What are the responsibilities and job description for the Student Accounts Specialist position at Bellevue University?
POSITION SUMMARY: The Student Accounts Specialist will focus on student success and plays an important role to assure account accuracy. The Specialist will also process the daily deposit and posting of all student payment daily activity and refunds. This position is responsible for tracking and preparing daily/weekly/monthly metrics reports and scanning of documents. The incumbent possesses and applies a strong knowledge of Company policies and procedures as well as other regulations governing student accounts to ensure a complete, seamless, and accurate process for students.
Essential Functions:
Manages and Maintains Student’s Financial Record
- Posts payments received through email and online payments via Upay to student accounts
- Post Wire transfer and Flywire payments
- Upload student bio information into TouchNet
- Reconciles all registrations and withdrawal for student’s tuition and fee charges to ensure accuracy of students’ accounts
- Assists students concerning their student accounts by researching account history
- Responsible for balancing and processing the daily deposit
- Opens and closes PeopleSoft Cashiering.
- Balances cash drawers
- Balances petty cash drawers
- Responsible for maintaining cashier bags key and safe key security via security log and maintenance of safe key
- Responsible for deferral payment option approval/disapproval and student notification
- Processes student refunds via ACH and check and credit card
- Requests and processes Student, Parent Plus Loan and corporate recovery checks
- Posts Financial Aid batch
- Assists the Assistant Director with processing of annual student 1098-T’s, as well as answers student questions and researches their account to answer questions concerning tax credits
- Manages the Escheating process in adherence to Title IV Regulations for stale dated checks
- Enters tuition and fee amounts into PeopleSoft system for all courses
- Resolves Duplicate IDs for Student Accounts
- Processes Traditional and Cohort class drop requests
- Processes individual “Statement of Accounts” for students
- Manages the employee tuition remission process of posting remission applicably
- Assigns PeopleSoft payment plans to applicable students
- Cancels PeopleSoft payment plans when applicable
- Posts book, late fee, mobile phone, library charges and credits, as well as other miscellaneous charges and credits
- Assigns Student Group for Housing Charges
- Posts Student Exchange Remission
- Processes write off reversals and repost write offs
- Processes returned checks, returned ACH and credit card chargebacks
- Adjusts account due dates such as Financial Aid recoveries and Collection Agency placement if applicable
- Runs and processes multiple exception queries by analyzing data and takes appropriate action to resolve any issues
- Assigns/removes student groups and/or service indictors for students as needed
- Informs Supervisor of any problems with student accounts
- Processes corrections to student account activity on an as needed basis to ensure account accuracy
- Works with Functional Analyst on all upgrades that impact the Student Financial Module by testing their applicable areas
- Posts all miscellaneous cash/check payment from various departments into TouchNet
Customer Service
- Provides customer service assistance through Avaya skillset for Bruin Support Services level three calls, as well as direct line telephone calls in regards to students’ accounts
- Provides customer service in person to students at Bruin Support Service Welcome Center in regards to their student accounts
- Provides customer service through group email box “Stuacct” as well as individual email
- Records accounts information of customer in Customer Relationship Management System (SalesForce)
- Collaborates with other departments to assist students
Administrative Duties
- Orders departmental supplies
- Responsible for maintaining file cabinets in storage area, ensuring accuracy of filing daily receipts, refunds, recoveries, scholarships, and Title IV disbursements
- Assists to ensure all training documentation is current
- Distributes student account mail
- Daily closing duties
Marginal Duties:
- Completes other duties as assigned
- Attend all Student Account team meetings
- Adhere to Bellevue University’s Code of Ethical Conduct and Key Values
- Adhere to FERPA regulations
SKILLS & ABILITIES:
Education: High School diploma or equivalent required; Associates Degree preferred
Experience:
- Cash handling experience preferred
- Previous Accounts Receivable working experience with strong proficiency in the use of ten-key and typing skills
Computer skills:
- Solid Microsoft Office (Word, Excel, Outlook) knowledge and skills are required, experience with PeopleSoft preferred
Other requirements:
- Excellent communication, organizational and customer service skills
- Must have strong problem solving skills, and be detail oriented
- Must be a self-starter and have the ability to effectively work with faculty, administration, staff and students in a collegial and multicultural environment
- Must be flexible to meet changing priorities to achieve business objectives
- Ability to maintain confidential information on student record
Other Physical Requirements:
High frequency of computer keyboarding, high frequency of viewing a computer monitor, high frequency of using phone.
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT
- Works in a normal office environment
- Works with critical deadlines, i.e., sometimes under stress.
- Frequent use of personal computer and phone.
NOTE: The statements above are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
The Higher Education Opportunity Act requires institutions participating in federally funded financial aid programs to make information about the institution available to the public, current and prospective students, and current and prospective employees. The Bellevue University Consumer Information webpage, found at www.bellevue.edu/student-support/consumer-information/consumer-information, provides readily accessible information to help consumers make informed decisions about post-secondary education. Bellevue University’s Annual Security and Fire Safety Report (ASR), found at www.bellevue.edu/student-support/consumer-information/pdfs/annual-safety-report.pdf, provides information about campus crime statistics and institutional security policies and procedures as well as information about student housing fire statistics and fire safety policies. You can obtain a paper copy of these reports from the Bellevue Dean of Students office by calling 402-557-7028. In addition to this, Bellevue University is an Equal Opportunity Employer.