GENERAL OBJECTIVES:
- Student Success Focus: Actively support student success by providing clear, accurate, and timely information about account balances, payment options, and financial policies.
- Collaboration and Communication: Partner with campus departments like Financial Aid, Registrar, Residence Life, and Student Affairs to streamline processes and improve the student experience.
- Innovation and Efficiency: Identify opportunities to enhance payment processes through innovative tools and improved workflows.
QUALIFICATIONS:
- Ability to work with numbers, calculations, and percentages. Strong financial management experience. Basic knowledge of accounting, including general ledger activities.
- Highly developed customer service skills to deal with students, parents, collection agencies, and university personnel. Superior communication and conflict resolution skills.
- Experience comfortably and accurately handling large amounts of money. Cash-teller experience preferred.
- Coordination and managerial skills to work closely with the Registrar, Financial Aid, and other offices on various tasks.
- Strong computer skills. Mastery of MS Office, specifically Excel. Colleague Experience. Computer proficiency, 10-key, faxing and multi-phone line ability.
- Ability to multi-task in a short amount of time with impending deadlines.
- Desire to attain ownership in your individual responsibilities and the activities of their entire Can develop strategic goals independently and with support from management.
SPECIFIC RESPONSIBILITIES:
Student Accounts
- Accept and process payments from students and various other sources of income.
- Conduct audits on student accounts and adjust to ensure compliance with institutional policies.
- Assist with registration by calculating and establishing payment plans, including installment agreements, and enrolling students in selected plans.
- Verify and clear diplomas for eligible graduating students.
- Generate reports to track and post scholarships, federal and private loans, and manual entries.
- Apply miscellaneous charges, including library fines, textbooks, and parking fees.
- Provide support to new students and their families during New Patriot Orientation (NPO) from May to August.
- Process and record departmental deposits from areas like the Mail Room, Business Office, and Athletics.
- Monitor accounts for overdue balances and communicate with students regarding late payments.
- Retrieve and review spreadsheets to validate account balances, payment schedules, and enrollment details.
- Update student information such as Social Security numbers, addresses, and phone numbers through collaboration with the Registrar's Office.
- Meet with students to establish payment arrangements and resolve account issues.
- Collaborate with departments like Corporate Education, International Office, Graduate Office, Registrar, and Residence Life to manage receivables.
- Apply appropriate coding to accounts for query execution in Colleague.
- Adjust accounts to reflect approved registration appeals.
- Process returned checks according to established protocols.
- Reallocate payments as necessary to reflect accurate account activity.
- Prepare, post, and reconcile daily cash and batch reports.
- Assemble and distribute cash boxes for campus events and functions.
- Administer student health insurance processes, including enrollments, waivers, and communication with AHP regarding policy concerns.
- Build and sustain positive relationships with students, staff, and faculty through respectful and uplifting interactions.
- Oversee cashier emails.
- Assist director with back deletion emails by updating notes and accounts. Oversee cash advance emails, post in spreadsheet and keep director informed with upcoming cash advances.
- Oversee the daily book charges/refunds, save to master spreadsheet, print and distribute to student workers, oversee errors entered.
- Other tasks as assigned
University Housing
- Coordinate with University Housing for move-in/move-out billing adjustments and damage assessments.
- Implement best practices for accurate and timely housing billing.
- Apply credits for R.A. meals and dorms Spring and Fall.
- Charge Living and Learning Community Fee Spring and Fall.
- Make special adjustments for special billings.
- Charge apartment life fees, i.e.: lost keys, early termination, switching units, etc.
- Deliver responsive and professional support to the Housing team and student residents through email, phone calls, and in-person interactions.
- Maintain comprehensive records of procedures, transactions, and account adjustments.
- Regularly review and reconcile housing accounts to ensure all units are accurately balanced.
WORK SCHEDULE:
This is a full-time position with regular office hours between 8:00 a.m. - 5:00 p.m., Monday - Friday
WORK LOCATION:
This position will work on the main campus, located at 3000 Mountain Creek Parkway, Dallas, TX 75211