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Student Accounts Program Assistant

Employer
University of Puget Sound
Location
Washington, United States
Salary
Salary Not specified
Date posted
Nov 4, 2021

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Student Accounts Program Assistant
University of Puget Sound
Job ID: 6169
Location: Student Financial Services
Full/Part Time: Full Time
Regular/Temporary: Regular

Staff Posting Details
Appointment: regular, full-time, (1.0 FTE)

Position Summary:

This position provides a wide range of administrative and organizational support for various business processes and programs within Student Financial Services; acts as the first point of contact for inquiries regarding student accounts, financial aid status and Federal Perkins Loan accounts, and performs productive and efficient collections for accounts receivable while maintaining our goodwill. The SA Program Assistant has primary responsibilities for processing disbursements of financial aid credit balances to students in accordance with regulatory compliance rules. To support these responsibilities, the SA Program Assistant must demonstrate exemplary customer service skills, have a complete understanding of the policies/ procedures in relation to student accounts and financial aid awarding rules, accurately process all funds received on behalf of the university, and maintain the highest level of data integrity in order to provide precise and accurate information to all constituents . Provides primary back up support to SFS Specialist in peak business periods. Supports Enrollment division recruitment and retention goals for broader institutional strategic initiatives.

Essential Job Functions and Responsibilities:

1. Accounts Receivable Collections (40%)
  • Works closely with SFS Specialist to support to Student Financial Services front-line customer service.
  • Analyze account activity of students within assigned caseload to assist with AR collection efforts for currently enrolled students and non-active students that maintain a past due balance.
  • Evaluate what communication and outreach action to take for all students that maintain an unsettled balance with the college or are behind on their monthly payment plan.
  • Advise students/families on determining all viable payment options for current and non-active students that maintain a past due balance. Make and monitor payment arrangements on accounts.
  • Manages the graduating student payment reminder process for those with a balance unpaid at the end of each semester prior to graduation.
  • Write off small balances (<$50) on accounts for those who have left or graduated

2. Daily Banking Reconciliation (20%)
    Reconcile TN ePayment totals to daily banking totals Adjust NSF and failed ePayments, contact families to resubmit payment Process same day payment cancellation requests from families submitting payments in error Ensure daily cashiering is processed with accuracy to the General Ledger for SFS, Dining Services, Finance and Bookstore.

3. Manage the refund of credit balances to students and families to ensure the refund is accurately calculated and processed in a timely manner. (20%)
  • Graduate Student refunds, parent PLUS Loan refunds, and refunds to undergraduate students
  • Refund all financial aid credit balances back to families at the end of each academic year
  • Contact graduated students with small credit balances to donate to the university

4. Reviews A/R transactions processed by the student information system that post to the General Ledger. (10%)
  • Reviews automated file loads of student AR transactions and manual transactions to the general ledger.
  • Ensures accuracy of charges and adjustments to student accounts as a result of enrollment changes Notifies families of updated account balance information resulting from transactions occurring after initial semester billing period (e.g. adjusted enrollment and/or added meal plans)

5. Perkins Loan Program Repayment Support (10%)
    Assist with processing of loan payments, AmeriCorps Forbearances, and cancellation and/or deferment requests received at Puget Sound in the third party loan management (SalNet) system. Provide reminders to students who have not completed Perkins Exit Loan Counseling (monthly), contact past due borrowers 60, 90, 120 days past due to get loans back in good standing

6. Performs other duties as assigned

Qualifications:
  • High school diploma and three years' experience in accounting, business management or equivalent work experience.
  • Work experience that demonstrates increasing levels of responsibility
  • Two years' work experience to include significant cash handling, financial or account analysis, public contact and customer service.
  • Personal computing competencies to include networks, Internet, Microsoft Word and Excel, email, shared files, printing.
  • Must have excellent organizational, analytical and communication skills, must maintain confidentiality, composure, and positive working relationships.
  • Must possess superior problem solving abilities and the ability to prioritize multiple tasks simultaneously.
  • Must work well with a diverse population and work independently yet harmoniously in a team environment.
  • Must be cooperative, patient and demonstrate diplomacy.
  • Ability to successfully 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: https://pugetsound.edu/human-resources/benefits

Application Deadline: Review of application materials will be immediately. 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.

All offers of employment are contingent on successful completion of all required background checks and if applicable for the position, drug screen, physical test and functional assessment. All new hires will be required to submit proof of COVID-19 vaccination or approved exemption.

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: https://pugetsound.edu/about-puget-sound-0/mission-core-values/institutional-equity-diversity

The University of Puget Sound is an equal opportunity employer.


How to Apply
For complete job description and application instructions, visit: www.pugetsound.edu/employment

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" (http://www.pugetsound.edu/about) 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





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