Student Accounts Specialist jobs in United States
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Bellevue University · 15 hours ago

Student Accounts Specialist

Bellevue University is seeking a Student Accounts Specialist who will focus on student success and ensure account accuracy. The role involves processing payments, managing student financial records, and providing customer service related to student accounts.

Higher Education
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Work & Life Balance
Hiring Manager
Cameron Byers, PHR, sHRBP
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Responsibilities

Posts payments received through email and online payments via Upay to student accounts
Post Wire transfer and Flywire payments
Upload student bio information into TouchNet
Reconciles all registrations and withdrawal for student’s tuition and fee charges to ensure accuracy of students’ accounts
Assists students concerning their student accounts by researching account history
Responsible for balancing and processing the daily deposit
Opens and closes PeopleSoft Cashiering
Balances cash drawers
Balances petty cash drawers
Responsible for maintaining cashier bags key and safe key security via security log and maintenance of safe key
Responsible for deferral payment option approval/disapproval and student notification
Processes student refunds via ACH and check and credit card
Requests and processes Student, Parent Plus Loan and corporate recovery checks
Posts Financial Aid batch
Assists the Assistant Director with processing of annual student 1098-T’s, as well as answers student questions and researches their account to answer questions concerning tax credits
Manages the Escheating process in adherence to Title IV Regulations for stale dated checks
Enters tuition and fee amounts into PeopleSoft system for all courses
Resolves Duplicate IDs for Student Accounts
Processes Traditional and Cohort class drop requests
Processes individual “Statement of Accounts” for students
Manages the employee tuition remission process of posting remission applicably
Assigns PeopleSoft payment plans to applicable students
Cancels PeopleSoft payment plans when applicable
Posts book, late fee, mobile phone, library charges and credits, as well as other miscellaneous charges and credits
Assigns Student Group for Housing Charges
Posts Student Exchange Remission
Processes write off reversals and repost write offs
Processes returned checks, returned ACH and credit card chargebacks
Adjusts account due dates such as Financial Aid recoveries and Collection Agency placement if applicable
Runs and processes multiple exception queries by analyzing data and takes appropriate action to resolve any issues
Assigns/removes student groups and/or service indictors for students as needed
Informs Supervisor of any problems with student accounts
Processes corrections to student account activity on an as needed basis to ensure account accuracy
Works with Functional Analyst on all upgrades that impact the Student Financial Module by testing their applicable areas
Posts all miscellaneous cash/check payment from various departments into TouchNet
Provides customer service assistance through Avaya skillset for Bruin Support Services level three calls, as well as direct line telephone calls in regards to students’ accounts
Provides customer service in person to students at Bruin Support Service Welcome Center in regards to their student accounts
Provides customer service through group email box “Stuacct” as well as individual email
Records accounts information of customer in Customer Relationship Management System (SalesForce)
Collaborates with other departments to assist students
Orders departmental supplies
Responsible for maintaining file cabinets in storage area, ensuring accuracy of filing daily receipts, refunds, recoveries, scholarships, and Title IV disbursements
Assists to ensure all training documentation is current
Distributes student account mail
Daily closing duties
Completes other duties as assigned
Attend all Student Account team meetings
Adhere to Bellevue University’s Code of Ethical Conduct and Key Values
Adhere to FERPA regulations

Qualification

PeopleSoftAccounts ReceivableCash HandlingMicrosoft OfficeCustomer ServiceCommunication SkillsOrganizational SkillsProblem-Solving SkillsDetail-OrientedSelf-Starter

Required

High School diploma or equivalent required
Excellent communication, organizational, and customer service skills
Must have strong problem-solving skills and be detail-oriented
Must be a self-starter and have the ability to effectively work with faculty, administration, staff, and students in a collegial and multicultural environment
Must be flexible to meet changing priorities to achieve business objectives
Ability to maintain confidential information on student records
Solid Microsoft Office (Word, Excel, Outlook) knowledge and skills are required
High frequency of computer keyboarding
High frequency of viewing a computer monitor
High frequency of using the phone

Preferred

Associate's Degree preferred
Cash handling experience preferred
Previous Accounts Receivable working experience with strong proficiency in the use of ten-key and typing skills
Experience with PeopleSoft preferred

Company

Bellevue University

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Bellevue University is a private, non-profit university located in Bellevue, Nebraska

Funding

Current Stage
Late Stage
Total Funding
$0.2M
Key Investors
Nebraska Environmental Trust (NET)
2019-07-12Grant· $0.2M

Leadership Team

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Matthew (Matt) Davis
Executive Vice President and Chief Financial Officer
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Jim Nekuda, M.A.
Vice President of Strategic Partnerships
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Company data provided by crunchbase