Advisor, Student Accounts (Reconciliations)

University of Miami; Coral Gables (FL); On-site; USD 52,000 - 74,000; Full time

Job summary

The University of Miami seeks a Student Accounts Advisor to provide high-level analysis and expert guidance on student accounts. You will handle escalated inquiries, educate on payment plans and tax forms, and ensure accuracy in account transactions.

Ideal candidates will have a Bachelor's degree and at least two years of relevant experience, with strong Excel skills and familiarity with student financial systems.

Qualifications

• Bachelor's degree is required.
• Minimum 2 years of relevant experience.
• Strong data analytics and communication skills.
• Proficiency in Excel and student financial systems.

Responsibilities

• Resolve high-level inquiries for students and parents as the subject matter expert.
• Educate students and parents on policies regarding payment plans and tuition forms.
• Conduct specialized and in-depth financial analysis of student accounts.
• Provide support to other University units and external partners with student account processes.
• Ensure accuracy of financial transactions posted to the student information system.

Skills

Data analysis

Customer inquiries handling

Decision making

Communication skills

Excel

Student information systems

Education

Bachelor's degree in relevant field

Tools

Excel

Word

Student information systems

Job description

CORE JOB SUMMARY

The Student Accounts Advisor provides high-level specialized assistance to students, parents, and all University partners regarding detailed financial analysis of all student accounts' processes. Additionally, the Student Accounts Advisor is responsible for financial processes that support financial departmental operations.This position provides subject matter expertise on all high-level customer service escalations and delivers first-class service to students, parents, external organizations, and all other student related units.

CORE JOB FUNCTIONS

• Resolves all high-level inquiries for students and parents regarding Student Accounts' financial information as the subject matter experts in person and via the University case management system.
• Respond and resolve specific request for students from Senior leadership
• Educates students and parents in University, State and Federal policies and guidelines regarding payment plans, third party sponsored payments, tuition tax forms, and other financial services.
• Conducts specialized and in-depth financial analysis of the students' accounts upon request.
• Provide support to non-enrolled students for delinquent or past due balances.
• Determine student account status and provide resolution for all financial holds.
• Adheres to University and unit-level policies and procedures and safeguards University assets.
• Responsible for the accuracy of the financial transactions posted to the student information system.
• Support other University units and external partners with business processes that impact the students' account.

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

CORE QUALIFICATIONS

Education:

Bachelor's Degree in relevant field required

Certification and Licensing:

Not Applicable

Experience:

Minimum 2 years of relevant experience

Knowledge, Skills and Attitudes:

• Skill in collecting, organizing, and analyzing data.
• Ability to recognize, analyze, and resolve high-level customer service inquiries.
• Ability to exercise sound judgment in making critical decisions.
• Excellent written and verbal communication skills.
• Ability to have difficult conversations in a confident manner.
• In-depth knowledge of Microsoft Office, specifically Excel and Word.
• Proficient in student financial systems.
• Ability to quickly adapt to the Higher-Education environment and build relationships within the University community and external partners.

Department Specific Functions

• Provide and validate 1098T tax data and form reporting breakdown per IRS regulations and University guidelines.
• Assist students and delegates on Monthly Payment Plan options and requirements.
• Guide students and families on the state Florida Prepaid Plan options related to the University.
• Establishes and maintains Third Party Sponsors contact information, billing, documentation, processes, and files for the purposes of receiving payments for services provided and ensure compliancy.
• Process and reviews all student financial refunds, stale dated check, and unclaimed property due diligence.
• Complete daily entries of all tuition remission and tuition waivers requests per Financial Planning and Benefits policies.
• Educate students on Title IV permissions per Federal regulations in conjunction with the Financial Aid Office.
• Advise former students on past due balances and account financial breakdowns, including available payment options.
• Provide support to students and delegates on all University payment options, including online and in-person payments.
• Provide information related to the published University Tuition and Fees rates inclusive of special pricing programs specific to academic programs for all careers.
• Validate term pricing in collaboration with Financial Planning and Student Affairs to ensure accurate billing of tuition and fees for all careers and programs at the University.
• Support in office-wide initiatives like Cancellation for Non-Payment and Reinstatement.
• Monitor students' accounts for accuracy and submit corrective entries accordingly.
• Handle governmental payments and billing adhering to specific military departments (EX: VA).
• Proficient in student information systems and support IT testing for any system upgrades or changes.
• Ability to identify business process improvements and to address it with management team and departmental system director.
• Submit daily/weekly/monthly reports to Student Accounts management related to specific processes within the department.

The University of Miami is recognized as one of the nation's premier research institutions and academic health systems and is among the largest employers in South Florida.With more than 20,000 faculty and staff, the University is committed to excellence and guided by a mission to positively impact the lives of students, patients, and communities locally and globally.We are dedicated to fostering a culture where every individual feels valued and empowered to contribute meaningfully. United by shared values, the University community works together to build an environment defined by purpose, collaboration, and service.

The University of Miami is an Equal Opportunity Employer. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.

Job Status:Full timeEmployee Type:Staff