Student Receivables Specialist

Case Western Reserve University is committed to providing a transparent estimate of the salary for this position at the time of its posting. The starting wage rate is $20.68 per hour, depending on qualifications, experience, department budgets, and industry data.

Employees receive more than just a paycheck. University employees enjoy a comprehensive benefits package that includes excellent healthcare, retirement plans, tuition assistance, paid time off, and a winter recess.

Under general direction and with a high degree of professional independence, the Student Receivables Specialist is responsible for the accurate administration, accounting, reconciliation, and reporting of student accounts receivable and university-managed student loan funds. This role ensures compliance with institutional policies, federal and state regulations, and generally accepted accounting principles (GAAP) while delivering high-quality service to students, authorized payers, and campus partners.

The position serves as the primary liaison to the university's external loan servicer and provides analytical insight into student receivables trends to support informed decision‑making.

• Administer university‑managed loan fund. Serve as the primary liaison between the university and its students and external loan servicers for university‑managed loan funds. Administer loan fund accounting in accordance with program guidelines, institutional policy, and applicable regulations. Reconcile loan disbursements, repayments, and fund balances; investigate and resolve discrepancies. Review and validate loan‑related transactions posted by other staff to ensure accuracy and completeness.
  
  Prepare and support internal and external reporting related to loan funds, audits, and reconciliations. (30%)
• Manage delinquency, collections, and risk management. Evaluate past‑due accounts and determine appropriate collection actions in accordance with university policy. Serve as a liaison with external collection agencies for delinquent and defaulted accounts. Maintain documentation supporting collection decisions and account status changes. (25%)
• Review student accounts and receivables. Ensure accurate calculation of student charges and proper application of payments. Initiate and process student refunds for over payments in a timely and compliant manner. Determine financial clearance for registration and graduation. Coordinate with the Registrar's Office and academic management centers regarding students with outstanding balances. (15%)
• Handle customer service and exceptions. Independently respond to complex account inquiries via phone, email, and in-person interactions. Exercise professional judgment to approve limited exceptions (e.g., late fee waivers, temporary hold removals) within defined authority parameters. Document exception decisions and elevate matters outside established authority to the Bursar or Executive Director as appropriate. Provide clear, empathetic communication while balancing institutional policy and student circumstances.
  
  (15%)
• Continuously improve compliance and controls. Ensure compliance with FERPA, institutional policies, and applicable federal and state regulations governing student financial records and loan programs. Support internal controls by maintaining accurate documentation and participating in audits and reviews. Identify process inefficiencies and contribute to continuous improvement initiatives. (10%)

Perform other duties as assigned. (