Specializes in monitoring specific student account receivable programs. Performs specific transactions or tasks involving student accounts. Provides customer service to both internal and external customers on issues related to student accounts. Reports to Assistant Bursar or other designated supervisor.
Additional Basic Function – if applicable:
Examples of Duties:
Duties/essential functions may include, but not be limited to, the following:
Provides quality customer service and assures compliance with federal, state and university regulations, policies and procedures related to student accounts.
Reviews and analyzes student accounts with regard to tuition, financial aid, auxiliary services and other account assessments; performs mathematical computations and processes any necessary adjustments; contacts internal and external customers, agencies, financial institutions and government agencies as needed to research and/or resolve discrepancies.
Reconciles student, agency, and program accounts; ensures student and third party accounts are balanced; prepares and distributes financial reports utilizing various financial systems, spreadsheets and databases; utilizes spreadsheet and database software to analyze and interpret student accounts and other account information.
Completes credit balance evaluations of accounts and prepares required documentation for processing of refunds to student, parents, and/or third party agencies.
Responds to in-person and telephone inquiries from agencies, students, parents, faculty and staff.
Advises departments regarding university and/or departmental policies and procedures.
May prepare and mail statements, invoices, reminders and collection notices.
Performs related duties as required.
POSITION SPECIFIC AREAS MAY INCLUDE:
Employees assigned to monitor, process, analyze, etc. non-registered student accounts and various loan programs (such as Perkins, nursing, institutional loans, etc.):
Contacts student loan borrowers and responsible parties to provide information on account status, provides assistance in resolving past due balances and/or collect student loan accounts. Assists students in the repayment of loan(s) for various federal, state, and/or institutional loans programs.
Employees assigned to monitor, process, analyze, etc. student accounts as a result of class schedule adjustments:
Reviews accounts of students who drop hours or withdraw from the university in order to identify and process any financial aid or other account adjustments in accordance with applicable federal/state regulations, and/or, third party and institutional policies.
Additional Examples of Duties – if applicable:
JOB SPECIFIC INFORMATION:
Position specific area includes contacting student loan borrowers and responsible parties to provide information related to account status, providing assistance in resolving past due balances and/or collect student loan accounts. Assisting students in the area of loan repayment for various federal, state, and/or institutional loan programs.
High school diploma or the equivalent. A minimum of one year data analysis experience typically acquired in one or more of the following areas: accounts receivable, billing, student/private loans, collections, and or bookkeeping. Ability to work varied hours to include evenings and weekends during peak periods, or a minimum of three peak periods per year.
Two years of college coursework in paralegal studies and six months data analysis experience typically acquired in one or more of the following areas: accounts receivable, billing, student/private loans, collections, and or bookkeeping. Ability to work varied hours to include evenings and weekends during peak periods, or a minimum of three peak periods per year.
Must successfully complete a nine-month probationary period.
Accounting/bookkeeping principles including accounts receivable and/or collection policies and procedures
Applicable laws and regulations
Office practices, policies and/or procedures
Operating an Enterprise Resource Planning (ERP) system for data entry, review or retrieval
Utilizing Microsoft Office Suite and other applicable software (i.e. spreadsheet software) *
Managing time and resources and effectively balance multiple priorities
Detect accounting/bookkeeping errors, resolve discrepancies and balance accounts
Perform basic and intermediate mathematical computations (e.g. Add, subtract, multiply, and divide whole numbers, fractions and decimals, calculate percentages and compute interest charges
Apply policies and procedures
Read and comprehend a variety of written material; to use proper research methods in gathering data; and to gather, collate and classify information
Analyze several pieces of information, draw conclusions and make recommendations to supervisor or management
Work independently with general supervision
Effectively communicate and interact with university personnel and the public to exchange or convey information, provide instructions, resolve problems and receive work direction
Maintain composure and professional attitude
Prioritize and complete work tasks by deadlines
Be discreet and maintain confidential information
Preferred Qualifications – if applicable:
Asterisk (*) indicates knowledge, skills, abilities which require assessments
Working Conditions / Physical Requirements:
Light work. Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently to move objects. Incumbent must be able to communicate with others. Incumbent may be required to travel from building to building frequently and off campus occasionally.
Monday through Friday, 8:00 a.m. to 5:00 p.m.; however, must be flexible to work some evening and Saturday hours to meet departmental needs.
Must pass a security check. May be asked to take an assessment.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Kent State University is a Smoke-Free, Tobacco-Free University effective July 1, 2017. Smoking and tobacco use are not permitted on any of Kent State’s campuses or other locations and properties that are owned, operated, or leased by Kent State, both domestic and international. For additional details, visit www.kent.edu/smoke-free.
The intent of this description is to illustrate the types of duties and responsibilities that will be required of positions given this title and should not be interpreted to describe all the specific duties and responsibilities that may be required in any particular position. Directly related experience/education beyond the minimum stated may be substituted where appropriate at the discretion of the Appointing Authority. Kent State University reserves the right to revise or change job duties, job hours, and responsibilities.
Internal Number: 996437
About Kent State University
Kent State University's eight-campus system, among the largest regional systems in the country, serves both the development of a true living/learning approach at the Kent Campus and the regional needs on seven other campuses throughout Northeast Ohio.The Kent Campus provides the resources and facilities of a large, diverse Ohio university, while the Regional Campuses – Kent State University at Ashtabula, Kent State University at East Liverpool, Kent State University at Geauga, Kent State University at Salem, Kent State University at Stark, Kent State University at Trumbull and Kent State University at Tuscarawas - offer the friendly, casual atmosphere of small liberal arts colleges. Today, Kent State has become an engine for economic, cultural and workforce development locally and internationally as one of the premiere Ohio universities. Kent State is ranked among the nation's 77 public research universities demonstrating high-research activity by the Carnegie Foundation for the Advancement of Teaching. The Liquid Crystal Institute, for example, conducts research that translates into technologies used globally in laptops, calculators and flat screen televisions.