Student Accounts Specialist

William & Mary; United States; On-site; USD 41,000 - 50,000; Full time

Job summary

William & Mary is seeking a Student Accounts Specialist (Temporary Backfill) to support daily Bursar Office functions during the University's Workday Student implementation. You will process payments, scholarships, waivers, third-party sponsorships, and payment plans while delivering exceptional service to students, families, faculty, staff, and external agencies.

The role also involves data validation, testing preparation, documentation updates, and other operational tasks to maintain accurate

Qualifications

• High school diploma or equivalent.
• Experience providing excellent customer service in a professional office environment.
• Experience processing financial transactions or performing accounting, bookkeeping, cashiering, or fiscal support functions.
• Strong attention to detail with the ability to maintain accurate financial records.
• Proficiency with Microsoft Office applications, particularly Excel and Word.
• Ability to learn new software systems and business processes quickly.
• Strong organizational, analytical, and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently while collaborating effectively within a team.
• Demonstrated commitment to confidentiality and customer service.
• Knowledge of student accounts and cashiering operations.
• Strong customer service orientation.
• Ability to interpret policies and procedures.
• Ability to analyze account activity and resolve discrepancies.
• Excellent attention to detail and accuracy.
• Ability to maintain confidentiality of sensitive financial and student information.
• Adaptability and willingness to learn new technology and processes.
• Strong interpersonal skills with the ability to work effectively with a diverse campus community.

Responsibilities

• 25% - Student Account Operations : Process student account transactions accurately and in accordance with University policies.
• 25% - Customer Service : Serve as a primary point of contact for students, families, faculty, staff, and external organizations.
• 25% - Scholarship and Third-Party Processing : Assist with scholarship, waiver, sponsorship, and third-party payment processing.
• Review student accounts for accuracy and resolve routine account discrepancies.
• Support reconciliation of student account transactions between student records and financial records.
• Assist with daily operational tasks to ensure timely processing of student account activity.
• Maintain accurate electronic and physical records in accordance with University record retention policies.

Skills

Customer service

Attention to detail

Strong communication

Multitasking

Time management

Education

High school diploma or equivalent

Tools

Excel

Word

Job description

Job Requisition: JR101898 Student Accounts Specialist (Open) Job Posting Title: Student Accounts Specialist Department: CC00404 WM001 | WMUO | Workday Project Job Family: Staff - Administrative & Office Support Worker Sub-Type: Regular (benefited) Job Requisition Primary Location: William & Mary Primary Job Posting Location: Posting Location - William & Mary

Job Description Summary:

The Student Accounts Specialist (Temporary Backfill) provides operational and customer service support to ensure continuity of daily Bursar Office functions during the University's Workday Student implementation. This position performs a variety of student account functions, including processing payments, scholarships, waivers, third-party sponsorships, payment plans, and account adjustments while providing exceptional customer service to students, families, faculty, staff, and external agencies.

The position also supports data validation, testing preparation, documentation updates, and other operational activities necessary to maintain accurate student financial records during the ERP transition.

Required Qualifications :

• High school diploma or equivalent.
• Experience providing excellent customer service in a professional office environment.
• Experience processing financial transactions or performing accounting, bookkeeping, cashiering, or fiscal support functions.
• Strong attention to detail with the ability to maintain accurate financial records.
• Proficiency with Microsoft Office applications, particularly Excel and Word.
• Ability to learn new software systems and business processes quickly.
• Strong organizational, analytical, and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently while collaborating effectively within a team.
• Demonstrated commitment to confidentiality and customer service.
• Knowledge of student accounts and cashiering operations.
• Strong customer service orientation.
• Ability to interpret policies and procedures.
• Ability to analyze account activity and resolve discrepancies.
• Excellent attention to detail and accuracy.
• Ability to maintain confidentiality of sensitive financial and student information.
• Adaptability and willingness to learn new technology and processes.
• Strong interpersonal skills with the ability to work effectively with a diverse campus community.

Preferred Qualifications:

• Experience working in higher education.
• Experience in a Bursar, Student Accounts, Financial Aid, or Accounts Receivable office.
• Experience using Banner Student, Banner Finance, Workday Student, or another ERP system.
• Knowledge of TouchNet or similar payment processing systems.
• Knowledge of Commonwealth of Virginia financial policies and procedures.
• Experience with student billing, third-party sponsorships, scholarships, military benefits, or tuition payment plans.
• Associate's degree or coursework in accounting, business administration, finance, or a related field.

Conditions of Employment:

This position is restricted to a specific term.

This position may require working outside of normal business hours, including evenings, weekends, and holidays.

Position Duration:

This is a temporary position established to provide operational support and maintain business continuity during the University's Workday Student implementation. The appointment is expected to continue through the implementation period (minimum 3 years), with the possibility of extension based on operational needs and funding.

Salary:

Up to $45,000, commensurate with experience.

Job Duties:

• 25% - Student Account Operations :
  • Process student account transactions accurately and in accordance with University policies.
  • Assist with scholarship, waiver, sponsorship, and third-party payment processing.
  • Review student accounts for accuracy and resolve routine account discrepancies.
  • Support reconciliation of student account transactions between student records and financial records.
  • Assist with daily operational tasks to ensure timely processing of student account activity.
  • Maintain accurate electronic and physical records in accordance with University record retention policies.
• 25% - Customer Service :
  • Serve as a primary point of contact for students, families, faculty, staff, and external organizations.
  • Respond promptly to inquiries received by phone, email, and in person.
  • Explain tuition and fee charges, payment options, refunds, financial holds, payment plans, and account balances.
  • Assist students with questions regarding 1098-T tax forms, scholarships, refunds, and payment deadlines.
  • Escalate complex issues to appropriate staff members when necessary.
  • Maintain confidentiality of student information in compliance with FERPA and University policies.
• 15% - Scholarship and Third-Party Proces