Working Title
STUDENT ACCOUNT SPECIALIST
Department
FINANCE OFFICE
Type of Position
Classified
EEO Category
F Administrative Support (Clerical & Sales)
Job Description
Ensure due diligence is followed in processing Title IV and Federal Perkins Loan transactions while ensuring that all reconciled differences are resolved monthly. Performs all University billings and actively followup to collect the University’s receivables. Process refunds and adjustments promptly and accurately and ensure compliance with University, Federal and State guidelines and regulations.
Knowledge, skills and abilities
Working knowledge of bookkeeping, accounting, accounts receivable, and financial recordkeeping principles and practices. Demonstrated ability to accurately review, audit, analyze, and reconcile high-volume financial transactions; perform calculations; research and resolve account discrepancies; and prepare routine financial reports and statements. Ability to interpret and consistently apply University policies and applicable federal and state regulations, exercise sound judgment, maintain confidentiality, and document account activity thoroughly.
Proficiency in word-processing, spreadsheet, email, and related financial or student information systems, with the ability to learn new systems and processes. Strong written, verbal, interpersonal, and customer-service skills, including the ability to explain complex account information clearly and tactfully to students, parents, and University departments. Demonstrated ability to manage competing priorities, work independently, collaborate effectively, follow through on unresolved matters, perform accurately under pressure, and meet established deadlines in a high-volume environment.
Special licenses, registration or certification
None
Education or training
None
Level and type of experience
Some accounts receivable experience including billing and collecting of past due receivables. Some experience with Federal Perkins Loan Program. Some experience auditing records for accuracy and providing excellent customer service in a high volume environment.
Additional Considerations (supplemental knowledge, skills, abilities, education, experience, licensure, certification)
Basic working experience with Federal Perkins Loan Program. Basic working experience auditing records for accuracy and providing excellent customer service in a high volume environment. Some experience with Banner software. High school diploma or the equivalent, supplemented by bookkeeping, accounting training and education.
Conditions of Employment
This is an open until filled recruitment. This recruitment may close after the five-day required posting period when a suitable pool of applicants has been generated.
Annual Salary/Hourly Rate
Salary commensurate with education and experience
