Student Financial Services Representative

Job Title: Student Financial Services Representative Department: Student Financial Services Reports to: Executive Director of Student Financial Services Effective Date: 1/6/2025 # of Direct Reports: 0 Job Description: The Student Financial Services Representative provides leadership, initiative, analysis, and review of past-due accounts with the objective of lowering student accounts receivables and minimizing bad debt exposure. It requires a customer service-oriented approach, great communication skills, and an innovative, adept mindset to continually suggest improvements. Supervisory Responsibilities: None. Duties/Responsibilities: Manages all third-party transactions including billing, payments, and record keeping. Provides financial counseling to prospective and returning students and guides them to institutional, state, and federal resources and others. Manually adjust accounts as required by changes in enrollment status or other circumstances. eDeposits: Allocate eDeposits to the appropriate terms for deferred students, manual posting, reconciliation Manages the Potential Unclaimed credit balances and reviews Title IV refunds. Uncashed checks: Outreach, voiding/reissue Work closely with the Financial Departments; Controller Office, Financial Aid office, OneStop regarding student matters, inquiries, and escalations. Handles and delegates department voicemails Ensures excellent customer service to students, parents, faculty and staff in all interactions. Assists in coordinating special billing arrangements. Assists with daily and monthly reconciliation. Assist with cashiering: taking payments, bank deposits, daily reconciliation and reports Perform other job-related duties as assigned. Required Skills/Abilities: Detail oriented; accurate with numbers Customer service skills and pleasant telephone manner Customer service experience and the ability to communicate effectively with a diverse student population Ability to work in a busy office as part of a team Diplomacy in handling confidential information and discussing account information Sensitivity handling confidential information Ability to prioritize daily tasks and organize work with minimal supervision Articulate verbally and in writing Professional demeanor Qualifications: Education: High school diploma or equivalent. A.S. in Business preferred. Experience: One to three years of customer services experience. The individual should have some knowledge of federal, state and university financial aid programs, accounts receivable and collection management; and strong counselling skills. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Hours Expectation: Full-time, 35 hours per week Housing: Housing is not provided.