Student Account Specialist (529974)

Cal State University (CSU) San Jose
September 16, 2023
San Jose, CA
Job Type



Job Summary

Reporting to the Assistant Bursar and receiving work lead direction from the Lead Student Account Specialist, the Student Account Specialist is responsible for financial counseling and managing outstanding balances owed to the university by students, former students, vendors, or outside agencies with a customer service focus. Refers uncollectable receivables and loans to third party collection agencies and/or Department of Education. Assists with identifying accounts to be referred to the Franchise Tax Board and preparing Perkins Loans Total and Permanent Disability paperwork for management's signature. Communicates Bursar's Office policies and procedures in a clear and concise manner and provides quality customer service to students, parents, staff, sponsor, and departments through a variety of communication modes.

Key Responsibilities

  • Resolve aged receivables and delinquent Perkins Loans, Kuhlman Loans, Dream Loans following collection policies and procedures
  • Refer uncollectible receivable accounts to outside collection agencies or for write-off
  • Refer defaulted Perkins accounts to third party collection agencies or to assign to the Department of Education
  • Refer uncollectible Kuhlman and Dream loans to third party collection agencies
  • Assist with the referral of delinquent accounts to the Franchise Tax Board for the agency intercept program
  • Communicate with students, parents, employees and external agencies to provide information on student account activity
  • Communicates Bursar's Office policies and procedures in a clear and concise manner
  • Educate students how to better utilize the system to ensure deadlines are met and classes are secured
  • Assist with enrollment cancellation for past due receivables

Knowledge, Skills & Abilities

  • Thorough knowledge of methods, procedures and practices
  • Ability to compose and appropriately format correspondence and reports
  • Ability to perform accurately in a detail-oriented environment
  • Excellent oral and written communication skills
  • Ability to cope with stress in an appropriate manner
  • Excellent customer service and public relations skills
  • Must be dependable and available to work overtime, possibly on Saturdays, during registration and peak periods
  • Ability to communicate with constituents in a professional and respectful manner

Required Qualifications

  • Equivalent to three years of increasingly responsible financial record-keep experience, including two years in collections, lending or a related area or any combination of education and experience, which provides the required knowledge and abilities

Preferred Qualifications

  • Bachelor's Degree
  • Experience applying a variety of state, federal, CSU, and SJSU policies and procedures
  • Experience with PeopleSoft Student Financials or a student financials module


Classification: Collections Representative II
Anticipated Hiring Range: $4,125/month - $4,386/month
CSU Salary Range: $3,505/month - $5,985/month

San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary .

Application Procedure

Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:

  • Resume
  • Letter of Interest

All applicants must apply within the specified application period: July 13, 2023 through July 30, 2023. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.

Contact Information

University Personnel

CSU Vaccination Policy

The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at and questions may be sent to .

Additional Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis.

The standard background check includes: criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.


All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity.

Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification:

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at .

Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at . The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at .

Equal Employment Statement

San José State University (SJSU) is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).
Closing Date/Time: Open until filled

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