layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Bursar's Office Operation Specialist II at UMass Chan Medical School | LAYIQ

Student financial related activities
Perform Student Financial (SF) tasks throughout the full cycle of each academic year, including compiling tuition and fee rates for each academic program, calculating and verifying student accounts, billing, posting financial aid, processing student payments, and other transactions and managing outstanding receivables.
Assist with new academic term setup of tuition and fees in the SF modules in the PeopleSoft Campus Solution (PSCS) system. Test and review steps to ensure all students are charged with accurate tuition and fees each term.
Assist with onboarding activities for the incoming students and clearance for the graduating students.
Assist with student account adjustments due to course add/drop or status changes, by verifying data with other student-serving offices (Student Affairs, Registrar’s, Financial Aid), compiling adjustment worksheet, and posting adjustments to student accounts.
Participate in the administration of the student health insurance program (SHIP) throughout each policy year, including annual enroll and waiver process, qualifying-event enrollments throughout the policy year, file processing, and data reconciliation.
Process health, accident and disability premium payments to the third-party insurance companies.
Compile tuition and fee invoices for the internal graduate student department billing and external third-party billing (federal military divisions, VA, HRSA, National Guard, foreign embassies, and private scholarship agencies).
Provide customer service to UMass Chan students by promptly researching, resolving and responding to inquiries, including questions related to student account transactions, tuition waivers, impact of add/drop and status change on tuition and fees, financial aid disbursement, refunds, health insurance, and 1098-T reporting.
Facilitate SF reconciliations, reporting, and projects.
Assist with managing SF related web content.
While performing SF activities, adhere to relevant federal regulations governing personal and sensitive data, UMass policies, campus internal control measures, and office procedural protocols.
Perform other duties as assigned.
As needed. assist with payment processing, treasury, and PCI activities: Process payment deposits by accurately identifying payment destination, creating payment receipts in the cashiering module of the PSCS system, balancing daily receipts against actual payments received, and processing cash and remote check deposits to the bank account. Maintain virtual payment receipt records on the shared drive, in accordance with office protocol.
Process credit card payments via the office POS machine and process reclassification journals.
Perform activities related to the Imprest bank account and checkbook, including managing operating cash, processing checks issued from the checkbook (e.g. payroll advances via eShip Global, emergency loans to students and residents, other emergency checks issued with valid business purposes), and balancing account as needed.
Assist with PCI and e-Commerce related activities, such as coordinating the annual PCI compliance audit with campus credit card merchants, processing new merchant requests to ensure all PCI compliance requirements are met, and providing guidance to campus merchants on reconciliation of credit card transactions.
While conducting payment receipting and treasury activities, adhere to federal and state regulations, UMass Chan and University policies, internal control standards, and generally accepted accounting principles (GAAP).
Performs other duties as assigned.

Student financial related activities
Perform Student Financial (SF) tasks throughout the full cycle of each academic year, including compiling tuition and fee rates for each academic program, calculating and verifying student accounts, billing, posting financial aid, processing student payments, and other transactions and managing outstanding receivables.
Assist with new academic term setup of tuition and fees in the SF modules in the PeopleSoft Campus Solution (PSCS) system. Test and review steps to ensure all students are charged with accurate tuition and fees each term.
Assist with onboarding activities for the incoming students and clearance for the graduating students.
Assist with student account adjustments due to course add/drop or status changes, by verifying data with other student-serving offices (Student Affairs, Registrar’s, Financial Aid), compiling adjustment worksheet, and posting adjustments to student accounts.
Participate in the administration of the student health insurance program (SHIP) throughout each policy year, including annual enroll and waiver process, qualifying-event enrollments throughout the policy year, file processing, and data reconciliation.
Process health, accident and disability premium payments to the third-party insurance companies.
Compile tuition and fee invoices for the internal graduate student department billing and external third-party billing (federal military divisions, VA, HRSA, National Guard, foreign embassies, and private scholarship agencies).
Provide customer service to UMass Chan students by promptly researching, resolving and responding to inquiries, including questions related to student account transactions, tuition waivers, impact of add/drop and status change on tuition and fees, financial aid disbursement, refunds, health insurance, and 1098-T reporting.
Facilitate SF reconciliations, reporting, and projects.
Assist with managing SF related web content.
While performing SF activities, adhere to relevant federal regulations governing personal and sensitive data, UMass policies, campus internal control measures, and office procedural protocols.
Perform other duties as assigned.
As needed. assist with payment processing, treasury, and PCI activities: Process payment deposits by accurately identifying payment destination, creating payment receipts in the cashiering module of the PSCS system, balancing daily receipts against actual payments received, and processing cash and remote check deposits to the bank account. Maintain virtual payment receipt records on the shared drive, in accordance with office protocol.
Process credit card payments via the office POS machine and process reclassification journals.
Perform activities related to the Imprest bank account and checkbook, including managing operating cash, processing checks issued from the checkbook (e.g. payroll advances via eShip Global, emergency loans to students and residents, other emergency checks issued with valid business purposes), and balancing account as needed.
Assist with PCI and e-Commerce related activities, such as coordinating the annual PCI compliance audit with campus credit card merchants, processing new merchant requests to ensure all PCI compliance requirements are met, and providing guidance to campus merchants on reconciliation of credit card transactions.
While conducting payment receipting and treasury activities, adhere to federal and state regulations, UMass Chan and University policies, internal control standards, and generally accepted accounting principles (GAAP).
Performs other duties as assigned.

Bursar's Office Operation Specialist II

Employer job description

Responsibilities

Responsibilities

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PREFERRED QUALIFICATIONS:

Responsibilities

Responsibilities

Qualifications

PREFERRED QUALIFICATIONS:

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