Student Accounts Specialist

Student Accounts Regular Full-Time Full-Time Staff Bellevue, NE, US

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.

• Posts payments received through email and online payments via Upay to student accounts
• Post Wire transfer and Flywire payments
• 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 People Soft Cashiering.
• 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 People Soft 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 People Soft payment plans to applicable students
• Cancels People Soft 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 Touch Net

• 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 (Sales Force)
• Collaborates with other departments to assist students

• Responsible…