Associate Director of Student Accounts and Compliance

Plays a key leadership role in ensuring compliance, accuracy, and efficiency across the student billing and student tax reporting functions of the university.

Responsibilities

• Oversee 1098-T tax form processing, textbook charges, all payments, Military partners, and third-party billing.
• Coordinate audit activities and maintain readiness for federal, state, and institutional audit requirements.
• Serve as the final reviewer for contract documents prior to submission to Enrollment Management leadership for approval and processing.
• Oversee contract management for:
  • Education Service Agreements (ESAs) across military branches, including Post-9/11 and Navy programs.
  • External collection agencies (Educational Computer Systems Inc. (ECSI), Rochester, Williams & Fudge) and internal partners (Recovery Select).
• Ensure annual compliance and renewal of agreements for military and veteran education benefits.
• Ensure timely and accurate payment of Barnes & Noble invoices.
• Review and approve departmental invoices for external agencies and partner vendors.
• Submit and monitor purchase orders and payments using CUBuy Plus.
• Complete GradGuard tuition validation forms upon claim submission.
• Manage internal and external audits related to student accounts, revenue processing, record retention, and financial operations, including:
  • E-Commerce module implementation oversight.
  • Control reviews of revenue processing.
  • Record retention policies.
• Respond to external auditor requests and ensure complete documentation of student account records.
• Manage and execute the university’s annual Statement of Financial Responsibility process to ensure student compliance.
• Oversee the technical setup for the annual 1098-T tax form process, including rule setup, category updates, and test/official processing.
• Lead preparation, validation, and distribution of 1098-T tax forms to students and families.
• Oversee accurate IRS electronic submission of 1098-T forms in compliance with federal guidelines.
• Manage Recovery Select and external collection agency processes for delinquent student balances.
• Coordinate with agencies on settlement offers, media requests, e-sign verifications, and account disputes.
• Maintain and review final demand documentation and open balance reports.
• Support collection agency litigation by providing documentation such as payment history, Master Promissory Notes, contact notes, financial agreements, and signed exits.
• Submit and manage bankruptcy documentation to Educational Computer Systems Inc (ECSI) or Recovery Select; coordinate with Legal to file claims or reinstate loans post-dismissal.
• Answer Collection Agency questions, review reports, and approve/e-sign last statement requests.
• Serve as liaison with the Military & Veteran Affairs Office on tuition discounts and Chapter 33/Yellow Ribbon program processing.
• Ensure accurate posting and recordkeeping of military-related tuition payments.
• Manage the exemption process across 16 departments and administer special circumstance exemptions as directed.
• Process program remissions (Honors, COU390, etc.).
• Assist in Assessment testing.
• Assist Accounting Services with monthly reconciliation of student transactions for Slate and Recovery Select/ECSI, including tracking carryover of unfed deposits.
• Research and resolve transaction discrepancies across platforms, including Cashiering, TouchNet, and credit card merchant accounts.
• Assist with the Annual Financial Audit, including providing transaction screen prints and documentation for student samples.
• Support compliance with unclaimed property regulations by preparing transfers of uncashed refunds and unclaimed Accounts Receivable or loan credits (5+ years) to the Nebraska Department of Revenue via Business Service Center.
• Download, review, and submit invoices to BSC for payment processing related to Collection Agencies, ECSI, and Rochester.
• Support unclaimed property processing for refunds and credits 5+ years old.
• Provide documentation and approvals for litigation support, deferment, disability, and death claims.
• Submit deferment forms, death certificates, and Total and Permanent Disability (TPD) notices to Educational Computer Systems Inc (ECSI).
• Approve and sign the Total Permanent Disability loan verification paperwork for assignment.
• Track and submit judgments and legal documents required for special servicing conditions.
• Oversee the Alternative Loan certification process.
• Coordinate cross-functional documentation for audits, external agencies, and internal reporting.
• Maintain all documentation for 1098-T tax form setup and all other processes they oversee.
• Work collaboratively with campus partners, including Student Success, Student Life, Public Safety, Parking, and Military Affairs to implement best practices and maintain regulatory compliance.

Requirements

• Bachelor’s degree in accounting, business, higher education, or a related field (Master’s preferred).
• Minimum of 5 years of experience in student financial services or higher education finance or related fields including financial, banking, or other financial services industries.

Skills

• Experience with audits and compliance reviews.
• Knowledge of federal and state financial regulations.
• Knowledge of accounting and accounts receivable principles, methodology, and practices, as well as cash management principles, systems, procedures, and standards.
• Current knowledge of financial aid regulations, alternative lending, fair credit, and collections laws.
• Advanced understanding of Banner Student Accounts Receivable; working knowledge of Banner Financial Aid and Banner Student (Registration).
• Ability to communicate effectively, both orally and in writing; define problems, collect data, establish facts, and draw valid conclusions.
• Demonstrated ability to provide outstanding customer service and navigate challenging situations.
• Strong organizational, analytical, and problem-solving skills with attention to accuracy and compliance.
• Ability to handle sensitive and confidential data with discretion and integrity.
• Ability to establish and maintain positive and effective working relationships with students, college employees, and the public.