Student Account Specialist

Primary Accountabilities:

The Student Account Specialist processes financial transactions for student accounts and deposits for college departments. The Specialist assists the CFO in the transaction process, report generation, and accounting procedures related to the management of student accounts. 

Primary Responsibilities:

• Process customer payments.
• Assist students with account transactions and past due balances.
• Works with students to establish payment plans.
• Assists CFO in generation of tuition and fee charges to student accounts.
• Generates and distributes student statements on a recurring basis.
• Assists with maintaining military education benefits records.
• Assists active and/or prospective students with financial aid questions and processes.
• Monitors accounts receivable balances monthly.
• Manages collection activities, including in-house recordkeeping for third party agencies.
• Verifies and reconciles daily receipts for accuracy.
• Ensures that student account information and reporting is accurate, complete, and consistent.
• Reviews, analyzes and updates the student refund report as needed. 
• Assists with reconciling outside agency and scholarship accounts.
• Prepares invoices as required.
• Conducts presentations at program orientations as required.
• Assists with college events.
• Collaborates with the Business Office and/or the Office of Financial Aid on student concerns and works towards resolution.
• Assists Business Office with 1098-T processing.
• Performs other duties as assigned by the CFO/Administration.

Qualifications

• Associate Degree in Business, Accounting or related field, preferred.
• A minimum of one (1) year related experience preferred.
• Ability to work in a fast-paced environment.
• Ability to meet strict deadlines.
• Demonstrated customer service experience.
• Strong attention to detail and well-developed analytical skills to assist with account reconciliation and other accounting tasks.
• Willingness to make decisions as necessary and appropriate in accordance with established policies and procedures.
• Ability to work independently, as well as in a team environment.
• Strong computer and word processing skills, in particular experience with database systems and computer applications, specifically Microsoft Office.
• Strong interpersonal verbal and written communication skills, including public speaking and ability to present the college in a positive way.
• Ability to work with individuals from diverse backgrounds.
• Ability to organize, multi-task, plan and set priorities with minimal supervision.
• Demonstrated poise, tact and diplomacy with the ability to handle sensitive and confidential information and situations.
• Ability to define problems, collect data, establish facts and draw conclusions.

Physical Demands

• Ability to sit for extended periods of time.
• Ability to read computer screens and print documents, email, and communicate effectively on the phone and in person.
• Ability to lift and move up to twenty-five (25) lbs.
• Ability to work occasional evenings and attend events as required.

Work Environment

• Professional and deadline-oriented environment in an educational setting.
• Regular Interaction with students, staff, and guests.