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Student Account Advisor

  • Fayette, MO, United States
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Job details

Posting language
English

Original job description

Summary

Position Title: Student Account Advisor

Position Accountable To: Business Services Manager

GENERAL SUMMARY: This position is responsible for coordinating and supporting student account services for the Fayette Campus programs. This position serves as a primary point of contact for students and parents regarding billing, payment options, refunds, and other student account matters. This position works closely with Financial Assistance, Athletics and Student Life to ensure accurate account information, timely processing and responsive customer service.

PRIMARY DUTIES AND RESPONSIBILITIES:

· Advise students and parents regarding student account balances, billing questions & payment options.

· Process student refunds in accordance with the Department of Education regulations and institution polices.

· Review and update balances for tuition payment plans and holds on accounts.

· Review student accounts for accuracy and assist with identifying and resolving discrepancies.

· Prepare withdrawal calculations throughout the semester

· Approve book vouchers at the beginning of each academic term.

· Track financial readiness and report as needed.

· Serve as the primary customer service contact for walk in traffic in the Business Office.

· Work closely with Financial Assistance personnel regarding student accounts

· Monitor business services email account and ensure inquiries are addressed in a timely manner.

· Maintain confidentiality and handle student financial information in accordance with privacy requirements.

· Provide clear, professional and timely communication to customers.

· Perform other duties as assigned

EDUCATION AND EXPERIENCE QUALIFICATIONS:

· High School Diploma

· Three-five years of accounting experience

· Proficient with Microsoft Word and Excel

· Customer Service Experience

· Cash Handling Experience

PHYSICAL REQUIREMENTS: Extended periods of sitting, and computer work. Must be able to speak in a clear and loud voice.

OTHER SKILLS AND ABILITIES:

· Strong Organization skills

· Ability to Multi-task

· Customer Service skills

· Experience with Billing/Invoicing

· Ability to work independently and as a part of a team

OTHER INFORMATION AND ATTRIBUTES: Occasional night and/or weekend work may be necessary

CMU Employees provide collegial, collaborative contributions to their areas and the University as a whole. They should stimulate a harmonious, productive and inviting work environment that is customer service oriented. Each must maintain a commitment to the mission and purposes of CMU. Central Methodist University is an Equal Opportunity Employer.

The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities associated with it. CMU management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.

Responsibilities

PRIMARY DUTIES AND RESPONSIBILITIES:

· Advise students and parents regarding student account balances, billing questions & payment options.

· Process student refunds in accordance with the Department of Education regulations and institution polices.

· Review and update balances for tuition payment plans and holds on accounts.

· Review student accounts for accuracy and assist with identifying and resolving discrepancies.

· Prepare withdrawal calculations throughout the semester

· Approve book vouchers at the beginning of each academic term.

· Track financial readiness and report as needed.

· Serve as the primary customer service contact for walk in traffic in the Business Office.

· Work closely with Financial Assistance personnel regarding student accounts

· Monitor business services email account and ensure inquiries are addressed in a timely manner.

· Maintain confidentiality and handle student financial information in accordance with privacy requirements.

· Provide clear, professional and timely communication to customers.

· Perform other duties as assigned

Experience Requirements

EDUCATION AND EXPERIENCE QUALIFICATIONS:

· High School Diploma

· Three-five years of accounting experience

· Proficient with Microsoft Word and Excel

· Customer Service Experience

· Cash Handling Experience

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