Student Account Counselor

Summary Of Responsibilities

• Serve as a primary point of contact for students and families regarding account-related inquiries and provide timely, accurate customer service.
• Assist students with enrollment and participation in institutional payment plan programs.
• Process cash, check, and electronic payment transactions and ensure accurate posting to student, faculty, and staff accounts.
• Maintain accurate student account records, ensuring accuracy and confidentiality of financial information.
• Collaborate with Financial Aid, Admissions, and other campus departments to ensure accurate account processing and support student enrollment and retention efforts.
• Administer and maintain student account records, ensuring accuracy and confidentiality of financial information.
• Prepare and process daily bank deposits using approved banking systems and procedures.
• Monitor student accounts and communicate with students regarding outstanding balances, payment deadlines, and account resolution options.
• Aid in the development and distribution of student account publications, billing information, payment plan materials, and related communications.

Essential Functions

• Assist students and their families regarding student account policies, billing procedures, payment options, payment plans, and account balances.
• Support enrollment initiatives while ensuring compliance with institutional policies and procedures.
• Assist with collection activities, including phone calls, emails, notices, and payment arrangements, in accordance with institutional policies.
• Prepare and process daily bank deposits using approved banking systems and procedures.
• Maintain knowledge of applicable federal, state, and institutional regulations governing student accounts, billing, payment processing, collections, and tax reporting.
• Assist in the development and distribution of student account publications, billing information, payment plan materials, and related communications.

Education, Experience And Skills Required

• Bachelor’s degree from an accredited institution or three years of progressive customer service experience.
• Excellent written and verbal communication and organizational skills.
• The ability to work both individually and in a team environment.
• Some evening and weekend work and out-of-town work may be required.
• Possess a thorough knowledge and understanding of Schreiner University.

Additional Qualifications

• A minimum of two years of experience in student accounts, bursar operations, cashiering, billing, collections, or a related higher education business office function preferred.
• Ability to perform several tasks concurrently with ease and professionalism.
• Strong customer service, communication, and interpersonal skills.
• Familiarity and experience with general office equipment.