Accounts Receivable Specialist

Accounts Receivable Specialist

Position Category: Staff (Non-Exempt)

FLSA: Non-exempt

FTE: 1

Location: Thousand Oaks

University Background:
The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity.

Basic Function:
Under the direction of the Director of Student Accounts, ensure accurate billing of tuition and related fees to student accounts. Working closely with Financial Aid, ensure correct and timely posting of financial and students loans. Provide complete, accurate and timely monthly billing statements for current student receivables to students and to parents as requested. Analyze student accounts to ensure proper application of University policy and information flow from other system modules. And perform accounting and clerical work necessary for the maintenance of financial records related to student accounts.

Representative Duties:

• Assist Director of Student Accounts in implementing solutions in areas of system functionality and logical coding structures. E
• Analyze and apply authorized posting of Financial Aid to student accounts. E
• Initiate data system process for calculating and applying university charges to student accounts. E
• Provides complete, accurate monthly billing statements for current student receivables to students and parents. E
• Create, maintain and update billing table set-up on billing system for all terms and semesters. Responsible for processing and posting approved revisions to tuition, room/board, and misc. charges. E
• Audit and review adjustments on tuition and fees and make corrections as necessary. Contact SIS support as needed. E
• Schedule term billing statements for undergraduate, graduate, ADEP, delinquent students, employer reimbursement, special needs, and pre-billing. E
• Monitor and manage national and international student exchange program billing and payment as required. E
• Review requests to adjust student accounts. E
• Periodically run and analyze credit balance report for need to create refunds. Initiate refund as necessary. E
• Use the systems technical tools to enhance the functionality of the Accounts Receivable module. E
• Act in supervisory capacity in the absence of the Manager of Loans and Receivables. E
• Review and mail monthly electronic and paper statements and related correspondence. E
• Assist in development of communication to educate perspective and current students and families about their account. E
• Produce and deliver year end 1098T forms to students, file master file with the government. E
• Assist other accounting areas as required/directed.

Can also include in daily operations:

• Provide assistance to students and staff by cashing personal checks and responding to inquiries regarding accounts, assist students at the counter; collect and process payments and assure payments are applied to appropriate student accounts, prepare bank deposits.
• Perform accounting/clerical work necessary for the maintenance of financial records related to student accounts.
• Assist students with e-commerce inquiries.
• Process e-commerce credit and ACH payments for web-based revenue site.
• Operate a computer terminal to input and maintain a variety of accounting ledgers; prepare and input journal entries to general ledger according to established procedures.
• Prepare accounting schedules, using Excel; prepare correspondence using Word, as required.
• Follow-up on accounts, make phone calls, type letters and promissory notes as necessary.
• Post non-sufficient funds items and make collection inquiries according to established procedures.
• Prepare special billing statements for students and various organizations, including but not limited to; foundations & government agencies. Match and record payments when received.
• Organize employer reimbursement policies and contracts, supervise inputting by student worker.
• Verify and balance credit card receipt records.
• Monitor cash reserves and maintain sufficient petty cash.
• Process wire transfers, prepare journal entries and maintain related records as required.
• Assist other accounting areas as required/directed.

E = Essential Duties

Knowledge Of:

• University mission, policies, procedures and practices
• Operation of standard office machines and equipment.
• Microsoft Office programs including: Excel, Word, Outlook, TEAMS
• Google suite of programs
• Accounts Receivable principles, practices, procedures and terminology used in higher education.
• Operating computer applications for accounting and technical aspects of account receivables.
• Student account activity (e.g., charges, application of financial aid, payment plans, room and board, etc.)
• Record-keeping techniques.
• Telephone techniques and etiquette.
• Correct English usage, grammar, spelling, punctuation and vocabulary.
• Interpersonal skills using tact, patience and courtesy.

Ability To:

• Effectively manage multiple broad projects and meet deadlines
• Perform and review detailed financial transactions related to accounts receivable for accuracy and appropriateness
• Organize and prioritize various projects and timelines
• Detect accounting errors efficiently with speed and accuracy
• Function well under pressure and maintain a pleasant customer service attitude
• Work quickly and accurately with minimal supervision
• Present and communicate effectively both orally and in writing
• Work independently, confidentially and with little supervision.
• Understand and interpret campus financial policies and procedures
• Utilize various computer software
• Respond to a wide variety of campus users.
• Communicate effectively, both orally and in writing.
• Establish and maintain effective working relationships with supervisors and co-workers.
• Maintain standards of performance, both qualitative and quantitative.
• Maintain records and prepare reports.
• Understand and follow oral and written directions.
• Meet schedules and timelines

Minimum Qualifications:
Any combination equivalent to: Bachelors degree, and five years ‘experience in accounts receivable and/or general ledger function.

Preferred Qualifications:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred.
• Strong knowledge of accounts receivable processes, including invoicing, payment processing, cash application, account reconciliation, credits, refunds, adjustments, and collections.
• 2-4+ years of experience in accounts receivable, billing, cash applications, accounting, or a related financial role.

Licenses and Other Requirements:
Ability to travel to conduct work as needed.

Physical Abilities:
Detect to understand appropriate written correspondence; communicate clearly to exchange information in person and on the telephone; operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer; stationary position for extended periods of time; move or transport light objects up to 15 lbs; position self to store and/or retrieve files

Working Environment:

• Office environment; constant interruptions; continuous viewing of computer monitors.
• Hiring Range $28-$32

Posting Number: Staff005622022

Open Date: 09/14/2026

Close Date: 09/28/2026

Application Procedure/Special Instructions

To apply, visit https://careers.callutheran.edu/postings/13602

California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes.

Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation.

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