Student Account Representative

 

GENERAL OBJECTIVES:

• Student Success Focus: Actively support student success by providing clear, accurate, and timely information about account balances, payment options, and financial policies.
• Collaboration and Communication: Partner with campus departments like Financial Aid, Registrar, Residence Life, and Student Affairs to streamline processes and improve the student experience.
• Innovation and Efficiency: Identify opportunities to enhance payment processes through innovative tools and improved workflows.

 

QUALIFICATIONS:

• Ability to work with numbers, calculations, and percentages. Strong financial management experience. Basic knowledge of accounting, including general ledger activities.
• Highly developed customer service skills to deal with students, parents, collection agencies, and university personnel. Superior communication and conflict resolution skills.
• Experience comfortably and accurately handling large amounts of money. Cash-teller experience preferred.
• Coordination and managerial skills to work closely with the Registrar, Financial Aid, and other offices on various tasks.
• Strong computer skills. Mastery of MS Office, specifically Excel. Colleague Experience. Computer proficiency, 10-key, faxing and multi-phone line ability.
• Ability to multi-task in a short amount of time with impending deadlines.
• Desire to attain ownership in your individual responsibilities and the activities of their entire Can develop strategic goals independently and with support from management.

 

 SPECIFIC RESPONSIBILITIES: 

 

Student Accounts

• Accept and process payments from students and various other sources of income.
• Conduct audits on student accounts and adjust to ensure compliance with institutional policies.
• Assist with registration by calculating and establishing payment plans, including installment agreements, and enrolling students in selected plans.
• Verify and clear diplomas for eligible graduating students.
• Generate reports to track and post scholarships, federal and private loans, and manual entries.
• Apply miscellaneous charges, including library fines, textbooks, and parking fees.
• Provide support to new students and their families during New Patriot Orientation (NPO) from May to August.
• Process and record departmental deposits from areas like the Mail Room, Business Office, and Athletics.
• Monitor accounts for overdue balances and communicate with students regarding late payments.
• Retrieve and review spreadsheets to validate account balances, payment schedules, and enrollment details.
• Update student information such as Social Security numbers, addresses, and phone numbers through collaboration with the Registrar's Office.
• Meet with students to establish payment arrangements and resolve account issues.
• Collaborate with departments like Corporate Education, International Office, Graduate Office, Registrar, and Residence Life to manage receivables.
• Apply appropriate coding to accounts for query execution in Colleague.
• Adjust accounts to reflect approved registration appeals.
• Process returned checks according to established protocols.
• Reallocate payments as necessary to reflect accurate account activity.
• Prepare, post, and reconcile daily cash and batch reports.
• Assemble and distribute cash boxes for campus events and functions.
• Administer student health insurance processes, including enrollments, waivers, and communication with AHP regarding policy concerns.
• Build and sustain positive relationships with students, staff, and faculty through respectful and uplifting interactions.
• Oversee cashier emails.
• Assist director with back deletion emails by updating notes and accounts. Oversee cash advance emails, post in spreadsheet and keep director informed with upcoming cash advances.
• Oversee the daily book charges/refunds, save to master spreadsheet, print and distribute to student workers, oversee errors entered.
• Other task