Senior Students Accounts and Loans Specialist

Trinity College; Hartford (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

Trinity College in Hartford, CT seeks a Sr Student Accounts & Loans Specialist to administer and reconcile institutional loan programs while ensuring compliance with federal regulations and institutional policies. You will provide exceptional service to students, families, and campus partners in the lifecycle of loans and student accounts.

The role supports billing, account maintenance, and customer service for Graduate, IDP, non-matriculated, Study Away, and undergraduate populations, with

Qualifications

• High School Diploma or GED is required.
• 3-5 years of experience in accounts receivable, billing, collections, accounting, or student financial services preferred.
• Working knowledge of federal student aid regulations, private education loans, institutional loan programs, and student accounts receivable practices preferred.
• Advanced proficiency with Microsoft Office Suite, particularly Excel, Word, Outlook, and Teams.
• Experience with financial aid systems and related administrative software.
• Demonstrated analytical, organizational, and problem-solving skills with attention to detail.

Responsibilities

• Reconcile loan disbursements across systems and maintain borrower records.
• Prepare loan promissory notes, borrower documentation, and loan records.
• Process disbursement files and reports for Accounting Services and maintain borrower accounts.
• Monitor delinquent loan accounts and coordinate collection efforts with third-party agencies.
• Assist with billing, account maintenance, and customer service for Graduate, IDP, non-matriculated, study away, and undergraduate populations.
• Review tax reporting and prepare corrections supporting Forms 1098-T and 1042-S.

Skills

Customer service

Attention to detail

Communication skills

Analytical skills

MS Office

Regulatory knowledge

Education

Bachelor's Degree

Job description

Job Description

Reporting to the Manager of Student Accounts and Loans, the SrStudent Accounts & Loans Specialist is responsible for theadministration and reconciliation of Trinity’s Institutional loanprograms. This position ensures the accurate processing of loantransactions, compliance with federal regulations and institutionalpolicies, and provides exceptional customer service to students,families, and campus partners.

The Sr Student Accounts & Loans Specialist is responsible formonitoring delinquent institutional loan accounts, coordinatingcollection activities with third-party agencies, assisting withpreparation of federal reporting and tax documentation (includingForms 1042-S and 1098-T), and reconciling student account activityto ensure financial accuracy.

This position assists the Student Accounts Manager in overseeingbilling, account maintenance, and customer service for all programsincluding Graduate, Individual Degree Program (IDP) andNon-Matriculated Students, Study Away, and Undergraduate Studentaccount operations. In addition, the Assistant Manager assists withpreparation of audit documentation, reconciliations, and reports insupport of Accounting Services and participates in departmentalinitiatives to improve operational efficiency and regulatorycompliance.

Responsibilities

Loan Administration

• Reconcile loan disbursements between the Student Accountssystem, financial aid system, Common Origination and Disbursement(COD) system, and other applicable systems.
• Prepare, maintain, and archive Trinity Loan Promissory notes,borrower documentation, and institutional loan records.
• Prepare disbursement files and reports for UniversityAccounting Services (UAS) and maintain borrower accountrecords.
• Process payments received from UAS, collection agencies, andborrowers, ensuring accurate general ledger coding.
• Monitor delinquent institutional loan accounts, communicatewith borrowers regarding repayment options, and coordinatecollection efforts with third-party collection agencies.
• Respond to borrower inquiries regarding loan repayment,deferments, transcript holds, credit reporting, and loanservicing.
• Provide documentation and support for internal and externalaudits related to student loan programs.

Student Account Administration

• Assist with management of billing, account maintenance, andcustomer service for Graduate, IDP and Non-Matriculated, StudyAway, and Undergraduate student population
• Review, analyze, and adjust student account activity to ensurebilling accuracy.
• Calculate and process financial aid transfers, refunds, andaccount adjustments for Study Away and IDP students.
• Coordinate billing and account activity with the Registrar'sOffice, Financial Aid Office, Office of International Programs, andpartner institutions.
• Assist with undergraduate billing, payment processing, accountreconciliation, and customer service as departmental needsrequire.
• Review student account activity to ensure accurate taxreporting and prepare account corrections supporting Forms 1098-Tand 1042-S.
• Organize, scan, and maintain electronic student records in theCollege's document management system.

Financial Reporting and Compliance

• Perform reconciliations of student account and loan activity toensure financial accuracy and compliance.
• Prepare audit confirmations, reconciliation reports, andsupporting documentation for Accounting Services and externalauditors.
• Assist in maintaining compliance with federal regulations,institutional policies, and accounting standards.
• Identify opportunities to improve departmental processes,internal controls, and operational efficiencies.

Customer Service and Collaboration

• Provide timely, professional, and accurate service to students,families, faculty, staff, and external partners.
• Collaborate with campus departments to resolve complex studentaccount and loan issues.
• Participate in departmental projects, policy implementation,and cross-functional initiatives.
• Perform other duties as assigned.

Physical Demands

• Ability to lift and transport office supplies, files, andmailings weighing up to approximately 25 pounds.
• Occasional participation in College events, including June Daysand student orientation or registration activities.
• Ability to perform the essential functions of the position in astandard office environment, including prolonged computer use.

Perform other related duties as assigned and based ondepartmental need.

Qualifications

Required:

• High School Diploma or GED
• 3-5 years of experience
• Experience in accounts receivable, billing, collections,accounting, or student financial services
• Working knowledge of federal student aid regulations, privateeducation loans, institutional loan programs, and student accountsreceivable practices preferred.
• Demonstrated analytical, organizational, and problem-solvingskills with exceptional attention to detail.
• Excellent written and verbal communication skills and acommitment to providing outstanding customer service.
• Demonstrated technical proficiency with enterprise informationsystems, preferably within a higher education student financialservices environment.
• Experience working with financial aid systems and relatedadministrative software.
• Advanced proficiency in Microsoft Office Suite, particularlyExcel, Word, Outlook, and Teams.
• Strong ability to research, interpret, and navigate onlineresources, websites, and electronic databases efficiently.

Preferred

• Bachelor's Degree
• 5-8 years of experience

About Us

Trinity is a highly selective, independent, nonsectarian liberalarts institution located in the capital city of Hartford,Connecticut. The college maintains a rigorous academic profilecomplemented by a vibrant co-curricular program. With more than2,100 full-time undergraduate students, representing forty-threestates and ninety-one countries, we consider our location in aculturally and socioeconomically diverse capital city to be amongTrinity’s most distinctive assets; and we cultivate strongconnections with our surrounding neighbors and with institutionsand organizations throughout Hartford and the region. As apreeminent liberal arts college in an urban setting, TrinityCollege prepares students to be bold, independent thinkers who leadtransformative lives.

Trinity College is an independent, nonsectarian liberal artscollege for men and women, with approximately 2,200 undergraduatestudents and 200 faculty members, located in Hartford, Connecticut.Our Mission is "Engage. Connect. Transform." As the preeminentliberal arts college in an urban setting, Trinity College preparesstudents to be bold, independent thinkers who lead transformativelives. Trinity is an actively engaged community of students,faculty and staff who work together to develop and sustain theintellectual and creative opportunities central to a first-classliberal arts education. Hartford, the state capital, provides manyopportunities for cultural and social engagement.

The College is committed to building a representative and diversefaculty, administrative staff, and student body. Trinity is anEqual Opportunity/Affirmative Action Employer. Women and minoritiesare encouraged to apply. Applicants with disabilities shouldrequest, in advance, any needed accommodation in order toparticipate in the application process.

For all faculty positions, completion of the Ph.D. or appropriateequivalent is expected. Candidates should have a strong commitmentto undergraduate and interdisciplinary teaching in a liberal artscontext, and a well-articulated plan for sustained research.Trinity is especially interested in candidates who can contributeto the diversity and excellence of the academic community throughtheir research, teaching, and service.