Account Resolution Coordinator

About the role

The Account Resolution Coordinator is responsible for the preparation and administration of all USD Campus-Based Loans. This includes preparing Master Promissory Notes (MPN), monitoring online processes, completing manual processes, maintaining borrower files, performing loan account reconciliations, and covering the Cashier’s Office.

Responsibilities

• Prepares MPN’s for all campus-based loans
• Verifies and manages self-certification process completion
• Verifies and manages all required paperwork has been received and completed as required
• Contacts and maintains communication with all students regarding inquiries
• Maintains and ensures security of borrower files and promissory notes in separate vaulted files
• Performs loan account reconciliations
• Performs a variety of clerical duties for the Loan Administration Department
• Covers the Cashier’s Office to cover lunches and absences
• Covers the Cashier’s Office to ensure adequate coverage for the customer window
• Ensures policies and procedures are being followed
• Ensures accountability of University receipts and that funds are processed within the department guidelines
• Ensures cash vault is adequately stocked to support USD community cash orders
• Informs Account Resolution Supervisor of problematic situations that require resolution
• General Cashiering Responsibilities:
• Cash personal checks for employees
• Distributes One Cards and accounts payable checks
• Receives, verifies and inputs student and departmental deposits
• Receives, verifies and prepares refunds checks for mailing
• Receives, verifies and prepares NSF/returned checks
• Provides support to staff
• General Clerical Duties:
• Answers multiple phone lines, answers questions, screens and routes calls to appropriate personnel/departments
• Point of contact for loanadmin@sandiego.edu email
• Processes incoming and outgoing departmental mail
• Processes all payments received for loans and prepares bagged deposit
• Processes all collection agency loan payments and prepares bagged deposit
• Scans all incoming paperwork
• Composes and types correspondence on personal computer
• Processes materials for imaging and/or duplication
• Checks the drop box daily
• Departmental Files:
• Updates and maintains borrower files
• Ensures security of borrower files and promissory notes in separate vaulted files
• Processes paid-in-full promissory notes
• Pulls paid-in-full files, boxes them and sends to archives
• Miscellaneous Duties:
• Copies, miscellaneous correspondence, researching returned mail, skip-tracing, processing NSF/returned checks as directed
• Provides support to staff

Requirements

• High school diploma and two years of cash handling or banking background with demonstrated experience handling a large volume of cash and checks accurately
• Ability to communicate effectively by phone or in person and through written correspondence
• Ability to make independent decisions with initiative to complete required tasks
• Ability to maintain a high degree of confidentiality
• Ability to work independently with moderate supervision and perform tasks in a timely manner with good follow-through, accuracy and neatness, paying special attention to detail
• Accurate typing, use of 10-key calculator, copy machines and other office machines
• Knowledge of personal computers, Microsoft Office, and ECSI programs
• Knowledge of Federal Perkins, NDSL, and other loan regulations and due diligence requirements

Skills

• Excellent research and organizational skills
• Demonstrated skill in both oral and written communication
• Knowledge of personal computers
• Ability to handle a large volume of detailed data and maintain high degree of accuracy
• Ability to operate a 10-key calculator
• Ability to work independently
• Participation as a strong member of Student Financial Services team

Benefits

The University of San Diego offers a very competitive benefits package including; medical, dental, vision, a retirement contribution given to you by the University, and access to on-campus Fitness Centers. Please visit the benefits section of our website to view all of the perks and benefits that USD has to offer.