Student Financial Services Coordinator - Student Accounts

Job Type:

Staff

Job Description:

The Student Financial Services Coordinator, Student Accounts supports the daily operations of Student Accounts by providing accurate processing of account transactions and exceptional service to students, parents, and university employees. The Coordinator maintains student account records, processes and reconciles payments, administers third-party billing, supports collection activities, and researches and resolves student account inquiries and discrepancies.

Serving as a primary point of contact for student financial account matters, the Coordinator maintains a working knowledge of financial aid and its impact on student charges, balances, payments, and refunds. The position provides first-level guidance to students regarding their financial status, available resources, and appropriate next steps.

The Coordinator is expected to exercise sound judgment, manage assigned responsibilities independently, maintain accurate records, and ensure compliance with federal, state, and institutional regulations. This position supports the mission and goals of Student Financial Services and Kansas City University through strong analytical skills, attention to detail, customer service, and process improvement.

Essential Duties and Responsibilities:

• Perform student account maintenance activities, including reviewing, analyzing, and updating student accounts; recording transactions and adjustments; researching discrepancies; and maintaining accurate financial records in accordance with established policies and procedures
• Process, review, and reconcile student payment activity received electronically, by mail, and in person; prepare deposits; maintain supporting documentation; and research and resolve payment discrepancies
• Administer assigned third-party and sponsored billing, including preparing invoices, recording payments, monitoring receivables, following up on outstanding balances, and maintaining accurate billing information within university systems
• Monitor and support collection activities by communicating with students regarding outstanding balances, documenting collection efforts, tracking account status, and escalating accounts as appropriate
• Provide professional, accurate, and responsive customer service to students, parents, and authorized individuals regarding student account balances, charges, payments, refunds, payment options, and the impact of financial aid, scholarships, sponsorships, and other funding sources on student accounts
• Communicate student financial information clearly and professionally through phone, email, written correspondence, and in-person interactions, including developing account-related communications and responding to inquiries in a timely manner
• Utilize Workday and other institutional systems, reports, work queues, and business processes to manage assigned responsibilities, monitor outstanding items, ensure timely completion of activities, and maintain accurate documentation
• Ensure compliance with Title IV Cash Management requirements and applicable federal, state, and institutional regulations, policies, procedures, and recordkeeping standards
• Collaborate with Financial Aid, Accounting, Registrar, Admissions, and other university departments to resolve student financial matters, improve service delivery, and support effective Student Financial Services operations
• Participate in process improvement initiatives, including identifying opportunities to enhance procedures, system functionality, and operational efficiency, and assisting with testing and implementation activities
• Perform other duties and responsibilities as assigned in support of Student Accounts, Student Financial Services, and the Finance Office

Required Qualifications:

• Bachelor's Degree
• Minimum of two years of experience in student accounts, accounts receivable, accounting, financial services, bookkeeping, or a related financial operations environment
• Experience reviewing financial transactions and preparing reconciliations and supporting documentation
• Demonstrated ability to work with financial or information systems and learn new technology
• Commitment to accuracy, professional service, confidentiality, and effective stewardship of university resources

Preferred Qualifications:

• Experience in higher education, particularly within Student Accounts, Bursar, Financial Aid, Student Financial Services, or a related function
• Proficiency with Workday Student or another student information or enterprise financial system
• Knowledge of student financial operations, including payment processing, third-party billing, collections, financial aid, or student receivables

Physical Requirements:

• Physical dexterity sufficient to use hands, arms, and shoulders repetitively to operate a keyboard and other office equipment, use a telephone, access file cabinets and other items stored at various levels, including overhead
• Ability to speak and hear well enough to communicate clearly and understandably with sufficient volume to ensure an accurate exchange of information in normal conversational distance, over the telephone, and in a group setting
• Ability to continuously operate a personal computer for extended periods of time (4 or more hours)
• Mental acuity sufficient to collect and interpret data, evaluate, reason, define problems, establish facts, draw valid conclusions, make valid judgments and decisions

Equal Opportunity Employer

KCU is committed to promoting an equal employment opportunity workplace. Equal opportunity is and shall be provided for all employees and applicants for employment on the basis of their demonstrated ability and competence without discrimination on the basis of race, color, religion, sex, age, national origin, genetic information (GINA), physical or mental disability, pregnancy, sexual orientation, gender identity, marital status, familial status, ancestry, military and/or veteran status, and/or any other status protected by applicable Federal, state or local law.

Annual Security Report

KCU is committed to providing a safe campus for students, faculty, and staff. Our annual campus security report lists campus crimes and statistics for the campus and public areas around campus for the last three years, in accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act.

Thank you for your interest in a career at KCU!