Student Account Assistant

Title: Student Account Assistant

Division: Finance and Administration

Department: Business Office

FLSA Status: Non-Exempt

Salary Range: Grade 6: $14.34/hour

EEO Job Group: 5 E6

Position Summary

Serve as the initial point of contact for students, parents and third parties who contact the Bursar’s Office for assistance with billing and payment questions. Identify customer needs and link to appropriate resources within the Bursar’s Office and across the University.

Duties/Responsibilities 

• Provide customer service support to all customers including but not limited to students, parents, University employees, and third-party vendors. Review, analyze and communicate information regarding accounts as necessary to those inquiring. Discuss viable payment plan options with students to help them remain in good financial standing with the University. Document communication with student in Banner on the student account.
  
  
• Receive incoming calls through the Bursar’s Office hunt group. Identify customer needs, provide accurate account information and instruction on using TouchNet student account suite, and refer students to the correct department. Document communication in Banner Accounts Receivable.
  
  
• Communicate with third party payers either in person or on the phone regarding student accounts ensuring they have appropriate Authorized User status to discuss student account details in TouchNet for billing and 1098T documentation. Analyze the student account and advise the Authorized User on appropriate steps which need to be taken concerning their student’s account.
  
  
• Process payments during the same business day in which they were received, verifying that all payments are posted in an accurate manner to the appropriate student account, invoice, or FOAP.
  
  
• Collaborate with Financial Care Team (FCT) and Student Financial Success Center (SFSC) to assess students’ financial needs and to propose payment plan options that maximize cash collections and promote student retention and success.
  
  
• Coordinate student appointments for the Payments Coordinator and Bursar. Schedule appointments using the Bookings app for the Bursar’s Office for students who need further assistance.
  
  
• Assist Sr. Bursar Assistant with balancing cash drawers; investigating and identifying any discrepancies between the drawer and Banner AR as needed.
  
  
• Participate in outreach efforts coordinated by the Payments Coordinator by calling students regarding past due balances, payment options, and retention.
  
  
• Identify and evaluate supporting daily paperwork which needs to be scanned and indexed into Banner document imaging to ensure adequate document retention needs have been satisfied. Bursar Assistant will provide the scanned documents for use by the Accounting Office within the 60-day Bursar Office guidelines.
  
  
• Serve on two-person team for daily verification of monies in revolving fund when requested. Complete daily report according to Bursar Office Procedures.
  
  
• Adhere to the established internal control policies and procedures to safeguard the University assets and to ensure accounting records are accurate and complete.
  
  
• Provide reimbursement letters for students to present to their employers/sponsors.
  
  
• Maintain current knowledge of Family Educational Rights and Privacy Act (FERPA), Fair Debt Collection Practices, Truth in Lending Act, Payment Card Industry standards, applicable accounting standards, and other related regulations and policies. Participate in periodic staff training to ensure compliance and to promote accurate, consistent, and effective communication with customers.
  
  
• Other duties as assigned.

Required Knowledge and Skills

• High school diploma or equivalent required.
  
  
• Minimum of one year prior related office experience or one year related University level coursework required.
  
  
• Prior customer service experience required.
  
  
• Strong interpersonal skills including written and verbal communication required.
  
  
• Strong organizational skills required with ability to manage time and meet deadlines.
  
  
• Ability to make independent decisions.
  
  
• Demonstrated ability to calculate equations of addition, subtraction, multiplication, and division including interpreting percentages, fractions and decimals required.
  
  
• Knowledge of Microsoft Word, Microsoft Excel, and Microsoft Outlook required.
  
  
• Atten