Financial Services Client Care Specialist - Financial Services
Core
Financial Specialist supporting student billing, payment activities, campus cashiering, and federal loan processing.
Role type
Financial Services Client Care Specialist (Financial Specialist II)
Builds
Student accounts, payment ledgers, loan records, and third-party billing contracts
Domain
Higher Education Finance
Required skills
cash handling, customer service, loan processing, collections, third-party billing, FERPA compliance, accounting, bookkeeping, data entry
Preferred skills
knowledge of state and UW System collection requirements, experience with ECSI system
Technologies
Workday, WINS, ECSI, GL reporting systems
Responsibilities
Manage incoming customer communications and resolve complaints; perform daily cashiering and cash balancing; process student refunds and scholarships; audit and submit federal Perkins loan data; handle third-party billing and invoicing; manage collections for defaulted accounts.
Seniority
Regular full-time staff