Student Account Representative

As a Student Account Representative, your primary responsibility is to assist students with their financial matters related to their
university accounts. You will serve as a liaison between the University and its students, ensuring clear communication and timely resolution
of account-related issues. 

Responsibilities:

• Provide excellent customer
  service to students by responding to inquiries, resolving issues, and addressing concerns related to their University accounts via email,
  phone, or in-person meetings.
• Manage student accounts, including billing, payments, refunds, and financial aid disbursement.
  Ensure accuracy and completeness of financial transactions and records.
• Generate bills and invoices for tuition, fees, housing,
  and other university-related expenses. Process payments, set up payment plans, and reconcile accounts receivable.
• Assist students
  in understanding their financial aid and how it applies to their university charges.
• Ensure compliance with university policies,
  state and federal regulations, and accreditation standards related to student accounts and financial transactions.
• Offer financial
  counseling and education to students on budgeting, managing debt, and financial literacy. Provide resources and referrals to additional
  support services as needed.
• Maintain accurate records of student account transactions, correspondence, and interactions. Generate
  reports and analyze data to identify trends and recommend process improvements.
• Collaborate with other university departments,
  such as financial aid, registrar, and student services, to resolve complex student account issues and streamline processes.
• Conduct workshops, presentations, and informational sessions for students and families on topics related to student accounts, financial aid,
  and financial literacy.
• Utilize university systems and software for account management, billing, payment processing, and
  communication with students.
• Other duties as assigned. 

FLSA:
Non-Exempt

Qualifications

Required:

• Strong communication and interpersonal
  skills.
• Attention to detail and accuracy in financial transactions.
• Ability to maintain confidentiality and handle
  sensitive information.
• Proficiency in using Microsoft Office Suite. 

Desired:

• Bachelor’s
  Degree in Accounting, Finance, Business Administration, or related field.
• Experience with financial aid processes and
  regulations.
• Prior experience in student services, financial services, or accounting.

Prior to hiring, the final candidate(s) must successfully pass a pre-employment background investigation,
including information obtained from social media and other internet sources.

Tagged as: Employment