Requirement:

Shared, regular, and reliable attendance at the University during regular scheduled days and work hours is an essential function of this position. This position is not remote, but hybrid may be allowed, based on university needs.

Job Duties and Accountabilities:

(All items listed below are considered “essential job functions” for ADA purposes.)

(20%)

Monitor student account balances, using the PowerCampus custom aging report. 

Assist students in setting up payment plans and ensure all available financial aid is posted to their student accounts.  For delinquent accounts, start the collection process of phone calls, e-mails, and/or submission of dismissal to the Bursar.

(20%)

Verify and request disbursement of refunds for student credit balances within the 14-day federal guideline.

Preparation of student batches, which includes the upload of refund vouchers and refunds.

(15%)

Prepare and balance the daily cash receipts and verify the accuracy of the postings.

Verify each cash receipts entry is appropriately posted to the correct year and term.

25%

Must provide a service-oriented interface between students, parents, and staff, including all internal/external communications for student account information.

Must be able to communicate orally and in writing, complicated instructions, analysis of account history, and explanations of university policies in a clear, concise, and professional manner

10%

Review student accounts for the accuracy of billing and produce student statements which are sent 30 days prior to the start of the term.

Attend various student events to explain the tuition process and answer any questions

5%

Other duties as assigned

Supervisory Responsibilities: 5%

• May supervise student workers, as needed.

Minimum Qualifications

Education and/or Experience:

• High school diploma or GED required

• Minimum of two years, full time, experience that provides the knowledge, skills, and abilities needed for successful performance of the job duties OR an earned baccalaureate degree from an accredited institution of higher education

• Accounts receivable or related accounting work preferred

• Prior higher education experience preferred

Skills and Abilities – the following are essential: 

• Ability to use personal computers in a networked environment; as well as knowledge and experience with Windows operating system.

• Extensive knowledge of Excel and word processing software

• Exercise professional judgment to ensure fairness and equitable treatment of all

• Heavy phone and e-mail usage required

• Ability to work independently

• Possess thorough knowledge of fundamental accounting principles, theories, and terminologies, plus kills to perform tasks with accuracy and competence

• Ability to perform and analyze reconciliation data for meaningful conclusions and reasonableness

• Ability to organize and complete large-scale projects independently while participating as a team player

• Demonstrate consistent levels of accuracy and motivation

• Ability to effectively collaborate with large, diverse populations

• Must be able to represent Samuel Merritt University in a professional and responsible manner

• Ability to interact effectively with faculty, administration, vendors, and all constituencies involved in the Student Accounts operations

• Occasional overtime may be required

Physical Requirements:

• Ability to receive detailed information through verbal and/or written communication.

• Ability to sit and perform deskwork for 8 hours per day; however, must be mobile; some light lifting (10lbs) may be required.

• Dexterity and flexibility of upper and lower body in order to push, pull, climb, stoop, bend, and stand.