Student Accounts Specialist
- Employer
- University of Puget Sound
- Location
- Washington, United States
- Salary
- Salary Not specified
- Date posted
- Jun 2, 2022
View more
- Position Type
- Administrative, Business & Administrative Affairs, Financial Affairs
- Employment Level
- Administrative
- Employment Type
- Full Time
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Student Accounts Specialist
University of Puget Sound
Job ID: 6621
Location: Student Financial Services
Full/Part Time: Full Time
Regular/Temporary: Regular
Staff Posting Details
Appointment: regular, full-time, (1.0) FTE.
Position Summary:
The Student Accounts Specialist plays a critical role in the Student Financial Services office and helps to shape the student experience at the University of Puget Sound. The position serves as a first point of contact between students and their families regarding student accounts receivables, account payment plans and financial aid status. The position performs successful account collections and follow up for current and past due student account balances through telephone and virtual conversations and through written correspondence, while maintaining goodwill. The position processes disbursements of financial aid credit balances to students in accordance with regulatory compliance rules.
The SA Specialist must demonstrate exemplary customer service skills, have, or quickly develop, a firm understanding of the policies/ procedures in relation to student accounts and financial aid awarding rules, accurately process funds received on behalf of the university, and maintain highest level of understanding of complex data in order to provide precise and accurate information to constituents. The SA Specialist serves as primary back up support to the SFS Specialist during peak business periods. Through these responsibilities and the services provided, the SA Specialist supports the University's retention and recruitment goals and helps the SFS department ensure success of broader institutional strategic initiatives.
Essential Job Functions and Responsibilities:
1. Accounts Receivable Collections (40%)
-
Works closely with SFS Specialist to
deliver exceptional frontline customer service
Analyze account activity of students
within assigned caseload to assist with AR collection efforts for
currently enrolled students and former students that maintain a
past due balance.
Evaluate communication and outreach
action for students that carry an unpaid balance with the college
or are behind on a monthly payment plan.
Advise current students/families and
former students on viable payment options to settle their past due
balance. Make and monitor payment arrangements made to satisfy
outstanding accounts.
Write off small balances (<$50)
on accounts for those who have left or graduated
2. Daily Banking Reconciliation (20%)
-
Reconcile third party ePayment
totals to daily banking totals
Adjust student accounts for NSF and
failed ePayments and follows up with 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 for possible donation 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 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:
-
Associate's degree, preferably with
an emphasis business management, or equivalent combination of
education and work experience.
Minimum of one year of work
experience in accounting, business management, customer service, or
a related field and demonstration of increasing levels of
responsibility. Experience in higher education accounts receivable
desired.
Personal computing competencies to
include networks, Internet, Microsoft Word, Excel, email.
A commitment to liberal arts
education and cultural diversity required
Demonstrated ability to work and
communicate successfully within a diverse campus community.
Must demonstrate excellent
organizational, analytical, written and verbal communication
skills, maintain confidentiality, composure, and positive working
relationships. .
Ability to respectfully work,
communicate and provide leadership within a diverse campuse
community
Compensation and Benefits: The range for this position is between $18.00 per hour and $19.23 per hour. Final salary determination is made at the final stage of the hiring process and is based on the candidate's experience, 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. All new hires will be required to submit proof of current COVID-19 vaccination (including booster) or receive an approved medical or religious exemption from the university.
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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