Student Account Representative

GENERAL SUMMARY

The Student Account Representative is responsible for providing information on registration, payment, billing and collection policies and procedures related to student account transactions.  Handles a variety of customer situations and disputes using tact, diplomacy and patience to defuse irate/angry customers.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Accepts calls for current, past due and delinquent student accounts.  Completes appropriate forms/reports and corresponds with students as required. 
• Work with college-wide student services staff and department leaders to research and resolve or redirect student disputes and appeals.
• Assists college-wide staff and students with interpretation of information on student accounts and related college policies and procedures.
• Performs payment processing and refunding functions for student accounts.  Follows specific college procedures and policies. 
• Assists customers with inquiries on deferred payment arrangements.
• Logs all pending and follow up action taken on computer database.
• Assists customers with inquiries regarding 1098-T tax reports, including correcting student account records; generating duplicate statements; reproducing the 1098-T forms.
• Invoices: Provide invoices received, to Campus President and/or 3rd party for approval signatures. Sends signed invoices for processing timely payments. Collecting new vendors-W9 and submit to Corporate Accounting Department.
• Other duties as required or assigned.

QUALIFICATIONS

• High School diploma or equivalent.  Associates preferred.
• Six months high school or college coursework in accounting.
• One-year experience om office environment processing, recording or compiling accounting, bookkeeping or cashiering transactions.
• Must be familiar with college billing and refund policies, institutional and FERPA confidentiality regulations; and Federal Title IV cash management regulations.
• Proficient in Microsoft Office and Google Chrome

KNOWLEDGE, SKILLS AND ABILITIES

• Communication Skills
• Detail Oriented
• Time-Management Skills
• Organizational Skills
• Team-oriented
• Coachability:  Being receptive to feedback, willing to learn, embracing continuous improvement
• Ethics:  Has personal and professional ethics and fosters a diverse and respectful workplace.
• Ability to interact with staff and external relationships in a professional manner, including a demonstrated commitment to customer service.

PHYSICAL DEMANDS

Nature of work requires an ability to operate standard business equipment. Siting for a long period of time; up to 8 hours of computer and/or phone work daily.

WORKING CONDITIONS

Majority of work is performed in a general office environment.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities and activities may change at any time with or without notice.