Student Accounts Representative
Job Description Summary:
Acts as a primary contact for students, parents, university personnel and other involved parties concerning student accounts. Advises students regarding their payment options and financial policies. Serves as coordinator for Veterans Affairs payments and billing and for military students. Ensures the accurate posting and reconciliations of payments received from the Department of Veterans Affairs.
Minimum Qualifications:
- Experience in accounts receivable, banking, or a student services department preferably in Student Accounts, Registrar, Financial Aid, Admissions, or Academic Advising.
- Strong verbal, written communication and presentation skills. Excellent customer service skills.
- Proficient in Microsoft Office.
- Ability to work in a fast-paced office environment.
- Ability to interact in a professional manner during stressful situations.
- Ability to work effectively as a team player.
- Ability to analyze, interpret data and make independent decisions.
Preferred Qualifications:
- Strong working knowledge of computer systems and software applications. Experience with SCT Banner, Transact and Cognos is desired
- Sensitivity to cultural diversity and ability to communicate and interact effectively with people of all ages and backgrounds.
Specific Duties:
- Acts as a primary contact for students, parents, university personnel and other involved parties concerning student accounts. Advises students regarding their payment options and financial policies. The representative needs to take into consideration a student’s registration status, financial aid awards and the University’s financial policies and procedures when working with third party agencies. Determine if a student is eligible to register for classes based on previous payment history and confirm registration for students. Confirmation requires knowledge of University policy and procedures as they relate to the enrollment of students.
Duty:
Percentage of Time: 25%
- Perform cashiering duties. Duties include the receipt and posting of payments, charges and balancing out at the end of the day. Duties also include preparing deposits for armored transport to the bank, closing out the credit card machine, recording journal entries, and scanning checks for remote deposit. Establish payment plans for students. Knowledge of Transact, institutional policy and payment plans offered for various student populations is required. Must be able to calculate down payment and monthly installments. Review student accounts for accuracy and appropriate payments. Review includes the posting of late fees and placement of accounting holds every term/semester. Will monitor established payment plans to ensure payments are received appropriately and in a timely manner, and ensure compliance with Federal Truth in Lending and State of California regulations as well as University policies and procedures.
Duty:
Percentage of Time: 10%
- Disseminate Financial Aid information to incoming and returning students. This includes providing information on various grant and loan programs as well as counseling students on debt management, repayment obligations and how to finance their education. Calculate amount due at registration. Calculation includes review of pending Financial Aid to determine the appropriate down payment and assist students with the appropriate payment plan as dictated by University Policy. Calculate refunds to students and prepare the appropriate refund requests. Requires knowledge of Title IV, state, and institutional policies governing disbursement rules and refunds. Advise students regarding leave of absence policies, decisions, and the financial ramifications of a withdrawal.
Duty:
Percentage of Time: 20%
- Serves as main point of contact for VA recipient and active duty military students. Produces billing to the Veterans Affairs administration. Accurately posts payment received from the VA. Maintains familiarity with VA policies and processes, staying aware of any upcoming changes or alterations in regulations or procedures. Ensures that Federal Department of Veterans Affairs regulations are followed at all times in customer service, the posting of payments and reporting. Manages VA processing from top to bottom.
Duty:
Percentage of Time: 30%
- Participate in student orientations, informational meetings and training sessions. Some evening and weekend hours are required. Represent the Office of Student Accounts as a speaker and provide important information about payment options, financial counseling services, important dates, refunds and book authorizations.
Duty:
Percentage of Time: 5%
- Respond in a timely manner to student communication by letter, phone, fax, and email. Handles, documents and routes inbound telephone calls and acts as a liaison between departments and students. Scan and index documents through the use of the Banner Document Management System. Requires knowledge of documents and their appropriate filing categories.
Duty:
Percentage of Time: 5%
- Perform other duties as assigned by supervisor(s) Other: Occasional weekends and late evening required.
Duty:
Percentage of Time: 5%
Salary Range
Maximum: $16.83- $26.50
Minimum: $16.83
Benefits Summary:
Applicants, please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others. The offered wage or salary is only one aspect of an employee’s total compensation
Benefits include a comprehensive health and wellness plan, tuition remission program for employee, spouse, and dependent children, a generous contribution to the University’s 403B retirement plan, and a generous time off plan.
Employment is contingent upon successful completion and clearance of a background check and employment verification.
Location: La Verne Main Campus
Close Date:
Open Until Filled: No
To be considered for this position please visit our web site and apply on line at the following link: http://laverne.edu
Institutional Profile
Located in Southern California, the University of La Verne offers a distinctive and relevant educational experience to a diverse population of students, preparing them for successful careers and a commitment to lifelong learning across the liberal arts and professional programs. The academic units of the not-for-profit university include the College of Arts and Sciences, the College of Business and Public Management, the LaFetra College of Education, and the College of Law. The university offers both undergraduate and graduate programs, including degree programs tailored for working adults. The university's central campus is located 30 miles east of Los Angeles in the historic Old Town section of La Verne, a city with a population of approximately 35,000 at the foothills of the San Gabriel Mountains. The university also has eight regional campuses throughout California and the College of Law campus in Ontario, California. The university is classified as a Carnegie Doctoral Institution with moderate research activity. Core values are reflected throughout all curricular and co-curricular programs, its emphasis on close professor-student interaction, personal support of its students, and its diversity.
The University of La Verne prides itself in being reflective of the diversity of Southern California. Approximately 80 percent of its nearly 8,500 students come from diverse backgrounds and the U.S. Department of Education has designated the university as a Hispanic Serving Institution (HSI). With 80,000 alumni, the university fulfills a critical community function in educating students from underserved populations, many of whom are the first generation in their family to attend college.
The University of La Verne is an equal opportunity employer and does not discriminate against employment or employees on any basis prohibited by state and federal law. University of La Verne hires and promotes individuals based on their qualifications and is consistent with applicable state and federal laws, without regard to race, color, religion, gender, disability, medical condition a or sexual orientation
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