Student Accounts Representative

Student Accounts Representative

SUMMARY:

The Student Accounts Representative is responsible for assisting students and parents through phone or campus visits, regarding student accounts, in their initial and subsequent contacts with the University.

ESSENTIAL FUNCTIONS:

Works with Students and Parents regarding Student Accounts

• Initial contact for all student and parent telephone calls and/or office visits regarding student accounts.
• Reviews PBA student AR accounts to maintain all accounts in a current status. Initiates collections efforts for all accounts not in a current status.
• Assists students with questions regarding accounts including charges, payments and application of financial aid.
• Becomes a proficient user of the Jenzabar Accounts Receivable Module

Liaison with other University departments to assist students

• Liaison with financial aid, the business office, and students to ensure timely satisfaction of student financial obligations.
• Submits Invoices for all students with tuition reimbursement, vocational rehabilitation, and Florida Prepaid.
• Works closely with the Registrar’s Office for validating attendance in courses billed.
• Other duties as assigned.

Reviewing Accounts and Reports

• Reviews miscellaneous charge batches submitted by other departments to student accounts.
• Reviews withdrawals with students, prorates tuition, meal plans and fees, ascertains all fees are posted, and facilitates collection of balance due or generates refund.
• Reviews account records, registration (transcripts) and Powerfaids for accuracy in the billing and crediting of financial aid.
• Reviews non-enrolled student database of collections confirms charges to transcript record, initiates contact as soon as possible.
• Processes accounts receivable statements for students upon request.

Other University Events

• Participate in the PBA Check-in Process
• Completes special projects as assigned by the Student Accounts Administrator, as assigned

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in a related field, from an accredited university is required
• One to two years of related experience is required
• Strong analytical and communication skills are an essential element of the position