UF Lastinger Center for Learning · 1 day ago
Specialist, Financial Services
Gainesville, FL
Full-time
Onsite
Mid Level
$26.34/hr - $31.13/hr
3+ years expThe UF Lastinger Center for Learning is dedicated to improving the quality of teaching, learning, and childcare. The Specialist in Financial Services is responsible for payment processing, stipend application and eligibility processing, and providing customer service to stipend recipients and stakeholders.
Non-profit Organization Management
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
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
UF Lastinger Center for Learning
Blending cutting-edge academic research and practice to transform education for 20 years.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Cathy Cavanaugh
Chief Experience Officer
Kerry Pirrone
Project Manager - Regional Partners Coordinator, New Worlds Reading Intiative
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