Work directly with external payment plan servicer to coordinate student application, balance upload, payment download, adjustments, and periodic servicer system updates.
Responsible for all required testing related to the payment plan system.
Prepares training material for students and co-workers including other student services personnel, such as NelNet training (in-person or PD session) and in-house payment plan training.
Responsible for the reconciliation of payment plan accounts by comparing payment files, chargebacks, and journal entries for credit card fees.
Responsible for reviewing and monitoring all payment plan accounts (external and internal) for credit students, including billing every student who defaulted in the payment plan after the last payment of each term. Maintains proper restriction holds on delinquent payment plan student accounts.
Responsible for monitoring
SPAM balances. Running reports, reviewing accounts, and working with other departments accordingly.
Responsible for running sub-ledger reports - review GL reports, report discrepancies, and process.
Responsible for maintaining payment plan student records in Perceptive Content.
Counsels and assists students with payment plan enrollment and prepares communication to contact students and responsible parties.
Provides input and reports to assist with monthly collection of all payment plan payments.
Process the chargeback from the external payment plan and prepare the necessary documentation for billing.
Researches and analyzes customer accounts resolving any discrepancies.
Assist and help students over the phone, by email, and in person, with issues related to registration charges, financial aid, collection inquiries, and BankMobile refunds.
Responsible for BankMobile enrollment file management.
Supervises applying of financial aid to student accounts ensuring all refunds comply with college, federal, and financial aid guidelines.
Send communication to students who need to set up refund preference online to have access to their refund quicker.
Responsible for the oversight of all Federal Checks in Excess, Time Out Disbursements, and uncashed paper checks in coordination with financial aid and finance office staff.
Liaison between external refund processor and the college for student service matters.
Supervises coordination with external refund processing.
Supervise the application of Workforce, Career, and Community Education payments including the collection of returned funds, including
NSF checks.
Responsible for monthly reconciliation of cash receipts and financial aid to the general ledger accounts, research and forward for correction, and enter journal entries when needed.
Responsible for monthly reconciliation of clearing accounts, research and forward for correction and enter journal entries when needed.
Prepare and present Finance/Cashier's Office slides at the New Student Orientation, as needed. Represents the office at on-campus events.
Assists in the preparation of external communication including, payment due dates, billing schedules, customer training materials, and website content.
Assist in the de-registration process by triaging students for payment plan and for those who paid partially.
Performs general cashiering duties during periods of high traffic throughout the year.
Performs other duties as assigned. |