Financial Assistant II (Student Account Representative)

University of Louisville • Louisville, KY

1d • Onsite

About The Position

The Financial Assistant II (Student Account Representative) provides excellent front office customer service by performing a variety of student account functions, including guidance and information on payment plan options and general student account inquiries from students, parents, and other University community staff members. This position would also work in collaboration with the Office of Financial Aid, the Office of the Registrar, and other related offices at the University; to ensure that functions performed are following federal, state, and University policies and procedures.

Requirements

• High School Diploma/GED and a minimum of (2) years of relevant experience or an equivalent combination of education and experience.
• Effective oral, written, and interpersonal communication skills.
• Proficient in Microsoft Office, databases, and current desktop technology.
• Organized – manages time effectively, keeps tasks appropriately prioritized.
• Flexible – able to change directions as needed, helps with change management.
• Service Excellence – provides timely, accurate information, pleasant to work with.
• Strong work ethic – motivated, diligent, stays on tasks to completion.
• Strong mathematic skills.

Nice To Haves

• Bachelor's degree in Business, Accounting or related field.
• Work experience in financial aid or student accounts in a post-secondary institution.
• Data entry experience.
• Knowledge of financial aid programs and regulations.

Responsibilities

• Provide customer service for inquiries from students, parents or university community relating to a student's financial account by telephone, email or in writing.
• Collection of current semester student fees.
• Monitor payment plans students set up each semester with our outside vendor. Update payment dates and answer questions as needed.
• Setup and process Metro College contract estimated payments and back up for processing of semester payments.
• Comply with university policies and explain procedures to students, parents and both internal and external parties for the university community.
• Process, adjust, and audit tuition remission benefits each semester.
• Review and provide updates to the Bursar website pertaining to the payment plans for each semester.
• Assist and provide backup for Refund Specialist.
• Perform special projects or other duties as assigned by Bursar.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED