UT Health San Antonio ยท 7 hours ago
Customer Services and Transaction Specialist
San Antonio, TX
Full-time
Onsite
Mid Level
3+ years expUT Health San Antonio is a healthcare institution seeking a Customer Services and Transaction Specialist to facilitate financial transactions for client units. The role involves guiding customers through processes, executing tasks, and identifying inefficiencies while providing support and recommendations.
EducationHealth CareHospitalMedicalProduct Research
Responsibilities
Reviews and responds to requests for financial process inquiries submitted via phone, email, or service desk
Reviews and analyzes cost reports, contracts, or other financial data to advise customers
Enters and analyzes data, and creates reports
Initiates, supports, and processes common financial transactions, including but not limited to, travel requisitions and reimbursements, purchase requisitions, internal transfers, and payments to individuals
Maintains documentation of transactions and confirms completeness, accuracy, and compliance with UTHSA and departmental policies and procedures
Assist with reviewing and monitoring key performance indicators as determined by the department and customers served
Maintains dashboards in Business Analytics software that provides timely and accurate information and insight to customers on their accounts and financial situation
Manages customer relationships, participates in client department meetings to confirm service expectations and to anticipate upcoming needs, and meet service level requirements
Identifies recurring issues and questions, and escalates them to higher level position to implement solutions
Participates in business process improvement exercises by integrating customer recommendations
Provides monthly variance analysis and reconciliation of account services to departments
Advises clients of best practices or better solutions to reduce errors and optimize resources
Reviews client accounts to confirm appropriate and accurate accounting of expenditures
Promotes financial policies, procedures, and programs to university community and communicate changes as they are made
Educates customers on the appropriate interpretation of policies and procedures
Performs all other duties as assigned
Qualification
Required
Knowledge of institutional financial administration policies, procedures, and practices, as well as governmental and institutional regulations, guidelines, policies, and procedures
Knowledge of records management policies and procedures
Knowledge of accounting systems and data
Ability to prepare financial reports using existing systems and data
Customer-service focus that is responsive and empathetic
Relationship building and consultative skills
Strong problem solving, critical-thinking, oral and written communication, time management, and project management skills
Fundamental knowledge of accounting practices and agency reimbursement programs
Comfortable working with personal computer/software, PeopleSoft, and Microsoft Office Suite
Bachelor's Degree is required
Three (3) years of financial transactions experience or related experience is required
Benefits
UT SELECT Medical insurance is offered free for employees and administered by Blue Cross and Blue Shield of Texas.
Three dental insurance plan options are available for employees and their families through Delta Dental Insurance Company.
Fully insured Vision Care benefits are offered by Superior Vision Services.
Employees can enroll in the Disability Insurance which provides income if a non-work related illness or injury prevents you from working.
Employees can enroll in flexible spending accounts (FSAs) to set aside money from earnings before taxes for qualifying dependent day care expenses or out-of-pocket health care expenses.
Employees are eligible for either the Teacher Retirement System (TRS) or the Optional Retirement Plan (ORP).
A generous leave program offers multiple paid leave options.
Employees enjoy a range of discounts on services, tickets, and gym membership.
Company
UT Health San Antonio
UT Health San Antonio is a medical center that provides research, education, physicians, patient care, and community services.
5001-10000 employees
H1B Sponsorship
UT Health San Antonio has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (110)
2024 (98)
2023 (99)
2022 (73)
2021 (45)
2020 (38)
Funding
Current Stage
Late StageTotal Funding
unknown2025-12-01Grant
Leadership Team
Jennifer Potter
Professor Of Psychiatry
William L. Henrich
President
Recent News
Longevity.Technology - Latest News, Opinions, Analysis and Research
2025-12-24
2025-12-22
2025-12-16
Company data provided by crunchbase