Employee must comply with payment card industry data security standards
(
PCI
DSS) and complete annual training. Employee must be well-informed about changes to student finance views to understand and educate student body and have knowledge of all policies and procedures that impact the student account from a college wide prospective.
* Receives, verifies, logs, and processes all incoming data in batch processing. Prepares all necessary documents for each transaction and reconciles all transactions at the end of the day.
* Assists and helps students over the telephone, by email, and in person, with issues related to registration charges, financial aid, Nelnet payment plan, and refund vendor inquiries.
* Provides full service to patrons during window hours by taking payments, processing refunds, and answering inquiries. Requires extensive knowledge of Financial Aid & Registration policies and procedures as well as an understanding of the transactions from those offices on the student account.
* Verifies, computes, and processes student and vendor refunds in compliance with Title IV regulations, including card activation and identification verification with the refund vendor.
Responsible for calculating, preparing, and monitoring invoicing for the College including facility rentals, contract courses, vendors, and other miscellaneous billings.
Assists Accounts Receivable staff with monitoring collections for facility rentals, contract courses, vendors, and other miscellaneous billings.
Recommends, implements, and coordinates student finance outreach and communication strategies to resolve delinquencies and support college enrollment/retention goals. Ensures student billing, and written notifications regarding debts are sent, in compliance with state regulations.
Assists with ensuring waivers and discounts are properly applied, including Social Security waivers, dependent waivers, contracted employee waivers, and employee fee deferment.
Assists the Student Account Assistant Manager and Student Account Manager with military and veteran financial matters.
Reconciles and provides data to cost center managers about revenue earned and outstanding collections.
Assists with managing phone calls to students for past due balances.
Monitors and maintains proper restriction holds on student accounts.
Assist with maintaining student records in document imaging system.
Investigates, researches and resolves discrepancies in student & vendor accounts. This requires good accounting skills and the ability to analyze a very complex accounting system.
Responds in detail to all inquiries related to non-credit accounts such as refunds, fee charges, locations and course cancellations.
Prepares outgoing materials such as vendor billing and student invoices. Updates A/R files for further action.
Assists with the preparation, filing, and coordination of 1098-T reporting in accordance with current
IRS policy.
Ensures security and confidentiality of all accounting documents and assets in regards to Family Educational Rights and Privacy Act (
FERPA) compliance.
Files and maintains all cashiering and A/R documents in compliance with
PCI regulations. Responsible for securing and locking up the office area at the end of the shift.
Assists with managing the front lobby when necessary.
Maintains work area in order.
Trains temporary, part-time, and work study staff. |