Student Accounts Representative

Summary

The Student Accounts Representative works directly within the Office of Student Financial Services on all aspects of cash management, billing, receivables, and reconciliation, as well as departmental planning, with an emphasis on communication and customer service, under the general supervision of the Student Accounts Manager.

Essential Duties and Responsibilities

Operations:

• Process daily Student Accounts functions including cash management, deposits, journal entries, and reconciliations.
• Monitor student accounts receivable (AR) activity
• Assist with direct deposit processing and account maintenance
• Assist with Monthly/quarterly reconciliation.
• Support invoicing and follow-up for scholarships, VA benefits, Military, National Health Service Corps. (NHSC), Vocational Rehabilitation, reserve accounts, and 529 plans
• Assist students and authorized third parties with billing questions
• Collaborate with campus departments on financial matters
• Support monthly and quarterly reconciliation processes
• Administrator the Brinks 24Seven and check scanner processes.
• Assist students and authorized third parties with Student Account issues, billing, and questions.
• Communicate with campus Departments (i.e., Student Services, Business Office) on fiscal issues.
• Assist with monthly/quarterly reconciliation (i.e., Business Office)
• Complete and analyze management reports as required.
• Assist Student Accounts Supervisor on various projects as assigned.

Planning:

• Pro-actively identify risks and roadblocks that need to be addressed; identify and detail creative solutions, along with preliminary recommendations, to minimize the impact of these potential problems.
• Actively participate in the annual planning process to improve operations and advance departmental objectives.
• Assist with maintaining and updating the Student Accounts policy and procedure manuals.
• Assist with maintaining and updating the Student Accounts CARS tables

Other Duties:

• Assist Student Accounts Manager or Director of Student Financial Services on various projects as assigned.

Qualifications

The ideal candidate will have strong organizational skills, attention to detail, and the ability to manage multiple financial processes while delivering excellent customer service.