This position, under the direction of the Associate Director of Compliance, is responsible for a variety of compliance related duties. The successful team member will oversee the process for developing and maintaining all policies and procedures related to the University Bursar's Office and maintain policy and regulatory reference materials. Working closely with the Bursar's Office Tech Team, the team member will be responsible for maintaining payment due date and withdrawal calendars, updating the Bursar's Office website, and other duties, as assigned.
Maintain payment due date and withdrawal calendars. Maintain website for the Office of the University Bursar. Maintain staff sheets.
Confirm compliance of Title IV refunds. Oversee reconciliation and compliance of Perkins Loan and Institutional Loans. Review and process ECSI monthly journal entries for payments. Review, update and submit Year End Credit Balance Report.
Assist with Financial Bulletin updates and other documents that include Bursar information. Review and update Bursar website.
Develop routine review process for all policies and procedures. Maintain repository of current approved policies and procedures. Maintain archive of past policy and procedure documents according to retention policy. Maintain custody of Records for Legal Affairs that pertain to the Office of the University Bursar.
Assist with validating month-end and year-end journal entries.
Education and Experience:
A bachelor's degree and a minimum of 3 years of professional work experience is required for this role. Previous experience working in an institution of Higher Education is strongly preferred. Experience working within a student account services department is desired.
Knowledge, Skills and Abilities:
The idea candidate will have strong written, verbal, and interpersonal communication skills and a strong customer service orientation. Problem solving, time management, and project management are all key for this role. Candidate should be skilled in organizational and planning skills and have a strong attention to detail.
Candidate is required to understand and apply federal regulations and University policies to loan programs. Candidate should also be knowledgeable of federal regulations to loan programs. Knowledge or experience working with Perkins Loan Program regulations, including assignment and liquidation of loans is a plus.
Previous PeopleSoft experience is strongly preferred.
This position requires the ability to sit for long periods of time.
Deadline to Apply:
This position is open until filled.
Priority consideration will be given to candidates who apply by July 5, 2019.
SMU will not discriminate in any program or activity on the basis of race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression. The Executive Director for Access and Equity/Title IX Coordinator is designated to handle inquiries regarding nondiscrimination policies and may be reached at the Perkins Administration Building, Room 204, 6425 Boaz Lane, Dallas, TX 75205, 214-768-3601, email@example.com
About Southern Methodist University
The University As a private, comprehensive university enriched by its United Methodist heritage and its partnership with the Dallas Metroplex, Southern Methodist University seeks to enhance the intellectual, cultural, technological, ethical and social development of a diverse student body. SMU offers undergraduate programs centered on the liberal arts and excellent graduate, professional and continuing education programs. The SMU experience also includes abundant opportunities for research experience, international study, leadership development, and local, national, and global service and internships – all with the goal of preparing students to be contributing citizens and leaders for our state, nation and world. SMU comprises seven degree-granting schools: Dedman College of Humanities and Sciences, Cox School of Business, Meadows School of the Arts (performing, visual, and communication arts), School of Engineering, Dedman School of Law, Perkins School of Theology, and School of Education and Human Development. Total fall 2006 enrollment was 10,941. Why Work at SMU? Employment opportunities at SMU range from faculty members to professional staff to support services – all equally s...upportive of the mission and direction of the University. Employees can gain satisfaction in knowing that they are helping, in their own ways, to complete the educational experience for a myriad of students. For that, SMU seeks to offer competitive salaries and a broad array of benefits. Options include – but are not limited to – comprehensive medical benefits, retirement plan with immediate vesting, 100 percent tuition benefits, athletic and recreational privileges, and some on-site day care. Campus • Dallas campus — 76 buildings on 210 acres • SMU-in-Legacy — 4 buildings on 18 acres, north of Dallas in Plano• SMU-in-Taos — 24 buildings on 295 acres in Northern New MexicoWork/Life BalanceThe University also is committed to its Work/Life Balance Program that focuses on innovative ways to help employees balance work life and personal life. Cultural development includes free or reduced-price tickets for theater and dance performances, lectures and museum exhibitions on campus. The Wellness Program promotes a healthy lifestyle through coordinated exercise programs, free health screenings, CPR training and lectures ranging from nutrition issues to stress reduction. Employees are invited to participate in activities such as volleyball and bowling leagues, choir and intramural sports. The SMU Staff Association coordinates luncheons, lectures and a Staff Development Day. Employees also are encouraged to update and polish their work skills through regularly scheduled technology training and career guidance. In addition, employees can fulfill a desire to participate in volunteer or community service by joining coworkers on various projects such as Meals-on-Wheels and Habitat for Humanity. The Setting The campus is nestled in a traditional residential neighborhood five miles north of downtown Dallas. SMU’s spacious park-like campus features red brick buildings of Collegiate Georgian architecture and beautiful fountains. Dallas ranks among the most livable cities in America and is consistently ranked by Fortune magazine as one of the top cities in the nation for business. Dallas has more than 150 museums, galleries, and artistic attractions; more shopping centers per capita than any major U.S. city; and four times more restaurants per person than New York City. Just a short walk away from the campus is Mockingbird Station, which includes a light rail train station, restaurants, shops, and an art house movie theater. SMU also has a campus in Northern New Mexico that draws upon the area’s rich natural and cultural resources to offer summer courses in the humanities, sciences, and studio and performing arts. The site includes excavation of a 13th-century Indian pueblo.Students —Fall 2006 Enrollment • Undergraduate: 6,296 • Graduate: 3,402• Professional (law and theology): 1,243• TOTAL: 10,941 • Male: 51 percent • Female: 49 percent Full-Time Faculty • Dedman College of Humanities and Sciences: 275 • Meadows School of the Arts: 108 • Cox School of Business: 66 • School of Engineering: 58 • Dedman School of Law: 39 • Perkins School of Theology: 30• School of Education and Human Development: 22 • Other: 9• Universitywide appointments: 2 • TOTAL: 609 (84 percent hold the doctorate or highest degree in their fields) Staff • Full-time staff: 1,414 • Part-time staff: 47 Financial • Operating budget (2006-2007): $368.8 million • Endowment (June 30, 2006): $1.1 billion Athletics • The SMU Mustangs • SMU offers Division I sports in football (I-A); men's and women's basketball, golf, soccer, swimming and diving, and tennis; and women's cross-country, equestrian, rowing, indoor and outdoor track and field, and volleyball.• SMU joined Conference USA in 2005.Visit Us Overall, SMU provides opportunities for all levels of employment in a pleasant, empowering, and fun environment. Take a look at the campus, either in person or by visiting our Web site at www.smu.edu.