Student Account Specialist

The mission of Goodwin University is to educate a diverse student population in a dynamic environment that aligns education, commerce, and community. Our innovative programs of study prepare students for professional careers while promoting lifelong learning and civic responsibility. As a nurturing university community, we challenge students, faculty, staff, and administration to fully realize their highest academic, professional, and personal potential.

Position Description Summary/Purpose :

This position maintains all student financial records and ensures all tasks are completed timely and in compliance with current internal and external regulations. The Student Account Specialist also actively communicates with students via phone/email/in-person appointments to deliver exceptional customer service.

Essential Job Functions/Primary Responsibilities :

(The essential functions or duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.)

• Audit student accounts to identify and calculate necessary adjustments, Title IV funding returns, credit refunds, and balances that need to be collected
• Invoice students for balances due and monitor status of pending payments
• Collect payments and record in student database
• Communicate with Financial Aid Officer(s) and Admissions Officer(s) regarding student accounts
• Communicate with students to discuss their account and financial obligations
• Process and monitor payment plans
• Ad hoc assignments as required by management

Other Functions

• Performs similar or related work as required, directed or as situation dictates.
• Continues professional development and training; keeps current with trends.
• Assists other department staff as needed to promote a team effort.
• Conducts all work in a safe manner and ensures all work safety practices are followed.

Knowledge, Ability and Skill :

• Excellent interpersonal, customer service, organizational, time management, and communication skills with a particular attention to detail
• Must be willing to work in a fast-paced environment and be capable of working independently as well as working in conjunction with others to foster a team-oriented environment
• Proficient in Microsoft Outlook and Excel
• Ability to maintain confidentiality of student accounts and related documents

Qualifications

Education, Training and Experience :

• Associate’s degree (Bachelor’s degree preferred)
• Minimum of 2 years relevant prior work experience preferred
• Knowledge of Sonis & Colleague/Ellucian student account database preferred

Physical and Mental Requirements :



Work Environment None Under 1/3 1/3 to 2/3 Over 2/3 Outdoor Weather Conditions X Work with fumes or airborne particles X Work near moving mechanical parts X Risk of electrical shock X Vibration X



Physical Activity None Under 1/3 1/3 to 2/3 Over 2/3 Standing X Walking X Sitting X Talking & Hearing X Using hands/fingers to handle/feel X Climbing or balancing X Bending, pulling, pushing X Driving X



Lifting Requirements None Under 1/3 1/3 to 2/3 Over 2/3 Up to 10 pounds X Up to 25 pounds X Up to 50 pounds X Up to 75 pounds X Up to 100 pounds X Over 100 pounds X

Vision Requirements:

X Close vision (i.e. clear vision at 20 inches or less)

Distance vision (i.e. clear vision at 20 feet or more)

Color vision (i.e. ability to identify and distinguish colors)

Peripheral vision (i.e. ability to observe an area that can be seen up and down or

left and right while the eyes are fixed on a given point)

Depth perception (i.e. three-dimensional vision, ability to judge distances and

spatial relationships)

___ No special vision requirements

Full-Time Employee Benefits:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Pet Insurance
• 401k employer match
• Employee & dependent life insurance
• Great tuition benefits for employee, spouse & dependents
• PTO program
• Flexible work schedules

(This job description does not constitute an employment agreement between the employer and employee. It is used as a guide for personnel actions and is subject to change by the employer as the needs of the employer and requirements of the job change.)