Student Accounts Representative

BASIC PURPOSE: In support of the mission of the University, performs service-related tasks relative to student billing and cashiering and customer service related to navigating student billing, financing options, and understanding financial aid offers. ACCOUNTIBILITIES: Handles billing and collection of student accounts. Conducts follow-up with students including answering phone calls from students/parents and making phone calls on delinquent accounts in a courteous and efficient manner following FERPA and University policy. Provides customer service and presentations on student accounts information at student registration, open house, and other after-hours and weekend events. Update student-billing data to accurately reflect student account balance. This requires working closely with various University departments (Residential life, Food Service, Public Safety, Student Life). Employees cannot update or process accounts that are family related or that the employee may have a personal interest in. Follows federal guidelines regarding processing and disbursement of financial aid such as notification of Title IV fund disbursements. Monitors students' credit balances including credit balances generated by federal funds on a weekly basis and processes refunds. Works with parents/students to accurately calculate a contract amount with our third-party payment plan provider. Coordinate payment process from payment plan to disbursement to student accounts. Monitors payment plan for delinquency and contacts parents/students to keep account current. Assists Bursar in verifying IRS 1098-T forms. Effectively communicates with students and families about the University medical insurance waiver/enrollment process and works closely with the University's student medical insurance agent to ensure accurate and timely processing of all enrollments and waivers. Reconcile medical insurance enrollments for payment and state auditing records. Process payments, including student account payments, housing deposits, and general ledger payments - via mail, EFT and in person in a courteous and efficient manner. Process and collects on returned payments. Reconcile and post daily cashier sessions and ready deposit(s) for bank or deposit utilizing Remote Deposit Capture terminal. Reconciles the Institutional Advancement deposit and session batches. Process Term Transfers. Reconcile petty cash drawer every morning and process small petty cash reimbursements daily. Conducts weekly petty cash audit and orders money to replenish petty cash. Reconcile general ledger accounts for credit card payments and deposits received from third party partners. Open and distribute all departmental mail daily. Provide counselor of the day services several times per week in a welcoming environment where you are the first point of contact (phone, emails, and in person and Zoom appointments) for students and families in answering questions on student billing, student account, financial aid, student loans, payment plans, financing options, and student Performs employment. Serves as a Campus Security Authority for Clery reporting purposes and a Responsible Employee for Title IX reporting purposes. Other duties as assigned. QUALIFICATIONS: Must be willing to contribute actively to the mission of the University as well as show respect for the Catholic and Assumptionist identity of Assumption University. Associates degree required. Minimum 3-5 years' experience in face-to-face collection required. Strong Excel and Word computer skills required. Excellent communication skills and attention to detail and ability to respond to student and parent questions in a calm and courteous manner. Possess a student-centric mindset. Provide excellent customer service to students, families and colleagues. Ability to be bonded required. Ability to maintain a high degree of confidentiality. Ability to work in a fast-paced environment. Ability to work occasional evening and weekend hours as needed. Candidate should be considerate of colleagues' job responsibilities; office work needs and office peak hours when requesting time off. Able to take direction and constructive feedback from colleagues and supervisor. Peak work times are during the months of April-August and December - January. SCOPE: Interacts on a daily basis with students, parents, and University personnel and outside agencies. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Sitting, standing, walking, and bending are required of this position. Use of a computer keyboard and computer screen for periods of time with close vision and the ability to adjust visual focus plus manual dexterity are required. MENTAL DEMANDS: The mental demands described are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Examples of mental demands include reading (documents), detailed work, confidentiality, language, math, reasoning, oral communications, written communications, customer contact, multiple concurrent tasks, constant interruptions, and performing calculations when necessary.