Student Accounts & Payments Specialist

Santa Fe College; United States; On-site; USD 36,000 - 44,000; Full time

Job summary

Santa Fe College in Gainesville, FL, is seeking a Financial Services Representative to handle student accounts, payments, and related financial operations. You will work with multiple college departments to ensure accurate accounting of student financial activity.

The role involves customer service at the cashier window, phone, and email, along with maintaining records in ERP and other platforms. A 2-year associate degree with relevant experience is preferred, and a background check will be

Qualifications

• Associate's degree with two years related work experience, or a combination of completed education and/or related work experience equal to four (4) years.
• A criminal background check will be conducted.

Responsibilities

• Performs all fiscal functions related to student accounts, including but not limited to, student and third-party payments, adjustments, and refunds, to ensure charges are properly billed and payments are appropriately applied to student accounts.
• Assists students and parents at the cashier's window, on the phone, and via email concerning all student financial matters, including fee refunds, fee waivers, IRS form 1098-T, tuition collection, and other fees.
• Assists students with outside entities for the student disbursement, third party scholarship, tuition payment plan, and external collection agencies to ensure proper recording of transactions.
• Sets up student accounts receivable including invoicing, payment processing, and account reconciliation.
• Processes holds to student accounts, student scholarships awarded through outside sources, financial aid warrants, adjustments and/or refunds to student financial accounts as needed.
• Maintains complete, accurate and up-to-date records within internal and external platforms for loan payments, scholarship awards, tuition payment plans, tuition verification sheets, and collections based on the rules and policies of the college.
• May operate a cash drawer when needed.
• Monitors tuition payment plans and makes adjustments as needed.
• Prepares tuition verification sheets and Excel spreadsheets as needed.
• Assists the Bursar, Financial Services staff, and other departments within the Office for Finance with administrative functions as needed.
• Assists students with refunds and financial aid disbursement.
• Keeps a record of operating procedures and may share position specific knowledge, including use of collegewide ERP and related system processes, by providing guidance on standard operations and established departmental procedures as needed.
• Provides service to the college through participation in events, committees, and other college activities.
• Complies with all published College Rules, procedures, guidelines, and laws/regulations governing public employees, including but not limited to those related to document retention and destruction, FERPA, and confidentiality.
• Strictly honors the privacy, security, and confidentiality of records and other sensitive information according to appropriate state, federal, and college regulations, policies, and procedures.
• Provides service excellence through courteous, informed, accessible, and professional engagement.
• Performs other duties as assigned.

Skills

Customer Service

Organization & Time Management

Detail Oriented

Communication

Multi-task

Problem Solving

Ethics

Team Orientation

Relationship Management

Systems & Software

Education

Associate's degree with related work experience

Tools

Microsoft Office Suite

Job description

Santa Fe College in Gainesville, FL, is seeking a Financial Services Representative to handle student accounts, payments, and related financial operations. You will work with multiple college departments to ensure accurate accounting of student financial activity.

The role involves customer service at the cashier window, phone, and email, along with maintaining records in ERP and other platforms. A 2-year associate degree with relevant experience is preferred, and a background check will be