Student Account Advisor

Chapman University; Orange (CA); On-site; USD 34,000 - 39,000; Full time

Job summary

Chapman University is seeking a Student Account Advisor on a full-time basis to provide accurate administrative, accounting, collections and customer service for student accounts. You will communicate clearly with students, parents and university partners while supporting on-campus collaboration and timely financial transactions.

The role emphasizes resolving complex account issues, advising on financial agreements, and maintaining confidentiality within university policies.

Qualifications

• Two years accounts receivable and collections or equivalent experience.
• Good organizational and technical skills and ability to work under deadlines.
• Clear and concise oral and written communication, problem solving, and ability to handle adverse situations with tact and diplomacy.
• Demonstrated ability to work independently, take initiative, and maintain confidentiality.
• Working knowledge of accounts receivable and collections and ability to solve routine and complex issues.

Responsibilities

• Accurate review of student accounting details.
• Identify potential problems and resolve.
• Correct accounting discrepancies to ensure accuracy of student accounts and month end statements.
• Research and resolve complex account issues regarding payment plans, monthly billing, registration changes, and financial aid, coordinating with students and parents.
• Counsel students and parents on financial agreements with the university based on policy and professional judgement to ensure timely payment.
• Counsel students and parents on financial agreements to ensure timely payment and follow up on past due accounts.
• Counsel students, parents and constituents on University policies.
• Coordinate student account activity and adjustments with other departments.
• Calculate and process student refunds per policy.
• Request stop payment on refunds as needed.
• Prepare written correspondence to ensure understanding of issues.
• Ensure timely collection calls and follow up.
• Analyze student accounts to determine registration eligibility and update restriction codes.
• Update and maintain payment and financial aid codes in system.
• Utilize ImageNow for research and analyze account history.
• Use student system screens to analyze student accounts.
• Assist in special projects and other duties.

Skills

Accounts receivable experience

Communication skills

Problem solving

Confidentiality

Interpersonal skills

Education

Two years college or equivalent experience in accounting

Tools

PeopleSoft Campus Solutions

Enterprise systems

Job description

Posting Details

Position Information

Position Title
Student Account Advisor

Position Type
Regular

Job Number
SA94524

Full or Part Time
full-time 40 hours weekly

Fair Labor Standard Act Classification
Non-Exempt

Anticipated Pay Range
$25.00-$28.00

Pay Range Information
Chapman University is required to provide a reasonable estimate ofthe compensation range for this position. This range takes intoaccount a variety of factors that are considered in makingcompensation decisions, including experience, skills, knowledge,abilities, education, licensure and certifications, and otherbusiness and organizational needs. Salary offers are determinedbased on the final candidate’s qualifications and experience, aswell as internal equity and other internal factors. The anticipatedpay range is not a promise of a particular wage.

Position Summary Information

Job Description Summary
Provides detailed and accurate administrative, accounting,collections and customer service for Chapman University studentaccounts. Communicates clearly and concisely with allconstituents.

Chapman University’s mission is centered on serving our studentsand strengthening our campus community. Chapman believes there issignificant value in an in-person workforce. Being present fosterscollaboration, strengthens relationships across departments,enables us to better serve our co-workers and contributes to thestudent experience. It is an important part of the culture thatmakes Chapman a special place to work and learn.

Responsibilities

• Accurate review of student accounting details.
• Clearly and concisely identify potential problems andresolve.
• Accurately correct accounting discrepancies to ensure accuracyof student accounts and month end statements.
• Research and resolve complex account issues regarding paymentplans, monthly billing statements, registration drops and adds, andfinancial aid issues and coordinate resolution with students,parents and other university departments.
• Clearly and concisely counsel students and parents on financialagreements with the university based on policy and professionaljudgement to ensure timely payment and follow up on past dueaccounts.
• Clearly and concisely counsel students and parents on financialagreements with the university based on policy and professionaljudgment to ensure timely payment and follow up on past dueaccounts.
• Counsel students, parents and constituents on Universitypolicies.
• Coordinate student account activity and account adjustmentswith other university departments.
• Accurately calculate and process student refunds based onfederal and university policy.
• Request stop payment on student refund checks as needed.
• Prepare written correspondence to ensure understanding ofissue.
• Ensure timely collection calls and follow up.
• Analyze student accounts to determine registration eligibilityand update proper restriction codes in system.
• Update and maintain accurate payment and financial aid codes insystem.
• Utilize ImageNow system as a tool in research accounthistory.
• Utilize student system screens efficiently in analyzing studentaccounts.
• Assist in special projects and other duties assigned

Required Qualifications

• Two years accounts receivable and collections or equivalentexperience.
• Good organizational skills and technical skills and ability towork under deadlines.
• Clear and concise oral and written communication skills,problem solving skills, and demonstrated ability to handle adversesituations with tact and diplomacy.
• Demonstrated ability to work independently, take initiative,and exercise discretion and judgment on matters of significance,and ability to maintain the highest level of confidentiality
• Working knowledge of accounts receivable and collections anddemonstrated ability to use this knowledge clearly and concisely tosolve routine, extraordinary and complex issues and problems.
• Interpersonal skills to relate compassionately with others yetwith sufficient detachment to communicate understanding of issue,rules, procedures and policies in a clear and concise manner.
• Technical skills to learn and use enterprise systems anddepartmental tool

Desired Qualifications

• Two years college or equivalent experience in accounting
• Knowledge of Chapman University policies and procedures.
• Knowledge of state and federal financial aid programs.
• Experience working for a university.
• Ability to remain poised in stressful situations and provide ahigh level of customer services.
• Self-starter with the ability to perceive task that need to beaccomplished and take appropriate steps to achieve success bymaintaining the highest level of student service within limitationsof law, regulations and university policy.
• Working knowledge of PeopleSoft Campus Solutions.

Special Instructions to Applicants

At Chapman University, we believe collaboration thrives throughin-person engagement. This position is fully on campus, andemployees work alongside colleagues, faculty, students, and staffeach day to support our vibrant university community.

Chapman University is an equal opportunity employer that providesequal employment opportunities to all individuals, regardless oftheir protected characteristics. All qualified applicants andemployees are encouraged to apply and will receive considerationfor employment without regard to race, color, religion, age, sex,sexual orientation, gender identity, gender expression, nationalorigin, ancestry, citizenship status, physical disability, mentaldisability, medical condition, military and veteran status, maritalstatus, pregnancy, genetic information or any other characteristicprotected by state or federal law.

Applicants for Staff and Administrator positions must be currentlyauthorized to work in the United States on a full-time basis.

The offer of employment is contingent upon satisfactory completionand outcomes of a criminal background screening and returning tothe Office of Human Resources a signed original acceptance of theChapman University Agreement to Arbitrate.

Minimum Number of References

2

Maximum Number of References

3

Pre-screening Questions

Required fields are indicated with an asterisk (*).

Applicant Documents

Required Documents

1. Resume
2. Cover Letter

Optional Documents

1. Letter of Recommendation 1
2. Letter of Recommendation 2