Student Accounts Representative

SUMMARY

The Student Accounts Representative is responsible for assisting students and parents through phone or campus visits, regarding student accounts, in their initial and subsequent contacts with the University.

Student Accounts Support

• Serves as the initial contact for student and parent inquiries regarding student accounts (phone calls and office visits).
• Assists students with account-related questions, including charges, payments, and financial aid application.
• Guides students through account resolution, ensuring a clear understanding of their financial responsibilities.
• Participates in the PBA Check-in Process, helping students finalize financial arrangements.

Financial Account Management & Compliance

• Monitors student accounts to maintain current status and initiates collection efforts for overdue accounts.
• Processes invoices for students using tuition reimbursement, vocational rehabilitation, and Florida Prepaid.
• Prorates tuition, meal plans, and fees for students withdrawing from the university, ensuring accurate charges and refunds.
• Processes accounts receivable statements upon student request.
• Reviews and approves miscellaneous charge batches submitted by other departments to student accounts.
• Audits non-enrolled student accounts for collections, verifies transcript records, and initiates contact for outstanding balances.
• Utilizes Jenzabar Accounts Receivable Module to manage and analyze student accounts effectively.
• Completes special projects assigned by the Student Accounts Administrator.

Interdepartmental Liaison

• Collaborates with financial aid, the business office, and registrar’s office to ensure timely satisfaction of student financial obligations.
• Validates attendance records in coordination with the Registrar’s Office to confirm course billing accuracy.
• Partners closely with financial aid to verify billing and crediting of student financial aid.

EDUCATION:

Bachelor’s degree in business, finance, computer science, management, or a related field, required.

EXPERIENCE:

1 years of accounts receivable experience required; higher education experience, preferred.

ESSENTIAL COMPETENCIES (Knowledge, Skills, and Abilities)

• Customer Service Orientation – Keeps internal and/or external key stakeholder(s), students, parents, faculty, staff and community partners in mind at all times.
• Professionalism – Displays a high level of professionalism, e.g. timeliness, reliability, communication, and work ethic.
• Christ-first Faith – Provides spiritual support to community members, including students, on their Christian faith journey
• Adaptable/Flexibility – Ability to change or adjust to change.
• Analytical Thinking & Decision Making – Identifies and understands trends and/or issues, connects data points through analysis and logical conclusions/actionable strategies.
• Attention to Detail – Ability to efficiently and accurately focus on a specific task or number of tasks. Reviews details with a critical eye.
• Confidentiality – Maintains the necessary confidentiality and discretion required for the position.
• Effective Communication – Expresses ideas and information in a clear and concise manner both verbally and in writing to convey clear, well-articulated messaging across a wide variety of audiences.
• Establishes Trust – Gains the confidence of others by actions and words that promote being honest, forthcoming, and vulnerable.
• Problem-solving – Anticipates, evaluates, diagnoses, and resolves problems in a systematic and fact-based manner.
• Project and Time Management – Effective planning and priority setting. Ability to manage several complex projects simultaneously while working under pressure to meet deadlines.
• Results Orientation & Accountability – Takes accountability and identifies, executes and drives actions to consistently achieve desired results.
• Teamwork & Collaboration – Creates a climate that fosters commitment to a common vision and shared values that promote cooperation and working together through trust and support of others both departmentally and cross-functionally.
• Technology – Strong aptitude to learn new technologies as department processes evolve.

ADDITIONAL REQUIREMENTS:

• Ability to work non-routine hours during certain times of the year.
• Ability to sit for prolonged periods of time.