Job Description
Reporting to the Manager of Student Accounts and Loans, the Sr Student Accounts & Loans Specialist is responsible for the administration and reconciliation of Trinity’s Institutional loan programs. This position ensures the accurate processing of loan transactions, compliance with federal regulations and institutional policies, and provides exceptional customer service to students, families, and campus partners.
The Sr Student Accounts & Loans Specialist is responsible for monitoring delinquent institutional loan accounts, coordinating collection activities with third-party agencies, assisting with preparation of federal reporting and tax documentation (including Forms 1042-S and 1098-T), and reconciling student account activity to ensure financial accuracy.
This position assists the Student Accounts Manager in overseeing billing, account maintenance, and customer service for all programs including Graduate, Individual Degree Program (IDP) and Non-Matriculated Students, Study Away, and Undergraduate Student account operations. In addition, the Assistant Manager assists with preparation of audit documentation, reconciliations, and reports in support of Accounting Services and participates in departmental initiatives to improve operational efficiency and regulatory compliance.
Responsibilities
Loan Administration
Reporting to the Manager of Student Accounts and Loans, the Sr Student Accounts & Loans Specialist is responsible for the administration and reconciliation of Trinity’s Institutional loan programs. This position ensures the accurate processing of loan transactions, compliance with federal regulations and institutional policies, and provides exceptional customer service to students, families, and campus partners.
The Sr Student Accounts & Loans Specialist is responsible for monitoring delinquent institutional loan accounts, coordinating collection activities with third-party agencies, assisting with preparation of federal reporting and tax documentation (including Forms 1042-S and 1098-T), and reconciling student account activity to ensure financial accuracy.
This position assists the Student Accounts Manager in overseeing billing, account maintenance, and customer service for all programs including Graduate, Individual Degree Program (IDP) and Non-Matriculated Students, Study Away, and Undergraduate Student account operations. In addition, the Assistant Manager assists with preparation of audit documentation, reconciliations, and reports in support of Accounting Services and participates in departmental initiatives to improve operational efficiency and regulatory compliance.
Responsibilities
Loan Administration
- Reconcile loan disbursements between the Student Accounts system, financial aid system, Common Origination and Disbursement (COD) system, and other applicable systems.
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