JOB SUMMARY:

The Full-time Staff, hourly position reports directly to the Director of Student Accounts. As the Student Accounts Specialist, responsibilities include assisting students throughout the financial aid application process and billing procedures, while delivering excellent customer service and providing clerical support. Maintaining confidentiality of data communications is essential for this role. The position entails working 37.5 hours weekly, 8:30 am to 5:30 pm (2 hybrid days to be determined). Some nights or weekends may be required at key times of the year.

ESSENTIAL JOB FUNCTIONS:

• Assists with health insurance customer service.
• Assists with the 1098T customer service.
• Frontline duties include responding to in-person, phone, and email inquiries.
• Posting and reconciliation of cash, checks online credit card payments and electronic payments.
• Prepare and process bank deposits via remote Deposit Capture.
• Process and posts returned refund check by student, coordinating with the Financial Aid Office when needed.
• Process posting of electronic payments and adjustments for insufficient funds.
• Posts billing adjustments and manual drops
• Prepares statements and third party invoicing, including Veterans Assistance and other federal and state government agencies or departments.
• Certifies enrollments for the VA as well as amendments. Prepares invoices, including VA through Tungsten network, state government agencies or city of departments.
• Assists with audits, including but not limited to; financial statements, single and outside agencies' audits.
• Provides prompt and courteous customer service at all times.
• Assists with graduating student audits to confirm students' accounts are finalized and properly communicated to students, addressing any outstanding balances. Performs special projects as requested by the Director of Student Accounts.
• Provides timely assistance and guidance to students on financial matters and resolves inquiries/issues that may arise from students or any internal departments.
• Timely documents pertinent information or discussions with students in the electronic notepad of the student's record.
• Communicates and works with other student services offices to timely and effectively resolve student inquiries.
• Explains and enforces all university policies that impact student accounts.
• Assists with collections and due diligence procedures on outstanding accounts receivable as directed.
• VA shopping sheets.
• Attend training as required.
• Perform any other duties or tasks as assigned by the University.

OTHER RESPONSIBILITIES:

If you operate a University owned, leased or personal vehicle at any time while performing your duties you must follow all policies and procedures outlined in the Operations Manual. You must have a valid driver's license and must successfully pass the online safe Driving Course and driving record check at time of hire and annually thereafter. Additionally, you must report any driving offense, on or off company time, which causes a loss, suspension, or any other change in your license status. You must report this change within one business day of the offense. You can report this change to the Human Resource Department or your direct supervisor. Failure to do so can lead to disciplinary action, up to and including terminations.

This list of essential job functions and other responsibilities is representative of those duties and responsibilities that are required of this position. However, the list is not to be considered as all-inclusive. A supervisor or director may assign other duties and/or other duties at alternate locations to meet mission requirements of the University and cooperation of all personnel is expected to carry out the mission.

SUPERVISORY RESPONSIBILITIES:

None

QUALIFICATIONS:

• BA/BS preferred, but not required; minimum 2 years customer service and office clerical experience.
• Experience in financial aid and bursar office setting preferred.
• Follows directions and completes tasks accurately and accepts supervisory input and constructive criticism.
• Demonstrated ability to handle multiple tasks, duties and responsibilities and shifting timelines effectively and meet deadlines.
• Demonstrated excellent business writing and verbal communication skills.
• Ability to work well under occasional pressure and time constraints.
• Solid organizational skills, accuracy and attention to detail a must.
• Ability to adhere to University policies and procedures.
• Ability to handle confidential information with discretion and within FERPA and HIPAA guidelines.
• All new employees must complete the FERPA, Anti-Harassment, and any other required online training within 15 days of employment.
• Should be committed to a culture of diversity, equity, respect and inclusion; demonstrated ability to build working relationships with people having a wide variety of backgrounds, perspectives, and experiences different from one's' own.
• General knowledge of the University's mission, purpose and goals and the role this position plays in achieving those goals.

Commitment to Diversity, Equity, and Inclusion
Bay Path University is a diverse community devoted to proactively nurturing a campus-wide culture that promotes and ensures equity, respect, inclusion and safety for all members regardless of race, color, national origin, age, gender, religion, sexual orientation and gender identity, socio-economic background, or physical ability. We are one University that opens our hearts and minds to conversations, to learning and to creating a community that is welcoming of all. Regardless of position, it is expected that each employee will embrace this commitment and demonstrate an attitude of respect toward and acceptance of all members of our community.