Student Account Representative
Share
Job Location:
Central Islip, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Overview
The Student Account Representative is responsible for the comprehensive management of student accountsincluding billing collections payment compliance and account reconciliationand plays a critical role in maintaining the financial integrity of the institution. The incumbent ensures that all financial transactions adhere to federal state and institutional regulations while delivering a consistently high standard of service to students families faculty and staff. This position requires strong analytical abilities independent judgment exceptional accuracy and effective cross-department collaboration significantly contributing to the Universitys enrollment operations cash flow stability and regulatory compliance.
Responsibilities
- Student Account Management & Compliance
- Analyze and maintain accurate student billing records including tuition and fee charges exemptions adjustments and financial aid disbursements
- Ensure all exemptions and contract payments are posted accurately and in a timely manner each term
- Review and reconcile the deposit report to address unreleased deposits after registration
- Ensure all transactions comply with institutional policies FERPA Title IV guidelines Department of Education regulations and audit standards
- Reconcile student accounts in collaboration with Financial Aid Registrar and other university departments to ensure accuracy and timely resolution of discrepancies
- Stay current on changes in financial aid regulations federal and state policy updates and institutional procedural changes
- Other duties as assigned
- Collections & Financial Operations
- Perform ongoing review of debit reports and conduct structured outreach to students with outstanding balances providing clear guidance on payment plans financing options and required deadlines
- Monitor and manage past-due accounts; generate track document and escalate past-due notices as required
- Post manual late fees to delinquent student accounts on a monthly basis in accordance with institutional policy
- Review credit reports calculate refunds and process student refunds in accordance with institutional and federal regulations ensuring strict adherence to mandated timelines
- Analyze payment plan reports monthly to identify delinquencies; perform targeted outreach to provide updates and offer solutions
- Analyze accounts prior to registration ensuring all financial obligations and documentation are satisfied
- Identify accounts requiring exceptions documentation or supervisory review and escalate appropriately
- Customer Service & Advising
- Counsel students and families on tuition payment options account status payment plans and financial obligations with professionalism and empathy
- Provide high-quality support through phone text email and walk-in inquiries ensuring accurate and timely responses
- Collaborate with the Financial Aid Office to explain aid impacts disbursement timelines and account adjustments to students
- Collaborate with the Registrars Office to explain the impact of withdrawals and LOA on account balances to students
- Participation in student online and on-campus Orientations and Registration events Systems Data Integrity & Administrative Support
- Enter and verify data in Banner and related information systems ensuring accuracy consistency and confidentiality at all times
- Update the comments form in Banner with all communication with and regarding the student and their account ensuring complete and accurate documentation
- Prepare reports communications documentation and supporting materials for internal departments audits and compliance reviews
- Assist with Help Desk inquiries related to billing issues student account access and system navigation
- Support process-improvement initiatives to enhance billing accuracy student satisfaction operational efficiency and compliance
Qualifications
Education/Experience
- Bachelors degree required; concentration in accounting finance business administration mathematics or related field strongly preferred.
- Prior experience in higher education finance accounting or customer service in a regulated environment is a plus.
Knowledge/Skills/Abilities
- Demonstrated ability to interpret and apply complex regulations policies and financial procedures.
- Excellent written and verbal communication skills with the ability to convey financial concepts clearly and professionally.
- Strong analytical and problem-solving skills including the ability to identify trends resolve discrepancies and prioritize competing tasks.
- High level of accuracy and attention to detail in financial and data-driven work.
- Customer-centered approach with the ability to work under pressure de-escalate concerns and maintain diplomacy in sensitive situations.
- Proficiency with student information systems and online learning platforms such as Banner Microsoft Office TouchNet Tableau and Adobe Connect preferred.
- Strong organizational skills and ability to collaborate within a matrixed team environment.
- Demonstrated ethical decision-making sound judgment and discretion when handling confidential or sensitive information.
Travel
- Travel to the campus several times a week is mandatory.
- Annual meetings are held at NYC headquarters.
Working Conditions
- The Student Account Rep works primarily in a standard office environment with regular business hours with occasional extended hours required during peak periods such as registration.
- The role involves prolonged periods of sitting frequent use of a computer and routine interaction with students families and staff both in person and electronically.
Maximum Salary
USD $44186.00/Yr.
Minimum Salary
USD $35348.00/Yr.
Required Experience:
Unclear Seniority
Key Skills
About Company
Serving over 18,000 students across 30 undergraduate, graduate and professional schools, Touro is a leader in healthcare education.
