Student Account Representative

Updated: about 2 years ago
Location: Waltham, MASSACHUSETTS
Job Type: FullTime
Deadline: The position may have been removed or expired!

Job Description Summary

The Student Account Representative, Student Financial Services is the primary contact for students and parents wishing to resolve university payment problems. As an expert in evaluating and recommending financial resolutions, he/she advises and counsels students and families on options available to them to settle the account. He/she is responsible for processing payments. He/she must evaluate each account and communicate the best options available to the student/parent regarding payment resolution. He/she will be in close communication with the office of Financial Assistance, Registrar, and Residential Services , which provide a more complete picture of the student’s account and better overall customer service to students and parents.

Essential Duties

  • Analyze and evaluate the student account charges, payment plan programs, and provide counseling to students, parents and administrators regarding account balance resolution.

  • Use professional judgment when offering resolutions to accommodate the student/parents that have extraordinary personal circumstances.  

  • Process payments and prepare deposits.  

  • Monitor students enrolled in semester payment plans.  

  • Review and adjust student accounts to confirm payment plans are accurate and as needed resolve outstanding issues.

  • Make phone calls and send emails to perform due diligence on all past due accounts.

  • Analyze and make decisions on credit balance accounts in order to process refunds in accordance with federal guidelines and university polices.

  • Review notifications from Student Affairs and Undergraduate Admissions and take necessary actions on student accounts.

  • Research and resolve inquiries from students and university community; bill and monitor third party payers; process student refund requests, post daily wire payments and monitor daily banking.  

  • Other duties as assigned. 

Minimum Requirements

  • High school diploma/GED.

  • 3-5 years of work experience in an office environment.  

  • Higher education business office experience a plus. Knowledge of Microsoft Outlook, Office, Word, and Excel and familiar with billing systems preferred.  

  • Knowledge of how to navigate administrative computerized financial systems, generate reports and use letter merge and generation a plus.  

  • Excellent communication, decision making, negotiation, and organizational skills required.

Work Environment

  • Environment is typical office setting in a sealed climate-controlled building.

  • Increased hours or flexibility in work schedule are required during peak billing and collection periods.

  • Normal every day risks and discomforts of typical office setting.

  • Bentley university is a smoke, alcohol and drug free work place.

  • Continuous use of a computer video display screen is required.

  • Very busy office environment during initial billing of academic semesters.

  • Flexibility in rotating between Student Accounts and Cashier's Office.

Bentley University requires references checks and may conduct other pre-employment screening.

DIVERSITY STATEMENT

Bentley University strives to create a campus community that welcomes the exchange of ideas, and fosters a culture that values differences and views them as a strength in our community.

Bentley University is an Equal Opportunity Employer, building strength through diversity. The University is committed to building a community of talented students, faculty and staff who reflect the diversity of global business. We strongly encourage applications from persons from underrepresented groups, individuals with disabilities, covered veterans and those with diverse experiences and backgrounds.



Job Description Summary

The Student Account Representative, Student Financial Services is the primary contact for students and parents wishing to resolve university payment problems. As an expert in evaluating and recommending financial resolutions, he/she advises and counsels students and families on options available to them to settle the account. He/she is responsible for processing payments. He/she must evaluate each account and communicate the best options available to the student/parent regarding payment resolution. He/she will be in close communication with the office of Financial Assistance, Registrar, and Residential Services , which provide a more complete picture of the student’s account and better overall customer service to students and parents.

Essential Duties

  • Analyze and evaluate the student account charges, payment plan programs, and provide counseling to students, parents and administrators regarding account balance resolution.

  • Use professional judgment when offering resolutions to accommodate the student/parents that have extraordinary personal circumstances.  

  • Process payments and prepare deposits.  

  • Monitor students enrolled in semester payment plans.  

  • Review and adjust student accounts to confirm payment plans are accurate and as needed resolve outstanding issues.

  • Make phone calls and send emails to perform due diligence on all past due accounts.

  • Analyze and make decisions on credit balance accounts in order to process refunds in accordance with federal guidelines and university polices.

  • Review notifications from Student Affairs and Undergraduate Admissions and take necessary actions on student accounts.

  • Research and resolve inquiries from students and university community; bill and monitor third party payers; process student refund requests, post daily wire payments and monitor daily banking.  

  • Other duties as assigned. 

Minimum Requirements

  • High school diploma/GED.

  • 3-5 years of work experience in an office environment.  

  • Higher education business office experience a plus. Knowledge of Microsoft Outlook, Office, Word, and Excel and familiar with billing systems preferred.  

  • Knowledge of how to navigate administrative computerized financial systems, generate reports and use letter merge and generation a plus.  

  • Excellent communication, decision making, negotiation, and organizational skills required.

Work Environment

  • Environment is typical office setting in a sealed climate-controlled building.

  • Increased hours or flexibility in work schedule are required during peak billing and collection periods.

  • Normal every day risks and discomforts of typical office setting.

  • Bentley university is a smoke, alcohol and drug free work place.

  • Continuous use of a computer video display screen is required.

  • Very busy office environment during initial billing of academic semesters.

  • Flexibility in rotating between Student Accounts and Cashier's Office.

Bentley University requires references checks and may conduct other pre-employment screening.

DIVERSITY STATEMENT

Bentley University strives to create a campus community that welcomes the exchange of ideas, and fosters a culture that values differences and views them as a strength in our community.

Bentley University is an Equal Opportunity Employer, building strength through diversity. The University is committed to building a community of talented students, faculty and staff who reflect the diversity of global business. We strongly encourage applications from persons from underrepresented groups, individuals with disabilities, covered veterans and those with diverse experiences and backgrounds.



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