Advisor Student Accounts
Advisor Student Accounts
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Salary Not Disclosed
1 Vacancy
Job Description
Current Employees:
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CORE JOB SUMMARY
The Student Accounts Advisor provides highlevel specialized assistance to students parents and all University partners regarding detailed financial analysis of all student accounts processes. Additionally the Student Accounts Advisor is responsible for financial processes that support financial departmental operations.
This position provides subject matter expertise on all highlevel customer service escalations and delivers firstclass service to students parents external organizations and all other student related units.
CORE JOB FUNCTIONS
Resolves all highlevel inquiries for students and parents regarding Student Accounts financial information as the subject matter experts in person and via the University case management system. Respond and resolve specific request for students from Senior leadership Educates students and parents in University State and Federal policies and guidelines regarding payment plans third party sponsored payments tuition tax forms and other financial services. Conducts specialized and indepth financial analysis of the students accounts upon request. Provide support to nonenrolled students for delinquent or past due balances. Determine student account status and provide resolution for all financial holds. Adheres to University and unitlevel policies and procedures and safeguards University assets. Responsible for the accuracy of the financial transactions posted to the student information system. Support other University units and external partners with business processes that impact the students account.
This list of duties and responsibilities is not intended to be allinclusive and may be expanded to include other duties or responsibilities as necessary.
CORE QUALIFICATIONS
Education:
Bachelors Degree in relevant field required
Certification and Licensing:
Not Applicable
Experience:
Minimum 2 years of relevant experience
Knowledge Skills and Attitudes:
- Skill in collecting organizing and analyzing data.
- Ability to recognize analyze and resolve highlevel customer service inquiries.
- Ability to exercise sound judgment in making critical decisions.
- Excellent written and verbal communication skills.
- Ability to have difficult conversations in a confident manner.
- Indepth knowledge of Microsoft Office specifically Excel and Word.
- Proficient in student financial systems.
- Ability to quickly adapt to the HigherEducation environment and build relationships within the University community and external partners.
Department Specific Functions
- Provide and validate 1098T tax data and form reporting breakdown per IRS regulations and University guidelines.
- Assist students and delegates on Monthly Payment Plan options and requirements.
- Guide students and families on the state Florida Prepaid Plan options related to the University.
- Establishes and maintains Third Party Sponsors contact information billing documentation processes and files for the purposes of receiving payments for services provided and ensure compliancy.
- Process and reviews all student financial refunds stale dated check and unclaimed property due diligence.
- Complete daily entries of all tuition remission and tuition waivers requests per Financial Planning and Benefits policies.
- Educate students on Title IV permissions per Federal regulations in conjunction with the Financial Aid Office.
- Advise former students on past due balances and account financial breakdowns including available payment options.
- Provide support to students and delegates on all University payment options including online and inperson payments.
- Provide information related to the published University Tuition and Fees rates inclusive of special pricing programs specific to academic programs for all careers.
- Validate term pricing in collaboration with Financial Planning and Student Affairs to ensure accurate billing of tuition and fees for all careers and programs at the University.
- Support in officewide initiatives like Cancellation for NonPayment and Reinstatement.
- Monitor students accounts for accuracy and submit corrective entries accordingly.
- Handle governmental payments and billing adhering to specific military departments (EX: VA).
- Proficient in student information systems and support IT testing for any system upgrades or changes.
- Ability to identify business process improvements and to address it with management team and departmental system director.
- Submit daily/weekly/monthly reports to Student Accounts management related to specific processes within the department.
The University of Miami is an Equal Opportunity Employer Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.
Job Status:
Full timeEmployee Type:
StaffPay Grade:
A6Required Experience:
Unclear Seniority
Employment Type
Full-Time
