Student Accounts Advisor

The Community Solution Education System

About The Position

The Student Accounts Advisor is responsible for assisting students in understanding and meeting their financial obligations by performing a range of functions for students including making contact for payment, posting tuition refunds, scheduling student refund and stipend checks, offering and scheduling payment plan options, setting up payment plans, processing tuition and fee payments, setting up direct deposit, working on collections, and interacting with other offices to ensure the highest level of student satisfaction regarding any questions or concerns regarding students’ accounts.

Requirements

Excellent verbal and written communication skills; strong customer service skills including meeting quality standards and evaluating student satisfaction.
Capability to make collection calls and discuss finances with students.
Strong critical thinking, reasoning, and decision-making skills, along with strong organizational and time management skills.
An interest in further expanding federal and state regulations and requirement knowledge as it relates to student aid disbursement.
Ability to apply and adapt policies and procedures to achieve specific outcomes.
Ability to perform basic mathematical functions (i.e., addition, subtraction, multiplication, and division).
Proficiency in Microsoft Office (i.e., Outlook, Excel, Word)
Ability to work overtime as required.
Punctuality and reliability.
Ability to work independently.

Nice To Haves

Anthology (preferred, but not required)
Bachelor’s Degree preferred.
Three to four years of customer service experience preferred.
Experience related to conflict resolution required.
Title IV and/or Higher Education experience required.

Responsibilities

Serving as primary contact for students across campuses with account related questions.
Communicating with students via email and telephone to ensure timely receipt of scheduled payments.
Establishing repayment schedules and setting up payment plans based on school policy and students’ financial situations.
Working on collections efforts, including making collection calls and following up on delinquent accounts.
Setting up and maintaining student direct deposit information for refunds and stipend disbursements.
Documenting, recording, and maintaining information about student communication and changes to students’ accounts in Anthology.
Collecting and posting tuition and fee payments to students’ accounts.
Posting student fees that are not automated to student accounts (i.e., late payment fees, add/drop fees, health insurance fees, etc.).
Reviewing packaging of federal and other fund sources completed by the financial aid department and determining any unmet needs.
Adhering to all school policies and procedures and applicable federal and state regulations and all accrediting agencies’ standards and requirements related to student aid disbursement.
Performing other duties as assigned by the Associate Director of Student Accounts.