Representative, Student Accounts

Lynn University•Boca Raton, FL

57d

About The Position

Under the general supervision of the Assistant Bursar, the Student Accounts Representative supports student finance and cashiering services in Workday Student. The role emphasizes accurate account maintenance, excellence in customer service, financial integrity, collaboration with campus partners, compliance with federal and institutional policies, and the timely completion of weekly review processes to ensure student success.

Requirements

Commitment to delivering excellence in customer service while maintaining accuracy and professionalism.
Strong attention to detail with ability to prioritize multiple responsibilities in a fast-paced environment.
Professional judgment and maturity in handling sensitive and confidential information.
Excellent interpersonal, problem-solving, and conflict-resolution skills with ability to communicate clearly with diverse audiences.
Demonstrated financial literacy, including understanding of account balances, debits/credits, and reconciliation of discrepancies.
Proficiency in Microsoft Excel, Word, and Outlook.
Reliability in completing recurring weekly review cycles and documenting outcomes.
Ability to adapt to new systems and processes quickly.
Ability to work occasional evenings or weekends during peak periods.
High school diploma or equivalent required; associate's degree preferred.
1-2 years of relevant office, finance, billing, or customer service experience required.

Nice To Haves

Experience with Workday Student highly desired; familiarity with Jenzabar, and Perceptive Content a plus.
Bilingual (English/Spanish) proficiency preferred.
Experience in higher education or a large not-for-profit organization preferred.

Responsibilities

Serve as a primary contact for students and families, delivering timely and accurate support through multiple communication channels.
Provide high-quality, student- and family-centered customer service by explaining account activity, payment deadlines, and resolution options.
Exercise strong problem-solving and conflict-resolution skills to de-escalate concerns.
Collaborate on the review of defaulted installment plans and conduct outreach to students in arrears.
Serve as backup cashier during peak activity periods.
Assist senior representatives with sponsor and third-party billing in Workday, including contract review, invoicing, and payment tracking and posting.
Manage the review and processing of corporate and institutional discounts and waivers.
Process student refunds in Workday ensuring accuracy of refund calculations and confirming compliance with federal Title IV timelines.
Complete weekly unapplied payment reviews, ensuring proper posting order (with financial aid applied before cash to support accurate refunding).
Conduct scheduled diploma release reviews by checking holds, balances, pending aid, registration changes, and account notes, then approving or denying per policy.
Perform transcript release reviews in accordance with federal aid rules, placing temporary overrides when warranted and notifying Registrar staff of actions taken.
Maintain accurate tuition coding and account records, review Workday reports, and partner with Financial Aid, Registrar, Housing, and Academic Advising to resolve issues affecting student accounts, transcripts, and diploma requests.
Participate in cross-training to gain familiarity with other areas of Student Accounts, including refunds, collections, and cashiering, to provide operational backup when needed.
Ensure all responsibilities are carried out in compliance with FERPA, PCI standards, and applicable federal and institutional regulations.
Mandatory participation in student orientation events twice per year and other university events as assigned.