Student Refunds & Billing Technician

Posted: 17-Apr-26

Location: Charlotte, North Carolina

Categories:

Other Staff/Administrative

Staff/Administrative

Internal Number: 67589

Position Number: 000228

Department: Financial Services (Adm)

Employment Type: Permanent - Full-time

Months Per Year: 12

Essential Duties and Responsibilities:

• Process all student refunds, including direct deposits, paper checks, and refund replacement requests, coordinating with Accounts Payable as needed.
• Monitor and review refund exception, credit account review, tuition exception, and over-need reports to identify and resolve issues.
• Reconcile third-party billing fund accounts, ensuring accurate invoicing, collection, and credit application for student sponsorships.
• Serve as the subject matter expert for student refund policies and regulations, providing guidance to staff and other departments.
• Support and train Third-Party Billing staff, approving key transactions and ensuring adherence to policies.
• Process student ebills in the Student Account Manager's absence.
• Utilize Banner Student, Excel (VLOOKUP, PivotTables), and other systems to process refunds, analyze financial data, and support accurate account management.
• Monitor and respond to departmental emails and Salesforce cases, assisting staff, students, and departments with inquiries.
• Assist with departmental process improvement, testing new procedures, and implementing system changes.

Minimum Experience / Education:

Required Minimum Qualifications:

High school diploma or equivalency and one year of experience in accounting work; or equivalent combination of education and experience.

Note: Some state job postings state you can qualify by an 'equivalent combination of education and experience.' If that language appears above, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both.

Preferred Education Skills and Experience:

• Professional experience in an accounting or business office environment involving invoicing, billing, refund processing position and/or handling cash and cash equivalent items preferred.
• Experience with financial operations, including billing, payments and receivables; Previous job experience in higher education is desired.
• Intermediate to advanced proficiency in Microsoft Word and Excel; experience using Google applications (Drive, Docs, Sheets & Forms); experience using Banner; TouchNet and Salesforce preferred.
• Prior customer service experience in a professional environment; professional and courteous written and verbal communications.
• Detail-oriented and organized; Collaborative, proactive and team-oriented with ability to multi-task.