JOB SUMMARY:
Under general supervision, the Student Accounts Operations Manager assists in the supervision of work flow in
the Student Accounts Office. Responsibilities include but are not limited to managing the daily billing process; disbursement of financial
aid; issuing student refunds; updates to the GL process; monitoring the out of school payment plan module; working with other university
departments, students and families to resolve financial aid disbursement and billing concerns. The position assumes the responsibility for
the Student Accounts operation in the absence of the Director and supervises two staff members.
ESSENTIAL DUTIES:
- Assist the Director in the billing process and collection of student receivables
- Work closely with the Director to provide
leadership to the department and supervise two staff members who report directly to the position - Provide direct leadership for
counseling students and families on financing/payment options, holds, billing, collections and compliance - Routinely updates billing
tables, writes and troubleshoots billing rules in the Colleague student information system - Manage and serve as the primary point
person for the Bill/Payment module of the TouchNet billing system - Disburses financial aid to student accounts
- Processes meal
plan requests for student athletes and commuters - Monitor refund reports to ensure accuracy; issue refunds to students within
mandated timeframes - Monitor outstanding check list and follow up on uncashed refund checks
- Review tuition accounts for
pre-collection, collection and write off - Work with delinquent payers, creating payment plans as needed; manage the out of school
payment plan module - Assist in filing annual 1098T, 1042S, T2202, T4A and TL11 tax forms
- Present to students and parents at
new student orientation - Provide coverage for front line customer service team and cashiering as needed
- Works closely with
Financial Aid, the Registrar, the Controller's Office, and other university departments; ensures that functions performed are in compliance
with federal and state regulations and University policies and procedures - Review and apply all policies and procedures outlined in
the university Affirmative Action Plan
- Maintain confidentiality of information (including but not limited to: student
and employee personal information, student grades, etc.), both during and after their employment with the University. Any question regarding
the confidentiality of material, should be referred to the supervisor. Any violation shall subject the employee to disciplinary action, up
to and including termination of employment. - Perform other duties and projects as assigned
GENERAL
DESCRIPTION:
% of Time
35% Run billing process, maintain billing tables, disburse financial aid
30% Review and
voucher student refunds; follow up on uncashed refund checks
20% Monitor the out of school payment plan and tuition collection
processes
10% Counsel students, parents, faculty and staff on billing policies
5% Supervise staff members that report directly
to the position
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
- Strong interpersonal customer service skills and
written communication skills necessary to interact with students, parents and outside agencies. - Experience interpreting and
explaining complex policies and processes to customers in sometimes stressful situations - Knowledge of basic math skills, basic
accounting to verify tuition and loan payments and collection activities. - Experience working in Colleague, TouchNet or similar
information systems. - Ability to receive telephone calls, respond to inquiries and communicate with others by telephone, email or
other virtual means. - Knowledge of financial operations with strong independent judgment skills.
- Ability to work on a project
from start to finish with little or no help from the supervisor. - Ability to interpret instructions and reports given by the
controller and the functional officer.
QUALIFICATION STANDARDS:
- Bachelor's degree is required
- A
minimum of 3 years experience in student accounts, student financial services, accounts receivable, accounting or a related field - A
minimum of 2 years of managerial experience is preferred
Knowledge of federal and state regulations; organizational skills and
ability to effectively communicate with students and parents in a high-pressure environment
