Student Account Representative

Touro University New York•Central Islip, NY

12d

About The Position

The Student Account Representative is responsible for the comprehensive management of student accounts—including billing, collections, payment compliance, and account reconciliation—and plays a critical role in maintaining the financial integrity of the institution. The incumbent ensures that all financial transactions adhere to federal, state, and institutional regulations while delivering a consistently high standard of service to students, families, faculty, and staff. This position requires strong analytical abilities, independent judgment, exceptional accuracy, and effective cross-department collaboration, significantly contributing to the University's enrollment operations, cash flow stability, and regulatory compliance.

Requirements

Bachelor's degree required; concentration in accounting, finance, business administration, mathematics, or related field strongly preferred.
Demonstrated ability to interpret and apply complex regulations, policies, and financial procedures.
Excellent written and verbal communication skills, with the ability to convey financial concepts clearly and professionally.
Strong analytical and problem-solving skills, including the ability to identify trends, resolve discrepancies, and prioritize competing tasks.
High level of accuracy and attention to detail in financial and data-driven work.
Customer-centered approach with the ability to work under pressure, de-escalate concerns, and maintain diplomacy in sensitive situations.
Proficiency with student information systems and online learning platforms such as Banner, Microsoft Office, TouchNet, Tableau, and Adobe Connect preferred.
Strong organizational skills and ability to collaborate within a matrixed team environment.
Demonstrated ethical decision-making, sound judgment, and discretion when handling confidential or sensitive information.

Nice To Haves

Prior experience in higher education, finance, accounting, or customer service in a regulated environment is a plus.

Responsibilities

Student Account Management & Compliance
Analyze and maintain accurate student billing records, including tuition and fee charges, exemptions, adjustments, and financial aid disbursements
Ensure all exemptions and contract payments are posted accurately and in a timely manner each term
Review and reconcile the deposit report to address unreleased deposits after registration
Ensure all transactions comply with institutional policies, FERPA, Title IV guidelines, Department of Education regulations, and audit standards
Reconcile student accounts in collaboration with Financial Aid, Registrar, and other university departments to ensure accuracy and timely resolution of discrepancies
Stay current on changes in financial aid regulations, federal and state policy updates, and institutional procedural changes
Other duties as assigned
Collections & Financial Operations
Perform ongoing review of debit reports and conduct structured outreach to students with outstanding balances, providing clear guidance on payment plans, financing options, and required deadlines
Monitor and manage past-due accounts; generate, track, document, and escalate past-due notices as required
Post manual late fees to delinquent student accounts on a monthly basis in accordance with institutional policy
Review credit reports, calculate refunds, and process student refunds in accordance with institutional and federal regulations, ensuring strict adherence to mandated timelines
Analyze payment plan reports monthly to identify delinquencies; perform targeted outreach to provide updates and offer solutions
Analyze accounts prior to registration, ensuring all financial obligations and documentation are satisfied
Identify accounts requiring exceptions, documentation, or supervisory review and escalate appropriately
Customer Service & Advising
Counsel students and families on tuition payment options, account status, payment plans, and financial obligations with professionalism and empathy
Provide high-quality support through phone, text, email, and walk-in inquiries, ensuring accurate and timely responses
Collaborate with the Financial Aid Office to explain aid impacts, disbursement timelines, and account adjustments to students
Collaborate with the Registrar's Office to explain the impact of withdrawals and LOA on account balances to students
Participation in student online and on-campus Orientations and Registration events Systems, Data Integrity & Administrative Support
Enter and verify data in Banner and related information systems, ensuring accuracy, consistency, and confidentiality at all times
Update the comments form in Banner with all communication with and regarding the student and their account, ensuring complete and accurate documentation
Prepare reports, communications, documentation, and supporting materials for internal departments, audits, and compliance reviews
Assist with Help Desk inquiries related to billing issues, student account access, and system navigation
Support process-improvement initiatives to enhance billing accuracy, student satisfaction, operational efficiency, and compliance