Accounts Receivable Specialist

Updated: about 2 months ago
Location: Campus, ILLINOIS
Job Type: FullTime

Job Description Summary

The Student Financial Advisor is responsible for advising and assisting students and families with financing education by explaining appropriate funding options available for past due balances. The Specialist also performs cashiering and collection functions for the department, ensuring full compliance with federal, state and university regulations.


Job Description

Duties and Tasks:

  • Perform all accounts receivable functions including but not limited to
    • Handle incoming wires and payments
    • Post student payments pertaining to admission deposits
    • Process payment refunds, insufficient funds, and chargeback disputes
    • Handle departmental accounts receivable functions
  • Advise students and families on financial options to resolve past due balances in person, via email and by phone
  • Provide exemplary customer service and remain student focused at all times.
  • Answer phone calls and emails promptly and courteously. Answer voicemail the same day the message is received.
  • Diligently complete outreach efforts on past due balances
  • Support recruitment and retention efforts by collaborating across departments to resolve past due balance
  • Aid in the timely posting of account receivable functions
  • Process and print ID card requests
  • Performs other duties as assigned.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

            Knowledge:

  • High School diploma. Associate’s degree from a regionally accredited institution preferred.
  • Two years’ experience in cashiering, collections, and/or customer service.

Skills:

  • Experience with Ellucian Colleague Cbord/ Odyssey PCS, Official Payments Portal, Banking Institution
  • Proficiency with MS office
  • Excellent interpersonal and time management skills
  • Superior oral and written communication skills
  • Superior organizational skills; ability to execute multiple objectives concurrently.
  • Strong knowledge of federal and/or state aid regulations.
  • Ability to engage with a variety of constituents (current students, alumni, faculty, etc.) from many different cultural backgrounds.
  • Proven customer service experience, and experience involving financial aid, college admissions, and cashiering; or an equivalent combination of education, customer service training and experience.
  • Demonstrated critical thinking skills and ability to work collegially and collaboratively within a team, and able to react and adjust quickly to changing conditions.
  • Ability and willingness to work occasional evenings and weekends.

ENVIRONMENT: 

The work environment characteristics described here are a representation of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.  The term “qualified individual with a disability” means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of this position.

While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email and other electronic means, move about the office and University, handle various type of media and equipment, and visually or otherwise identify, observe and assess.   The employee is occasionally required to lift up to 10 pounds unless otherwise specified in the job description.

NOTICE:


The intent of this job description is to provide a representation of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total specific duties and responsibilities of any particular position.  Employees may be directed to perform job-related tasks other than those specifically presented in this description.  Saint Leo University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student and graduate success. 

Why Work at Saint Leo?

What it’s Like to Work Here:  Ask our employees and the one word they’d use to describe working at Saint Leo University is “Community.” Our team members all share the Saint Leo core values, positive attitudes, and problem-solving abilities, enabling them to provide excellent student centered service. Our mission is educating and preparing students for life and leadership in a challenging world.  Thank you for your interest in joining the Saint Leo PRIDE!

We are committed to providing our employees with the support they need. At Saint Leo, we offer an array of medical, dental, and vision packages as well as several add-on perks to make your benefits package truly customizable to you and your family needs. Available benefits based on employment status (Full Time vs Part Time).

  • Inclusive Group Health Plan (Medical, Dental, Vision)
  • Group Health Plan features include Teledoc, Surgery Plus!, Wellness Incentive Program, Nationwide Pet Insurance, just to name a few!
  • Health Reimbursement Account (University Paid!) and Flexible Spending Accounts (healthcare and dependent options)
  • Tuition Remission (Employee, Spouse, and Dependents)*
  • Tuition Exchange opportunity for dependent of employees*
  • Paid Personal Leave (Sick, Vacation, Holidays)
  • 403b - Annual match 3%-9% of pay based on employee’s contribution. University match and fully vested within one month of hire date.
  • Basic Life and AD&D Insurance valued at 30k (University Paid!)
  • Income Protection Benefits after one year
  • Additional options for supplemental insurance 

*Eligibility based on meeting required service period



Job Description Summary

The Student Financial Advisor is responsible for advising and assisting students and families with financing education by explaining appropriate funding options available for past due balances. The Specialist also performs cashiering and collection functions for the department, ensuring full compliance with federal, state and university regulations.


Job Description

Duties and Tasks:

  • Perform all accounts receivable functions including but not limited to
    • Handle incoming wires and payments
    • Post student payments pertaining to admission deposits
    • Process payment refunds, insufficient funds, and chargeback disputes
    • Handle departmental accounts receivable functions
  • Advise students and families on financial options to resolve past due balances in person, via email and by phone
  • Provide exemplary customer service and remain student focused at all times.
  • Answer phone calls and emails promptly and courteously. Answer voicemail the same day the message is received.
  • Diligently complete outreach efforts on past due balances
  • Support recruitment and retention efforts by collaborating across departments to resolve past due balance
  • Aid in the timely posting of account receivable functions
  • Process and print ID card requests
  • Performs other duties as assigned.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

            Knowledge:

  • High School diploma. Associate’s degree from a regionally accredited institution preferred.
  • Two years’ experience in cashiering, collections, and/or customer service.

Skills:

  • Experience with Ellucian Colleague Cbord/ Odyssey PCS, Official Payments Portal, Banking Institution
  • Proficiency with MS office
  • Excellent interpersonal and time management skills
  • Superior oral and written communication skills
  • Superior organizational skills; ability to execute multiple objectives concurrently.
  • Strong knowledge of federal and/or state aid regulations.
  • Ability to engage with a variety of constituents (current students, alumni, faculty, etc.) from many different cultural backgrounds.
  • Proven customer service experience, and experience involving financial aid, college admissions, and cashiering; or an equivalent combination of education, customer service training and experience.
  • Demonstrated critical thinking skills and ability to work collegially and collaboratively within a team, and able to react and adjust quickly to changing conditions.
  • Ability and willingness to work occasional evenings and weekends.

ENVIRONMENT: 

The work environment characteristics described here are a representation of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.  The term “qualified individual with a disability” means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of this position.

While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email and other electronic means, move about the office and University, handle various type of media and equipment, and visually or otherwise identify, observe and assess.   The employee is occasionally required to lift up to 10 pounds unless otherwise specified in the job description.

NOTICE:


The intent of this job description is to provide a representation of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total specific duties and responsibilities of any particular position.  Employees may be directed to perform job-related tasks other than those specifically presented in this description.  Saint Leo University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student and graduate success. 

Why Work at Saint Leo?

What it’s Like to Work Here:  Ask our employees and the one word they’d use to describe working at Saint Leo University is “Community.” Our team members all share the Saint Leo core values, positive attitudes, and problem-solving abilities, enabling them to provide excellent student centered service. Our mission is educating and preparing students for life and leadership in a challenging world.  Thank you for your interest in joining the Saint Leo PRIDE!

We are committed to providing our employees with the support they need. At Saint Leo, we offer an array of medical, dental, and vision packages as well as several add-on perks to make your benefits package truly customizable to you and your family needs. Available benefits based on employment status (Full Time vs Part Time).

  • Inclusive Group Health Plan (Medical, Dental, Vision)
  • Group Health Plan features include Teledoc, Surgery Plus!, Wellness Incentive Program, Nationwide Pet Insurance, just to name a few!
  • Health Reimbursement Account (University Paid!) and Flexible Spending Accounts (healthcare and dependent options)
  • Tuition Remission (Employee, Spouse, and Dependents)*
  • Tuition Exchange opportunity for dependent of employees*
  • Paid Personal Leave (Sick, Vacation, Holidays)
  • 403b - Annual match 3%-9% of pay based on employee’s contribution. University match and fully vested within one month of hire date.
  • Basic Life and AD&D Insurance valued at 30k (University Paid!)
  • Income Protection Benefits after one year
  • Additional options for supplemental insurance 

*Eligibility based on meeting required service period


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