What are the responsibilities and job description for the Student Account Specialist position at Wartburg College?
WARTBURG COLLEGE
Title of Position – Student Account Specialist
Function of Position:
Responsible to the Director of Student Accounts for the preparation of and processing of student account information including charges, receipts, in-house student loans, monthly statements, collections, due diligence, and auditing of reports. This is a full-time, twelve-month position.
Principal Duties and Responsibilities:
Access administrative systems for the Business Office and Financial Aid Office to assist students, families, faculty, and staff with the following (35%):
Title of Position – Student Account Specialist
Function of Position:
Responsible to the Director of Student Accounts for the preparation of and processing of student account information including charges, receipts, in-house student loans, monthly statements, collections, due diligence, and auditing of reports. This is a full-time, twelve-month position.
Principal Duties and Responsibilities:
Access administrative systems for the Business Office and Financial Aid Office to assist students, families, faculty, and staff with the following (35%):
- explain account information
- research and resolve account questions
- process receipts and transactions accurately and timely
- assist with monthly payment plan questions, cancellations, and rebalances
Responsible for the following related to student accounts (35%):
- coordinate and generate charges/adjustments with other departments (such as Residential Life, Dining Services, Financial Aid, Registrar Office, and faculty/staff)
- assess monthly finance charges
- prepare monthly statements for current and prior students
Coordinate and execute collections and due diligence on in-house loans, tuition accounts, and other accounts. (10%)
Negotiate repayment terms for loans, collection accounts, and past due student accounts. (7%)
Serve as the primary back-up for the Student Account Assistant. (5%)
Process mail and receipts for payments on student accounts. (2%)
Assist with the annual audit. (2%)
Participate in on-going process improvements and document processes related to job duties (2%).
Perform other related duties as assigned. (2%)
Negotiate repayment terms for loans, collection accounts, and past due student accounts. (7%)
Serve as the primary back-up for the Student Account Assistant. (5%)
Process mail and receipts for payments on student accounts. (2%)
Assist with the annual audit. (2%)
Participate in on-going process improvements and document processes related to job duties (2%).
Perform other related duties as assigned. (2%)
Supervision:
Employee is expected to proactively communicate and collaborate with Business Office and Financial Aid staff and other campus partners. Employee is expected to demonstrate initiative and pursue completion of all objectives, planning and prioritizing their own work and resolving unusual cases in consultation with their supervisor.
Minimum Qualifications:
Bachelor’s degree in business/accounting or 4 years of equivalent experience. Requires knowledge of Microsoft Office environment; strong Excel skills; accounting knowledge and strong commitment to customer service.
Application Procedure:
Please upload the following by selecting the “Apply for this Position” below:
1) resume
2) a letter of interest including a statement regarding qualities within the context of the Wartburg College mission
3) contact information for three references
See www.wartburg.edu for further information about the college and the city of Waverly. Screening begins immediately and continues until position is filled.
Wartburg College
Founded in 1852, Wartburg College is a selective four-year liberal arts college of the Lutheran Church (ELCA), nationally recognized for community engagement. The college offers more than 50 academic majors and pre-professional and certificate programs leading to the bachelor’s degree. The college is located in Waverly, Iowa, a growing community of more than 10,000 residents. As part of the Cedar Valley metro area (near Waterloo and Cedar Falls), Waverly has an abundance of cultural, musical, and recreational opportunities. Major Midwest metropolitan areas within driving distance include Des Moines, Iowa (2.5 hours); Minneapolis/St. Paul, Minn. (3 hours); Madison, Wis. (3.5 hours); Rochester, Minn. (2 hours); Chicago (5 hours); and Omaha, Neb. (4 hours).