Student Financial Services Manager

Student Financial Services Manager

Located in the division of Enrollment Management and part of the Student Financial Services team, this position has a primary focus on the oversight of day-to-day Student Accounts operations. They are responsible for the delivery of comprehensive, high-quality service related to student billing, loans, and account management. The individual serves as the direct supervisor for members of the student accounts team and is responsible for ensuring efficient office operations and accurate financial processes.

Essential Functions:

• Provide comprehensive, high quality customer service to all internal and external customers via in-person, phone and email.
• Supervise two members of the student accounts team
• Assess all Glenside student and organizational fees and discounts, including supplemental charges from the campus community, ie health, counseling, mail, and athletics. Post statements.
• Third party coordination and special invoicing, ie TEACH, OVR, REAL, high schools
• Process, deposit and receipt entry of student and organization payments
• Manage the posting of private loan disbursements and returns
• Maintain databases with current fees, discounts, and assessment rules.
• Support Colleague SAS implementation, serve as Colleague super user upon implementation.
• Update and maintain web content, ensuring accuracy, accessibility, and a user-centered experience. Assist the development and ongoing management of a unified Student Financial Services website.
• Lead transition to Touch Net
• Effectively managing outreach for current students with outstanding account balances. Work with institutional stakeholders to develop a plan, coordinate messaging and support team in outreach efforts.
• 1098T reporting and support
• Refunds - approval, transmission to Bankmobile, check refund requests
• Reconciliation of student billing with invoices from other departments - Follette, 2U, etc.
• Maintain knowledge of federal and state regulations and responsibilities, as related to Title IV and other financial aid

Marginal Functions:

• Perform other duties as assigned by the Associate Vice President for Student Financial Services or other senior management, as appropriate. Assist the Office of Enrollment Management with taking on additional work on a temporary basis during times of high-volume activity or need.

Required

Knowledge, Skills and Abilities:

• Communication:
  Able to give clear and timely information to the appropriate stakeholders in compliance with state and federal laws that safeguard personal information. Able to professionally communicate via written correspondence, telephone or video, online media, and face to face, and tailoring the message appropriately to the medium used and the audience (example: supervisor, coworker, parent, student, other University employees).
• Customer Service:
  Able to work professionally and positively with prospective students, current students, parents, high school representatives and university employees. Provides clear and timely information and answers to questions, following up as necessary or being able to refer an individual to a more appropriate team member. Able to empathize with others understand the various perspectives that individuals bring to a situation, and address those perspectives.
  
  Has a friendly demeanor and welcoming disposition.
• Project Management:
  Able to organize tasks in the right order to reach the right outcome at the right time. Monitor progress in projects and plans and adapt appropriately to changes or challenges. Communicates workload and status of projects effectively and timely. Is well organized and manages assignments to a successful conclusion.
• Technology:
  Able to use appropriate software for efficient completion of work objectives. Demonstrate beginner level mastery of core MS Office programs.
• Cultural Understanding :
  Able to demonstrate respect for and engage with people of diverse backgrounds to create a stronger community
• Emotional Intelligence:
  Ability to understand how this role fits into the overall goals of the EM office and the University, and how the quality and consistency of individual efforts affect other staff in the unit. Able to respond…