Student Accounts Specialist

University of Portland; Portland (OR); On-site; USD 24,000 - 35,000; Full time

Benefits offered by this job

Medical and dental insurance

Life insurance

Sick time and vacation

Long-term disability insurance

Flexible spending account

Tuition remission benefits generally

Retirement contributions generally

Home purchase assistance program

Job summary

University of Portland is seeking a Student Accounts Specialist in Portland, OR to deliver quality customer service to students, families, and campus partners. You will handle student accounts, payments, refunds, and inquiries, while supporting daily account balances and transactional processing.

The role reports to the Assistant Director of Student Accounts and requires attention to detail, confidentiality, and effective communication across channels.

Qualifications

• Required: Associates Degree.
• Required: One year of relevant experience in Student Accounts or cashier related experience.
• Preferred: Experience with Banner enterprise system.
• Or a combination of equivalent education and/or experience.

Responsibilities

• Provide customer service and thorough communication on a variety of topics and issues related to Student Accounts to University students, staff, parents, and community members.
• Respond to inquiries through in-person and various communication methods including phone and email.
• Handle a variety of difficult customer situations and disputes while using sensitivity, diplomacy, and patience.
• Provide administrative and transactional support on behalf of the university including but not limited to processing student payments and refunds, and assisting students or parents with questions regarding their accounts.
• Perform daily review of Student Account balances.
• Process and monitor financial transactions. Perform backup cashiering and refunding functions for student accounts, following specific University procedures and policies.
• Maintain Student Accounts email account, respond to inquiries and take appropriate action as required and elevating to Supervisor as needed.
• Provide support and information to Student Accounts staff, providing back-up to other Student Accounts Specialists.
• May assist with the supervision and training of student employees as assigned by the Director of Student Accounts. Supervisory responsibilities include hiring processes, setting of expectations, training and professional development, performance management and evaluations, timesheet approval and disciplinary processes including up to termination of employment.

Skills

Customer service

Communication

Dispute resolution

Cashier experience

Education

Associates Degree

Tools

Banner enterprise system

Job description

Salary Range Starting Hourly Wage $21.50; commensurate with experience

Job Summary

The Student Accounts Specialist provides quality customer service to the University community including students, families and campus partners while performing a variety of student account collection and cashiering-related processes and transactions. This position is responsible for responding to inquiries and issues related to student accounts policies and procedures. This position reports to the Assistant Director of Student Accounts.

Core Duties

• Provide customer service and thorough communication on a variety of topics and issues related to Student Accounts to University students, staff, parents, and community members.
• Respond to inquiries through in-person and various communication methods including phone and email.
• Handle a variety of difficult customer situations and disputes while using sensitivity, diplomacy, and patience.
• Provide administrative and transactional support on behalf of the university including but not limited to processing student payments and refunds, and assisting students or parents with questions regarding their accounts.
• Perform daily review of Student Account balances.
• Process and monitor financial transactions. Perform backup cashiering and refunding functions for student accounts, following specific University procedures and policies.
• Maintain Student Accounts email account, respond to inquiries and take appropriate action as required and elevating to Supervisor as needed.
• Provide support and information to Student Accounts staff, providing back-up to other Student Accounts Specialists.
• May assist with the supervision and training of student employees as assigned by the Director of Student Accounts. Supervisory responsibilities include hiring processes, setting of expectations, training and professional development, performance management and evaluations, timesheet approval and disciplinary processes including up to termination of employment.

Other duties as relevant to the duties of the position or as assigned by supervisor or designee.

Please note that the above list of duties is not comprehensive but generally demonstrates the types of matters under this position’s purview and responsibility.

Education & Experience

• Required: Associates Degree.
• Required: One year of relevant experience in Student Accounts or cashier related experience.
• Preferred: Experience with Banner enterprise system.
• Or a combination of equivalent education and/or experience.

• None.

• Excellent attention to detail and accuracy.
• Effectiveness with numerical problem solving (including arithmetic and algebra); ability to review and analyze simple to more complex numerical information.
• Demonstrated knowledge of accounts receivable information systems, cash controls, collections and cashiering.
• Demonstrated ability to work collaboratively to accomplish organizational goals, communicate clearly, manage conflict, perform detailed work and analyze complex information.
• Strong verbal and written communication skills.
• Strong ability to work collaboratively, accomplish organizational goals, communicate clearly, and act proactively.
• Ability to maintain confidentiality and effectively handle highly sensitive and confidential information with sound judgment, tact, and discretion.
• Ability to consistently handle and follow through with multiple projects and assignments and meet deadlines; ability to be flexible and adaptable to changing priorities; ability to function effectively in a busy work environment.
• Ability to work independently and in team settings.
• Ability to receive constructive supervisory direction.
• Competence with and commitment to inclusive excellence; ability to be an effective partner with diverse students, faculty, and staff.
• Ability to establish effective working relationships, professional rapport, and effectively accomplish work within a University setting that includes a wide array of individuals, groups, policies, and processes.
• Effective ability to use and learn computers, technology, software, and applications at level of sophistication required for the duties of the position, including, without limitation, Microsoft Office (Outlook, Word, Excel, and PowerPoint), the internet, and computerized maintenance management systems.
  • All University of Portland positions require the ability to quickly learn and use new technologies, software, and applications in depth and at level of proficiency required for duties of the position. In most situations, the necessity of learning, using, and supporting new technologies, software, and/or applications does not change a job description nor make the position one that involves higher level duties.

• Frequently: sit, perform desk-based computer tasks; use fine manipulation and grasp; use a telephone; write by hand; sort and file paperwork.
• Occasionally: stand and walk; twist; lift, carry, push, and pull objects that weigh up to 10 pounds.
• Occasionally: ability to attend events and activities on or off campus.
• Frequently: ability to interact and communicate with members of the University and others as necessary.

• Hours of employment: 35 hours a week, may require working flexible and/or longer hours, when necessitated by events on campus.
• Stress from work-related situations such as those involving challenging, important, urgent, time-sensitive, or multiple matters.

• Respect for the University’s mission and Catholic identity: demonstrates commitment to learning, respecting, and contributing to the mission of the University, a Catholic and Congregation of Holy Cross institution. The University’s mission statement states in relevant part: “we pursue teaching and learning, faith and formation, service and leadership in the classroom, residence halls, and the world.” The University’s Statement of Inclusion states in relevant part: “Our belief in the inherent dignity of each person is founded upon the social teaching of the Catholic Church. At the center of that teaching is the fundamental mandate that every person, regardless of race, color, religion, gender, sexual orientation, social or economic class, age, or disability shall be treated with respect and dignity.”
  • The full Mission Statement is at: www.up.edu/about/mission.
  • The full Statement of Inclusion is at: www.up.edu/disclosures/inclusion.
• Promote culture of safety: demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
• Compliance with laws and policies and procedures: subject to and expected to comply with all applicable University, departmental, and other applicable policies and procedures, including but not limited to, the personnel, business, and/or other policies of the University.
• Compliance with driving-related laws and requirements: when conducting university business while driving, must comply with the Oregon Vehicle Code and University of Portland driving requirements.
• Interpersonal skills: demonstrates the ability to work professionally with all University of Portland community members, external organizations, and any other person or organization employee interacts with in his or her University capacity.

Benefits: Medical and dental insurance, life insurance, sick time and vacation time consistent with University policies, long-term disability insurance, flexible spending account benefits, tuition remission benefits generally starting after 90 days (employee) or 2 years (spouse and children) of employment, retirement contributions generally starting after 2 years of employment, and eligibility for the University’s home purchase assistance program consistent with program requirements. (Benefits are subject to all relevant University policies, practices, contracts, and any other relevant materials.)

Posting Number

Posting Number S405-2023

Number of Vacancies

Number of Vacancies 1

Open Date

Close Date

Open Until Filled Yes

Special Instructions Summary

Required Documents

• Resume
• Cover Letter

Contact

University of Portland

5000 N. Willamette Blvd

Portland, Oregon

97203-5798

503.943.8484

[e-mail]