Student Accounts Coordinator (Remote)Virtual, USA

Phase2 Technology; Arizona; Remote; USD 100,000 - 125,000; Full time

Job summary

A higher education institution is looking for a full-time Student Accounts Coordinator to assist in managing student accounts, ensuring compliance with financial regulations, and providing guidance to students about their financial obligations. This role involves detailed account analysis, communication with students, and collaboration with various departments to resolve financial issues. Benefits include health, dental, and vision insurance, along with paid leave and retirement plans.

Benefits

Health insurance

Dental insurance

Vision insurance

Paid vacation

Retirement plans

Qualifications

• Up to 1 year of relevant work experience.
• Higher education finance-related experience required.

Responsibilities

• Conduct detailed student account analysis and award year reconciliation.
• Counsel students on document intake and awarding processes.
• Maintain knowledge of Federal and State policies governing Title IV programs.
• Respond to inquiries regarding student accounts.
• Monitor compliance of financial policies related to student payment options.

Skills

Attention to detail

Organizational skills

Time management

Communication skills

Customer service experience

Proficiency in Microsoft Office

Education

Bachelor’s degree or equivalent

Tools

Microsoft Excel

Microsoft Outlook

Job description

Overview

The Student Accounts Coordinator position is a full-time employment opportunity reporting to the Student Accounts Manager. The coordinator assists the Student Accounts Manager in monitoring, reviewing, and improving the department’s business activities and oversees the accuracy of completed stipend calculations and reporting on individual staff performance. The role supports department staff with required tasks and development through training and guidance of processes and procedures.

Location: United States, Arizona — Remote, Virtual, USA

Application window close: The application window is anticipated to close 09/27/2025 (midnight).

Responsibilities

• Detailed student account analysis and award year reconciliation at increased productivity levels
• Counsel students on document intake, awarding, disbursement and withdrawal processes
• Guide and counsel students to complete the appropriate forms by providing the information needed to fully complete their student financing process in a timely manner
• Maintain a working knowledge of Federal, State and Institutional Policies governing Title IV student aid programs
• Counsel students and manage payment plans/audit payment plans reviews
• Review students who have been out less than 60 days and work with them to review Post Withdrawal Disbursement and R2T4 processes
• Review and complete Regent tasks and documents to ensure students are Ready to Package
• Respond to inquiries regarding student accounts, monitor accounts, and conduct quality assurance reviews
• Assist in the resolution of escalated student issues and dispute resolution
• Collaborate cross-departmentally to ensure proper communication to students regarding the University’s financial policies related to corporate payment options
• Advise on students’ rights and responsibilities regarding financial obligations to the University
• Monitor compliance of financial policies related to student payment options through the University’s system of record; prepare, review, and resolve issues on reports including aging and activities
• Counsel on re-entry policies and procedures and facilitate student efforts to re-enter
• Monitor and collect balances incurred throughout the student lifecycle
• Establish and maintain partnerships with Enrollment Services, Student Services, Accounting, Collections, and Strategic Partnerships to communicate needs and identify issues for resolution
• Work collaboratively with other teams to ensure students receive proper support
• Establish effective strategies to assist students in resolving outstanding account balances
• Address invoicing inquiries by students and employers that provide tuition assistance
• Reconcile accounts to ensure outstanding invoices are submitted to the student and/or employer
• Act as focal point for specialized invoicing and development of processes and procedures
• Review accounts to track funds received, invoiced amounts, and remaining amounts
• Research and understand corporate account policies and procedures for billing processes
• Coordinate student ledger activities with other departments
• Monitor student accounts through regular billing and payment processes
• Schedule agency payments as needed
• Review Letters of Credit/Vouchers/Course Approvals for accuracy
• Review the NSLDS, COD, and CPS to help determine current student eligibility
• Third-party reconciliation
• Oversee the accuracy and completeness of required departmental User Acceptance Testing (UAT) for system updates
• Review and compare R2T4 calculation results for completeness
• Prepare invoices for students and third-party agencies
• Ad hoc reporting and work group participation as needed
• Participate in workgroup discussions to communicate student needs and identify issues for resolution
• Multitask and prioritize daily workload to achieve account resolution goals and provide quality customer service
• Work on an assigned set of accounts and be measured on several performance goals
• Resolve accounts receivable balances and communicate with students on collection efforts if applicable
• Prepare, review, and take appropriate action on reports such as account aging and student activities
• Other duties as assigned

Knowledge, Skills, and Abilities

• Attention to detail and strong mathematical and critical thinking skills
• Outstanding organizational and time management skills
• Ability to multitask and prioritize responsibilities accurately in a high-volume environment
• Active collaboration with the Student Accounts Coordinator team and other departments
• Strong interpersonal, written, and verbal communication skills; ability to articulate detailed financial information over the phone
• Demonstrated customer service experience
• Proficiency in Microsoft Office, Excel, and Outlook

Minimum Qualifications

• Bachelor’s degree or equivalent advanced learning attained through experience
• Up to 1 year of relevant work experience may be required
• Higher education finance-related experience required

Preferred Qualifications

• Familiarity with Title IV federal regulations is a plus
• Experience with student information systems preferred
• Benefits include health, dental, and vision insurance; life insurance and disability programs; paid vacation, sick leave, and holidays; tuition reduction; retirement plans

Note: The University of Arizona has been recognized for innovative work-life programs. Benefits and compensation details: Rate of Pay: $20.33 - $25.41; Compensation Type: Hourly at 1.0 FTE; Grade: 5. Special Instructions to Applicant: Application window closing 09/27/2025 (midnight).

Career Stream and Level: PC1 | Job Family: Financial Aid Professional I

Notice of Availability of the Annual Security and Fire Safety Report: In compliance with the Clery Act, the University releases an Annual Security Report for each campus. See Clery site for details. Paper copies available from the University Compliance Office.