|70% OPERATIONS |
Ã¯ The Reimbursement Analyst executes all processes associated with the day-to-day functions of the unit and serves as an expert resource to TEAM 2 (ERSO) matters related to University policy regarding travel, entertainment, and supply reimbursements. Ã¯ Monitors and reviews the T&E Reimbursement/ Payment Services queues in Intranet and BearBuy on a regular basis. Ensures information is entered into appropriate campus system in an accurate and timely manner, within the Service Level Agreements. Ã¯ Processes business requests (simple to complex) in a high volume unit for travel and entertainment reimbursement, travel advances, removal expenses, honoraria payments, stipend, supply reimbursements, and other payment requests. Ã¯ Advises non-US citizens and sponsoring staff of foreign visitors of visa requirements to qualify for travel reimbursement according to immigration regulations. Ã¯ Provides guidance and training on the application of Travel and Entertainment policy and use of the online travel and entertainment request reimbursement system and other services. Ã¯ The incumbent proactively works to resolve customer issues, manages customer expectations, and analyzes the workload of the group to identify opportunities for improvement and new enhanced services. Ã¯ Proactively work with customers to ensure that the reimbursement process is compliant with UC policies. Ã¯ Serves as the initial reviewer of exceptional reimbursement requests and business contracts for hotel conference planning prior to submission to campus BCO Office for official approval, and may negotiate hotel contracts for TEAM 2 (ERSO) units. Ensures that all entertainment requests are in compliance with TEAM 2 (ERSO) and College/School/Units procedures and University policies. Ã¯ Understanding of the chart of accounts, including assigning the appropriate account code of expense type and working in the correct Org Node. Ã¯ Anticipates and resolves operational, fiscal, or other non-routine problems. The incumbent will evaluate related work flow within their service units and between Business Services, noting bottleneck problem areas and recommends and implements solutions. Ã¯ Ensures that business processes, procedures, service delivery and records management are uniform, consistent and efficient in the new administrative structure. Ã¯ Maintain organized files in established department method for easy access and department record retention. Scan documents as required for file management purposes.
20% CUSTOMER SUPPORT /PROBLEM RESOLUTION/INTRANET & BEARBUY SUPPORT
Ã¯ Provides customer service support as a member of the Team 2 (ERSO) Travel email alias help group, in a professional, timely, authoritative, and consistent with Team 2 processes and UC policy. Ã¯ Partners with customer to resolve issues related to T&E reimbursements and other payment requests. Ã¯ Proactively follows-up with customer throughout the resolution process. Ã¯ Provides assistance to customers using the ERSO Intranet system by answering questions, offer 1-1 training, and demonstrate system features. Ã¯ Possess a comprehensive understanding of the campus systems; Intranet, and department file management system in order to quickly gather the necessary information to resolve issues. Ã¯ Provides clear information in written and/or verbal format to inform the customer the final resolution and throughout the process. Ã¯ Participates in team meetings to define, enhance, and recommend changes to the Intranet and other unit process in order to gain efficiencies. Ã¯ Communicate in a friendly manner and provide excellent customer service.
10% BLUCARD / EVENT PLANNER CARD (EPC) PROCUREMENT Ã¯ Reconciles transactions for blucard transactions for purchases made with Department issued Blucard or EPC. Ã¯ Adheres to all Blucard compliance requirements. Ã¯ Stays abreast of campus compliance and requirements regarding the Blucard Program. Ã¯ Gathers all required documentation required for EPC or Blucard transactions ensuring compliance of Bus-43 and Bus-79. Ã¯ Stays abreast of campus compliance and requirements. Ensures ERSO practices are in compliance with program requirements.Ã¯ Proficiency in Microsoft Office and common desktop/web applications. Ã¯ Excellent interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision-making; demonstrated ability to develop original ideas to solve problems. Ã¯ Take the initiative to solve complex problems and provide follow through. Ã¯ Perform detailed work and complex calculations with a high degree of accuracy and to identify, research, and resolve problems independently. Ã¯ Demonstrated ability to conduct business within a continuous improvement environment based on benchmarking, customer feedback and operational and performance measurements. Ã¯ Work with a customer serve attitude. Ã¯ Ability to work in a fast paced and changing environment. Ã¯ Bachelor's degree in related area and/or equivalent experience/training.