Financial Assistant II (Student Account Representative)

ULSA University of Louisville; Fort Worth (TX); On-site; USD 40,000 - 52,000; Full time

Job summary

The University of Louisville is seeking a Financial Assistant II (Student Account Representative) to provide top-tier customer service for student accounts. You will guide payment plan options and respond to inquiries from students, parents, and university staff, working with the Bursar and other offices to ensure compliance with policies.

Preferred candidates will have a Bachelor's degree in Business or Accounting, plus experience in financial aid or student accounts.

Qualifications

• High school diploma or GED required; 2+ years of relevant experience preferred.
• Bachelor's degree in Business, Accounting, or related field preferred.
• Strong communication and interpersonal skills required.
• Data entry accuracy and attention to detail required.
• Knowledge of financial aid programs and regulations is a plus.

Responsibilities

• Provide front-line customer service for student account inquiries via phone, email, or written correspondence.
• Collect current semester student fees and monitor payment plans with external vendor.
• Update payment dates and respond to questions as needed.
• Set up and process Metro College contract estimated payments; back up for semester payments.
• Explain procedures to students/parents and internal/external parties per university policies.

Skills

Communication

Mathematics

Data entry

Education

Bachelor's degree in Business/Accounting or related field

Tools

Microsoft Office

Databases

Job description

Department: Location: Belknap Campus Time Type: Full time Worker Type: Regular Job Req ID: R109433 Minimum Requirements: High School Diploma/GED and a minimum of (2) years of relevant experience or an equivalent combination of education and experience.

Position Description:

The Financial Assistant II (Student Account Representative) provides excellent front office customer service by performing a variety of student account functions, including guidance and information on payment plan options and general student account inquiries from students, parents, and other University community staff members. This position would also work in collaboration with the Office of Financial Aid, the Office of the Registrar, and other related offices at the University; to ensure that functions performed are following federal, state, and University policies and procedures.

Essential Duties and Responsibilities

• Provide customer service for inquiries from students, parents or university community relating to a student's financial account by telephone, email or in writing.
• Collection of current semester student fees.
• Monitor payment plans students set up each semester with our outside vendor.
• Update payment dates and answer questions as needed.
• Setup and process Metro College contract estimated payments and back up for processing of semester payments.
• Comply with university policies and explain procedures to students, parents and both internal and external parties for the university community.
• Process, adjust, and audit tuition remission benefits each semester.
• Review and provide updates to the Bursar website pertaining to the payment plans for each semester.
• Assist and provide backup for Refund Specialist.
• Perform special projects or other duties as assigned by Bursar.

Preferred Qualifications

• Bachelor's degree in Business, Accounting or related field.
• Work experience in financial aid or student accounts in a post-secondary institution.
• Data entry experience.
• Knowledge of financial aid programs and regulations.

Competencies

• Effective oral, written, and interpersonal communication skills.
• Proficient in Microsoft Office, databases, and current desktop technology.
• Organized – manages time effectively, keeps tasks appropriately prioritized.
• Flexible – able to change directions as needed, helps with change management.
• Service Excellence – provides timely, accurate information, pleasant to work with.
• Strong work ethic – motivated, diligent, stays on tasks to completion.
• Strong mathematic skills.

Compensation will be commensurate to candidate experience.

Equal Employment Opportunity

The University of Louisville is an Equal Employment Opportunity employer. The University strives to provide equal employment opportunity on the basis of merit and without unlawful discrimination on the basis of race, sex, age, color, national origin, ethnicity, creed, religion, disability, genetic information, sexual orientation, gender, gender identity or expression, veteran status, marital status, or pregnancy. In accordance with the Rehabilitation Act of 1973 and the Vietnam Era Veteran Readjustment Act of 1974, the University prohibits job discrimination of individuals with disabilities, Vietnam era veterans, qualified special disabled veterans, recently separated veterans, and other protected veterans. The University acknowledges its obligations to ensure affirmative steps are taken to ensure equal employment opportunities for all employees and applicants for employment. It is the policy of the University that no employee or applicant for employment be subject to unlawful discrimination in terms of recruitment, hiring, promotion, contract, contract renewal, tenure, compensation, benefits, and/or working conditions. No employee or applicant for employment is required to endorse or condemn a specific ideology, political viewpoint, or social viewpoint to be eligible for hiring, contract renewal, tenure, or promotion. Consistent with applicable law, demographic information is collected for aggregate reporting requirements. Demographic information provided through this application is not available to hiring managers/committees and is not considered in hiring or employment decisions.

Assistance and Accommodations

Computers are available for application submission at the Human Resources Department located at 2315 South First Street Walk, Room 02C - Louisville, Kentucky 40292. If you require assistance or accommodation with our online application process, please contact us by email at [e-mail] or by phone [phone].

The University of Louisville is committed to being a great place to work, learn and invest. It is a place where you will thrive in a community of inclusivity, cultivate your innovative power and work where you’ll discover your purpose. Join the Cardinal Family today. Learn more about the University at our About Us page.