Student Account Representative

The Student Account Representative is responsible for the comprehensive management of student accounts—including billing, collections, payment compliance, and account reconciliation—and plays a critical role in maintaining the financial integrity of the institution. The incumbent ensures that all financial transactions adhere to federal, state, and institutional regulations while delivering a consistently high standard of service to students, families, faculty, and staff. This position requires strong analytical abilities, independent judgment, exceptional accuracy, and effective cross-department collaboration, significantly contributing to the University's enrollment operations, cash flow stability, and regulatory compliance.Student Account Management & ComplianceAnalyze and maintain accurate student billing records, including tuition and fee charges, exemptions, adjustments, and financial aid disbursementsEnsure all exemptions and contract payments are posted accurately and in a timely manner each termReview and reconcile the deposit report to address unreleased deposits after registrationEnsure all transactions comply with institutional policies, FERPA, Title IV guidelines, Department of Education regulations, and audit standardsReconcile student accounts in collaboration with Financial Aid, Registrar, and other university departments to ensure accuracy and timely resolution of discrepanciesStay current on changes in financial aid regulations, federal and state policy updates, and institutional procedural changesOther duties as assigned Collections & Financial OperationsPerform ongoing review of debit reports and conduct structured outreach to students with outstanding balances, providing clear guidance on payment plans, financing options, and required deadlinesMonitor and manage past-due accounts; generate, track, document, and escalate past-due notices as requiredPost manual late fees to delinquent student accounts on a monthly basis in accordance with institutional policyReview credit reports, calculate refunds, and process student refunds in accordance with institutional and federal regulations, ensuring strict adherence to mandated timelinesAnalyze payment plan reports monthly to identify delinquencies; perform targeted outreach to provide updates and offer solutionsAnalyze accounts prior to registration, ensuring all financial obligations and documentation are satisfiedIdentify accounts requiring exceptions, documentation, or supervisory review and escalate appropriatelyCustomer Service & AdvisingCounsel students and families on tuition payment options, account status, payment plans, and financial obligations with professionalism and empathyProvide high-quality support through phone, text, email, and walk-in inquiries, ensuring accurate and timely responsesCollaborate with the Financial Aid Office to explain aid impacts, disbursement timelines, and account adjustments to studentsCollaborate with the Registrar's Office to explain the impact of withdrawals and LOA on account balances to studentsParticipation in student online and on-campus Orientations and Registration events Systems, Data Integrity & Administrative SupportEnter and verify data in Banner and related information systems, ensuring accuracy, consistency, and confidentiality at all timesUpdate the comments form in Banner with all communication with and regarding the student and their account, ensuring complete and accurate documentationPrepare reports, communications, documentation, and supporting materials for internal departments, audits, and compliance reviewsAssist with Help Desk inquiries related to billing issues, student account access, and system navigationSupport process-improvement initiatives to enhance billing accuracy, student satisfaction, operational efficiency, and complianceEducation/ExperienceBachelor's degree required; concentration in accounting, finance, business administration, mathematics, or related field strongly preferred.Prior experience in higher education, finance, accounting, or customer service in a regulated environment is a plus.Knowledge/Skills/AbilitiesDemonstrated ability to interpret and apply complex regulations, policies, and financial procedures.Excellent written and verbal communication skills, with the ability to convey financial concepts clearly and professionally.Strong analytical and problem-solving skills, including the ability to identify trends, resolve discrepancies, and prioritize competing tasks.High level of accuracy and attention to detail in financial and data-driven work.Customer-centered approach with the ability to work under pressure, de-escalate concerns, and maintain diplomacy in sensitive situations.Proficiency with student information systems and online learning platforms such as Banner, Microsoft Office, TouchNet, Tableau, and Adobe Connect preferred.Strong organizational skills and ability to collaborate within a matrixed team environment.Demonstrated ethical decision-making, sound judgment, and discretion when handling confidential or sensitive information.TravelTravel to the campus several times a week is mandatory.Annual meetings are held at NYC headquarters.Working ConditionsThe Student Account Rep works primarily in a standard office environment with regular business hours, with occasional extended hours required during peak periods such as registration.The role involves prolonged periods of sitting, frequent use of a computer, and routine interaction with students, families, and staff both in person and electronically.USD $44,186.00/Yr.USD $35,348.00/Yr.

Created: 2026-03-27