Job Details

Loan and Receivables Account Specialist

  2019-04-22     University of California, Santa Cruz     Santa Cruz  

Loan and Receivables Account Specialist

Student Business Services

Job #: 1908627

Full-Time; Career

Starting Salary Range: $20.00-$25.00/hourly. Salary commensurate with qualifications and experience.

UC Santa Cruz strives to embrace diversity in all its forms; it strives to be an inclusive community that fosters an open, enlightened & productive environment.

Under general supervision of the Loans and Receivables Manager, the Loan and Receivables Account Specialist is responsible for the maintaining, administering, and providing financial support of a large portfolio of sundry and loan accounts for the University of California Santa Cruz.

Working independently, while keeping the manager and other unit leaders informed, the Loan and Receivables Account Specialist counsels customers on their obligations to the university, as well as answers and resolves loan and sundry account questions. Specialist will also respond to complaints, account disputes, misapplied payments, requests for refunds and other billing issues.

In addition, the Loans and Receivables Account Specialist works with campus constituents, UC Office of the President (UCOP), and third-party servicers and collections agencies to make sure all work within the Loans and Receivables team is completed in an accurate and timely manner as well as ensuring that all federal and state laws, and university policies, are being followed. Duties include but not limited to: maintaining student loan default rate and the recovery of loan funds, providing exit interviews for students leaving campus, collection on past due student accounts and performing due diligence in the collection and servicing of loans and sundry debt.

Using UCSC's Academic Information System (AIS), Student Business Services (SBS) is responsible for UC Santa Cruz's receivables and collections. The office consists of four major areas: Customer Service which handles all student interactions, disbursements, and refunds; Receivables and Loans which handles collections on past due accounts and manages student loans; Analysts which maintain the UC Santa Cruz eBill/ePay system, general IT support for the office, and handle reporting; and the Main Cashier's Office which accepts student payments, collects sub-cashier deposits, and deposits to the bank.

AIS is the custodian of many types of information, including that which is confidential, proprietary and private. Annually, the SBS office collects approximately: $42 million in deposits from the 150 UC Santa Cruz sub-cashier stations and process approximately 76,000 transactions posted to AIS, representing over $163 million in general payments. Additionally, SBS handles the disbursement of $93 million in financial aid disbursements and $70 million in refunds either mailed or directly deposited to the student's bank account.

Keys to a successful candidate:

Job Knowledge

Possesses appropriate and related experience to perform job at a professional level.

Takes opportunities to increase knowledge of relevant job skills.

Knowledge of federal and state collection laws.

Ability to interpret, apply, and communicate complex federal, state, and University regulations and policies.

Keeps current on changing laws, regulations, and polices as they relate to the collection of University debt.

Ability to conduct complex financial transactions in fast-paced environment.

Knowledge of standard accounting principles, practices and terminology.

Accuracy/ Accountability

Able to quickly find and identify errors and inconsistencies.

Ability to work in an independent and accurate manner under pressure of deadlines, interruptions, and heavy workloads.

Provide consistent, timely, high quality work.

Convey a positive and professional image of the office to others.

Demonstrates initiative to follow up with assigned tasks and in completing self-regulated tasks.

Demonstrates initiative and self-motivation consistent with job expectations to improve performance.

Ability to perform basic math functions.

Experience filing by alphabetical order.

Customer Service

Treats customers with respect and courtesy.

Provides consistent customer service to all customers.

Understands who the customer is and offers appropriate solution to their issue.

Demonstrates courtesy and a professional attitude in handling customer complaints.

Responds promptly to requests for information and/or assistance.

Communication and Teamwork

Communicates in a well-organized, courteous, and effective manner (oral/written).

Demonstrates effective phone skills.

Works well in a team.

Seeks feedback on the effectiveness of oral and written communication.

Adapts communication methods to respond to different audiences.

Provides accurate and timely information (oral/written).

Provides clear instructions and expectations.

Maintains confidentiality.

Responds in a prompt and friendly manner to requests and inquiries.

Ability to produce memos, reports, and letters and email correspondence in a clear, concise, logical and grammatically correct manner.

Proficiency in the use of English grammar, spelling and punctuation skills.

Interpersonal Skills

Treats others fairly and without prejudice and bias.

Demonstrates tact and diplomacy when resolving conflicts.

Addresses concerns directly with the individual(s) involved.

Demonstrates flexibility by adapting to changes in priorities and the work environment.

Treats others with courtesy and respect.

Is cooperative and responsive.

Builds trust and works with integrity.

Seeks out opportunities to gain additional knowledge and disseminates key information and best practices to others.

Qualifications include:

Capacity to read, analyze and take appropriate action on statistical reports.

Ability to take directions and work in an independent and accurate manner under pressure of deadlines and frequent interruptions.

Ability to maintain confidentiality in accordance with federal, state, and university policies.

Communicates in a well-organized, courteous, and effective manner (oral/written).

Be able to manage difficult and emotional situations efficiently and with tact and sensitivity.

Must pass a pre-employment background check.

Position is open until filled. Initial Review Date: 04-16-2019


View full job description and access on-line application:

To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site mailto:@ A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.

Do not contact this company in solicitation of any product or service.

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