Student Account Specialist

This position maintains all student financial records and ensures all tasks are completed timely and in compliance with current internal and external regulations. This position 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.

• Audits student accounts to identify and calculate necessary adjustments, Title IV funding returns, credit refunds, and balances that need to be collected.
• Invoices students and/or third parties for balances due and monitor status of pending payments.
• Collects payments and records in student database,
• Communicates with Financial Aid Officer(s) on student accounts,
• Meets with students to discuss account changes and financial obligations.
• Other responsibilities may include processing payment plans, creating third-party invoices, monitoring uncashed/escheated checks, miscellaneous data entry, and other tasks as required.

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.

Knowledge, Ability and Skill :

• Working knowledge of Microsoft Office applications, predominantly Excel
• Excellent ethical conduct, customer service, thoroughness, time management, and interpersonal skills
• Ability to maintain confidentiality of student accounts and related documents

Qualifications

Education, Training and Experience :

• Associate’s degree (Bachelor’s degree preferred).
• 2 years relevant experience in a bursar office or business office setting 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

(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.)