Student Accounts Specialist

Major Responsibilities

• Serve as a primary contact for student account inquiries, providing detailed guidance to students, faculty, staff, and external partners via phone, email, and in-person communication.
• Research, analyze, and resolve complex student account issues, including tuition, financial aid, and billing discrepancies.
• Explain billing statements, account activity, and financial aid impacts to students and families.
• Aid students with completing online processes related to payments, refunds, and account management.

Account Maintenance & Transactions

• Review and manage student account holds, including placing or releasing holds as appropriate.
• Create, monitor, and follow up on payment plans to ensure timely payments.
• Research and resolve returned refunds, stale-dated checks, and missing payments.
• Process account adjustments, refunds, and ensure proper reconciliation of accounts.
• Maintain accurate records and ensure compliance with institutional policies and procedures.

Cashiering & Reconciliation

• Perform daily cashiering functions, including payment processing and transcript payments.
• Reconcile daily cash drawers and prepare deposits with required documentation.
• Ensure all transactions are balanced and discrepancies are resolved promptly.

Billing, Invoicing & Third-Party Accounts

• Manage third-party and workforce billing, including contract setup, invoicing, and payment tracking.
• Review sponsor accounts for accuracy and follow up on outstanding balances.
• Process non-credit and workforce-related billing, vouchers, and claims.
• Ensure proper coding of revenue and cost centers within financial systems.

Account Analysis & Reporting

• Review credit balance reports and initiate refunds where appropriate.
• Reconcile student, agency, and program accounts to ensure accuracy and completeness.
• Monitor outstanding balances and communicate with students regarding payment obligations.

Compliance & Administrative Support

• Assist with audit preparation and ensure compliance with federal, state, and institutional regulations.
• Maintain organized and accurate electronic and physical filing systems.
• Support operational needs of the Bursar Office, including special programs and initiatives.

Minimum Requirements

• Associate’s degree in business, accounting, finance, or related field; or equivalent work experience.
• Experience with cash handling, account reconciliation, or financial transactions.
• Strong customer service, communication, and interpersonal skills.
• A high level of accuracy, attention to detail, and organizational ability.
• Ability to maintain confidentiality and handle sensitive information.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and general computer systems.

Preferred Qualifications

• Experience with student information or financial systems (e.g., Banner, Workday, Touchnet).
• Experience with third-party billing, workforce programs, or higher education finance operations.