemwide policy can be found at https://calstate.policystat.com/policy/9779821/latest/ and questions may be sent to hr@csueastbay.edu.

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