Student Account Counselor

Employer: Wentworth Institute of Technology
Location: Boston, Massachusetts, United States
Salary: Competitive Salary
Date posted: Jul 29, 2024

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Position Type: Administrative, Business & Administrative Affairs, Financial Affairs, Student Affairs, Enrollment Management, Financial Aid, Other Student Affairs
Employment Type: Full Time

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Job Details
Company

Job Details

Job Description

Position Summary:

The Student Accounts Counselor is responsible for providing exceptional customer service to students, parents, sponsors, staff, and faculty; with the ability to confidently review and explain the student’s account and counsel on payment options and answer inquiries from student, staff and external parties.

Reporting directly to the Senior Associate Director of Student Accounts, the Student Account Counselor will keep accounts receivables current by ensuring timely and accurate recording of financial activity; responsible for reviewing financial transactions, billing, communication, refunding and collection efforts for the full time and part time undergraduate, graduate, and continuing education populations. Responsibilities include handling payments and applying receipts to student accounts, posting data and keeping accounting records for specific accounting functions as delegated.

Essential Functions:

Responsible for a student caseload
Reconcile and perform detailed analysis of student accounts and perform adjustments as necessary with accuracy and efficiency.
Responsible for account audits for withdrawals, refunding of a case load, counseling students and families on payment options.
Respond to inquiries and requests in a timely and accurate manner. Follow up and communicate frequently with students, parents, sponsors, and various college employees.
Initiate and execute pre collection protocol through written and telephone contact
Coordinate efforts with Admissions, Financial Aid, Registrar, etc. and represent the Student Accounts Office to ensure smooth transitions, efficient processes, and effective customer service.
Represent the Student Accounts Office within the Wentworth community, including Welcome Days, New Student Orientation, move in and serve on committees as required.
Respect and maintain confidentiality, parameters of operation, professional protocols, and individual privacy.
Strong customer service skills are required due to the daily one-on-one interaction with students in the office, via email, telephone and virtual meetings.
Performs miscellaneous job-related duties as assigned to support the goals of the Student Accounts Office.

Minimum Qualifications:

A bachelor’s degree and experience working in a financial services environment.
Knowledge of federal and college financial policies and procedures.
Knowledge of accounts receivable and collection principles, methodology, and practices.
Knowledge of customer service standards and procedures.
Familiarity with Microsoft Office software, and PC applications.

Preferred Qualifications:

Ellucian Banner experience.

Work Environment/Conditions:

This job operates in a professional office environment and a remote home office environment. After onboarding and training is complete, employees may be eligible for a hybrid schedule of at least two days in the office and three days working remotely within the Eastern Standard time zone. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
While performing the duties of this job, the employee is regularly required to talk or listen. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
Minimal travel is expected to attend training or conferences once or twice a year.

Knowledge/Skills/Abilities:

The criteria for evaluation in this position include, but are not limited to, the following:

Demonstrated knowledge and adherence to Wentworth’s policies and procedures, Wentworth’s vision, mission, goals, and core values, and contributions in support of those fundamentals
Demonstrated progressive knowledge/understanding of collections and loans
Maintains confidentiality and integrity regarding all matters of Wentworth
The quality of work product and work ethic demonstrated, including efforts to ensure excellent customer service
The level of professionalism, effective interactions, and working relationships with all stakeholders.
Attitude and attendance necessary to ensure positive and productive work environment

Inclusive Excellence at Wentworth
Wentworth Institute of Technology is committed to diversity, equity, and inclusion in all University programs and activities. The University does not discriminate based on race, color, national origin, sex, sexual orientation, religion, disability, age, genetic information, gender identity, veteran status or any other category protected by law. All qualified applicants will receive consideration.

To find out more about the Wentworth’s commitment to Diversity, Equity and Inclusion, please visit the website https://wit.edu/about/diversity .

All applicants have the right to accessibility support and accommodations. To request accessibility support or accommodations, contact the Executive Director of Equity and Compliance, Catlin Wells, at wellsc1@wit.edu .

Company

Wentworth Institute of Technology

Founded in 1904, Wentworth Institute of Technology provides a comprehensive, interdisciplinary, project-based educational experience. Under the guidance of caring faculty and staff, students develop into career-ready, skilled professionals and engaged citizens through an education that integrates classroom, laboratory, studio, cooperative, and experiential learning,

More than 60 labs and studios and 20 degrees are available through the Schools of Architecture and Design, Computing and Data Science, Engineering, Management, and Sciences and Humanities. Students can choose from both undergraduate and graduate degree programs, as well as a variety of certificate programs.

Wentworth aims to be a student-centered institution of inclusive excellence that embraces a culture of innovation and creativity; serves society through urban engagement; and fosters growth for local, regional, and national economies.

Our nearly 4,000 students are relentlessly curious, and their passion carries well beyond the lab. From robotics clubs to design collaborations, there is no shortage of opportunity for students to connect with others and challenge themselves in pursuit of a better tomorrow. Wentworth prioritizes students’ health and well-being and provides high-quality services, activities, programs, and opportunities to support their growth and transformation.

A Wentworth education equips graduates with a highly valued skillset. Students have the chance to complete a minimum of two cooperative learning (co-op) semesters during their four years of study, and approximately half of students receive a job offer from their co-op company prior to graduation. Ninety-five percent of the Class of 2021 were employed or in graduate school within six months of graduation.

Hands-on, future-focused, and career-ready—Wentworth is the University of Opportunity.

Wentworth Institute of Technology is a collaborative, mission-driven community of educators and professionals committed to excellence in ourselves and in the students we teach and support. As an equal opportunity employer, we are committed to continuing to develop a richly diverse faculty, staff, and student body.

There are a number of advantages to working at Wentworth. Among them:

Location. Wentworth is based in Boston’s historic Fenway area, a cultural center featuring numerous colleges, universities, hospitals, museums, galleries, restaurants, and cafes. The MBTA Green Line, Orange Line, and Commuter Rail are within walking distance (and we subsidize passes), and we provide affordable, on-site parking.
Career opportunities. We offer rewarding positions in areas such as the Division of Technology Services, Human Resources, Academic Affairs, Finance, Institutional Advancement, and others. There are also many opportunities for professional advancement.
Competitive salaries and benefits. Our benefits package includes comprehensive medical, dental, and pension plans; as well as generous holiday, vacation, and sick time.
Professional development opportunities. These include tuition reimbursement programs, and the ability to cross-register for courses, leadership programs, and professional development training at any of the other member institutions of the Colleges of the Fenway.
Wentworth is a member of Tuition Exchange, a reciprocal scholarship opportunity for the dependents of eligible faculty and staff at all 645+ member schools.
Discounts on arts and entertainment, including movie passes, Six Flags New England tickets, the Museum of Fine Arts, Isabella Stewart Gardner Museum, and more.
Access to the on-campus Schumann Fitness Center.
We are a member of MASCO, which offers a wide range of services including area planning and development, parking and transportation, collaborative purchasing, a call center, and child care.
We are a founding member of the New England Higher Education Recruitment Consortium (NEHERC), the region’s premier job board for faculty, staff, and academic executives, featuring over 2,700 current jobs from member colleges, universities, teaching hospitals, research institutes, and education-related not-for-profits.