Student Accounts Coordinator

SUMMARY OF POSITION: The Student Accounts Coordinator will through a courteous helpful unbiased and professional manner serve students staff parents and community members through the Student Accounts office working on a broad array of student service issues including: student accounts financial aid veterans benefits loans payment plans orientation admissions and registration. The Student Accounts Coordinator will extensively collaborate with other departments to facilitate consistent delivery of service and information. The incumbent will refer students to appropriate University resources as necessary. The Student Accounts Coordinator provides services to a diverse population including non-native English speakers international students high school students and other community members whose needs and interests may vary. The incumbent will deliver service in a professional efficient courteous and friendly manner. This position requires the use of sound independent judgement and the ability to work with minimal supervision. Duties not fulfilled in this role could be detrimental to the Universitys daily business operations. A commitment to outstanding student-centered customer service is expected at all times.

ESSENTIAL DUTIES/ NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:

(20% Essential)

1. Maintain and Manage Accounts Receivable System
   • Charge Codes
   • Charge Tables
   • Monitor and respond to the Student Accounts email account
   • Past Due and Collection Accounts

(10% Essential) 1. Make deposits as required. This includes: a. Creating receipt batches in Jenzabar b. Processing electronic and manual deposits with the Universitys bank. c. Process credit card batches recording receipts in Jenzabar.

(25% Essential)

1. Responsible for the operation of student accounting processes including billings finance charges outsourced payment plans electronic data transfers from 3rd parties accuracy of the student accounting database and compliance with government regulations.

(5% marginal)

1. Communicate regularly with offices such as the Student Financial Aid Admissions Office Registrars Office and Residential Life to make the Student Account operations as seamless as possible for the

(20% Essential)

1. Process Student Charges for each term which includes analysis of accounts for accuracy
   • Create and change charge batches as needed
   • Adjust as needed
   • Approve drop/add forms
   • Manage finance charges holds and deferred income on accounts (monthly).
   • Process withdrawal and Leave of Absence adjustments
   • Process monthly billing statements send out notifications when statements are available

(5% Marginal)

1. Serve as backup to the Associate VP for processing student financial aid refunds
   • Eliminate errors in refund checks through quality assurance processes
   • Ensure refund checks are ready for
   • Notify students & parents when financial aid checks are ready

(Items 6 18 25% Essential)

1. Prepare Registration/Move in Drop List and Hold List for all semesters

1. Prepare and monitor graduation hold list work to clear holds

1. Backup to Student Financial Services Clerk.

1. Balance AR accounts and prepare schedules for yearly audit.

1. Process manual bills as needed.

1. Assist with annual audit schedules related to student account balances.

1. Answer phones assist parents and students with account questions assist students that come into the office.

1. Provide financial counseling for parents and students regarding payment options and payment plans with authority to negotiate special arrangements. When necessary resolves problems and questions with students or parents regarding student Contacts and initiates the settling of student account balances in escalated or special situations.

1. Continue to self-evaluate to:
   • Streamline processes
   • Utilize technology for efficiency

1. Create and maintain balance due report and work to clear student account balances.
   • Provide a bi-weekly Balance Due Report to the Associate Vice President for Student Financial Services with appropriate notes on what action(s) have been taken to ensure accounts receivable are kept to a minimum.

1. Collections
   • Perform professional duties to manage the account balance collection effort.
   • Send outstanding balances to collections regularly.
   • Maintain collection account list and work with collection agencies.
   • Follow established standard operating procedures for notifying students of Converses intention to collect a debt.

1. Prepare annually for the Returning Student Tuition
   • Work with campus technology to test examine and reexamine the process to ensure efficiency and effectiveness.
   • Mass add the BD hold at the appropriate time.
   • Work with the Associate VP to develop the communication to The communication will be sent under the cover of the Associate VP.

1. Monitor the Nightly BU (Nightly Business Office Job Report) for the following:
   • Step 3: Deposited Candidates Missing Subsidiary A1
   • Step4: Payment received after BU Hold

JOB QUALIFICATIONS:

Minimum qualifications:

• High School diploma or equivalent

Preferred Qualifications:

• General knowledge of standard accounting practices
• Experience in a higher education environment

Knowledge/Skills/Abilities

• Good written and oral communication skills
• Must be accurate and detail oriented
• Ability to handle multiple tasks on a daily basis
• Good working knowledge of Microsoft Office products and core operating systems
• Knowledge of accounts receivable and collections Ability to work with minimal supervision
• Proficiency with Microsoft Word Excel and other Microsoft office
• Organizational skills and ability to prioritize tasks
• Ability to work independently or as a part of a team
• Well-grounded philosophy of honesty integrity and respect
• Demonstrated ability to establish and maintain effective working relationships with various constituents including both internal to the organization and with the public
• Ability to work with and engage a diverse group of people
• Ability to work independently yet value and support a team-based environment
• Demonstrated professionalism and positive attitude

GUIDELINES AND SUPERVISION: The Student Accounts Coordinator works under the direct supervision of the Associate Vice President for Student Financial Services and the Associate Director of Student Financial Services (in the Associate VPs absence). The Manager will also work independently and is encouraged to offer suggestions and input.

Work Schedule: Monday through Thursday 8:00 a.m. 5:00 p.m. Friday 8:00 a.m. 1:00 p.m.

Licenses: Valid SC Drivers License

DISCLAIMER: The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification. It may not contain a comprehensive inventory of all duties responsibilities and qualifications required of employees to do this job.

We believe that a diverse faculty and staff are essential to achieving academic excellence; thus we strongly encourage applications from candidates from all racial ethnic and cultural backgrounds.

Required Experience:

IC