The Student Accounts Advisor maintains the student accounts, assists students and parents with any questions or payments, and collaborates with departments to ensure that the appropriate charges are posted or credited. Additionally, the Student Accounts Advisor ensures that University-established policies and federal regulations are followed. The Student Accounts Advisor treats students and parents with courtesy and respect, always striving to provide the best customer service possible by offering accurate information. When necessary, the Student Accounts Advisor connects the student or parent with the appropriate person or department. The Student Accounts Advisor's goal is to assist students and parents through the financial portion of their education with understanding, concern, and guidance.

Duties

• Auditing: perform numerous audits throughout term to determine accuracy of the charges on the account and ensure appropriate students are charged. Audits also done to determine refund eligibility and updating service indicators.
• Problem Solving: when a problem arises determine the best solution by auditing account, reviewing notes, comments, reports and departmental screens, along with contacting any necessary departments involved.
• Assist Students & Parents: by phone, email and in person. Help direct them to appropriate person or department regarding their concerns, communicate policies and/or procedures, and provide information related to account or their questions.
• Post Fees: work with departments to receive lists of students to be charged specific fees and/or reversals of these charges such as: Public Safety parking fines, Health Center health service fees, and Housing and Residence Life food and housing charges.
• Set Up Payment Plans & Take Payments: work with students to set up payment plans each term and on old accounts for students no longer enrolled. Provide invoices to agencies paying fees for students and collect payments each term.
• Process Refunds: at the start of term, work with Financial Assistance and the Athletics department to confirm amount eligible for a refund for student with aid exceeding charges. Other credit balances are reviewed and refunded when eligible.
• Collection Process: review accounts of students no longer enrolled to determine if balance is valid or if appropriate adjustments were not completed. Send letters to students with outstanding balances for payments, before turning into collections.
• Perform other duties as assigned.
• Uphold University mission through work performed.

The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Skills and Qualifications

Required: Associates degree or higher. Strong communication and public relations skills; ability to clearly articulate verbally and in writing; strong organizational skills; ability to multi-task/prioritize workload; highly detail-oriented; excellent grammar/writing skills; ability to function effectively/independently; complex problem solving and ability to work as a team player. Familiarity with Microsoft applications (MS Word, Excel) and Google Suite.

Preferred: Bachelor's degree; 2 or more years of general office or customer service in a higher education environment preferred. Computer keyboard/typing, calculator, and basic office machinery: fax, copier, printer, phone. Familiarity with PeopleSoft.

Qualified individuals should be able to articulate a strong commitment to diversity, and have the ability to work effectively with individuals from different backgrounds.

Offers of employment are contingent upon successful completion of a criminal, education, and employment screening. The University conducts such screenings in compliance with applicable laws and with the objectives of evaluating risk and supporting a safe environment for students, faculty, staff, and guests; safeguarding key University assets including people, property, information, and the University’s reputation; and providing comprehensive job-related information to University leaders to enable them to make prudent hiring decisions. Qualified individuals with criminal histories will be considered for employment in compliance with applicable laws, including the Los Angeles County Fair Chance Ordinance.

This is a Regular, Nonexempt, 40 hour per week position.

Expected Pay Range: $24.03 - $25.00 per hour 

The above pay range reflects what Pepperdine University reasonably expects to pay for this position at time of posting. Actual compensation may vary based on relevant factors such as work experience, market conditions, education/training, and skill level. In addition to base pay, Pepperdine offers a robust and highly competitive benefits package.

Pepperdine is an Equal Employment Opportunity employer and does not unlawfully discriminate on the basis of any status or condition protected by applicable federal, state, or local law.