Student Account Specialist

Job Responsibilities

• Process student account transactions
• Operate student accounting processes in the Ellucian Banner software, including billings, deposits, scholarships, finance charges, holds, payment plans, refunds, electronic data transfers to and from 3rd parties and other departments.
• Cashier student account payments and other university receivables as assigned.
• Maintain accuracy of the student account ledger.
• Investigate and resolve billing concerns identified with internal audit procedures when necessary.
• Process student status changes for student leaves and withdrawals.
• Cook with Admissions and International Student Services to ensure accurate billing for international exchange students and scholars.
• Work with Off-Campus Programs to ensure accurate charges/refunds for study abroad programs.
• Reconcile and code invoices when received.
• Provide excellent customer service.
• Create and publish monthly student statements through Transact, and monitor monthly payment plans in Transact.
• Answer inquiries and resolve concerns regarding student account issues.
• Aid students and families to understand student account charges and payment options.
• Collaborate regularly with offices such as Financial Aid, Registrar, dining services and Student Life to make Student Information System operations as seamless as possible for students.
• Identify and recommend improvements to policies and procedures related to student accounts that could improve clarity, efficiency, equity, and/or reduce obstacles to student retention, persistence, and progress toward graduation.
• Send federal loan notification letters as required under Title IV Regulations.
• Ensure correct permissions are set up for parents and students in regards to FERPA regulations.

Knowledge And Skills Required

• Excellent customer service skills.
• Ability to effectively and professionally communicate orally and in writing with diverse populations.
• Ability to organize work flow, balance multiple tasks, and meet deadlines.
• Ability to maintain a high degree of accuracy with paper and electronically imaged files.
• Strong analytical skills with outstanding attention to detail.
• Equity-minded, problem-solving approach.
• Ability to work both independently utilizing various resources and in a team environment.
• Ability to maintain confidentiality of information with strong integrity and ethics.
• Knowledge of basic accounting for accounts receivables.

Required Qualifications

• Associate Degree in related field or substantial experience in a similar position.
• At least one year accounting or related experience.
• Possess proficient computer skills, including advanced experience in the Microsoft Suite.
• Previous Higher Education experience welcomed.
• Experience in ERP systems preferred.