Account Representative

Account Representative Posting Details

Job # | 042640

Department Code |

Department | Treasurer's Office

Job Title | Account Representative

Location | Syracuse, NY

Campus | Syracuse, NY

Commitment to On-Campus Experience | Syracuse University is committed to delivering an exceptional student experience through vibrant, engaged campus communities. This position is based at the above campus location and requires regular in-person presence to support our students, collaborate with colleagues, and contribute to our thriving academic environment. Syracuse University values the collaboration, mentorship, and spontaneous connections that happen when our community works together on campus.

Remote work arrangements are limited in accordance with University policy.

Pay Range | $20.72 - $21.13

Pay Determination | Pay rates at Syracuse University are based on a combination of factors including, but not limited to, the job responsibilities; the candidate’s education, training, work experience and key competencies; the university’s strategic priorities; internal peer equity; applicable federal, state, local laws, grant funding and contractual requisites; and external market analyses.

Staff Level | S3

FLSA Status | Non-exempt

Hours | Standard University business hours

8:30am – 5:00pm (academic year)

8:00am – 4:30pm (summer)

Hours may vary based on operational needs.

Job Type | Full-time

Unionized Position Code | Not Applicable

The Account Representative is part of an outstanding team responsible for providing best in class service to students and parents as well as maintaining the unit’s excellent financial controls. This position is critical to the University as it acts as the primary point of contact to students and parents in regard to student finance, billing, collections, and Federal Perkins loans. The successful candidate will, on average, provide service to between 800-1,000 students/parents per month via phone calls, in person student traffic and email correspondence.

The Representative position requires attention to detail in a fast-paced ever-changing environment and will provide service students and parents by taking incoming phone calls from students/parents, setting up payment arrangements, responding to individual emails for both traditional and online students. In addition to monitoring and taking action on accounts of current students that may be past due will also work with other University departments such as Financial Aid and the Registrar’s Office.

Associate’s degree and 1-2 years in credit, collections or customer service in the finance industry or a combination of applicable experience.

An understanding of and ability to provide customer service, be a good teammate, basic accounting concepts, understanding of loans and credit, problem solving, Microsoft Office suite as well as the ability to learn new software packages.

The Account Representative will maintain and work a portfolio of accounts consisting of current and past due tuition, returned checks, Perkins Loans, and other University A/R with an ultimate goal of repayment of each account.

This is done by: locating the student/parent via various skip tracing methods placing phone calls, sending letters and email recording and following up on agreements recording payments escalating accounts when there has been no progress on an account

Provide financial counseling to students and parents including:
Evaluating student/parent financial standing to determine appropriate payment schedule/arrangements Brainstorming with students/parents’ different approaches to payment Working within policies, procedures and deadlines to ensure agreements are reached

Responsible for the analysis and collection activity necessary to maintain the Federal Perkins Loan cohort rate at acceptable levels. This includes:
Working with students to rehabilitate delinquent Perkins Loans through monthly payment arrangements Processing forbearances and/or hardships Discussing the loan consolidation Maintaining a working knowledge of the program and related rules and regulations Assist the Bursar’s Office with…