Payment Solutions Assistant

NORTHWEST INDEPENDENT SCHOOL DISTRICT

Title: Payment Solutions Assistant (0415D)

Reports To: Payment Solutions Coordinator

Dept. /Campus: Financial Services

Duty Days: 235 Days

Wage/Hour Status: Non-Exempt

Pay Grade: P30

Date Revised: 06/2026

Primary Purpose:

Support district cash receipting and a variety of financial transactions, including fines, fees, deposits, online

payments, and related financial operations. Provide support for payment systems and customer service to

campuses, departments, and students and family members while ensuring compliance with district procedures

and applicable regulations.

Qualifications:

• High school diploma or GED required; associate degree or college coursework in accounting, business, or related field preferred
• Two years of bookkeeping, accounts receivable, or cash management experience preferred
• Knowledge of basic accounting principles and financial recordkeeping
• Ability to maintain confidentiality and exercise sound judgment
• Strong organizational, communication, and customer service skills
• Ability to manage multiple priorities and meet deadlines with frequent interruptions
• Proficiency with Microsoft Office applications (Excel, Word, Outlook) and Google Workspace tools including Sheets and Docs
• Strong attention to detail and accuracy

Major Duties and Responsibilities:

• Process and maintain district cash receipts and deposits within the district's payment solutions software.

• Reconcile cash receipts, deposits, and related transactions to the district's bank account.

• Monitor and maintain online payment platforms and related reconciliation processes.

• Review financial transactions for accuracy and compliance with district procedures.

• Provide training to campuses and departments on district cash handling procedures and related software systems.

• Assist campus and department staff with questions related to fundraising, fines, fees, deposits, and financial procedures.

• Serve as a customer service resource for employees, parents, vendors, and community members regarding payment and related inquiries.

• Assist with check handling, deposit preparation, and other cash management functions as assigned.

• Account for and monitor returned (NSF) checks and coordinate collection efforts as needed.

• Prepare reports, documentation, and correspondence related to payment operations and financial transactions.

• Maintain accurate and organized financial records in accordance with district policy, state requirements, and audit standards.

• Support annual audit requests and provide required documentation.

• Identify opportunities to improve processes, internal controls, and operational efficiencies.

• Provide cashiering support for campuses and departments at special events and activities as needed.

• Cross-train with other Finance Department functions to support continuity of operations.

• Perform other duties as assigned.

Supervisory Duties:

No supervisory or direct people management responsibilities. May provide occasional work guidance, technical

advice and training to staff.

Equipment Used:

Standard office equipment including personal computer and peripherals.

Working Conditions:

• Maintain emotional control under stress
• Work with frequent interruptions
• Position requires occasional prolonged and irregular hours
• Repetitive hand motions and prolonged use of computer
• Position requires frequent bending, stooping, twisting, pulling, overhead reaching, sitting, and keyboarding
• Position requires the ability to lift 25 pounds to waist high

This document describes the general purpose and responsibilities assigned to this job and is not an

exhaustive list of all responsibilities and duties that may be assigned, alternative methods of performing

your duties, or skills that may be required.