What are the responsibilities and job description for the (Hybrid) Student Account Coordinator - Student Financial Services position at West Virginia University?
West Virginia University, Student Financial Support & Services is accepting application for a (Hybrid) Student Account Coordinator.
About the Opportunity
This is a professional level position in the Revenue Management team within the Student Financial Services unit. This position provides comprehensive student account services to WVU students, families, third-party sponsors, collection agencies, as well as other internal and external customers. This position is directly responsible for utilizing the student information systems as the mode of operation to perform duties related to the processing of various functions within Department of Education regulations. The incumbent is also responsible for the recording and recognition of West Virginia University student revenue and student disbursements.
We strongly believe in work-life balance and keeping time for things we love outside our work. WVU offers generous benefits, including:
- 37.5-hour work week.
- 13 paid holidays ()
- 24 annual leave (vacation) days per year.
- 18 sick days per year, and the flexibility to use that time to care for immediate family members.
- WVU offers a range of
- 401(a) retirement savings with 6% employee contribution match, eligibility to continue health insurance, and other retiree perks. Looking for ? Check out retirement health insurance benefits, retirement income, and FAQ's.
What You'll Do
90%
- Responsible for coordination, development, and application of systems, policy, and procedure to ensure the University follows Federal, State, and Local student accounts receivable, student loan, student account disbursement, and cash management regulations. Maintains customer confidence and protects operations by keeping all information confidential. Serves students and parents by assisting in all levels of customer service including but not limited to collecting receipts, disbursing funds, analyzing student accounts, providing guidance, recommending payment options, resolving complex problems, etc.
- Responsible for assisting internal and external customers on a wide range of third-party billing and student accounts receivable questions. Process inquiries for and disseminates information to WVU customers, internal and external, using data obtained from the student information and student loan systems. Assists in interpreting/understanding University and U.S. Department of Education policies.
- Manages service-related inquiries (phone, fax, e-mail, mail, and web) and serves as a liaison for all day-to-day issues regarding third party sponsors, University departments, payment plans, institutional loans, and eCommerce. This requires close interaction with students, parents, sponsoring agencies, loan servicers, scholarship agencies, banking partners, collection agencies, and the State Treasurer's Office using professional counseling techniques, client-focused service methods, and managing conflicts and resolving complaints. Daily processing includes but is not limited to the following:
- Reviewing and submission of billings to internal and external customers.
- Creating, authorizing/pre-authorizing, maintaining, analyzing, and reporting of contracts in the third-party billing modules within the student information system.
- Reviewing and analyzing student information or student loan system reports to determine which accounts should have holds placed or lifted, aging of the account, and refund status.
- Posting payments in the student information and loan systems.
- Processing electronic files from various external and internal units. This includes but is not limited to: Converting files to appropriate format, reconciling extracted totals to students and/or University financial system totals, and troubleshooting issues when they arise.
- Document causes and implement solutions - working with appropriate staff to develop prevention strategies.
- Responsible for the daily receipt of deposits and disbursement processing in the University's student information accounting system, student loan system, and the State's accounting system. Deposits include but are not limited to electronic transfers, federal draw requests, checks, e-commerce, and intergovernmental transfers for West Virginia University, including all campuses.
- Conducting internal collection activity and managing collection attempts from Student Financial Services, including written and verbal correspondence.
- Employs professional judgment and independent decision-making skills to meet students' service needs within established policies and procedures.
- Advises students and other customers to resolve complex problems with expertise in the areas of cashiering, collections, scholarships and student accounts.
- Responsible for the daily receipt of deposits and disbursement processing in the University's student information accounting system, student loan system, and the State's accounting system. Deposits include but are not limited to electronic transfers, federal draw requests, checks, e-commerce, and intergovernmental transfers for West Virginia University, including all campuses.
- Conducting internal collection activity and managing collection attempts from Student Financial Services, including written and verbal correspondence.
- Employs professional judgment and independent decision-making skills to meet students' service needs within established policies and procedures.
- Advises students and other customers to resolve complex problems with expertise in the areas of cashiering, collections, scholarships and student accounts.
10%
- Carries out special projects to achieve institutional missions and unit objectives as time and workload dictates. Participation may include coordinating, leading and/or participating in assigned project team, innovating new or improved methods of operation, developing policy or procedure drafts.
- Provides and analyzes student revenue information monthly, quarterly, and annually for financial statement reporting and auditing requests; meets with external auditors as needed to explain issues and answer questions.
- Participates in job-related continuing education seminars and workshops. This may require in-state or out-of-state travel. Incumbent may participate in the development of training sessions for Expert Business Offices and Regional Campuses to explain information relating to student revenue.
- Acts as backup to other positions within the unit and may on occasion be required to perform others' duties.
- Positions within Student Financial Services participate in several institutional processes such as student service days which may require limited amounts of extended days and/or weekend work hours.
- Anticipates and analyzes operations and management information needs and produces informational reports on an as needed or periodic basis as determined by operational needs.
- Other duties as assigned by the Director of Revenue Management and/or lead managers.
- Bachelor's degree in Business, Accounting, Finance, or related fields.
- A minimum of three (3) years involving:
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- Accounting, banking, accounts receivable, finance, or related field.
- Complex university/college/private entity business, accounting or finance department is preferred.
- Work experience which provided analytical and communication skills.
- Experience with Higher Education Student Information Systems (Banner, Workday, Oracle)
- Proven ability to efficiently operate a personal computer with advanced knowledge of Microsoft Word, and Excel, including the proven ability to apply these applications to create sophisticated analytical tools.
- Knowledge of standard office procedures and operations.
- Ability to rapidly acquire extensive working knowledge of the University's student system primarily the accounts receivable module.
- Proven analytical ability to interpret, apply, and implement federal, state, university, and professional guidelines to unique University situations.
- Demonstrated ability to learn reporting systems used for generating reports.
- Demonstrated ability to reason logically, organize information, analyze data, perform financial calculations, prepare analyses and summaries, and solve complex issues or problems, and to follow complex written or oral instructions.
- Ability to interact professionally and diplomatically with associates, students, parents, and University community.
- Ability to work independently and reliably, exercising good judgment, and being innovative and self-starting.
- Must have good time management skills to organize work accurately under pressure and recognize priority deadlines in high-risk situations.
- Strong mathematical and analytical skills necessary to perform financial calculations and reconciliations accurately with great attention to detail.
- Demonstrated ability to maintain institutional attendance and punctuality standards.
- Ability to interpret and apply University, State and Federal laws/guidelines and policies and procedures to situations.
- Strong oral and written communication skills necessary to explain complex guidelines to university staff and customers, to justify recommendations, and to interact with regulatory agencies and auditors. Ability to rapidly acquire thorough knowledge and understanding of institutional policy and practice regarding accounts receivable and loan issues.
- Demonstrated ability to foster cooperation and harmony among groups and exercise professional judgment in new and/or unusual situations.
At West Virginia University, we leverage our talents and resources to create a better future for our state and the world. As West Virginia's land-grant university, WVU has three campuses that touch each corner of the state. The WVU System includes 518 buildings on 15,880 acres, Extension Service offices in all 55 counties, ten experimental farms and four forests.
From the groundbreaking R1 research of our flagship campus in Morgantown to the career-oriented programs of WVU Potomac State in Keyser to the technology-intensive programs at WVU Tech in Beckley - the contributions of WVU employees directly impact the 1.8 million people of West Virginia every day, no matter their role or position.
Service, curiosity, respect, accountability, and appreciation are the core values that unite Mountaineers, inspiring one another to work tirelessly and support others as they seek to reach new heights. After all, when you're a Mountaineer, impossible is just another mountain to climb.
To learn more about West Virginia University, visit . View current career opportunities at .
West Virginia University is proud to be an Equal Opportunity employer and is the recipient of an NSF ADVANCE award for gender equity. The University values diversity among its faculty, staff, and students, and invites applications from all qualified applicants regardless of race, ethnicity, color, religion, gender identity, sexual orientation, age, nationality, genetics, disability, or Veteran status.