Student Account Representative IV Job at University of Rochester (Rochester)

Job Description

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

Job Responsibility

Performs all functions of student account management (registration, payment, billing, collection, refunds, fees, deferments, waivers, vouchers, account holds, and past due account transactions) for specialized account assignment of matriculated and non-matriculated undergraduate and graduate students who have various and multiple financial obligations to the University
Serves as the primary contact for all students, parents, families, other university units and other outside, third parties concerning the status, activity and outstanding financial obligations to the university
Initiates and receives telephone and email inquiries on current, past due and delinquent student accounts
Analyzes account activity for problem identification, quantification and resolution
Analyzes student accounts for completion, accuracy, and timeliness of activity
Verifies researches, analyzes and resolves complex discrepancies, disputes and payment conflicts
Interprets complex student account information and makes recommendations to students, parents and third parties to meet and maintain financial obligations to the University
Serves as primary resource for at least two functional activities, such as but not limited to, the study abroad program, third party payers, outside loans/scholarship processing, or graduate tuition award processing
Answers complex questions and recommends solutions for payment from students, parents, or other offices of the University
May also serve as a liaison for a discrete unit such as the Simon School or Eastman School of Music or for a specific program such as UR Tuition Benefits Program or Graduate Waivers
Posts entries to and reviews student accounts to ensure they are complete, accurate, and reflect the student’s financial responsibility to the University
Manages student account due dates for 3rd party payments and posts receipt of payments
Makes adjustments to accounts based on drop/add activity
Assesses and removes late fees
Orders refunds for students with credit balances, with particular attention to Title IV fund recipients to ensure federal compliance
Coordinates the work to meet monthly student billing schedules
Performs complex cashiering and refund functions for student accounts and a variety of college units and programs following specific and discrete policies and procedures
Requires thorough knowledge of university billing and refund policies, institutional FERPA confidentiality regulations and Federal Title IV cash management regulations and University Finance policies/procedures and compliance regulations
Monitors and reports on all student accounts as assigned
Researches and resolves discrepancies
Follows up on or reports on delays in payments, conflicts and delinquencies
Processes reimbursements for Travel and Conference reports and petty cash transactions, processes AMEX advances, and daily deposits from University departments
Other duties as assigned

Requirements

Associate's degree and 3 years of related experience required
Or equivalent combination of education and experience
Experience in a customer service environment preferred

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Student Account Representative IV

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