Student Accounts Coordinator
Pepperdine UniversityAbout the role
The Student Accounts Coordinator’s primary responsibility is to deliver professional customer service to students regarding student accounts and related student issues and to maintain GSEP students’ accounts in accordance with the University established policies & federal regulations. In addition, the Student Accounts Coordinator serves as a member of GSEP’s Student Financials team and provides support to the Financial Aid and Student Services departments.
Duties
- Student Accounts Management
- Maintain student accounts data for GSEP students, which includes all school charges such as tuition & fees, and credits such as company reimbursement, payments, credited financial aid, and refunds.
- Establish appropriate payment plans for students per University policy.
- Maintain correspondence and documentation regarding student accounts upon request including: Returned Check letters, Award letters, Ten Day letters, promissory notes, re-negotiation letters, and statements/invoices.
- Apply and update service indicators (holds), including registration holds, on students' accounts per University policy.
- Conduct periodic audits and reviews to audit student accounts, payment plans, company reimbursement, hours enrolled vs. tuition charges.
- Receive and process payments from students.
- Process student refunds in a timely manner.
- Apply late fees and withdrawal fees as soon as they are applicable.
- Run tuition calculation when necessary to update students'' accounts.
- Student Support
- Interact with students in a professional manner and maintain confidentiality of students'' account information.
- Meet with students one-on-one to advise and answers questions about tuition charges, payment arrangements and policies.
- Respond promptly to student inquiries including: telephone calls, e-mails, letters, and walk-ins.
- Work proactively with the Financial Aid Office and Student Services Team to resolve student accounts issues and problems.
- Conduct research on students' account problems and maintain communication related to them with all involved parties.
- Present introductory information to new students and represent department at orientations.
- Assist supervisor with handling and resolving student grievances and appeals.
- Student Financials Team Support
- Provide daily support and assistance as needed to all members of the Student Services Team including: Financial Aid, Registration and Student Records.
- Actively participate in student financial services phone tree, answer calls, and respond to student inquiries and needs related to the Financial Aid and Student Accounts departments.
- Participate in teams, committees and other group activities, including: GSEP graduation ceremony activities and meetings with Director of Student Accounts and all Student Accounts personnel when requested.
- Uphold University mission through work performed.
- Perform other duties as assigned.
The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Skills and Qualifications
Required
- Bachelor’s degree.
- Experience with mainframe systems, data entry, and Microsoft Word and Excel.
- At least two years of general office experience, including customer service experience, preferably in a higher education environment.
- Strong customer service skills, with the ability to maintain professionalism and confidentiality when handling sensitive student information.
- Ability to analyze and integrate financial and other student information to assist with problem-solving and decision-making.
- Adaptability to current and emerging technologies, with a willingness to use technology for obtaining, processing, extracting, analyzing, and uploading student data for reporting.
- Proficiency in mainframe computer applications and personal computer operation, including word processing, spreadsheet, and database software.
- Strong organizational skills, with the ability to prioritize and balance multiple priorities and competing deadlines.
- Strong written and verbal communication skills to effectively communicate with students, faculty, and staff.
- Ability to enforce University policies and procedures.
- Capability to work independently, take initiative, and collaborate in a team-oriented environment.
- Strong troubleshooting and
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