"Associate Director of Student Accounts"

General Statement of Duties

Collaborate and assist the Director in oversight of the staff and operations of the department, providing daily direction in the absence of the director. Assist with process and procedure review, identifying opportunities for improvement and efficiency to provide both excellent customer service while utilizing technology and system to fullest extent possible. Works with the director to coordinate training and support of the Student Accounts Office staff. Works with external agencies, reports and overall student account responsibilities within a team environment.

Supervision Exercised

Student Workers

Duties and Responsibilities

1. Assist the Director in oversight of the staff and operations of the department, providing daily direction in the absence of the director.
2. Assist the director with process and procedure review, identifying opportunities for improvement and efficiency to provide both excellent customer service while utilizing technology and system to fullest extent possible.
3. Support front-line staff in the performance of their duties, investigating and resolving escalated.
4. Manage Student Health Insurance - engage with provider, review invoices for payment, coordinate with internal departments regarding applying charges, waivers, force enrollments, and reconciliation to SIS and finance.
5. Collaborate with International Education to manage international student specific fees assessed; including but not limited to student health insurance and waivers, and resolution of non-payment issues.
6. Prepare aid disbursement funding requests for all Federal and Foundation Weekly. University Funding requests monthly and reconciliation of MA State Aid.
7. Manage administration of TouchNet, Marketplace with supportive collaboration with Finance and Information Technology departments.
8. Manage Perkins and Nursing Loan programs including communication with external service agency, collection agencies and state intercept program to insure accuracy of accounts and resolution of inquiries.
9. Supervise student Post and fill positions as required and manage all paperwork related to their employment.
10. Review and approve staff transaction reports for accuracy and completeness, including daily deposits, student refunds, and void ACH & Check transactions.
11. Will serve as a back-up for essential office duties during coverage gaps, which may include payments, deposits, front-line support, etc.
12. Assist with annual Set-up in Banner and Touchnet - including payment plans, fee tables, billing rules, withdrawal rules for tuition and fees, creation of waiver and exemption codes, etc.
13. Coordinate with campus partners to prepare and process semester billing for Day, School of Online and Continuing Education (SGOCE) and Extended students. Verify accuracy of charge and credit assessment and load billing statements to Touchnet. Oversee on-going accounts receivable activities as
14. Assist with Year End close, generate reports as needed and verify all accounts in Banner balance to general
15. Prepare and review quarterly, mid-year, and annual tuition and exemption reports for Finance, State Agencies, as required.
16. Assist with the preparation of the annual 1098-T
17. Coordinate updates for written, electronic and other materials related to the
18. Present to students and/or families at in-person or online orientation sessions, open house and other University events supporting Day, SGOCE and International students.
19. Attend local, regional and national bursar meetings and/or conferences as agreed with
20. Participate in university committees as
21. Perform other duties as assigned related to this position.

Qualifications

1. Minimum of 3-5 years in higher education/professional experience in student billing and or accounting-related area with strong knowledge of process and policy.
2. Technical and functional knowledge of computerized billing and accounts receivable systems; knowledge of Banner
3. Knowledge of report writing applications.
4. Knowledge of higher education principles, practices and
5. Ability to work effectively with professional, para- professional and student
6. Ability to effectively communicate with internal and external stakeholders including prospective and current students and families in a professional, customer-focused manner.
7. Ability to clearly and effectively express self in written and oral
8. Ability to exercise discretion in sensitive and/or confidential matters and deal tactfully with others.
9. Knowledge of spreadsheets, database and word processing systems on personal
10. Demonstrated success with and commitment to exceptional student
11. Ability to perform above duties with or without reasonable

Preferred Qualifications

1. Bachelor’s degree in related
2. Knowledge of Banner.
3. Knowledge of report writing applications specifically Crystal Reports.