University Staff, Permanent - Financial Specialist (Current UW-Parkside & UW System Employees Only)

University Staff, Permanent - Financial Specialist (Current UW-Parkside & UW System Employees Only)

Code: 12792 Posted: 01/20/2017


The University of Wisconsin Parkside invites applicants for a Financial Specialist opening in our Cashier's Office.  UW-Parkside and UW System employees are encouraged to apply.

Hours of work for these positions are as follows:
Full-time (32 hours/week): 7:45 am-4:30pm, Monday, Tuesday, Wednesday, Friday

These are non-represented, non-exempt, university staff position. A six month probationary period will be required.

This position is responsible for the administration and management of the Perkins Loan Program and assists with various duties in the Cashier's Office.


80% A. Loan Administration and Management
  1. Responsible for knowledge of federal and state laws and guidelines regarding student loan programs and Title IV financial aid
  2. Responsible for processing loan advances and returns
  3. Process loan deferment requests and loan cancellations
  4. Responsible for past due collections which includes using collection agencies, loan servicer, Tax Refund Intercept Program, and State Debt Collection Agency
  5. Responsible for managing private loans 
  6. Assist with reconciliation of loan programs
  7. Responsible for data collection for the Perkins Loan section on the FISAP and other reports as needed
  8. Process disability requests and assignment to Dept. of Education
  9. Assign defaulted loans to Dept. of Education
  10. Process Loan Verification certificates for consolidation
  11. Keep informed on new and changing Perkins loan information
  12. Process paper promissory notes when applicable 
  13. Responsible for notifying students of loan disbursements
20% B. Performs other duties as assigned
  1. Process Group Posts from Financial Aid as needed
  2. Responsible for maintaining excellent customer service 
  3. Answer phone calls, process tuition payments
  4. Process Student Organization deposits and checks 
  5. Assist Bursar as needed


  • Overall thoroughness, organization, accuracy, and availability of appropriate general ledger detail, financial records, and related files. This includes maintaining adequate supporting records, audit trails, internal controls, and filing systems.
  • Adequacy, timeliness, and accuracy of financial, accounting, and other management reports.
  • Timeliness of meeting goals.
  • Willingness to make suggestions and soundness of those suggestions.
  • Soundness of judgment and operational decisions.
  • Ability to organize and prioritize work while being responsive to University personnel.
  • Timely and effective communication of problems and opportunities. This includes the responsibility for identifying and communicating information of importance as soon as possible.
  • Integrity in dealing with customers, students, vendors, employees, and management.
  • Punctuality, attendance, effective use of time, and willingness to work overtime when necessary.
  • Maintaining confidentiality of sensitive information.
  • Willingness to assist with special projects and other duties as assigned openings, upon request.


  • Functional Knowledge of Microsoft Word and Excel 
  • Excellent customer service
  • Excellet oral & written communication skills
  • Experience with cash handling and cash balancing
  • Excellent math skills
  • Ability to multitask
  • Ability to establish and maintain effective working relationships with co-workers, supervisors, and campus personnel 
  • Experience with student loan programs
  • Ability to work at a computer for long periods of time
  • Responsibility for accounts which hold financial information


  • Experience with student loan programs
  • Functional Knowledge of Microsoft Word and Excel
  • Knowledge of PeopleSoft Campus Solutions 
  • Knowledge of University of Wisconsin – System policies regarding tuition, fees, and collections


The hourly rate will not be less than the minimum of the pay range of $15.411 per hour. The University of Wisconsin System provides a liberal benefits package, including participation in a state pension plan.

Benefit Details:
Total Compensation Estimator:


A criminal background check will be required at the time of hire.

UW-Parkside is an AA/EEO employer. Individuals from diverse backgrounds are encouraged to apply.

It is the policy of UW-Parkside to provide reasonable accommodations to qualified applicants with disabilities. If you need assistance or accommodation in applying because of a disability, please contact the Office of Human Resources at 262-595-2204. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual's disability.

The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released.
See Wis. Stat. sec. 19.36(7).


Please submit application materials online by 11:59 pm on Friday, February 3, 2016.


To be considered for the position, applications must be submitted electronically through our employment portal.

All applications are to be submitted electronically through our employment portal.

STEP 1: Please select the applicable link below:

(Currently employed by the UW System)

STEP 2: You must login before you can apply.

Input your "User Name" and "Password" and select "Login". If you have not yet registered, click "Register Now" to begin the registration process. Under "Basic Job Search" enter the Keyword "Parkside" and click the Search button. Select "Financial Specialist #12792". Click "Apply Now".

STEP 3: Submit application materials:

Please be sure to complete all required fields and include all required documents before submitting your application. Once submitted, you will not be able to edit or attach any application materials. Files must be complete to be considered. Please include the following documents:

  • Cover Letter addressing the Required and Preferred Qualifications met
  • Resume 
  • Names and contact information for three references 
STEP 4: You must select "SUBMIT".

Selecting "Save" will not forward your application materials to the search committee.

In instances where the Search and Screen Committee is unable to ascertain from a candidates application materials whether she/he meets all of the required qualifications, or if all of the application materials are not submitted, they will be evaluated as not meeting such qualifications and may be excluded from further consideration.

Contact Name: Brittany Castaneda

Contact Phone: 262-595-2258

Contact Email:

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