JOB SUMMARY:

To provide technical, advisory and administrative skills to assist customers in obtaining information, resolving problems and/or obtaining services within a process.

MAJOR DUTIES / CRITICAL TASKS:

• Schedules basic process related customer requests for services.

• Receives customer requests obtaining required information and enters information/requests into on-line system.

• Coordinates with customer the pick-up and delivery of work.

• Consults with or refers to appropriate process area problems/issues beyond scope of role and follows up with customer to ensure customer satisfaction and resolution.

• Issues money orders as purchased by customer.

• Receives cash or credit cards for customer ordered services and makes deposits maintaining accurate records and verifying appropriate cash balances.

• Monitors and maintains appropriate level of equipment or supplies needs to meet customer requirements.

• Handles routine customer inquiries and problems generally regarding policies, procedures and operation of process.

• Types account statements, invoices, and periodic reports regarding billing for services provided by process area.

• Maintains detailed reports and records of account data.

• Responsible for data entry including the creation, retrieval and/or update of electronic files checking and verifying the correctness and completeness of data entered.

• Analyzes financial data and initiates appropriate action when necessary.

• Assists in proactively facilitating the resolution of customer issues

• Coordinates compliance with all applicable UTMB, State, and Federal rules and regulations.

• Assists in the development of office record keeping systems.

• Responsible for data entry including the creation, retrieval, and/or update of electronic files checking and verifying the correctness and completeness of data entered.

• Files and maintains process area records, reports, correspondence, and other documents in accordance with the current Record Retention Schedule.

• Proofreads all completed assignments for grammar, format, and structure.

• Composes and types correspondence and other documents in appropriate business format utilizing a typewriter, word-processor, or computer software package.

• Prepares/compiles reports, creates and maintains records and related documentation utilizing spreadsheets, databases and/or computer software applications.

• Assists, recommends, and facilitates the collaborative development of team process change, new programs, and operational planning. Coordinates compliance with all applicable UTMB, State, and Federal rules and regulations.

• Performs miscellaneous clerical duties such as answering the telephone, making copies, filing, faxing, and maintaining area bulletin boards.

• Stays current and adheres to applicable laws, rules, regulations, policies and procedures.

• Attends and satisfactorily completes required training programs.

• Adheres to internal controls and reporting structure.

• Performs related duties as required.

REQUIRED EDUCATION / EXPERIENCE:

High School diploma or equivalent and 1 year of related experience

Knowledge, Skills and Abilities:

·        Demonstrates the ability to proactively assist customers with their immediate and long-term needs

·        Ability to summarize and analyze data and provide recommendations

·        Excellent written and verbal communication skills

·        Ability to facilitate the development of new methods, procedures, services, or operational concepts

·        Excellent organizational skills

·        Excellent knowledge of the area work processes, policies, procedures and automated systems

·        Ability to understand and apply theories and concepts

·        Ability to maintain effective working relationships

·        Working knowledge of UTMB's record retention policies and procedures

·        Ability to create and maintain files maintain files utilizing wordprocessing, spreadsheets, databases, and other computer software packages (e.g., MS Word, Access, Excel)

 EQUIPMENT:

 Standard office equipment.

 WORKING ENVIRONMENT:

 Standard office environment. 

OTHER:

 Specific job requirements or physical location of some positions allocated to this classification, may render this position security sensitive, and thereby subject to the provisions of Section 51.215, Texas Education Code.

Any qualifications to be considered as equivalents in lieu of stated minimums require the prior approval of the Chief Human Resources Officer.