Assistant Director, Student Accounts

Salary Range Starting Salary at $53,791; commensurate with experience

The Assistant Director for Student Accounts supports the administration and daily functions within the Office of Student Accounts, with a primary focus on Banner Student Accounts
, billing, payments, and regulatory processes. The entry-level leadership role will assist with core operations, system support, and provide critical customer service. This position reports to the Director of Student Accounts and will provide key back-up support to the Director.

• Support administration of the Banner Student Accounts module, including basic fee setup, coding, testing, and data review.
• Oversee processes related to student billing, payment posting, refunds, and account reconciliation; including running processes related to billing cycles and student registration.
• Monitor daily cashiering activity and support balancing and feed processes to Banner Finance.
• Collaborate with Financial Aid, Registrar, Admissions, and IT on account issues and process coordination.
• Assist with 1098-T tax statements and related reporting.
• Support Title IV disbursements and refunds in alignment with regulatory guidelines.
• Generate A/R aging, student account, and reconciliation reports.
• Assist Director with maintaining accurate records and ensure data integrity and compliance.
• Complete research for the Director of Student Accounts as needed, making technology and process improvement recommendations based on analysis and research.
• Provide customer service and thorough communication on a variety of topics and issues related to Student Accounts to University students, staff, parents, and community members.
• Respond to inquiries through in-person and various communication methods including phone and email. Handle a variety of difficult customer situations and disputes while using sensitivity, diplomacy, and patience.
• Maintain accurate records of student financial activity and ensure data integrity across systems.
• May supervise staff and/or student employees as needed. Supervisory responsibilities include hiring processes, setting of expectations, training and development, performance management, and disciplinary processes including termination of employment.

• Required:
  
  Three or more years of professional experience in accounts receivable, student accounts, or related financial operations.
• Required:
  
  Experience with financial systems, ERPs, and/or student account systems.
• Preferred:
  Experience in Higher Education and ideally with Ellucian Banner enterprise system.
• Or a combination of equivalent education and/or experience.

• None.

• Basic understanding of student billing, receivables, and cash handling.
• Ability to learn regulations, policies, and enterprise system processes.
• Strong attention to detail and accuracy.
• Strong skills in analytical problem solving and ability to prioritize and manage issues and tasks.
• Effectiveness with numerical problem solving (including arithmetic and algebra); ability to review and analyze simple to more complex numerical information.
• Excellent customer service skills and strong communication skills.
• Ability to maintain confidentiality and effectively handle highly-sensitive and personal information with sound judgment, tact, and discretion and in accordance with applicable state and federal laws.
• Strong orientation towards taking ownership of projects and assignments and being proactive with projects, assignments, and making process improvements.
• Strong orientation towards continued learning and applying learning in the work setting.
• Ability to work independently but also to constructively receive supervisory direction and work effectively in a team setting.
• Strong ability to work collaboratively, accomplish organizational goals, communicate clearly, and act proactively.
• Ability to consistently handle and follow through with multiple projects and assignments and meet deadlines; ability to be flexible and adaptable to changing priorities; ability to function effectively in a busy work environment.
• Competence with and commitment to inclusive excellence; ability to be an effective partner with diverse students, faculty, and staff.
• Ability to establish effective working relationships, professional rapport, and effectively accomplish work within a University setting that includes a wide array of individuals, groups, policies, and processes.
• Effective ability to use and learn computers, technology, software, and applications at level of sophistication required for the duties of the position, including, without limitation, Microsoft Office (Outlook, Word, Excel, and PowerPoint), the internet, and computerized maintenance management systems.
• All University of Portland positions require the ability to quickly learn and use new technologies, software, and applications in depth and at level of proficiency required for duties of the position. In most situations, the necessity of learning, using, and…