Student Accounts Assistant

Primary Responsibilities

• Student Accounts Receivable Outreach
  • Conduct phone, email, Zoom meetings, and other appropriate outreach to students regarding overdue or outstanding account balances.
  • Communicate account information clearly, professionally, and respectfully while maintaining confidentiality.
  • Explain payment expectations, billing information, available payment options, and applicable institutional policies and procedures.
  • Document outreach efforts, student interactions, and account notes accurately in the applicable student information or accounts receivable systems.
  • Follow established escalation procedures for complex, sensitive, or unresolved account matters.
  • Coordinate with other campus offices, as appropriate, to help resolve student account questions and barriers to payment.
• Customer Service and Front-Line Support
  • Provide customer service coverage by phone, email, and in person, as assigned.
  • Respond to student, parent, staff, and other customer inquiries in a timely and courteous manner.
  • Conduct outreach for overdue student accounts.
  • Research and resolve routine questions related to tuition, fees, payments, credits, refunds, holds, and account activity.
  • Refer inquiries requiring specialized knowledge or authorization to the appropriate staff member.
  • Maintain a professional, welcoming, and student-centered service environment.
• Administrative Functions
  • Assist with routine data entry, account updates, payment processing support, document preparation, filing, scanning, and record maintenance.
  • Review student accounts charges for accuracy and reach out to other departments if needed for resolution.
  • Review account and billing information for accuracy and identify discrepancies or items requiring follow-up.
  • Support the preparation of reports, correspondence, spreadsheets, and other departmental materials.
  • Assist with departmental projects, process improvements, and periodic operational activities.
  • Maintain organized and accurate electronic and paper records in accordance with institutional policies.
  • Perform other related duties as assigned.

Minimum Required Qualifications

• Associate degree or relevant college coursework.
• Bachelor's degree or equivalent combination of education and experience.
• Previous experience in customer service, accounts receivable, office administration, higher education, or a related field.
• Strong written and verbal communication skills.
• Demonstrated ability to provide professional and responsive customer service.
• Strong attention to detail and accuracy.
• Ability to handle confidential information with discretion.
• Proficiency with Microsoft Office or comparable office productivity applications.
• Ability to organize work, manage competing priorities, and meet deadlines independently.

Preferred Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Experience working with student accounts, billing, collections, accounts receivable, or financial services.
• Experience with student information systems, customer relationship management systems, or accounting software.
• Experience conducting payment reminder or overdue balance outreach.
• Experience with use of PeopleSoft, Workday, and/or TouchNet a plus.
• Familiarity with higher education policies and practices.

Knowledge, Skills, and Abilities

• Ability to communicate financial information clearly to individuals with varying levels of financial knowledge.
• Ability to remain courteous, calm, and solutions-oriented when handling sensitive or difficult conversations.
• Ability to maintain accurate records and follow established procedures.
• Ability to work effectively both independently and as part of a team.
• Ability to exercise sound judgment and protect confidential student information.
• Commitment to providing equitable, respectful, and student-centered service.

Working Conditions

This is a temporary, 30-hour-per-week position for a period of two years. The position requires regular computer use, telephone and email communication, and occasional in-person interaction with students and other customers. Work may involve handling confidential financial and student information and conducting outreach regarding overdue balances.