Student Accounts Representative- IL- Student Financial Services

Summary

The Student Accounts Representative works directly within the Office of Student Financial Services on all aspects of cash management, billing, receivables, and reconciliation, as well as departmental planning, with an emphasis on communication and customer service, under the general supervision of the Student Accounts Manager.

Essential Duties and Responsibilities

Operations:

* Process daily Student Accounts functions including cash management, deposits, journal entries, and reconciliations.

* Monitor student accounts receivable (AR) activity

* Assist with direct deposit processing and account maintenance

* Assist with Monthly/quarterly reconciliation.

* Support invoicing and follow-up for scholarships, VA benefits, Military, National Health Service Corps. (NHSC), Vocational Rehabilitation, reserve accounts, and 529 plans

* Assist students and authorized third parties with billing questions

* Collaborate with campus departments on financial matters

* Support monthly and quarterly reconciliation processes

* Administrator the Brinks 24

Seven and check scanner processes.

* Assist students and authorized third parties with Student Account issues, billing, and questions.

* Communicate with campus Departments (i.e., Student Services, Business Office) on fiscal issues.

* Assist with monthly/quarterly reconciliation (i.e., Business Office)

* Complete and analyze management reports as required.

* Assist Student Accounts Supervisor on various projects as assigned.

Planning:

* Pro-actively identify risks and roadblocks that need to be addressed; identify and detail creative solutions, along with preliminary recommendations, to minimize the impact of these potential problems.

* Actively participate in the annual planning process to improve operations and advance departmental objectives.

* Assist with maintaining and updating the Student Accounts policy and procedure manuals.

* Assist with maintaining and updating the Student Accounts CARS tables

Other Duties:

* Assist Student Accounts Manager or Director of Student Financial Services on various projects as assigned.

Qualifications

The ideal candidate will have strong organizational skills, attention to detail, and the ability to manage multiple financial processes while delivering excellent customer service. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. This individual must have the ability to work in a constant state of alertness and safe manner and must have regular, predictable, in-person attendance.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

High school diploma or GED required;
Associates degree in Management/Accounting or related field preferred. Must have 3-5 years working in an accounting, accounts receivable, financial aid, student accounts, or business/financial office role, preferable at a graduate institution. Previous experience with account reconciliations and journal entries is preferred.

Computer Skills

Intermediate to advanced knowledge of Microsoft Office;
Outlook, Word, and Excel required.

Language Skills

Intermediate skills:
Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of students, spouses, parents and employees of MWU.

Reasoning Ability

Intermediate skills:
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Mathematical Ability

Intermediate skills:
Ability to calculate figures and amounts such as discounts, interests, commissions and proportions, percentages, area.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand. The employee is regularly required to walk; reach with hands and arms. The employee is frequently required to sit, Use hands to finger, handle, or feel; talk and hear. The employee must regularly lift and /or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

Specific vision abilities required by this job include close and distance vision.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the…