Westminster University
Director, Student Account Services (BURSAR)
Westminster University, Salt Lake City, Utah, United States, 84193
Westminster University
Director, Student Account Services
Full Time Benefited
POSITION SUMMARY:
The Director of Student Account Services provides strategic leadership, direction, and oversight for all operations related to student billing, payment plans, collections, and financial compliance at Westminster University. This role ensures the delivery of efficient, high-quality services to students, parents, and other stakeholders while maintaining compliance with institutional policies and relevant regulations. The Director will play a crucial role in managing the student account functions, improving customer service, and driving innovative solutions that enhance the student financial experience.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Leadership and Strategy:
Lead and manage the Student Account Services team, fostering a collaborative and service-oriented environment.
Develop and implement long-term strategies to enhance the student account experience, including billing processes, payment plans, refunds, and collections.
Provide leadership in the development of policies, procedures, and systems that ensure accuracy, compliance, and efficiency.
Collaborate with other departments such as Financial Aid, Registrar, Student Affairs, and campus dining to streamline processes and improve service delivery.
Student Billing & Account Management:
Oversee and maintain all billing table functions, including the timely and accurate issuance of tuition, fees, room and board.
Monitor and manage student accounts, including receivables, collections, and payment plan administration.
Manage Perkins Loan program and relationship with UNISA.
Ensure proper recording and reporting of student financial data, maintaining accuracy and integrity of records.
Compliance & Reporting:
Ensure compliance with federal, state, and institutional regulations related to student accounts, including FERPA, Title IV, and PCI-DSS.
Prepare and present financial reports, tax forms, forecasts, and analyses to senior leadership to support strategic decision-making.
Develop and monitor key performance indicators for student account operations and use data-driven insights for continuous improvement.
Customer Service & Communication:
Lead initiatives to enhance the student financial experience, ensuring timely, accurate, and empathetic communication with students, parents, and other stakeholders.
Respond to escalated issues and complaints with professionalism, ensuring satisfactory resolution and reinforcing trust in student financial services.
Implement technology solutions, such as self-service tools and payment platforms, to improve the customer experience.
Manage relationships with outside collection agencies.
Team Development & Supervision:
Recruit, train, and mentor staff within the Student Account Services department, promoting professional growth and excellence.
Conduct performance evaluations, provide feedback, and address performance issues as necessary.
Ensure that staff are well-versed in customer service best practices and remain current with regulatory updates.
Financial Management & Reconciliation:
Collaborate with the institution’s finance department to reconcile student accounts, cash receipts, and financial aid disbursements.
Oversee the management of tuition refunds, fee adjustments, and other account-related transactions.
Provide leadership in maintaining and enhancing the student account management system (Ellucian, Colleague)
MINIMUM QUALIFICATIONS:
Bachelor’s degree in accounting, finance, business administration, or a related field; Master’s degree preferred.
Minimum of 7-10 years of experience in student financial services, accounting, or a similar field, with at least 3-5 years in a leadership role.
Demonstrated knowledge of federal and state regulations related to student accounts, including Title IV and FERPA.
Experience with student information systems (e.g., Colleague, Banner, PeopleSoft) and financial management software.
Strong leadership and team management skills, with a proven ability to drive process improvements and enhance service delivery.
Excellent communication and interpersonal skills, with the ability to interact effectively with students, staff, and senior leadership.
Analytical and problem-solving skills, with a data-driven approach to decision-making.
Preferred Qualifications:
Experience in higher education, non profit, or other complex organizational environments.
Proven ability to implement technology solutions to improve financial processes and customer service.
Equal Employment Opportunity:
Westminster University is committed to a diversified workforce, equal opportunity, and nondiscrimination. To this end, Westminster prohibits any form of discrimination or harassment based on race or ethnicity, color, religion, national origin, sex, age, sexual orientation, gender identification, disabilities, genetic information, status as a veteran, or any other category or classification protected by applicable federal, state, or city laws.
#J-18808-Ljbffr
Director, Student Account Services
Full Time Benefited
POSITION SUMMARY:
The Director of Student Account Services provides strategic leadership, direction, and oversight for all operations related to student billing, payment plans, collections, and financial compliance at Westminster University. This role ensures the delivery of efficient, high-quality services to students, parents, and other stakeholders while maintaining compliance with institutional policies and relevant regulations. The Director will play a crucial role in managing the student account functions, improving customer service, and driving innovative solutions that enhance the student financial experience.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Leadership and Strategy:
Lead and manage the Student Account Services team, fostering a collaborative and service-oriented environment.
Develop and implement long-term strategies to enhance the student account experience, including billing processes, payment plans, refunds, and collections.
Provide leadership in the development of policies, procedures, and systems that ensure accuracy, compliance, and efficiency.
Collaborate with other departments such as Financial Aid, Registrar, Student Affairs, and campus dining to streamline processes and improve service delivery.
Student Billing & Account Management:
Oversee and maintain all billing table functions, including the timely and accurate issuance of tuition, fees, room and board.
Monitor and manage student accounts, including receivables, collections, and payment plan administration.
Manage Perkins Loan program and relationship with UNISA.
Ensure proper recording and reporting of student financial data, maintaining accuracy and integrity of records.
Compliance & Reporting:
Ensure compliance with federal, state, and institutional regulations related to student accounts, including FERPA, Title IV, and PCI-DSS.
Prepare and present financial reports, tax forms, forecasts, and analyses to senior leadership to support strategic decision-making.
Develop and monitor key performance indicators for student account operations and use data-driven insights for continuous improvement.
Customer Service & Communication:
Lead initiatives to enhance the student financial experience, ensuring timely, accurate, and empathetic communication with students, parents, and other stakeholders.
Respond to escalated issues and complaints with professionalism, ensuring satisfactory resolution and reinforcing trust in student financial services.
Implement technology solutions, such as self-service tools and payment platforms, to improve the customer experience.
Manage relationships with outside collection agencies.
Team Development & Supervision:
Recruit, train, and mentor staff within the Student Account Services department, promoting professional growth and excellence.
Conduct performance evaluations, provide feedback, and address performance issues as necessary.
Ensure that staff are well-versed in customer service best practices and remain current with regulatory updates.
Financial Management & Reconciliation:
Collaborate with the institution’s finance department to reconcile student accounts, cash receipts, and financial aid disbursements.
Oversee the management of tuition refunds, fee adjustments, and other account-related transactions.
Provide leadership in maintaining and enhancing the student account management system (Ellucian, Colleague)
MINIMUM QUALIFICATIONS:
Bachelor’s degree in accounting, finance, business administration, or a related field; Master’s degree preferred.
Minimum of 7-10 years of experience in student financial services, accounting, or a similar field, with at least 3-5 years in a leadership role.
Demonstrated knowledge of federal and state regulations related to student accounts, including Title IV and FERPA.
Experience with student information systems (e.g., Colleague, Banner, PeopleSoft) and financial management software.
Strong leadership and team management skills, with a proven ability to drive process improvements and enhance service delivery.
Excellent communication and interpersonal skills, with the ability to interact effectively with students, staff, and senior leadership.
Analytical and problem-solving skills, with a data-driven approach to decision-making.
Preferred Qualifications:
Experience in higher education, non profit, or other complex organizational environments.
Proven ability to implement technology solutions to improve financial processes and customer service.
Equal Employment Opportunity:
Westminster University is committed to a diversified workforce, equal opportunity, and nondiscrimination. To this end, Westminster prohibits any form of discrimination or harassment based on race or ethnicity, color, religion, national origin, sex, age, sexual orientation, gender identification, disabilities, genetic information, status as a veteran, or any other category or classification protected by applicable federal, state, or city laws.
#J-18808-Ljbffr