Student Account Advisor

2 weeks ago

Orange, United States Chapman University Full time
Job Description Summary Provides detailed and accurate administrative, accounting, collections and customer service for Chapman University student accounts. Communicates clearly and concisely with all constituents.

This position offers a hybrid schedule Responsibilities Accurate review of student accounting details. Clearly and concisely identify potential problems and resolve. Accurately correct accounting discrepancies to ensure accuracy of student accounts and month end statements. Research and resolve complex account issues regarding payment plans, monthly billing statements, registration drops and adds, and financial aid issues and coordinate resolution with students, parents and other university departments. Clearly and concisely counsel students and parents on financial agreements with the university based on policy and professional judgement to ensure timely payment and follow up on past due accounts. Clearly and concisely counsel students and parents on financial agreements with the university based on policy and professional judgment to ensure timely payment and follow up on past due accounts. Counsel students, parents and constituents on University policies. Coordinate student account activity and account adjustments with other university departments. Accurately calculate and process student refunds based on federal and university policy. Request stop payment on student refund checks as needed. Prepare written correspondence to ensure understanding of issue. Ensure timely collection calls and follow up. Analyze student accounts to determine registration eligibility and update proper restriction codes in system. Update and maintain accurate payment and financial aid codes in system. Utilize ImageNow system as a tool in research account history. Utilize student system screens efficiently in analyzing student accounts. Assist in special projects and other duties assigned Required Qualifications Two years accounts receivable and collections or equivalent experience. Good organizational skills and technical skills and ability to work under deadlines. Clear and concise oral and written communication skills, problem solving skills, and demonstrated ability to handle adverse situations with tact and diplomacy. Demonstrated ability to work independently, take initiative, and exercise discretion and judgment on matters of significance, and ability to maintain the highest level of confidentiality Working knowledge of accounts receivable and collections and demonstrated ability to use this knowledge clearly and concisely to solve routine, extraordinary and complex issues and problems. Interpersonal skills to relate compassionately with others yet with sufficient detachment to communicate understanding of issue, rules, procedures and policies in a clear and concise manner. Technical skills to learn and use enterprise systems and departmental tool Desired Qualifications Two years college or equivalent experience in accounting Knowledge of Chapman University policies and procedures. Knowledge of state and federal financial aid programs. Experience working for a university. Ability to remain poised in stressful situations and provide a high level of customer services. Self-starter with the ability to perceive task that need to be accomplished and take appropriate steps to achieve success by maintaining the highest level of student service within limitations of law, regulations and university policy. Working knowledge of PeopleSoft Campus Solutions.

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