Student Accounts Counselor

Schreiner University Online; Kerrville (TX); On-site; USD 40,000 - 50,000; Full time

Job summary

Schreiner University seeks a Student Accounts Counselor to provide exceptional customer service to prospective and current students and their families throughout the enrollment process. You will handle billing, payment options, account balances, and related inquiries, while maintaining accurate records and assisting with payment plans and IRS reporting.

Collaborating with Financial Aid, Admissions, and other campus departments, you will ensure compliance with policies and support enrollment and

Qualifications

• Bachelor’s degree or 3 years progressive customer service experience.
• Excellent written and verbal communication and organizational skills.
• Ability to work both individually and in a team environment.
• Some evening and weekend work may be required.
• Possess knowledge and understanding of Schreiner University.

Responsibilities

• Counsel students and families regarding student account policies, billing procedures, payment options, and account balances.
• Serve as a primary contact for account-related inquiries and provide timely, accurate customer service.
• Assist students with enrollment and participation in institutional payment plan programs.
• Process cash, check, and electronic payments and ensure accurate posting to accounts.
• Reconcile daily cash and check transactions and maintain accurate records.
• Prepare and process daily bank deposits using approved banking systems.
• Monitor student accounts and communicate about balances and deadlines.
• Assist with collection activities and payment arrangements per policies.
• Maintain confidentiality of financial information.
• Assist with IRS Form 1098-T reporting and related communications.
• Collaborate with Financial Aid, Admissions, and other departments to ensure accurate processing.
• Maintain knowledge of applicable regulations governing student accounts and tax reporting.
• Prepare and distribute student account publications and communications.
• Support Enrollment Management with frontline service.

Skills

Customer service

Communication

Organizational skills

Teamwork

Multitasking

Education

Bachelor’s degree

3 years customer service experience

Job description

Summary Of Responsibilities

The Student Accounts Counselor provides exceptional customer service and guidance to prospective and current students and their families regarding student account matters throughout the enrollment process. This position serves as a primary point of contact for billing, payment options, account balances, and other account-related inquiries. Additional responsibilities include maintaining accurate student account records, processing payments, administering payment plans, assisting with account resolution, and supporting enrollment initiatives while ensuring compliance with institutional policies and procedures.

The Student Accounts Counselor provides exceptional customer service and guidance to prospective and current students and their families regarding student account matters throughout the enrollment process. This position serves as a primary point of contact for billing, payment options, account balances, and other account-related inquiries. Additional responsibilities include maintaining accurate student account records, processing payments, administering payment plans, assisting with account resolution, and supporting enrollment initiatives while ensuring compliance with institutional policies and procedures.

Essential Functions

• Counsel students and their families regarding student account policies, billing procedures, payment options, payment plans, and account balances.
• Serve as a primary point of contact for students and families regarding account-related inquiries and provide timely, accurate customer service.
• Assist students with enrollment and participation in institutional payment plan programs.
• Process cash, check, and electronic payment transactions and ensure accurate posting to student, faculty, and staff accounts.
• Reconcile daily cash and check transactions against receipt reports and maintain accurate records in accordance with university procedures.
• Prepare and process daily bank deposits using approved banking systems and procedures.
• Monitor student accounts and communicate with students regarding outstanding balances, payment deadlines, and account resolution options.
• Assist with collection activities, including phone calls, emails, notices, and payment arrangements, in accordance with institutional policies.
• Administer and maintain student account records, ensuring accuracy and confidentiality of financial information.
• Assist with the preparation, distribution, and maintenance of IRS Form 1098-T reporting and related student communications.
• Collaborate with Financial Aid, Admissions, and other campus departments to ensure accurate account processing and support student enrollment and retention efforts.
• Maintain knowledge of applicable federal, state, and institutional regulations governing student accounts, billing, payment processing, collections, and tax reporting.
• Assist in the development and distribution of student account publications, billing information, payment plan materials, and related communications.
• Support Enrollment Management by providing front-line customer service and assisting prospective students and families with general enrollment-related questions.

Education, Experience And Skills Required

• Bachelor’s degree from an accredited institution or three years of progressive customer service experience.
• Must have excellent written and verbal communication and organizational skills.
• Must have the ability to work both individually and in a team environment.
• Some evening and weekend work and out of town work may be required.
• Possess a thorough knowledge and understanding of Schreiner University.

Other Functions

• Other duties as assigned.
• Serves to facilitate good communication between employees, clients, and management through interpersonal and professional communication techniques.
• Maintain University safety rules.
• Maintain knowledge of computer programs as relates to job.
• Assist with office planning and problem solving.

Confidentiality

Maintain the highest level of confidence concerning all matters in the Financial Services office. Does not discuss in any manner any information obtained through work in the office.

Additional Qualifications

• A minimum of two years of experience in student accounts, bursar operations, cashiering, billing, collections, or a related higher education business office function preferred.
• Ability to perform several tasks concurrently with ease and professionalism.
• Strong customer service, communication and interpersonal skills.
• Familiarity and experience with general office equipment.