Under the direction of the Customer Service & Billing Manager, responsible for providing end-to-end customer service and account maintenance for all student and non-student billing accounts within the BAR system. Counsels customers (staff, students, and third party entities) via phone, email and in person, on billing and collection policies and procedures, FERPA and 1098t regulations. Utilize BAR and Transact systems, as well as interface with campus partners, to resolve system discrepancies. Promotes use of available payment options with the support of higher level administrators and sets up short term payment arrangements on an as needed basis.

Oversight of billing account creation and management, which includes UID creation, interest assignment, subcode configuration and FAU setup in accordance with UCLA Accounting principles.

Support with the processing of disbursements and other payments to key stakeholders and departments. Assist with the reconciliation of student refund check disbursements and coordinate the return of funds of uncashed checks in compliance with Title IV regulations.

Percentage of Time:
100

Shift Start:
8:00 am

Shift End:
5:00 pm

Qualifications for Position

17
Records

Qualifications

Required/Preferred

Demonstrated detailed working knowledge of a student billing and receivables system (BAR) including reports and screens.

Preferred

Ability to independently prioritize tasks, to organize complex workload to successfully accomplish objectives in a timely manner, to multitask, to take independent initiative and to work at high level of efficiency and accuracy in demanding and changing circumstances.

Required

Demonstrated interpersonal skills to interact effectively with students, parents, departmental staff, vendors, and technical support staff to provide a high level of customer service.

Required

Demonstrated oral and written communication skills to clearly convey information to customers and department inquiries.

Required

Skill in analyzing information, apply problem solving techniques to resolve discrepancies on customers\' account and reconciliations. Identify relevant concerns or patterns, formulate logical and objective conclusions, and recognize alternatives and their implications.

Required

Demonstrated ability to use system resources (online queries, documents, manuals, vendors) to research and resolve problems and answer inquiries.

Required

Demonstrated ability to use sound judgment, creativity, and common sense to develop solutions to problems.

Required

Demonstrated skill in using mainframe and Web based computer applications (OASIS, CASHNet, BAR, BruinBuy, CDW and others) to resolve discrepancies.

Can be trained

Demonstrated skill in using the Microsoft Windows based computer applications (Word, Outlook, Excel, PowerPoint, Visio).

Preferred

Demonstrated skill in working with technical staff to participate in system testing, monitoring, and maintenance.

Preferred

Demonstrated working knowledge of the ACD phone system to record the in-coming call Line-of-Business category and transfer calls.

Preferred

Demonstrated working knowledge of Right Now to provide email responses to customers\' questions in a timely manner and to update the FAQs.

Preferred

Ability to communicate effectively to convey information and instructions to team members. Ability to delegate tasks and assign work.

Required

Experience in training on a one-on-one basis. Skill in leading a team while maintaining own productivity level.

Preferred

Ability to assess workload and time requirements to ensure that deadlines are met. Skill in leading teams and motivating individuals to action.

Required

Knowledge of University policies as relates to working hours, assignment of duties, etc.

Preferred

Graduation from college with business major or equivalent combination of education and experience.

Required

Additional Posting Information

Bargaining Unit:
CX-Clerical & Allied Services

Application Deadline:
04-11-2023

External Posting Date: