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Student Accounts Receivable Technician

Apply now Job no: 520817
Work type: Staff
Location: Monterey Bay
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time

Classification:   Accounting Technician III
Anticipated Hiring Salary:  Mid $4,000 per month
CSU Salary Schedule
Hours:  Full-time / 40 hours per week 
FLSA:  Non-exempt 

Priority Screening Date: Apply Today! Priority Screening Date is extended to November 27, 2022
Recruitment Status:   Open Until Filled


Powered by an inspiring Founding Vision StatementCalifornia State University, Monterey Bay (CSUMB) is a mid-sized comprehensive baccalaureate and masters granting university whose staff and faculty help transform student lives through a focus on student success and engagement through project-based learning, service learning in its regional community, and the promotion of multicultural and global perspectives on and beyond campus. CSUMB is both a Minority Serving Institution (MSI) and a Hispanic Serving Institution (HSI) and has a vibrant, diverse student body of over 7,400 students.  The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in the development of a diverse body of faculty, staff, and administrators. CSUMB’s sustainability initiative is to be carbon neutral by 2030. The university’s faculty and staff, many of whom live in the East Campus housing development, appreciate living and working so close to the shores of the beautiful Monterey Bay. As one of the 23 campuses in the California State University (CSU) system, CSUMB offers excellent benefits, including access to below-market-rate campus housing and competitive salaries for faculty and staff.


Under the general supervision of the Cashiering and Student Accounting Services Manager, the incumbent performs a wide variety of financial record-keeping duties requiring considerable judgment, initiative, and independence. The incumbent has primary responsibility for providing technical support for the student accounts receivable function using a comprehensive knowledge of financial record-keeping methods, procedures, and practices and a basic knowledge of Generally Accepted Accounting Principles (GAAP).

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

  1. Analyzes student accounts for accuracy, reversing transactions and reapplying payments when necessary; assesses late fees; and releases deposits.
  2. Communicates established university policies and procedures to students, staff, faculty, and the general public, including those that require extensive interpretation.
  3. Works closely with campus partners to post and/or reverse charges on student accounts.
  4. Creates and monitors past due balance payment plans for students.
  5. Applies and monitors waivers for various student programs.
  6. Responsible for maintaining 1098-T database; compiling and validating student data submitted to an outside vendor for processing of 1098-T forms.  Primary liaison with outside vendor.
  7. Prepares reconciliations and monthly adjusting journal entries.

Other Functions:

  1. Cross-trains staff and provides work direction for student assistants.
  2. Perform other job-related duties and special projects as assigned.


Working knowledge of: financial record-keeping, mathematical and general office methods, procedures, and practices; and basic knowledge of Generally Accepted Accounting Principles.

Ability to: read and write English at a level appropriate to the position; post numbers rapidly and accurately; maintain accounting records for funds, programs, or activities involving multiple transactions; analyze and interpret accounting/financial data; compile, verify, and reconcile financial data or read and interpret computer-generated reports; follow directions;  interpret and apply a wide variety of written rules, regulations, and policies; identify, trace, investigate and resolve errors and discrepancies; apply accounting procedures and practices to the analysis of basic accounting problems; apply problem solving techniques in finding solutions to basic accounting problems; work independently; make sound decisions and recommendations regarding accounting activities; 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; establish and maintain effective working relationships with others; exercise tact, courtesy, alertness, and good judgment in responding to others.


Equivalent to four (4) years of progressively responsible financial record-keeping experience or a combination of education and experience which provides the required knowledge and abilities.


Demonstrated proficiency in the use of Excel and Word.  Excellent customer service skills with the ability to understand and resolve routine problems as well as efficiency and attention to detail. Ability to: organize material and information in a systematic way to optimize efficiency; troubleshoot technology problems using knowledge of error messages and operating system basics; work with frequent distractions and achieve required work results; and independently follow through on work assignments with minimal direction. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above. 


Excellent ability to communicate with students and provide accurate and timely responses to a high volume of inquiries regarding charges, refunds, and account balances. Technical fluency with Microsoft Office Professional Suite, Oracle/PeopleSoft, CSU Common Management System or equivalent enterprise management system, and Google mail and calendaring programs. 


  • All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
  • The person holding this position is considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083  as a condition of employment.
  • This position will have a duty to report to the Campus Title IX Officer information pertaining to victims of sex discrimination, sexual harassment, sexual misconduct, dating/domestic violence, and stalking as required by CSU Executive Order 1095.
  • This position has been determined to be a sensitive position with access to, or control over, cash, checks, credit cards, and/or credit card account information; and  access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards
  • This position is required to comply with confidentiality requirements outlined in the Department of Education’s Family Educational Rights and Privacy and California’s Educational Code Chapter 13 regarding sensitive student issues.
  • May require occasional evenings and/or weekend work.


Office environment with standard equipment and tasks.  Position requires working at a computer and desk for extended periods of time.  May require travel between campus offices and off-campus locations. 

The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates.  

Per the CSU COVID-19 Vaccination Interim Policy, all students and employees are required to submit their vaccination status to the Otter Vaccination Registry and are encouraged to be vaccinated.


CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 14-paid holidays a year. For more information, visit CSU System Benefits. Additionally, as a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information.


For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB. Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned.

CSUMB is not a sponsoring agency for staff or management positions.

Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting University Personnel at (831) 582-3389 or All employees must be eligible for employment in the U.S.


CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at

CSUMB is a smoke and tobacco-free campus.


CSUMB is an Equal Opportunity Affirmative Action employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.

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