Student Account Advisor

Posting Details

Job Title Student Account Advisor Posting Number S873P Classification Title

The primary purpose of this position is to provide high-level customer service by providing general information, and assistance for walk-ins, and incoming phone calls, and to assist the Student Accounts Counselors by performing the following duties:

Essential Duties and Responsibilities

1. Present a positive and supportive image of California Baptist University.
2. Understanding of services provided by the following offices: Admissions, Registrar, Advising, Financial Aid, Student Accounts, Campus Services, Residence Life, Student Services, and Office of Mobilization.
3. Understanding of Veteran Affairs, Department of Rehabilitation, and ROTC programs.
4. Assist students through the payment process each semester by:
 Counseling students and parents regarding their financial obligation to the University;
 Informing them of the University’s payment options.
5. Respond to general student account inquiries made in person, by email, or by phone
6. Send welcome correspondence to all new students.
7. Handle Tuition and Fee Agreement data entry and correspondence.
8. Receive payments at front desk.
9. Issue book vouchers to eligible students.
10. Respond to readmit, transcript, and diploma clearance requests.
11. Place and remove student account holds.
12. Assist counselors with monitoring monthly payment plans.
13. Manage student account holds.
14. Manage returned mail/address changes.
15. Maintain student files and correspondence.

Supervisory Responsibilities

This position could be responsible for assigning work and/or giving direction to part time Student Workers, in order to complete office work assignments.

Other Knowledge Skills and Abilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
 Ability to use independent judgment, and to manage and impart confidential information.
 Skill in the use of personal computers and related software applications.
 Through knowledge of: Business English and arithmetic; general office methods, procedures and practices.
 Ability to read and write at a level appropriate to the duties of the position.
 Ability to gather data, compile information, and prepare reports.
 Strong organizational skills and detail oriented.
 Excellent telephone courtesy, knowledge and experience.
 Strong interpersonal and communication skills, and the ability to work effectively with a diverse faculty, staff and student body.

Education and/or Experience

Bachelor’s degree from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

Open Date 02/19/2021 Remove from Web Open Until Filled Yes Special Instructions to Applicants Nondiscrimination Statement

State and Federal law permit California Baptist University to discriminate on the basis of religion in order to fulfill its purpose. The University does not discriminate contrary to either State or Federal law.

Quick Link to Posting Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Are you a Christian?
    • Yes
    • No
  2. * Do you attend church regularly?
    • Yes
    • No
  3. If no, please explain (required):

    (Open Ended Question)

  4. * Are you both familiar with and not in conflict with the fundamental doctrines and practices of the California Southern Baptist Convention as stated in the Baptist Faith and Message dated June 14, 2000? (Please see above link for more information)
    • Yes (I am familiar and not in conflict)
    • No (I am in conflict or not familiar)
Applicant Documents
Required Documents Optional Documents
  1. Resume
  2. Cover Letter
  3. Other Document
  4. Other Document 2
  5. Other Document 3

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