Job Details

California State University, Stanislaus
  • Position Number: 4567921
  • Location: Turlock, CA
  • Position Type: Business and Financial Management

Collections Representative II

Job no: 531330
Department: Financial Services
Work type: Staff
Location: Stanislaus - Turlock
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Finance/Accounting, Probationary, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)

Position Summary
Full-time position available on or after October 16, 2023 for Financial Services.

Under the general supervision of the Manager of Student Financials and Cashiering, the Student Financials Collector II will participate as a team member responsible for the student financials, third-party contracts, and collection processes for the university.

Job Duties
Duties include but are not limited to:
  • Analyze student records and explain university policies and procedures to students, faculty, staff, and outside entities.
  • Assist students in person, via email, and over the phone with questions about tuition fees, deadlines, and payment due dates.
  • Establish promissory notes for delinquent or past due accounts.
  • Place, maintain, and release financial holds on student accounts.
  • Review refunds, adjustments, and waivers using thorough knowledge of fee assessment rules, payment deadlines, pro rata percentages, and eligibility.
  • Independently respond to and resolve inquiries from students, parents, campus community, faculty, staff, agencies, and the franchise tax board.
  • Set up payment plans, special billings, cancellations, and deferments to help students keep their loans current and avoid default.
  • Provide customer service to answer questions via phone calls, emails, and in-person interactions regarding student accounts and loans.
  • Advise borrowers on state, federal, and university collection policies and procedures.
  • Work closely with VA representative to analyze student accounts related to VA Chapter 33 payments.
  • Post Chapter 33 payments, review accounts for accuracy, and process refunds as needed.
  • Work closely with the Master of Social Work program to post charges and forward payments to cashiers for processing, including stipend refunds for all MSW programs.
  • Work with grant accountant to run reports for reconciliation on a quarterly and year-end basis.
  • Work with collection agencies collecting on Dream, Livingston, and Nursing Faculty loans.
  • Maintain amounts disbursed via financial aid programs (Dream Loans, Livingston & Nursing Faculty Loans) and reconcile between student system and General Ledger.
  • Prepare and set up third-party contracts.
  • Review third-party vendor accounts and student accounts for accuracy.
  • Send out third-party invoices to vendors requesting payment.
  • Prepare all third-party payments.
  • Ensure proper recording and documentation of financial transactions for all third-party accounts.
  • Work closely with faculty, staff, and outside entities regarding past-due invoices.
  • Submit and track past-due accounts with outside collection agencies and the franchise tax board.
  • Other duties as assigned.

    Minimum Qualifications

    Experience: Equivalent to three years of increasingly responsible financial record-keep experience, including one year in collections and or student financials, billing, or a related area or any combination of education and experience which provides the required knowledge and abilities.

    Preferred Qualifications

  • CFS, Transact, Peoplesoft Student Financials and Third Party Contract with Collections background.

    Knowledge, Skills, Abilities

  • Comprehensive knowledge of financial record-keeping procedures and practices; interviewing techniques; and general office procedures and practices.
  • Thorough knowledge of state and federal laws and regulations and university policies and procedures related to collection programs.
  • In addition to the Collections Representative abilities, must be able to use judgment and initiative in applying policies and procedures to difficult and unusual situations; gather and analyze information; follow through on detail; and compile data for reports.

    Salary Range
    Anticipated salary will be $3,505 - $4,557 per month plus excellent paid benefits. Salary will depend on the qualifications of the successful finalist. (Full Collections Representative II range: $3,505 - $5,985 per month)

    Compensation & Benefits
    Commensurate with qualifications and experience. As a member of the 23-campus CSU System, we offer an extremely competitive benefits package that includes, but is not limited to, outstanding vacation, health, dental, and vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (PERS); and 15 paid holidays a year. Link to (Bargaining Unit: 7) Benefits Summary: CSU Employee Benefit Summary

    How to Apply
    To be considered, qualified candidates must submit a completed Stanislaus State online employment application, cover letter, and resume. Applications are accepted electronically only. Please note that failure to completely fill out each section of the online application may result in your application not receiving consideration. To apply online, please click the "Apply Now" button on this page.

    Applications will be processed in accordance with Article 9.3 of the CSU/CSUEU Memorandum of Understanding. Preference will be given to qualified individuals currently employed at CSU Stanislaus in bargaining units 2, 5, 7, and 9 except when it is determined that it is necessary to appoint outside applicants to meet the best interest of the campus by obtaining specialized skills and abilities not available from current employees.

    Application Deadline
    OPEN UNTIL FILLED; SCREENING TO BEGIN ON OR AFTER SEPTEMBER 20, 2023. (Applications received after the screening date will be considered at the discretion of the university.)

    Criminal Background Clearance Notice
    Satisfactory completion of a background check (which includes checks of employment records, education records, criminal records, civil records; and may include motor vehicle records, professional licenses, and sex offender registries, as position requires) is required for employment. CSU will make a conditional offer of employment, 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 conditionally offered the position.

    Additional Information
    Campus & Area
    California State University, Stanislaus serves the San Joaquin Valley and is a critical educational resource for a six-county region of approximately 1.5 million people. The University is fully committed to creating a culture of diversity and inclusion - one in which every person in the University community feels safe to express their views without fear of reprisal. Widely recognized for its quality academic programs, the University has 10 nationally accredited programs and 662 faculty members. 94 percent of full-time faculty holds doctorates or terminal degrees in their fields. The University offers 43 undergraduate majors, 16 master's programs, 7 post-graduate credentials, a doctorate in education and serves more than 10,000 students. New instructional facilities have been built for the unique pedagogy of professional programs, laboratory sciences and performing arts.

    Stanislaus State continues to receive national recognition with its ranking as one of the best 384 colleges in the nation by The Princeton Review. The University was one of 12 public universities in the nation to be recognized by the American Association of State Colleges and Universities for demonstrating exceptional performance in retention and graduation rates. In addition, U.S. News and World Report ranks Stanislaus State in its top 10 among public universities in the West, while Washington Monthly honored Stanislaus State as the West's No. 1 university for the money. Stanislaus State also is recognized as a Hispanic-Serving Institution (HSI) by the U.S. Department of Education.

    Clery Act Disclosure

    Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the annual security report (ASR), is 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 drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Stanislaus State for the previous three years. A paper copy of the ASR is available upon request by contacting the office of the Clery Director located at One University Circle, Turlock, CA 95382.

    Equal Employment Opportunity

    The university is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, national origin, sex, sexual orientation, covered veteran status, or any other protected status. All qualified individuals are encouraged to apply. 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, revised 7/21/17, as a condition of employment.

    Applicants requiring necessary accommodations to the application process may contact the Human Resources Department at (209) 667-3351. California Relay Service is available at (800) 735-2922 voice and (800) 735-2929 TDD. As a federal contractor, we are committed to attracting a diverse applicant pool. Please consider completing the Voluntary Self-Identification of Disability form (your response will not be shared with the search committee) at: Voluntary Self-Identification of Disability PDF Form.

    CSU Stanislaus hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

    The CSU is a state entity whose business operations reside within the State of California. The CSU prohibits hiring employees to perform CSU-related work outside California.

    The individuals who appear to be the best qualified for this position will be contacted by telephone or email for an interview.


    To apply, visit

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