Student Accounts Advisor I
Core
Trusted resource for students and families handling financial account inquiries, resolving billing concerns, and guiding them through financial processes and academic record changes.
Role type
Student Accounts Advisor (Customer Service & Financial Operations)
Builds
Student financial accounts, academic records, and university receivables
Domain
Higher Education Administration
Deliverable
client delivery
Required skills
Customer service, data verification, financial data processing, policy explanation, Microsoft Excel, ERP systems (PeopleSoft)
Preferred skills
Call center experience, higher education administration knowledge, financial policy expertise
Responsibilities
Provide customer service regarding student payments, charges, holds, and refunds; Maintain academic record change processes (late adds/drops, swaps, withdrawals); Collect and verify financial data; Create general ledger entries; Review electronic funds transfers; Calculate tuition and fees; Assist with accounts receivable collection.