Senior Students Accounts and Loans Specialist

Job Description

Reporting to the Manager of Student Accounts and Loans, the SrStudent Accounts & Loans Specialist is responsible for the administration and reconciliation of Trinity’s Institutional loanprograms. This position ensures the accurate processing of loantransactions, compliance with federal regulations and institutional policies, and provides exceptional customer service to students,families, and campus partners.

The Sr Student Accounts & Loans Specialist is responsible for monitoring delinquent institutional loan accounts, coordinatingcollection activities with third-party agencies, assisting with preparation of federal reporting and tax documentation (includingForms 1042-S and 1098-T), and reconciling student account activity to ensure financial accuracy.

This position assists the Student Accounts Manager in overseeingbilling, account maintenance, and customer service for all programs including Graduate, Individual Degree Program (IDP) andNon-Matriculated Students, Study Away, and Undergraduate Studentaccount operations. In addition, the Assistant Manager assists with preparation of audit documentation, reconciliations, and reports insupport of Accounting Services and participates in departmental initiatives to improve operational efficiency and regulatory compliance.

• Reconcile loan disbursements between the Student Accountssystem, financial aid system, Common Origination and Disbursement(COD) system, and other applicable systems.
• Prepare, maintain, and archive Trinity Loan Promissory notes,borrower documentation, and institutional loan records.
• Prepare disbursement files and reports for University Accounting Services (UAS) and maintain borrower account records.
• Process payments received from UAS, collection agencies, andborrowers, ensuring accurate general ledger coding.
• Monitor delinquent institutional loan accounts, communicate with borrowers regarding repayment options, and coordinatecollection efforts with third-party collection agencies.
• Respond to borrower inquiries regarding loan repayment,deferments, transcript holds, credit reporting, and loanservicing.
• Provide documentation and support for internal and external audits related to student loan programs.

• Assist with management of billing, account maintenance, and customer service for Graduate, IDP and Non-Matriculated, Study Away, and Undergraduate student population
• Review, analyze, and adjust student account activity to ensurebilling accuracy.
• Calculate and process financial aid transfers, refunds, and account adjustments for Study Away and IDP students.
• Coordinate billing and account activity with the Registrar'sOffice, Financial Aid Office, Office of International Programs, and partner institutions.
• Assist with undergraduate billing, payment processing, account reconciliation, and customer service as departmental needs require.
• Review student account activity to ensure accurate tax reporting and prepare account corrections supporting Forms 1098-Tand 1042-S.
• Organize, scan, and maintain electronic student records in the College's document management system.

• Perform reconciliations of student account and loan activity toensure financial accuracy and compliance.
• Prepare audit confirmations, reconciliation reports, and supporting documentation for Accounting Services and external auditors.
• Assist in maintaining compliance with federal regulations,institutional policies, and accounting standards.
• Identify opportunities to improve departmental processes,internal controls, and operational efficiencies.

• Provide timely, professional, and accurate service to students,families, faculty, staff, and external partners.
• Collaborate…