Student Finance Representative

Job Description

REQUIREMENTS

• Education: College degree required.
• Experience: Minimum of 2 years of successful customer service experience in higher education, banking, sales support, or a student accounts/financial aid environment.
• Technical Aptitude: Strong proficiency in spreadsheet tools (Excel, Google Sheets). Familiarity with higher ed software and CRMs (Workday Student, Salesforce, Colleague) is a strong plus.
• Core Attributes: Exceptional written/verbal communication, sharp attention to detail, and a solution-oriented mindset that thrives under deadline pressure.
• Application Requirement: A cover letter is strictly required to be considered for this role.

RESPONSIBILITES

Student Account Counseling & Support:

• High-Volume Communications: Manage inbound and outbound calls and emails with urgency and care, meeting data-driven engagement metrics during heavy enrollment windows.
• Financial Advising: Guide students, families, and alumni through tuition statements, payment options, balances, financial holds, refunds, and educational tax forms (1098-T / TL11).
• General Service Guidance: Answer inquiries regarding registration, add/drop procedures, refund policies, and financial aid options, liaising with Military Affairs or Financial Analytics as needed.

Payment Administration & Operations:

• Payment Plan Administration: Manage tuition payment plans, update CRM configurations, adjust budgets throughout the enrollment cycle, and follow up on returned payments.
• Transactions & Account Audits: Process credit cards, checks, and wire transfers into accounting systems. Audit past-due accounts, conduct collections outreach, and support state escheatment procedures.
• Process Improvement & Mentorship: Track recurring student questions to optimize business processes, while helping onboard, train, and monitor student work-study employees.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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