Financial Services Coordinator at Foundation

San Antonio, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jun, 26

Salary

0.0

Posted On

03 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Cash Receipts, Posting Payments, Reconciliation, Collections, Supplier Management, Contract Management, Negotiation, Procurement, Project Management, Billing Procedures, Research, Ms Office, Ms Excel, Detail Oriented, Problem Solving, Multitasking

Industry

Description

Description Department: Financial Affairs Location: Main Campus Full/Part time: Full time Staff Pay Schedule: PL2 Organizational relationships: Reports to (title): Controller Supervises (title): None SUMMARY OF THE JOB: Monitors both in-school and out-of-school accounts receivable, counsels’ students that are past due, perform collection activities, and posts payments to accounts. Responsible for the coordination and execution of all purchasing activities across the organization. Responsibilities will include but not be limited to, securing contracts/services with current and potential vendors, negotiation, review, and approval of contract/service terms and conditions, obtaining competitive pricing for projects and recurring purchases, and any supplier management conditions that may affect the organization. ESSENTIAL FUNCTIONS: Cash Receipts/Posting Payments Enter cash payments (cash, check/money order, credit card) to the student’s ledger card Create a daily batch sheet to include all payments received Reconcile GP postings Collections Contacting permanent-out delinquent accounts by telephone and written communication Contacting active students by telephone and/or pulling them from class to maintain adequate monthly collections Recommend lockouts for delinquent accounts Send delinquent permanent-out accounts to collection service Additional Duties Monitor credit balances on student ledgers; report to financial planning for refunding via check/ACH Provide administrative support for Financial Affairs Purchasing Direct and manage the purchasing activities of the university; to include but not be limited to, review of planned orders, create requisitions for purchased items, confirm system lead times, delivery dates and costs, inspection of merchandise or products to determine quality/value, and authorize payment of invoices and return of merchandise. Receiving, processing, documenting and executing purchases and procurements according to Hallmark University policies and procedures. Ensure compliance with federal, state and local laws and regulations; maintain necessary documentation for proper invoicing and billing. Book inventory management – process book/tool orders, maintain safety stock, calculate monthly inventory, process returns and credits, negotiate annual forward buys, update ISBN revisions and price lists, and maintain all onsite and virtual inventories. Provide accurate and timely supplier negotiations and contracts based on defined category criteria (i.e. cost, quality, productivity, service). Analyzes, evaluates, and identifies preferred vendors based on specific performance criteria. Reviews, updates, and maintains purchase orders until they are closed. Participate in the on-going development of efficient processes for an effective purchasing system. All other duties, as assigned PROFESSIONAL/PUBLIC ACTIVITIES: Continuing professional development Attend informational webinars and potential conferences Mandatory Participation in the Hallmark Character Program: All employees are required to actively engage in this program to embody and promote our core values. Mandatory Participation in One of the 'Big 4' Community Events: Each employee must take part in at least one of our major community events to foster community engagement and support our outreach initiatives. Requirements KNOWLEDGE/ SKILLS/ABILITIES: Ability to communicate professionally and effectively Ability to interact with all levels staff & management Procurement Project Management Contract Management Billing Procedures Detail oriented & problem solver with ability to multitask Excellent research skills Proficient in MS Office, especially MS Excel QUALIFICATIONS AND EXPERIENCE: REQUIRED 5+ years’ experience in business/office environment High School Diploma or GED PREFERRED Associates degree, preferably in accounting or related business field from an accredited university or college Working knowledge of Fair Debt Collection Practices Act & FERPA Familiarity with student loans and financial aid

Responsibilities

This role involves monitoring and managing accounts receivable, counseling delinquent students, performing collection activities, and posting payments. Additionally, the coordinator is responsible for the end-to-end execution of all organizational purchasing activities, including vendor negotiation and contract management.