Senior Student Account Advisor
Posting Details
Position Information
Position Title: Senior Student Account Advisor
Position Type: Regular
Job Number: SA70924
Full or Part Time: full-time 40 hours weekly
Fair Labor Standard Act Classification: Non-Exempt
Anticipated Pay Range: $29.00-$31.00
Pay Range Information: Chapman University is required to provide a reasonable estimate of the compensation range for this position. This range takes into account a variety of factors that are considered in making compensation decisions, including experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. Salary offers are determined based on the final candidate’s qualifications and experience, as well as internal equity and other internal factors. The anticipated pay range is not a promise of a particular wage.
Position Summary Information
Job Description Summary: Provides detailed and accurate administrative, accounting, collections, and customer service for Chapman University student accounts. Communicates clearly and concisely with all constituents. Manage all student third-party contracts, billing, compliance, and collections. Hybrid is an option once fully trained.
Responsibilities
- Accurate review and audit of student accounting details
- Clearly and concisely identify potential problems and resolve timely
- Accurately correct accounting discrepancies to ensure the accuracy of student accounts and month-end statements
- Research and resolve complex student account issues regarding payment plans, monthly billing statements, registration holds, registration drops and adds, and financial aid issues and coordinate resolution with students, parents, and other University departments
- Clearly and concisely counsel students and parents on financial agreements with the University based on policy and professional judgment to ensure timely payment and follow-up on past-due accounts
- Coordinate student account activity and account adjustments with other University departments.
- Manage third-party agreements, compliance, billing, and collections from various entities.
- Accurately calculate and process student refunds based on federal and University policy. Assist with approval of refunds.
- Request stop payment on student refund checks as needed
- Prepare clear and concise written correspondence
- Ensure timely collection calls and follow-up
- Analyze student accounts to determine registration eligibility and update proper restriction codes in the system
- Update and maintain accurate payment and financial aid codes in the system
- Utilize ImageNow system as a tool in research account history
- Utilize PeopleSoft Campus Solutions system screens efficiently in analyzing student accounts
- Liaison with various entities, including the Veterans Resource Center
- Assist other student account advisors and department assistant and occasionally present at campus events as needed
Required Qualifications
- Bachelor’s degree in business, accounting, finance, or a related field preferred; or an equivalent combination of education and work experience.
- Two years accounts receivable and collections or equivalent experience.
- Two years of college or equivalent experience in accounting or business-related
- Clear and concise oral and written communication skills, problem-solving skills, and demonstrated ability to handle adverse situations with tact and diplomacy
- Good organizational skills and technical skills and ability to work under deadlines Ability to multitask in a fast-paced work environment and provide timely responses to requests for service.
- Strong customer service skills and demonstrated ability to work independently, take initiative, and exercise discretion and judgment on matters of significance, and ability to maintain the highest level of confidentiality.
- Strong team player with the ability to work in a diverse environment
- Proven experience in concisely gathering and analyzing data, reasoning logically, drawing valid conclusions, communicating those to others clearly and concisely, and making effective recommendations to management
- Sound interpersonal skills to relate compassionately with others yet with a sufficient detachment to communicate an understanding of issues, rules, procedures, and policies in a clear and concise manner
- Ability to prioritize duties and multitask when faced with interruptions, distractions, and fluctuating workload
Desired Qualifications
- Experience working for a University or higher education setting
- Knowledge of state and federal financial aid programs
- Knowledge of VA in a higher education
- Demonstrated experience processing or coordinating U.S. Department of Veterans Affairs (VA) educational benefits (Chapter 33, Yellow Ribbon, etc.), including payment reconciliation, and regulatory compliance in a higher-education setting
- Working Knowledge of PeopleSoft Campus Solutions
Special Instructions to Applicants
Chapman University is an equal opportunity employer... (EEO statement). Applicants for Staff and Administrator positions must be currently authorized to work in the United States on a full-time basis. The offer of employment is contingent upon satisfactory completion and outcomes of a criminal background screening...
Minimum Number of References: 2
Maximum Number of References: 3
Applicant Documents
Required Documents:
- Resume
- Cover Letter
Optional Documents:
- Letter of Recommendation 1
- Letter of Recommendation 2
- Other Document
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