Specialist I - Student Finance

Fox Valley Technical College•Appleton, WI

1d•Hybrid

About The Position

Student Finance Specialists are responsible for managing student accounts, billing students, providing customer service, collecting on delinquent accounts, processing financial transactions, moving charges to sponsored contracts and invoices, and reconciling cash, revenue, and financial aid accounts. This position serves as backup to Student Finance Specialist II and processes refunds. The work schedule is Monday, Tuesday, Thursday, Friday from 8:00 AM to 4:30 PM, and Wednesday from 8:00 AM to 6:00 PM, with rotating coverage of later hours.

Requirements

Associate Degree in Accounting or related area required
Two years of related work experience required
Intermediate skill in Microsoft Excel required
Flexibility in work schedule required

Responsibilities

Move student accounts to sponsor contracts, manage sponsor organizations (over 4500), invoice sponsors and various industry and government systems including the military.
Adjust sponsor accounts for drops, reconcile sponsor accounts, and refund sponsors when required.
Review past due invoices for sponsor contracts and reach out to resolve balances.
Maintain sponsor information by reviewing and updating contact information in a timely matter.
Serve as the primary point of contact for student and sponsor inquiries via phone, text message, email, and in-person.
Assist students and sponsors in navigating payment options including electronic payments and payment plan options.
Connect students with financial need to appropriate assistance and staff.
Work with various college departments to resolve disputes, enrollment issues, or discrepancies.
Explain to students and staff the WTCS and FVTC policies that impact the student account.
Point students to appropriate appeal procedures when appropriate.
Perform job in compliance with Family Education Rights and Privacy Act (FERPA).
Stay informed about rules and regulations related to collections including bankruptcy and statute of limitations and handle accounts appropriately.
Perform work in compliance with Department of Education regulations related to Financial Aid including ensure students receive financial aid related refunds timely and collect on accounts that have a return of Title IV funds.
Perform work in compliance with WTCS Administrative guidelines and the FVTC Policy.
Ensure transactions on student accounts are accurately reflected on the 1098T in compliance with applicable Internal Revenue Service guidelines.
Review accounts to ensure accuracy of charges and charge adjustments.
Electronically bill students.
Send electronic communications regarding bills and paper bills to past due students.
Update website and communication each term with due dates and other important student account dates.
Provide up to date information for New Student Registration packets.
Review pertinent information from the daily bank activity, apply wire payments and ACH payments appropriately to student accounts including those from the Veteran’s Administration daily.
Process non-sufficient funds (ACH and paper checks) to ensure the cash accounting and accounts receivable is handled correctly.
Manage the stale check process.
Reaching out to students to cashed/reissues/void checks.

Benefits

medical, dental, and vision insurance
retirement contributions to the Wisconsin Retirement System and 403(b)/457 plan options
paid vacation, sick leave, holidays, bereavement leave, and recess periods
life and disability insurance, with options for additional coverage
flexible schedules or remote work options (for some positions)
wellbeing programs
training, certifications, and tuition reimbursement
onsite health and wellbeing clinic
dental clinic
fitness center
Parent/Child Center (onsite child care)
library
café
printing services
Trilogy Salon & Spa