Advisor, Student Accounts (A)

University of Miami•Coral Gables, FL

About The Position

The Advisor, Student Accounts provides high-level specialized assistance to students, parents, and University partners regarding the detailed financial analysis of all student accounts’ processes. Additionally, the Student Accounts Advisor coordinates and performs all student account processes to support retention and resolve account delinquencies and is responsible for financial processes that support financial departmental operations. This position provides subject matter expertise on all high-level customer service escalations and delivers first-class service to students, parents, external organizations, and all other student related units.

Requirements

Bachelor’s degree in relevant field
Minimum 2 years of relevant experience
Skill in collecting, organizing, and analyzing data.
Ability to recognize, analyze, and solve a variety of problems.
Ability to exercise sound judgment in making critical decisions.

Responsibilities

Resolves all high-level inquiries for students and parents regarding Student Accounts’ financial information as the subject matter experts in person and via the University case management system.
Responds and resolves specific requests for students from Senior leadership.
Educates students and parents in University, State and Federal policies and guidelines regarding payment plans, third party sponsored payments, tuition tax forms, and other financial services.
Assists students and delegates on Monthly Payment Plan options and requirements.
Provides support to non-enrolled students for delinquent or past due balances.
Determines student account status and provides resolution for all financial holds.
Ensures the accuracy of financial transactions posted to the student information system and submits corrective entries accordingly.
Provides and validates 1098T tax data and form reporting breakdown per IRS regulations and University guidelines.
Guides students and families on the state Florida Prepaid Plan options related to the University.
Establishes and maintains Third Party Sponsors contact information, billing, documentation, processes, and files for the purposes of receiving payments for services provided and ensure compliancy.
Processes and reviews all student financial refunds, stale dated checks, and unclaimed property due diligence.
Completes daily entries of all tuition remission and tuition waivers requests per Financial Planning and Benefits policies.
Provides information related to the published University Tuition and Fees rates inclusive of special pricing programs specific to academic programs for all careers.
Validates term pricing in collaboration with Financial Planning and Student Affairs to ensure accurate billing of tuition and fees for all careers and programs at the University.
Handles governmental payments and billing adhering to specific military departments (EX: VA).
Assists students with finalizing financial registration.
Reviews and ensures documentation is complete to disburse financial aid.
Advises students on entrance and exit interviews and other federal loans requirements.
Adheres to University and unit-level policies and procedures and safeguards University assets.