T&E Operations Specialist (Travel & Expense)

Key Responsibilities & Accountabilities

Concur Expense Report Processing

•     Review and approve expense reports in Concur for policy compliance, accuracy, and appropriate documentation.

•     Identify and escalate out-of-policy transactions, missing documentation, or exceptions requiring management review.

•     Maintain consistent throughput and turnaround on assigned report queues.

Outstanding Transaction & Delinquency Monitoring

•     Support the 30/60/90-day outstanding transaction reporting process, including generating delinquency notifications.

•     Track cardholder compliance with outstanding transaction resolution and escalate repeat or aging issues per established process.

ServiceNow Ticket & Cardholder Support

•     Provide first-line intake and triage of incoming ServiceNow (AskFin) tickets related to T&E, expense, and card inquiries.

•     Resolve routine cardholder and traveler inquiries directly; route escalated or complex issues to the appropriate T&E team member.

•     Support card application and onboarding processing in ServiceNow as volume requires.

Traveler & Cardholder Communications

•     Respond to routine policy and process questions from cardholders, travelers, and departmental administrators.

•     Support distribution of standard compliance and policy communications as directed.

General Travel Program Administrative Support

•     Provide administrative support to travel program operations as needed, including routine data entry, tracking, and documentation.

Minimum Qualifications

•     2 years of experience in expense processing, accounts payable, financial operations, or a related transactional finance function.

•     Experience with an enterprise expense or T&E platform (SAP Concur strongly preferred).

•     Comfort working in a high-volume, deadline-driven environment with minimal ramp-up time.

•     Strong attention to detail and ability to follow established policy and process guidelines consistently.

•     Clear, professional written and verbal communication skills for direct cardholder and traveler interaction.

Preferred Qualifications

•     Prior experience with SAP Concur, Workday, or ServiceNow.

•     Experience in a higher education or large, decentralized organization.

•     Prior experience in a temporary or contract assignment requiring fast onboarding and independent execution.

Key Competencies

•     Execution & Reliability: Delivers consistent, accurate output on recurring transactional work without close supervision.

•     Customer Orientation: Treats every cardholder and traveler interaction as an opportunity for a professional, resolution-focused experience.

•     Adaptability: Ramps quickly, works effectively within a team in transition, and adjusts to shifting priorities during a restructuring period.

•     Judgment & Escalation: Recognizes when an issue falls outside standard process and escalates appropriately rather than guessing.

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