• Develop regular and adhoc business dashboards, reports, MIS that will help the business, operations and compliance managers monitor their key performance indicators against goals. Visualize, analyze and provide data-driven insights to enable stakeholders to make vital decisions. • Deliver accurate, comprehensive, and timely reports to address control, compliance, or regulatory-related requirements • Regularly generate the list of exceptions to the bank’s internal and external policies and regulations using digital monitoring tools • During internal and external audits, deliver data and reports which are critical in the review of business processes • Find opportunities to automate data and report generation, as well as rationalize existing reports to ensure there is value in all reports generated • Ensure high quality of work and proactively resolve data issues if any

• Requirement Gathering: Collaborate with Sales stakeholders to gather and analyze business requirements, ensuring that solutions align with business objectives. • Sales Tools: - Manage the sales technology stack (lead routing, data enrichment, email sequencing, dialers, call recording, video capture, note management, etc.) on a day-to-day basis and develop and execute the overall strategy, identifying technology gaps, evaluating vendors and optimizing every tool for maximum sales productivity. - Ensure sales teams have the necessary tools and technologies to perform day-to-day processes effectively. - Automate tool processes to deliver timely information to various stakeholders and ensure data accuracy. • Salesforce Configuration: Work closely with Salesforce team and administrators to design and implement Salesforce solutions, including configuration, customization, and automation of workflows. • Stay updated on Salesforce releases, best practices, and emerging technologies to recommend and implement improvements. • Process Improvement: Identify opportunities to enhance business processes and integrations within our tools. - Analyze current business processes and workflows, identifying areas for improvement and optimization. - Contribute to the development of Salesforce governance and best practices within the organization • Reports and Dashboards: Design, develop, and maintain Salesforce reports and dashboards to provide actionable insights and support data-driven decision-making. • Project Management: Manage end-to-end projects, from initial scoping and requirements gathering to execution, testing, and deployment. Ensure that projects are delivered on time, within scope, and within budget. • Testing and Validation: Conduct system testing, user acceptance testing (UAT), and coordinate with end users to validate that the solutions meet the business requirements. • Documentation: Create and maintain detailed documentation, including operational and data process flows, requirements, test cases, and user guides. • Training and Support: Provide training and support to end users, ensuring they understand how to effectively use tools and features. • Other: Perform other related duties as assigned

DeVry University strives to close our society’s opportunity gap and address emerging talent needs by preparing learners to thrive in careers shaped by continuous technological change. Through innovative programs, relevant partnerships, and exceptional care, we empower students to meaningfully improve their lives, communities, and workplaces. Our colleague experience is an area of obsessive focus. At DeVry University, we care about you. Because, only through you can we deliver our unique Care Formula to our learners and partners. Overview Our colleagues embody DeVry University’s values and embrace synergies to create positive student outcomes and prompt account resolutions. This position on the Disbursement Team within the Student Financial Services department acts as a liaison between internal stakeholders and/or outside agencies to manage student financial assistance programs. This colleague is charged with being a role model for the organization’s values and fosters a culture of CARE consistent with our mission, vision, and purpose. Responsibilities - Supports internal customers and external agencies with responsive and professional communication via email, phone, Salesforce, and video conferencing. - Works collaboratively with internal and external stakeholders by asking appropriate questions as needed to resolve student inquiries. - Applies knowledge to assist with team performance. - Demonstrates basic understanding of compliance and regulations. - Assists in resolving escalated concerns in a timely manner through the appropriate channels. - Provides exceptional customer care to students and colleagues by accepting ownership of issues and questions. - Identifies areas of continuous improvement and opportunities for automation, system enhancements, and cost reductions in a constantly evolving organization. - Assists with User Acceptance Testing (UAT) by applying comprehensive knowledge of the requirements, performing testing, and providing appropriate documentation. - Open and responsive to constructive feedback from mentor/supervisor. - Collaborates with various DeVry functions, applying a strong knowledge of student financial assistance programs and higher education policies to assist in the resolution of student account inquiries. - Actively participates in team meetings and special projects. - Maintains procedural documents. - Maintains service level agreements as determined by leadership. - Maintains annual quality assurance accuracy rating of 95% and above. - Adaptable to new processes and assignments while maintaining positivity. - Communicates effectively and proactively with colleagues and leadership. - Actively works on personal development. - Receives questions from the field and provides responses with appropriate information and guidance to be shared with the student. - Completes other duties as assigned. - Values different perspectives and is open to culturally diverse ideas and points of view to achieve team goals. Functional Responsibilities - Runs and reviews reports to help ensure accurate and timely disbursement of federal, private, state aid, and institutional aid to eligible students. - Familiarity with the Federal Student Aid Handbook Volume 4-Processing Aid and Managing FSA Funds. - Ensure timely reporting to COD by reviewing response files daily. - Monitor student disbursements and take manual action, when necessary, within ProSAM or COD. - When necessary, correct student disbursement records within COD. Qualifications Required - Minimum 1 – 3 years of experience in student financial services, accounts receivable, customer service, or higher education finance required. - Strong analytical skills with the ability to identify trends, discrepancies, and process improvement opportunities. - Ability to manage multiple priorities in a deadline-driven, compliance-focused environment with a high degree of accuracy. - Demonstrated ability to quickly learn and adapt to new technologies, systems, and tools in a fast-paced, evolving environment. - Ability to work independently, adapt quickly and collaboratively in a flexible remote environment. - High attention to detail, mainintain SLA's and accuracy. - Maintain access to federal systems, which requires no defaulted federal student loans. - Advanced proficiency in Microsoft Excel (e.g., pivot tables, data analysis, reconciliation tracking) and working knowledge of reporting tools required. Preferred - Bachelor’s degree in Finance, Accounting, Business Administration, Higher Education Administration, or related field strongly preferred. - Background in student finance, financial aid, or higher education financial operations are strongly preferred. - Familiarity with Federal Student Aid web-based applications preferred. - Knowledge of Banner and ProSAM student financial systems preferred. *This job will be posted for 30 days from the posting date. DeVry University offers benefit options for full-time colleagues, including: - 401k with up to 6% company match - Tuition assistance and career development opportunities - Flexible and remote work options - Comprehensive health coverage (medical, dental, vision, and mental health) - Generous paid time off, including parental leave and volunteer time off Benefits vary based on employment status. We believe that a vibrant and collaborative workplace is essential to our educational mission and the success of our community. We are committed to a workplace environment where all colleagues feel valued, respected, and supported.

• Administer all financial accounts including updating account resolutions and signatories, opening and closing of accounts, daily balance reconciliation, bank account analysis, cash management reporting and daily cash reconciliation. • Maintain rapport with and represent the organization in its relations with banks and financial institutions, primarily in day-to-day matters such as daily problem resolution. • Assist Manager, Cash & Investment Operations in evaluation of new banking products and services as needed, working collaboratively with the Corporate Accounting team (including GL, AP and AR). • Analyze the organization’s cash position on a daily basis. • Monitor cash flow to ensure established operating liquidity targets are met. • Provide short-term cash flow forecasts for the purposes of managing cash and liquidity. • Process wires and account transfer transactions for all City of Hope bank accounts. • Execute all approved investment transactions and facilitate fund transfers. • Serve as business subject matter expert (SME) for PeopleSoft Cash Management, Banking & Financial Gateway Modules, including bank reconciliations, cash position reporting, cash settlements and sweeps, and reporting. • Work in collaboration with Accounting organization to ensure completion of tasks and resolution of issues, including but not limited to month-end close responsibilities. • Respond to internal clients’ request for merchant accounts, and processing new account applications. • Act as liaison between all City of Hope departments and affiliated organizations that process credit card transactions and the merchant banks. • Maintain a Master List of merchant accounts. • Reviews monthly merchant statements with an eye towards reducing costs and prepare merchant credit cards volume reports. • Update standard operating procedures and business process documentation for cash management function. • Maintain records for bank accounts and related activities to ensure proper records are maintained for internal and external audit purposes. • Provide training to staff who serves as “back-up” for cash management function. • Serve as back up for processing stock donations, including transfer and liquidation of stock, maintenance of brokerage accounts and relationships, and reporting and communication with donors.