Bethune-Cookman University

Job Title:                    Student Accounts Representative     

Sector:                         Business Affairs                     

Department:               Office of Student Account Services               

JOB SUMMARY:

Immediate Supervisor:  Director

This position provides guidance and assistance to students and parents relating to accounts with the University.  The position is responsible for reviewing student accounts, advising students about account actions needed, and applying information to accounts.  In addition, this position is responsible for reviewing students’ accounts, financial aid, and ensuring refunds are issued to students, parents, and third parties in a timely manner.

ESSENTIAL FUNCTIONS:

• Reviews and analyzes student accounts with students and/or parents;
• Reviews and evaluates credit balance reports, students’ accounts, financial aid, and payments to determine applicable refunds that must be issued to students, parents, or third parties;
• Coordinates payment plan enrollments; including processing, monitoring and collecting payments;
• Reviews credit and debit reports;
• Processes valid refunds for approval based on credit balance report;
• Updates addresses for issuance of third party refunds;
• Ensures refunds returned by BankMobile as a “timeout” are reviewed and reissued to student, parent, or third party;
• Assists with registration and any other event that requires representation from Student Accounts Services;
• Approves and clears students’ accounts for registration, housing, and graduation after financial obligations have been satisfied;
• Notes students’ accounts of all conversations and activities;
• Calls and sends written communications to students and parents as needed;
• Communicates frequently with other departments to ensure payments, financial aid, charges, and/or credits are accurate and/or valid;
• Communicates with Student Accounts’ staff and the Office of Financial Aid when adjustments are required to the student’s financial aid awards;
• Prepares adjustments to charge or credit students’ accounts;
• Prepares and submits statements/invoices for payment from agencies listed as Third Party billings on students’ accounts;
• Prepares billing statements when requested by students and/or parents;
• Assists with processing payments from students and parents that are being made via credit/debit card, check, or money order;
• Ensures holds are posted on students’ accounts with balances, and removes holds as applicable;
• Maintains parent and credit balance authorization forms and any other required forms;
• Assists with mass mailings to students as needed;
• Required to perform all other duties as assigned by the Director.
  

EDUCATION and EXPERIENCE:

• Minimum requirement of Associate’s degree in Accounting, Finance, or a closely related field.
• 1-3 years of related experience preferred.

• Analytical skills with in depth knowledge of information systems and technical expertise with Microsoft Office (Word and Excel), and Internet end-user applications.
• Customer service and motivational experience are essential, as well as strong verbal and written communication skills.

REQUIREMENTS:

• Attentive to the needs of customers. Responds quickly and competently to customer requests, both in person and over the phone. Places primary importance on delivering superior customer service.
• Maintains a painstaking attention to detail, completing multiple or repetitive tasks. Demonstrates a serious commitment to accuracy and quality while meeting goals or deadlines.
• Strong written and verbal communication skills.
• Self-motivated team player who will require minimal supervision.
• Analytical skills with in depth knowledge of information systems and technical expertise with Microsoft Office (Word and Excel), and Internet end-user applications.
• Brings energy, enthusiasm, and a positive attitude to the job.
• Strong work ethic. Uses time productively to accomplish work goals.
• Demonstrates professionalism at all times.

ENVIRONMENTAL/PHYSICAL CONDITIONS:

• Working environment is a normal business office setting;
• Demands normal manual dexterity and visual and auditory acuity;
• Must be mobile throughout the campus;
• Typically, the incumbent may sit comfortably to do the work. However, there  may be some walking, standing, bending, or carrying of light items;
• Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time;
• Occasional evening and weekend work is required.

Bethune-Cookman University is committed to the principles of equal employment opportunity in all phases of the employment relationship including advertising, hiring, compensation and other terms and conditions of employment without regard to race, color, religion, sex, national origin, age, disability, veteran’s status, or marital status. The University is also committed to the principles of non-discrimination in its educational programs and activities. No persons shall, on the grounds of race, color, religion, national origin, marital status, age, disability or sex, be excluded from participation in, be denied the benefits of, or be otherwise subjected to discrimination in any program or activity of the University.