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Assistant Director of Student Financial Services

Employer
St. Lawrence University
Location
New York, United States
Salary
Competitive Salary
Date posted
May 2, 2022

Under the supervision of the Director of Student Financial Services, the Assistant Director will manage the billing and collection of student revenues, advise and assist students and families in understanding the financial requirements and resources associated with attendance, and ensure the accuracy of accounting and reporting of such transactions.

Primary Duties/Responsibilities

  • Assist in managing the staff of the Student Financial Services Office to ensure St. Lawrence students/families receive accurate and timely financial information, excellent customer service, and support for completing required tasks to meet financial obligations of attendance. Supervise the Student Financial Services office and serve as backup in absence of the Director.
  • Manage the student billing process, which requires posting of all charges and working with our service provider (Transact) for online billing and collections. Provide directions and trouble shoot issues regarding the student billing process.
  • Educate and communicate with students and their families regarding the cost of attendance at St. Lawrence University and the associated financial obligations. This involves drafting and updating information in publications, preparing mailings to students and families, communicating with students/families calling or visiting the office.
  • Assist and counsel students and families having difficulty meeting their financial obligations to the university by referring them to options such as monthly payment plan and student loans. Send letters of administrative withdrawal to students and families with past due balances, determine appropriate resolution of past due balances within university guidelines.
  • Oversee the relationship with CBORD in respect to the university’s card system and online access to the Community Wide Account portion, respectively. Work with Dining Services, IT, Business Office and other departments to ensure the university is using the CBORD system as accurately and effectively as possible.
  • Administer pre-paid tuition plans, which involve preparing and reviewing printed letters to families inquiring about the pre-paid tuition option and reconciling the general ledger account.
  • Administer the billing and waiver process for the tuition insurance refund plan which involves preparing and reviewing printed communications to families regarding the insurance program and requirements, responding to questions and inquiries regarding the cost, coverage, requirements for the insurance, reconciling the insurance ledger account, and communicating with the provider on issues pertaining to Tuition insurance.
  • Complete and submit required reporting for student aid to various governmental agencies such as ROTC, VESID, VSAC and VA.
  • Perform student account updates upon student status changes (including but not limited to leave of absence and withdrawals). Work with the Financial Aid office on Title IV Return of Funds and maintain tuition liability schedule.
  • Administer calendar year end reporting obligations for 1098-T tax forms. This involves interpreting tax law regarding reporting requirements, working with IT and the service provider to transmit correct data and reviewing completed forms, answering questions from students and families regarding the tax forms and providing basic information pertaining to tax credits for tuition. The position also works with Canadian students and families to complete the Canadian tax form TL11A upon request.  
  • Assist the Director with annual financial audit of revenues and receivables. This requires preparation of work papers and lead schedules, answering questions, and completing preliminary testing. 
  • Manage requests for ad hoc queries, reports and statistics regarding student accounts to the campus community as requested for Student Financial Services.
  • Communicate with other departments such as Information Technology, Residential Life, Financial Aid, Security, Health Center and Registrar on all issues pertinent to student accounts.

Minimum Qualifications

  • Bachelor’s degree and two years of relevant experience.
  • Must possess superior customer service skills.

*Exceptions to these minimum qualifications may be made for candidates with unique credentials, which may include those listed under the “ideal qualifications.”

Ideal Qualifications

  • Knowledge and experience with Ellucian’s Colleague or similar ERP system.
  • Experience working in higher education or other non-profit industry.
  • Experience with accounts receivable, billing, and collections.
  • Strong technology skills and experience using technology to find efficiencies and improve service delivery.
  • Proficiency in Microsoft Word, Outlook, and Excel.
  • Strong communication skills, both written and verbal.
  • Demonstrated ability to work independently and as part of a team supporting others.
  • Strong prioritization skills to consistently meet deadlines.
  • Ability to exercise good judgment and decision making within assigned authority.
  • Excellent organizational skills.

Interested applicants must apply online at http://employment.stlawu.edu uploading all required materials which are defined in the “special instructions to applicant” section.  Review of applications will begin immediately and continue until the position is filled. Questions about the position may be directed to Heather teRiele, Director of Student Financial Services, at hteriele@stlawu.edu.

All offers of employment are contingent upon the finalist successfully passing a background (including criminal records) check.

Located at 23 Romoda Drive, Canton, NY, St. Lawrence University is a coeducational, private, independent liberal arts institution of about 2,400 students from more than 40 states and 40 nations. The educational opportunities at St. Lawrence inspire students and prepare them to be critical and creative thinkers, to find a compass for their lives and careers, and to pursue knowledge and understanding for the benefit of themselves, humanity and the planet. Through its focus on active engagement with ideas in and beyond the classroom, a St. Lawrence education leads students to make connections that transform lives and communities, from the local to the global.

The University is committed to and seeks diversity among its faculty, staff and students. Such a commitment ensures an atmosphere that is diverse and complex in ways that are intellectually and socially enriching for the entire campus community. Applications by members of all underrepresented groups, as well as from individuals with experience teaching or working in a multicultural environment, are encouraged. St. Lawrence University is an Equal Opportunity Employer.

For additional information about St. Lawrence, please visit http://www.stlawu.edu.

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