Student Account Rep IV

Responsibilities

• Initiates and receives telephone and email inquiries on current, past due and delinquent student accounts.
• Analyzes account activity for problem identification, quantification and resolution.
• Analyzes student accounts for completion, accuracy, and timeliness of activity.
• Verifies, researches, analyzes and resolves complex discrepancies, disputes and payment conflicts.
• Serves as the primary contact for all students, parents, families, other university units and other outside, third parties concerning the status, activity and outstanding financial obligations to the university.
• Serves as primary resource for at least two functional activities, such as but not limited to, the study abroad program, third party payers, outside loans/scholarship processing, or graduate tuition award processing.
• Answers complex questions and recommends solutions for payment from students, parents, or other offices of the University.
• May also serve as a liaison for a discrete unit such as the Simon School or Eastman School of Music or for a specific program such as UR Tuition Benefits Program or Graduate Waivers.
• Posts entries to and reviews student accounts to ensure they are complete, accurate, and reflect the student’s financial responsibility to the University.
• Manages student account due dates for 3rd party payments and posts receipt of payments.
• Makes adjustments to accounts based on drop/add activity.
• Affords assessments and removes late fees.
• Orders refunds for students with credit balances, with particular attention to Title IV fund recipients to ensure federal compliance.
• Captures and coordinates the work to meet monthly student billing schedules.
• Performs complex cashiering and refund functions for student accounts and a variety of college units and programs following specific and discrete policies and procedures.
• Requires thorough knowledge of university billing and refund policies, institutional FERPA confidentiality regulations and Federal Title IV cash management regulations and University Finance policies/procedures and compliance regulations.
• Maintains monitoring and reporting on all student accounts as assigned.
• Researches and resolves discrepancies.
• Follows up on or reports on delays in payments, conflicts and delinquencies.
• Processes reimbursements for Travel and Conference reports and petty cash transactions, processes AMEX advances, and daily deposits from University departments.

Requirements

• Associate's degree and 3 years of related experience required
• Or equivalent combination of education and experience

Qualifications

• Experience in a customer service environment preferred