Student Accounts Specialist

Salary Range Starting Hourly Wage $21.50; commensurate with experience

Job Summary

The Student Accounts Specialist provides quality customer service to the University community including students, families and campus partners while performing a variety of student account collection and cashiering-related processes and transactions. This position is responsible for responding to inquiries and issues related to student accounts policies and procedures. This position reports to the Assistant Director of Student Accounts.

Core Duties

• 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.
• Provide administrative and transactional support on behalf of the university including but not limited to processing student payments and refunds, and assisting students or parents with questions regarding their accounts.
• Perform daily review of Student Account balances.
• Process and monitor financial transactions. Perform backup cashiering and refunding functions for student accounts, following specific University procedures and policies.
• Maintain Student Accounts email account, respond to inquiries and take appropriate action as required and elevating to Supervisor as needed.
• Provide support and information to Student Accounts staff, providing back-up to other Student Accounts Specialists.
• May assist with the supervision and training of student employees as assigned by the Director of Student Accounts. Supervisory responsibilities include hiring processes, setting of expectations, training and professional development, performance management and evaluations, timesheet approval and disciplinary processes including up to termination of employment.

Other duties as relevant to the duties of the position or as assigned by supervisor or designee.

Please note that the above list of duties is not comprehensive but generally demonstrates the types of matters under this position’s purview and responsibility.

Education & Experience

• Required:
  
  Associates Degree.
• Required:
  
  One year of relevant experience in Student Accounts or cashier related experience.
• Preferred:
  Experience with Banner enterprise system.
• Or a combination of equivalent education and/or experience.

• None.

• Excellent attention to detail and accuracy.
• Effectiveness with numerical problem solving (including arithmetic and algebra); ability to review and analyze simple to more complex numerical information.
• Demonstrated knowledge of accounts receivable information systems, cash controls, collections and cashiering.
• Demonstrated ability to work collaboratively to accomplish organizational goals, communicate clearly, manage conflict, perform detailed work and analyze complex information.
• Strong verbal and written communication skills.
• Strong ability to work collaboratively, accomplish organizational goals, communicate clearly, and act proactively.
• Ability to maintain confidentiality and effectively handle highly sensitive and confidential information with sound judgment, tact, and discretion.
• 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.
• Ability to work independently and in team settings.
• Ability to receive constructive supervisory direction.
• 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…