Specialist, Financial Services jobs in United States
cer-icon
Apply on Employer Site
company-logo

University of Florida · 23 hours ago

Specialist, Financial Services

The University of Florida's Lastinger Center for Learning is dedicated to enhancing the quality of education and childcare. The Specialist in Financial Services is responsible for managing stipend payments, processing applications, and providing customer service to participants, while ensuring compliance with financial policies.

Higher Education
check
H1B Sponsor Likelynote

Responsibilities

Performs routine and complex transactions in accordance with stipend eligibility standards, stipend payment processes and procedures. Including generating and submitting accurate and timely payment batch files for stipend distribution
Identify, track, and resolve participant payment failures
Provides reporting to stakeholders for application statuses and stipend payments disbursed
Ensure disbursement policies and procedures are documented to support each stipend payment administered
Assist in maintaining computerized collection and tracking of relevant stipend participant and payment data
Assist with miscellaneous budget and compliance reviews
Performs stipend application processing and document reviews
Review and determine participant eligibility according to stipend eligibility standards across Lastinger Learning and Lastinger Center products
Assist in Stipend Application development and quality testing
Clearly communicates processes and procedures to stipend recipients and stakeholders
Advise and effectively communicate stipend participants on program and course information related to stipends, eligibility requirements, and resolve customer service issues
Assists the Communications Team to schedule and monitor email processes
Work with Business and Enrollment Operations team, external teams, and other associates to perform job duties
Collaborate with project and product managers to administer stipend projects including applications, payments, and tracking in accordance with policies and procedures

Qualification

ExcelCRM systemsCustomer ServiceProblem-solvingConfidentialityAdobePowerPointWeb navigationMicrosoft SharePointPower Automate

Required

High school diploma or equivalent and three years of relevant experience
Appropriate college coursework or vocational/technical training may substitute at an equivalent rate for the required experience

Preferred

Demonstrate strong skills and proficiency in Excel, Word, PowerPoint, Adobe, and web navigation tools and programs
Experience working within CRM/ticketing systems (like Salesforce, Freshworks, Zendesk, etc.) to manage customer interactions and requests
Familiarity with Microsoft SharePoint and Power Automate desired
Strong Customer Service Experience, especially in financial related sector
Ability to receive and maintain confidential or sensitive information
Reviews and prepares all voucher and journal entries for accuracy
Processes and provides oversight for travel authorization and expense reports
May prepare grants proposal submissions
Adaptability and problem-solving abilities to address changing business needs and customer expectations
Ability to work independently and as part of a cross-functional team, collaborating with product teams, project managers, and internal stakeholders

Company

University of Florida

company-logo
University of Florida is a public land-grant research university in Gainesville, Florida.

H1B Sponsorship

University of Florida 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 (388)
2024 (307)
2023 (278)
2022 (282)
2021 (169)
2020 (162)

Funding

Current Stage
Late Stage
Total Funding
$6.83M
Key Investors
Align TechnologyUS Department of EnergyNFWF
2025-06-02Grant
2024-09-17Grant· $2M
2024-09-10Grant· $0.18M

Leadership Team

leader-logo
Sri Kalyanaraman
Co-founder, VR for the Social Good Initiative
linkedin
leader-logo
Chris Cowen
Senior Vice President and Chief Financial Officer
linkedin
Company data provided by crunchbase