"Student Account Specialist"

Job Description

JOB SUMMARY

Handles financial transactions in the assigned college to include, among others, receipting and recording payments, posting 3rd Party Tuition vouchers/Letters of Financial Guarantee, or Purchase Orders, and attaching waivers or exemptions on eligible student accounts.

Manages student accounts in connection with service indicators and its impact on the services that can be extended to the students.

ESSENTIAL FUNCTIONS

Under general supervision, accept and record payments using the cashiering equipment and cashiering system installed and in place in the college; Payments could be term payments on student accounts or departmental receipts.

Make sure that the all transactions are handled based on the pertinent procedures set forth in the Cashiering Procedures Manual.

Reconcile cashiering batch.

Run all checks for deposit through the Remote Deposit system and prepare deposit slips for items to be picked by armored service or to be deposited physically to the bank.

Put or lift service indicators on student accounts as it is warranted by the obtaining circumstances affecting the student accounts.

Attach applicable waivers or exemptions on student accounts.

Attach applicable B-codes on accounts sponsored by 3rd Parties.

Assist the students in areas concerning their financial account records, including but not limited to, understanding their tuition and fee charges, refunds, 1098T, and others.

In the absence of Student Account Specialist Senior, provide training for employees who perform cashiering duties.

Assist with reports as required by the College Operations Office and by the College President.

Perform other duties, tasks and assignments as required.

QUALIFICATIONS

Education & Experience

• Associates degree required
• 4 years directly related experience may be considered in lieu of required degree
• 2 years experience in cashiering such as a bank teller or retail sales clerk required

Licensing & Certification

• Valid Texas Driver License

Special Skills

• MS Office Programs
• Information Management Systems
• Payment processing systems
• Customer service skills

Competencies

• Serving customers
• Delivering high quality work
• Communicating effectively
• Using creative problem solving
• Prioritizing effectively
• Using technology effectively
• Being resourceful

Working Conditions

General Office. Must be able to perform all job requirements with or without reasonable accommodations; remain in a stationary position during shift; move items weighing up to 25 pounds; position self to operate job equipment; apply established protocols in a timely manner. Must access, input and retrieve information from technology devices; communicate with others to accomplish job requirements. May be required to work after hours to include weekends and holidays.

SECURITY SENSITIVE:
This job class may contain positions that are security sensitive and thereby subject to the provisions of Texas Education Code § 51.215