Student Accounts Advisor
Job Description
REQUIREMENTS
- Excellent verbal and written communication skills; strong customer service skills including meeting quality standards and evaluating student satisfaction.
- Capability to make collection calls and discuss finances with students.
- Strong critical thinking, reasoning, and decision-making skills, along with strong organizational and time management skills.
- An interest in further expanding federal and state regulations and requirement knowledge as it relates to student aid disbursement.
- Ability to apply and adapt policies and procedures to achieve specific outcomes.
- Ability to perform basic mathematical functions (i.e., addition, subtraction, multiplication, and division).
- Proficiency in Microsoft Office (i.e., Outlook, Excel, Word) and Anthology (preferred, but not required).
- Ability to work overtime as required.
- Punctuality and reliability.
- Ability to work independently.
- Bachelor’s Degree preferred.
- Three to four years of customer service experience preferred.
- Experience related to conflict resolution required.
- Title IV and/or Higher Education experience required.
RESPONSIBILITIES
- Serving as primary contact for students across campuses with account related questions.
- Communicating with students via email and telephone to ensure timely receipt of scheduled payments.
- Establishing repayment schedules and setting up payment plans based on school policy and students’ financial situations.
- Working on collections efforts, including making collection calls and following up on delinquent accounts.
- Setting up and maintaining student direct deposit information for refunds and stipend disbursements.
- Documenting, recording, and maintaining information about student communication and changes to students’ accounts in Anthology.
- Collecting and posting tuition and fee payments to students’ accounts.
- Posting student fees that are not automated to student accounts (i.e., late payment fees, add/drop fees, health insurance fees, etc.).
- Reviewing packaging of federal and other fund sources completed by the financial aid department and determining any unmet needs.
- Adhering to all school policies and procedures and applicable federal and state regulations and all accrediting agencies’ standards and requirements related to student aid disbursement.
- Performing other duties as assigned by the Associate Director of Student Accounts.
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