Student Accounts Specialist

Overview

Type of Appointment: Full Time, Probationary

Job Classification: Administrative Analyst/Specialist Non-Exempt

Anticipated Hiring Range: $4,799 - $4,993 per month

Work Schedule: Monday - Friday, 8:00 am - 5:00 pm

The Department: Student Accounting and Cashiering Services (SACS) is responsible for the administration and oversight of student accounts. This includes the accurate posting of charges for tuition and fees, housing, parking, etc., through the People Soft Financials Module as well as payment posting via the Cashnet System. This includes ensuring that accurate tuition, registration, housing, parking and other fees are accurately calculated.

SACS is responsible for ensuring payments are processed accurately and timely, holds placed on past due balances and collection efforts are performed including the write off of bad debt. Other responsibilities include student accounting such as reconciliation of financial aid, uncleared collections, mentor application and short-term loans. Other duties include disbursement of student refunds, student accounts audits, etc. SACS works closely with the Financial Aid Office as well as the Registrar's Office to ensure that the disbursement of financial aid and enrollment are properly coordinated.

In addition, SACS works closely with many of the areas on campus to ensure that monies are being properly collected and accounted for such as the Office of Continuing Education, Housing and various other satellite offices who collect cash. SACS ensures that its activities are in compliance with Federal and State regulatory requirements including privacy, adherence to payment card industry standards and ensures all accounting functions are up to par with the generally accepted accounting principles and applicable government accounting standards.

• Serve as the liaison for current and past students with the various areas where their student account is affected.
• Address financial difficulties or outstanding financial issues with campus processes, working with Admissions & Records, Financial Aid, Housing Services and other campus constituencies to determine types of issues and/or assistance that can be granted to the student.
• Be aware of add/drop dates and determine whether a student has a legitimate issue that can be addressed by SACS.
• Address transcript holds and any type of collection related issues.
• Work to resolve financial issues that the student might have.
• Coordinate with related areas to determine if a payment contract is warranted.
• Gather documentation regarding agreements, collections issues, etc., and counsel students in difficult financial situations.
• Collaborate with Collections to coordinate with external agencies such as collection agencies, the franchise tax board, and billing agencies to follow up and research the student’s financial background when determining financial arrangements, appeals, etc.
• Research student accounts, analyze student data, and make recommendations to the appeals committee for approval or denial of student appeals. Ability to research payments and charges manually and via People Soft Financials; interpret complex student transactions including financial aid and enrollment issues; address student inquiries professionally in person and in writing.
• Work directly with students and external areas to gather and assess documentation submitted. Be familiar with rules and regulations pertaining to financial aid, veterans, waivers, health issues, etc.
• Assist the Financial Appeals Committee by organizing and setting up financial appeals meetings and preparing files for review on a secure fileshare.
• Gather internal or external data to support the Financial Appeals Committee’s decision-making; coordinate with the Financial Aid Office and the Registrar's Office as well as other on-campus constituencies.
• Obtain data from all departments on campus as part of appeals, and work with medical-related appeals to secure necessary data and provide reasonable recommendations to the committee.
• Perform general clerical duties and assist with Student Assist Hiring, Attendance Clerk duties for SACS, ordering of supplies, and processing…