Student Account Specialist – Marion Campus (Grant County)

The Student Account Specialist serves as a key member of the Marion Campus Bursar Office, providing student account support, cashiering services, and frontline customer service to students, faculty, staff, and external partners. Serving as the primary point of contact for the office, this position is highly service-focused and responsible for managing student account inquiries, processing payments, maintaining accurate financial records, and supporting daily office operations.

This role ensures student account transactions are processed accurately and timely, revenue is properly recorded, and college policies and procedures are consistently followed. The Student Account Specialist collaborates closely with the Directors, Bursar Office staff, Financial Aid, Registrar, Academic Affairs, and other campus departments to support student success and maintain compliance with institutional and regulatory requirements.

Due to the sensitive nature of student and financial information, confidentiality, professionalism, and discretion are essential.

This position pays $15.00 per hour.

Key Responsibilities

Student Account Management & Customer Service

• Serve as the primary point of contact for student account inquiries, providing professional, accurate, and timely assistance to students, families, faculty, staff, and external partners through phone, email, and in-person interactions.
• Welcome and assist students, faculty, staff, and campus visitors while maintaining a positive customer service experience.
• Explain tuition and fee charges, billing statements, account activity, payment options, refund processes, and the impact of financial aid on student accounts.
• Assist students with online account management processes, including payments, refunds, payment plans, and account access.
• Support students with Touchnet payment plans, BankMobile refund preferences, and related account questions.
• Research, analyze, and resolve student account issues, including billing discrepancies, payment concerns, financial aid-related questions, and account exceptions.
• Review and manage student account holds, placing or releasing holds in accordance with institutional policies and procedures.
• Conduct proactive outreach to students regarding account balances, payment deadlines, non-paid status, pre-collection activity, and other account-related requirements.
• Serve as the primary contact for outreach efforts related to non-paid status, past-due balances, and pre-collection activities prior to and throughout the academic term.

Cashiering & Payment Processing

• Receive, process, and accurately record tuition, fee, transcript, and other college-related payments through approved college systems.
• Process payments received in person, online, and through the mail, ensuring timely application to student accounts.
• Prepare and distribute Clover payment invoices and accurately apply payments to student accounts.
• Process account adjustments related to approved drop/add activity and other authorized account transactions.
• Create, monitor, and follow up on payment plans to support timely student payments.
• Research and resolve returned ACH transactions, non-sufficient funds (NSF) payments, missing payments, and related account issues.
• Process BankMobile timeout transactions and other refund-related exceptions as necessary.
• Research and coordinate resolution of returned refunds, stale-dated checks, and outstanding refund transactions.
• Ensure all transactions are processed accurately and in compliance with institutional policies and procedures.

Cash Handling & Reconciliation

• Balance and maintain assigned cash drawers in accordance with college cash-handling policies and internal control requirements.
• Reconcile daily cashiering activity, cash drawers, and transaction reports, researching and correcting discrepancies prior to finalizing reports.
• Prepare daily deposits and maintain all required supporting documentation.
• Complete daily deposit reconciliations and reporting within Banner, Workday, and other applicable systems.
• Ensure compliance with cash management procedures, audit requirements, and established internal controls.
• Maintain accurate records supporting all cashiering and reconciliation activities.

Account Monitoring, Reporting & Compliance

• Review daily refund reports, MC Hold reports, account exception reports, and other operational reports to identify and resolve issues in a timely manner.
• Process non-payment reporting and assist with related student account follow-up activities.
• Research and resolve account discrepancies, escalating complex issues when appropriate.
• Maintain accurate student account records and ensure