Assistant Director for Student Accounts

Washington, United States
Salary Not specified
Sep 28, 2020
Employment Level
Employment Type
Full Time

Assistant Director for Student Accounts
University of Puget Sound
Job ID: 5452
Full/Part Time: Full-Time
Regular/Temporary: Regular Staff Posting Details

Appointment: Regular, full time (1.0 FTE).

Position Summary: Reporting to the Director for Student Accounts, the Assistant Director for Student Accounts is responsible for operational management and subject matter expertise for the student accounts area including billing, collections, student and parent loans, financial reporting and student financials information technologies. This position will maintain a comprehensive knowledge of student billing and collection principles, processes, Title IV regulations and best practices to ensure the accurate and timely processing of student charges, payments and refunds. The Assistant Director will provide consultancy services to students and families regarding tuition and fee billings, payment, payment plans and other financial arrangements in accordance with existing policies, and will take an active role in ensuring policy compliance across the student accounts team. The position will be partner with the Director for Student Accounts in recommending and developing innovations that improve accounts receivable systems and business processes.

Essential Job Functions and Responsibilities:
  1. Provide primary assistance to the Director for ensuring the day-to-day operations of the student accounts receivable operation, including support for three additional full time professional staff, to ensure accuracy, efficiency and effectiveness in operations while maintaining the mission and goals of the University. Provides direction to other staff as needed to meet the goals and objectives of the department.
  2. The Assistant Director is the functional expert and liaison in the administration of the PeopleSoft Student ERP system and the 3rd party electronic billing/payment system (Global Payment Solutions TouchNet).
  3. Facilitates technology system changes and participates in patch testing of upgrades and/or enhancements. This position must have a thorough understanding and be able to troubleshoot accounts receivables for the application of payments, internal system processes, tuition and fee calculations and coordination with third party systems.
  4. Assists in maintaining accounting systems and records for federal financial aid programs to ensure compliance with Title IV cash disbursements, federal program cash management rules, refund regulations and reporting requirements. The Assistant Director will perform the requested research to ensure compliance with state, federal, university and electronic commerce regulation procedures.
  5. Assists to ensure proper receipting to the general ledger and allocation of revenues. Monitors the collection of student accounts and works with SF team to ensure timely collection of receivable balances. Complete and/or reviews student withdrawal calculations in a timely manner for proper calculation of refunds and returns of Title IV funds and/or return of student funds for overpayments and refunds.
  6. Supports the Director in the annual reporting of qualified educational charges and scholarship/grants for each student in compliance with IRS regulations on Federal Form 1098-T.
  7. Serves as primary back up to Sr. Coordinator with Perkins Loan repayment inquiries and works closely with third party loan servicer (Heartland/ECSI) and collection agencies to assist borrowers in repayment.
  8. Work closely with the Admissions and Student Financial Services staff in educating/assisting students and families to develop sound planning for financing a Puget Sound education. Participates in cross training efforts across the student financial services team to ensure seamless support for students and families in matters pertaining to student finance at Puget Sound.
  9. Creates and maintains policy and procedure manuals and training presentations as well as provides training both within the office and campus wide on topics related to navigation of the student account receivable systems, financial literacy programs and student loan default prevention programs.
  10. In support of the Director for Student Accounts, recommends and formulates policies and procedures to ensure accountability
  11. Represents or acts as delegate for the Student Financial Services office as needed.
  12. Performs other related duties as assigned or requested.


  • Bachelor's degree required, emphasis in Accounting, Business Management, or related field desired. 3-5 years' of progressive accounts receivable and collections experience with preference for experience in higher education or a not-for-profit environment.
  • Proven ability working with complex ERP systems required. PeopleSoft experience a plus. Knowledge and skills to consistently serve as a technical resource within the department and to others.
  • Strong financial management experience. Ability to review and recommend professional training opportunities for Student Accounts staff.
  • Extensive knowledge of federal, state and institutional financial aid policies and regulations highly desired.
  • Excellent oral and written communication skills, superior interpersonal skills.
  • Ability to recognize complex and unique issues and develop recommendations, independently or as part of a team, for management resolution in a clear, concise and organized manner. Ability to provide conclusions and recommendations that are based on professional knowledge and judgment.
  • Proven ability to plan and execute within larger organizational priorities and communicate effectively with a wide variety of people. Ability to exercise tact and discretion when handling confidential information and situations.
  • Ability to respectfully work, communicate and provide leadership within a diverse campus community

Compensation and Benefits: Decisions about starting salaries are made based on the extent and relatedness of the candidate's education and experience and on internal equity and market considerations.

Puget Sound offers a generous benefits package. For more information, visit:

Application Deadline: Search and selection procedures will be closed when a sufficient number of qualified candidates have been identified.

Required Documents:
  • Resume
  • Letter of Interest

Applications submitted without the required attachments will not be considered. Interested individuals are encouraged to submit application materials no later than July 23, 2020 to ensure consideration.

All offers of employment are contingent on successful completion of a background inquiry and if applicable for the position, drug screen, physical test and functional assessment.

Diversity Statement:
  • We acknowledge the richness of commonalities and differences we share as a university community; the intrinsic worth of all who work and study here; that education is enhanced by investigation of and reflection upon multiple perspectives.
  • We aspire to create respect for and appreciation of all persons as a key characteristic of our campus community; to increase the diversity of all parts of our University community through commitment to diversity in our recruitment and retention efforts; to foster a spirit of openness to active engagement among all members of our campus community.
  • We act to achieve an environment that welcomes and supports diversity; to ensure full educational opportunity for all who teach and learn here; to prepare effectively citizen-leaders for a pluralistic world.

Puget Sound is committed to an environment that welcomes and supports diversity. We seek diversity of identity, thought, perspective, and background in our students, faculty, and staff. To learn more please visit:

The University of Puget Sound is an equal opportunity employer.

How to Apply
For complete job description and application instructions, visit:

About Puget Sound
Puget Sound is a selective national liberal arts college in Tacoma, Washington, drawing 2,600 students from 48 states and 20 countries. Puget Sound graduates include Rhodes and Fulbright scholars, notables in the arts and culture, entrepreneurs and elected officials, and leaders in business and finance locally and throughout the world. A low student-faculty ratio provides Puget Sound students with personal attention from faculty who have a strong commitment to teaching and offer 1,200 courses each year in more than 40 traditional and interdisciplinary fields, including graduate programs in occupational and physical therapy and in education. Puget Sound is the only nationally ranked independent undergraduate liberal arts college in Western Washington, and one of just five independent colleges in the Pacific Northwest granted a charter by Phi Beta Kappa, the nation’s most prestigious academic honorary society. Visit "About Puget Sound" ( to learn more about the college.

As a strategic goal and through our core values, University of Puget Sound is committed to an environment that welcomes and supports diversity. We seek diversity of identity, thought, perspective, and background in our students, faculty, and staff. EOE/AA