Advisor, Student Accounts (Reconciliations)

CORE JOB SUMMARY

The Student Accounts Advisor provides high-level specialized assistance to students, parents, and all University partners regarding detailed financial analysis of all student accounts' processes. Additionally, the Student Accounts Advisor is responsible for financial processes that support financial departmental operations. This position provides subject matter expertise on all high-level customer service escalations and delivers first-class service to students, parents, external organizations, and all other student related units.

Core Job Functions

• Solves all high-level inquiries for students and parents regarding Student Accounts’ financial information as the subject matter experts in person and via the University case management system.
• Responds and resolves specific requests for students from Senior leadership.
• Educates students and parents in University, State and Federal policies and guidelines regarding payment plans, third party sponsored payments, tuition tax forms, and other financial services.
• Conducts specialized and in-depth financial analysis of the students’ accounts upon request.
• Provides support to non-enrolled students for delinquent or past due balances.
• Determines student account status and provides resolution for all financial holds.
• Adheres to University and unit-level policies and procedures and safeguards University assets.
• Responsible for the accuracy of the financial transactions posted to the student information system.
• Support other University units and external partners with business processes that impact the students’ account.

Qualifications

• Education: Bachelor’s Degree in relevant field required
• Certification and Licensing: Not Applicable
• Experience: Minimum 2 Years Of Relevant Experience
• Knowledge, Skills and Attitudes:
  • Skill in collecting, organizing, and analyzing data.
  • Ability to recognize, analyze, and resolve high-level customer service inquiries.
  • Ability to exercise sound judgment in making critical decisions.
  • Excellent written and verbal communication skills.
  • Ability to have difficult conversations in a confident manner.
  • In-depth knowledge of Microsoft Office, specifically Excel and Word.
  • Proficient in student financial systems.
  • Ability to quickly adapt to the Higher-Education environment and build relationships within the University community and external partners.