Student Account Representative 4

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

Job Location (Full Address):

775 Library Rd, Rochester, New York, United States of America, 14627

Opening:

Worker Subtype:

Regular

Time Type:

Full time

Scheduled Weekly Hours:

40

Department:

200033 Bursars Office-Finance

Work Shift:

UR - Day (United States of America)

Range:

UR URG 104 H

Compensation Range:

$18.65 - $26.11

Responsibilities:

GENERAL PURPOSE:
Performs all functions of student account management (registration, payment, billing, collection, refunds, fees, deferments, waivers, vouchers, account holds, and past due account transactions) for specialized account assignment of matriculated and non-matriculated undergraduate and graduate students who have various and multiple financial obligations to the University. Serves as the primary contact for all students, parents, families, other university units and other outside, third parties concerning the status, activity and outstanding financial obligations to the university.

ESSENTIAL FUNCTIONS

• Initiates and receives telephone and email inquiries on current, past due and delinquent student accounts. Analyzes account activity for problem identification, quantification and resolution. Analyzes student accounts for completion, accuracy, and timeliness of activity. Verifies researches, analyzes and resolves complex discrepancies, disputes and payment conflicts. Interprets complex student account information and makes recommendations to students, parents and third parties to meet and maintain financial obligations to the University.
• Serves as primary resource for at least two functional activities, such as but not limited to, the study abroad program, third party payers, outside loans/scholarship processing, or graduate tuition award processing. Answers complex questions and recommends solutions for payment from students, parents, or other offices of the University. May also serve as a liaison for a discrete unit such as the Simon School or Eastman School of Music or for a specific program such as UR Tuition Benefits Program or Graduate Waivers.
• Posts entries to and reviews student accounts to ensure they are complete, accurate, and reflect the student’s financial responsibility to the University. Manages student account due dates for 3rd party payments and posts receipt of payments. Makes adjustments to accounts based on drop/add activity. Assesses and removes late fees. Orders refunds for students with credit balances, with particular attention to Title IV fund recipients to ensure federal compliance. Coordinates the work to meet monthly student billing schedules.
• Performs complex cashiering and refund functions for student accounts and a variety of college units and programs following specific and discrete policies and procedures. Requires thorough knowledge of university billing and refund policies, institutional FERPA confidentiality regulations and Federal Title IV cash management regulations and University Finance policies/procedures and compliance regulations.
• Monitors and reports on all student accounts as assigned. Researches and resolves discrepancies. Follows up on or reports on delays in payments, conflicts and delinquencies.
• Processes reimbursements for Travel and Conference reports and petty cash transactions, processes AMEX advances, and daily deposits from University departments.

Other duties as assigned.

MINIMUM EDUCATION & EXPERIENCE

• Associate's degree and 3 years of related experience required
• Or equivalent combination of education and experience

KNOWLEDGE, SKILLS AND ABILITIES

• Experience in a customer service environment preferred

The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University’s Mission to Learn, Discover, Heal, Create – and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion, creed, sex, sexual orientation, citizenship status, or any other characteristic protected by federal, state, or local law (Protected Characteristics). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates, for all persons consistent with our values and based on applicable law.