Position Description - Albright
POSITION DESCRIPTIONEmployee Name: Position: Senior Student Accounts RepresentativeSupervisor: Director of Student Accounts Core Hours: Mon – Fri, 8:30 a.m. to 4:30 p.mDepartment: Student AccountsDivision: Administrative and Financial ServicesFLSA Status: ExemptFLSA Exemption: Learned or Creative Professional ExemptionRevised: 10/28/2019Position Summary:Provide quality customer service by performing a variety of student account functions that includes assisting in the student billing of all education programs and collections, payment plans and payment options for students and families. Collaborate with the Financial Aid Office and other departments of the College to ensure all functions are performed in compliance with College, Federal and State policies.Essential Job Functions:Act as a point of contact for inquiries from students, parents, staff member and other departments via the telephone, email or walk in trafficOrganize all billing calendars and conducts global assessment of tuition charges and collections thereof for students enrolled in the School of Professional StudiesDiscuss payment plan options, offer payment figures and corresponding due dates, explain billing policies, late fee processing and appeals and account holdsApply charges and credits from other college departments to tuition accounts via excel imports or manual entry for the following: Bookstore, Snack bar, Library, Public Safety, Class Trips, Student Organizations, Private scholarshipsProcess charge/credit imports and private loan disbursements via Self-Service Powershell to Power Campus softwareManage the third party monthly payment planProcess account closeouts due to withdrawal from the CollegeEstablish, prepare agreements and monitor the internal payment plans for non-enrolled studentsResearch student accounts with outstanding account balances, document collection attempts, process holds accordinglyManage the third party billings for payment by government entities, employers and other outside companiesManage the Student Government Association fundraising events as it relates to the student accountCoordinate and monitor the deferred payment plans in the Graduate program and School of Professional StudiesAssist with collection efforts of past due accounts Prepares and reviews files for submission to collection agenciesAssists in the monthly servicing activities of Perkins loans and applies holds accordinglyAssist in the annual 1098T preparation and distribution.Prepare and evaluate student account refunds in accordance with Title IV regulations and college policyPerform account reconciliations related to payment plans, refund checks, private scholarships and other clearance accounts as plete the daily posting of AR batches in the absence of Student Account RepresentativeSupport College’s policies and procedures in respect to student account appeals with students and parentsAssist in fiscal year end activities and beginning balance processesPhysical Demands:The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to use hands to handle, or feel; reach with hands and arms; and talk and hear. The employee is required to stand; walk; sit; and is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus.OCCASIONALLY-0-35% OF TIMEFREQUENTLY-36-74% OF TIMECONSTANTLY-75% OF TIMEStandSitWalkLift/Carry/Push/Pull 0-10 lbs.DriveReachBendClimbCrawlSquatLift/Carry/Push/Pull 11-50 lbs.Work Environment:The work environment characteristics described here are representative of those encountered while performing the essential functions of this job. The individual is routinely exposed to indoor conditions, minimum outdoor weather and temperature extremes, and moderate noise level.Qualifications/Prerequisites:1. COMMUNICATIONExcellent verbal and written communication skills2. SKILLSAbility to understand the financial obligations of students and families, and the options available for financing an Albright EducationAbility to handle sensitive information in a confidential mannerStrong analytical and critical thinking skills Excellent verbal and written communication skillsExcellent customer service skillsDisplays organization and prioritization skills in daily/weekly/monthly dutiesEnsures exceptional follow-up and follow through on necessary tasksAbility to work in a team-oriented environmentStrong Microsoft Office skills primarily Word and Excel3. EMPLOYMENT EXPERIENCE2+ years’ experience in billing, collections and customer serviceExperience in a higher education setting preferred4. EDUCATIONUndergraduate degree in accounting or related field5. LICENSESN/AEmployeeDateSupervisorDateVice PresidentDateDirector of Human ResourcesDateThis job description is intended to describe the general nature and level of work performed by people assigned to this classification. It reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. ................
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