You are viewing a preview of this job. Log in or register to view more details about this job.

Account Specialist

The University Corporation at Monterey Bay

Account Specialist

University Corporation at Monterey Bay

Salary: $24.00 - $27.00 Hourly

Job Number: 2025-00032

Location: CSUMB Main Campus- Seaside, CA

Department: Student Housing Residential Life (SHRL)

Description

Account SpecialistStudent Housing and Residential Life

Priority Screening Deadline: September 2, 2025, all positions are open until filled

The University Corporation at Monterey Bay ("Corporation"): The Corporation is constantly looking for motivated employees with great organization and teamwork skills to join our team. The Corporation is a non-profit institution that is related and affiliated with the California State University, Monterey Bay. The University Corporation at Monterey Bay is a nonprofit 501(c)(3) public benefits corporation that is a recognized auxiliary organization of California State University and was established in July 1994. The University Corporation's mission is to further the educational purposes of the University.

The University: California State University, Monterey Bay is a mid-sized university in California's Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement, CSUMB is part of the nation's largest four-year public university system, California State University, which educates nearly 460,000 students every year. With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students' lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB's sustainability goal is to be carbon neutral by 2030.

The Community: Monterey, with its moderate Mediterranean climate, is a diverse community on the picturesque central coast of California and rich in agriculture. Miles of beautiful beaches, spectacular mountain ranges, groves of redwoods, low-rolling foothills, and scenic valleys are characteristics that contribute to the quality of life enjoyed by over 432,000 residents and millions of visitors. Boasting such world-renowned attractions as the spectacular Big Sur Coast, Laguna Seca Raceway, 17-Mile Drive, Monterey Bay Aquarium, Cannery Row, the Steinbeck Center, the Monterey Jazz and Blues Festivals and Pebble Beach - possibly the world's most famous golf course, it's easy to see why so many choose to live here and an estimated four million visitors a year make the County of Monterey their destination of choice.

POSITION SUMMARY

Under the general supervision of the Associate Director of Business and Finance of Student Housing and Residential Life (SHRL), the Account Specialist supports the financial well-being and success of students by managing housing account communications, resolving billing concerns, and providing individualized account guidance. This position serves as a key liaison between students and various campus departments, including Student Financials and Financial Aid, to ensure accurate, timely, and student-centered financial support. Responsibilities include account review and maintenance, proactive outreach regarding outstanding balances, preparation of financial reports, and collaboration with campus partners to support student retention and success. The role requires strong communication, problem-solving, and technical skills, along with a commitment to confidentiality, teamwork, and high-quality customer service. Additionally, this position represents Student Housing at university events and may assist with departmental programming, professional development activities, and serve as a back-up to the Budget Analyst.

Examples of Duties

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

• Communication: Respond to student and external department inquiries promptly, provide updates, and communicate effectively. Establish student contact to resolve outstanding balances.

• Case Management: Provide collaborative outreach and curated solutions to individual students to assist with identifying payment options and timelines.

• Billing Concern Resolution: Identify, research, and resolve student billing issues, ensuring a positive customer service experience. Identify student accounts with large outstanding balances and recommend appropriate solutions to students.

• Account Management: Maintain confidentiality while accurately handling student accounts directly with students: reviewing balances, tracking account activity, monitoring charges and residents' installment payment plan status.

• Collaboration: Working alongside Student Housing and Residential Life professional staff and paraprofessional student staff as well as campus partners, specifically SHRL Operations team and Student Financials and Financial Aid departments, to meet student needs. Provide data to appropriate Residential Life staff to inform context for individual student's situations to the Care Team.

• Reporting: Monitor all posted housing balances. Prepare monthly/weekly reports on student balances, charges and other billing data.

OTHER FUNCTIONS

• Assist department sponsored events such as Fall and Spring Move-In days as well as Move-Out, Orientation, Admitted Otter Days and large-scale programming events.

• May be required to work some evenings and weekends.

• Attend relevant national, regional, and local professional development conferences, workshops and seminars.

• Promote and maintain an atmosphere of excellent internal and external customer service within the department and the campus community.

• Will serve as back-up for the Budget Analyst.

• Performs other duties as assigned.

PHYSICAL WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; to verbally communicate to exchange information.

WORK LOCATION

• On-Site Position

• Work Location: CSUMB Student Housing and Residential Life office (East Campus) 3001 Antietam Court, Marina, CA

KNOWLEDGE, SKILLS, AND ABILITIES

• Strong communication (written and verbal), interpersonal, and problem-solving skills are essential. To be able to effectively communicate across diverse audiences.

• Ability to work independently and as part of a team.

• Strong organization skills and attention to detail.

• Proficiency with Microsoft Excel and Google Suite.

• Working knowledge of enterprise systems such as PeopleSoft or similar Student Information Systems (SIS), and Access for data analysis and reporting.

• To be able to demonstrate a strong commitment to providing exceptional internal and external customer service. Ability to maintain professionalism and confidentiality when handling student inquiries or concerns.

• Knowledge of basic accounting principles related to accounts receivable, revenue reporting, and financial documentation.

• Understanding of student billing processes, account reconciliation, and revenue tracking within a higher education or housing context.

• Awareness of and adherence to federal regulations such as the Family Educational Rights and Privacy Act (FERPA), with a demonstrated commitment to maintaining the confidentiality of student information.

Qualifications

MINIMUM QUALIFICATIONS

Education and Experience:

Associate's Degree, plus at least one year of Administrative or Bookkeeping Experience.

DESIRABLE QUALIFICATIONS

• Demonstrated understanding of and commitment to the CSUMB Vision Statement and the core values of mutual respect, collaboration and service orientation, multiculturalism and diversity, community service and institutional excellence.

Special Conditions of Employment

SPECIAL CONDITIONS OF EMPLOYMENT

The person holding this position is considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the University Corporation. The University Corporation at Monterey Bay will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if the University Corporation at Monterey Bay is concerned about the conviction that is directly related to the job, you will be given the fair chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting the Civil Rights Department Fair Chance Act https://calcivilrights.ca.gov/fair-chance-act/.

This position will have a duty to report to the Campus Title IX Officer information pertaining to victims of sex discrimination, sexual harassment, sexual misconduct, dating/domestic violence, and stalking as required by CSU Executive Order 1095.

All university programs and activities are open and available to all regardless of race, sex, color, ethnicity, or national origin. Consistent with California law and federal civil rights laws, The University Corporation at Monterey Bay provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin.

Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. The University Corporation at Monterey Bay complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy.

We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.

Please note: University Corporation employment is separate and distinct from CSU Monterey Bay or State of California employment. University Corporation employees are not employees of either CSUMB or of the state of California.

All employees must be eligible for employment in the U.S. The University Corporation is not a sponsoring agency for any positions.

University Corporation at Monterey Bay positions are "at-will" employment.

CSUMB is a smoke and tobacco-free campus.

The campus leadership has committed the resources needed to achieve an engaged, safe, and in-person experience. The health and safety of our community remain our highest priority, and we are confident that existing public health measures provide for a safe environment capable of delivering a complete college experience on the CSUMB campus. Being an Otter means caring for each other and doing your part to protect your community.

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State University, Monterey Bay Annual Security and Fire Safety Report is available at https://csumb.edu/clery.

Sensitive Positions - This position has been designated as a sensitive position with:

• authority to commit financial resources of the university through contracts greater than $10,000 access to, or control over, cash, checks, credit cards, and/or credit card account information responsibility or access/possession of building master or sub-master keys for building access; access to controlled or hazardous substances

• access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards

• control over campus business processes, either through functional roles or system security access

FERPA:

• This position is required to comply with confidentiality requirements outlined in the Department of Education's Family Educational Rights and Privacy and California's Educational Code Chapter 13 regarding sensitive student issues.

Clery Act:

• This position is designated as a Campus Security Authority (CSA). The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107. CSAs are employees whose job duties fall into one of the following categories:

• Work in a campus police or security department

• Are responsible for campus security

• Are designated as the contact for reporting criminal offenses

• Have significant responsibility for student and campus activities

Special License or Certifications and Conditions:

• May require occasional evenings and/or weekend work.

Questions can be sent to: mailto:hr_corporation@csumb.edu.

SALARY AND BENEFITS

The University Corporation is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students, and the customers we serve. Salary placement is determined by the education, experience, and qualifications the candidate brings to the position, internal equity, and the hiring department's fiscal resources. Our salary schedule is available https://csumb.edu/corporation/personnel/.

The hourly hiring range for this position is $24 - $27. Classification: Grade 4, Staff. This is a non-exempt position and as such is eligible for the overtime provisions of the Fair Labor Standards Act. The Corporation offers a rich benefits package that constitutes a major portion of total compensation. Benefits include medical, dental, vision, and life insurance benefits, contributory retirement plan, TSA (403b), and other benefits. Please review our https://csumb.edu/media/csumb/section-editors/university-corporation/Benefits-at-a-Glance-2025.pdf https://get.adobe.com/reader/ for details about sick time, vacation, and holidays.

The Corporation also offers access to CSUMB's Faculty & Staff Meal Plans, which offers convenience, value, flexibility, to our all-you-can-to-eat dining commons, showcasing eight brand new dining concepts for an affordable price.

The University Corporation at Monterey Bay also provides access to affordable campus housing: https://csumb.edu/corporation/employee-housing

Although CSUMB is located in a high-cost housing area, Schoonover Park rental homes are affordably priced. Monthly rent rates include cable television, garbage service, and sewer. Convenient floorplans, attractive interior appointments, and numerous community amenities make Schoonover Park Rental Homes an exceptional value. Schoonover Park is near the main campus, yet a tranquil world away. The community lies nestled in the secluded beauty of rolling coastal hills three miles east of campus. Living in one of the most desirable areas of California, you will enjoy the natural splendor and cultural abundance of the Monterey Peninsula. Quality of life begins with your home in Schoonover Park and extends through every aspect of your California coastal lifestyle. https://www.schoonoverparkapartments.com

How to apply:

All prospective applicants must apply online. You must complete the entire application for submission. We only accept applications for the open positions listed. Please do not fax or mail in a printed version of the electronic applications or a resume in lieu of an application. If you are having difficulty applying or need assistance, please call (831) 582-3389. All positions are open until filled. The completed online application and resume must be submitted by 5:00 pm PST on the priority screening date. Applications received after this date will be reviewed at the discretion of the Corporation.

To apply, please visit https://apptrkr.com/6471038

jeid-1d95e6ca448bc843b92f4a48c291249e

https://www.jobelephant.com/