Student Account Representative

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New Orleans, LA, US

• Provides knowledgeable and responsive assistance to students, parents, and other customers regarding student financial accounts and Bursar’s Office services.
• Advise students and parents regarding tuition, fees, educational expenses, account balances, and payment options.
• Respond to inquiries regarding student accounts, billing statements, registration, financial aid, transcripts, student records, payment plans, loans, refunds, and related Bursar’s Office services.
• Research customer inquiries and complaints and provide accurate and timely resolutions or referrals.
• Explain University policies, procedures, deadlines, and financial requirements in a clear and customer-focused manner.
• Maintain confidentiality when handling student financial and educational information.

• Maintains accurate student account information and researches and resolves account discrepancies.
• Review, maintain, and update student account information and financial records.
• Research, analyze, and resolve discrepancies involving charges, payments, financial aid, credits, adjustments, refunds, and other account activity.
• Verify account information and supporting documentation to ensure accuracy and compliance with established policies and procedures.
• Coordinate with University departments and personnel to resolve account discrepancies and obtain information necessary to support accurate financial records.
• Maintain appropriate documentation of account research, adjustments, and resolutions.

• Administers and monitors Tuition Payment Plans and provides students with guidance regarding their payment obligations.
• Counsel students and parents regarding Tuition Payment Plan options, enrollment requirements, payment schedules, deadlines, and applicable policies.
• Assist students with establishing and maintaining Tuition Payment Plans in accordance with University guidelines.
• Monitor active payment plans to ensure scheduled installments are received timely.
• Identify missed, delinquent, or outstanding payment-plan installments.
• Proactively contact students regarding upcoming, missed, or outstanding payments and encourage timely resolution of their account obligations.
• Assist students in understanding payment-plan requirements and resolving payment-related questions or issues.
• Document student outreach, payment activity, and resolutions related to payment plans.
• Refer unresolved or escalated payment-plan matters to the appropriate supervisor or department.

• Supports the University's financial clearance and registration processes by identifying outstanding balances and coordinating registration restrictions and clearances.
• Identify students with uncleared or outstanding balances and work with students to resolve account issues.
• Create and maintain registration-block lists based on established University guidelines.
• Communicate registration blocks and financial clearance requirements to students and appropriate school or departmental representatives.
• Document waivers or exceptions approved by authorized University personnel.
• Maintain waiver records and statistics for monitoring and follow-up.
• Assist students in understanding the requirements necessary to achieve financial clearance.

• Processes and maintains financial transactions affecting student accounts and assists students with understanding the impact of financial aid and payments on their balances.
• Post financial aid and other authorized payments, adjustments, credits, and account transactions.
• Advise students and parents regarding the relationship between tuition costs, financial aid, account balances, and fiscal clearance.
• Process student account refunds and other financial transactions in accordance with established guidelines.
• Review transactions and supporting documentation to ensure accuracy.
• Research and resolve issues related to financial aid posting and other student account activity.
• Assist with the preparation of special accounting and student account reports for administrative use.

• Maintains effective working relationships with University departments, schools, and programs to support accurate and timely student account services.
• Maintain familiarity with the policies, procedures, programs, and account-related requirements of assigned departments, schools, and/or programs.
• Serve as a liaison with appropriate school and departmental representatives regarding student account and financial clearance matters.
• Obtain and provide information necessary to verify or support the accuracy of financial records.
• Communicate relevant policy, procedure, and…