Financial Assistant II (Student Account Representative)

University-of-Louisville; Louisville (TN); On-site; USD 45,000 - 55,000; Full time

Job summary

University of Louisville seeks a Financial Assistant II (Student Account Representative) to provide front-line service for student accounts at Belknap Campus. You will guide students and families on payment options and coordinate with Financial Aid, the Registrar, and related offices to ensure policy compliance.

Responsibilities include collecting fees, managing payment plans, processing tuition benefits, and maintaining the Bursar site information.

Qualifications

• High School Diploma/GED and 2 years of relevant experience or equivalent.
• Bachelor's degree in Business, Accounting or related field preferred.
• Data entry experience and knowledge of financial aid programs.
• Strong communication and customer service skills.
• Familiarity with university policies and procedures.

Responsibilities

• Provide front office customer service for student accounts via phone, email or in writing.
• Collect current semester student fees.
• Monitor payment plans with the outside vendor and update dates as needed.
• Set up Metro College contract estimated payments and support semester payments.
• Explain policies to students, parents and staff per university guidelines.
• Process, adjust and audit tuition remission benefits each semester.
• Update Bursar website with payment plan information.
• Assist and backup the Refund Specialist.
• Support special projects for the Bursar.

Skills

Customer service

Communication

Data entry

Microsoft Office

Time management

Attention to detail

Problem solving

Education

High School Diploma or GED

Bachelor's degree in Business/Accounting or related field

Tools

Microsoft Excel

Databases

Accounting software

Job description

Department:Location:Belknap CampusTime Type:Full timeWorker Type:RegularJob Req ID:R109433Minimum Requirements:High School Diploma/GED and a minimum of (2) years of relevant experience or an equivalent combination of education and experience. Grade 3 (Hourly)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 ResponsibilitiesProvide 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 QualificationsBachelor'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.CompetenciesEffective 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 OpportunityThe 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 AccommodationsComputers 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].