Duties/essential functions may include, but not be limited to, the following:
Provides quality customer service and assures compliance with federal, state and university regulations, policies and procedures related to student accounts.
Reviews, monitors, and analyzes student accounts with regard to tuition assessments, financial aid, auxiliary services and other student account activities.
Reviews accounts of students who drop hours or withdraw from the university to identify and process any financial aid or other student account adjustment in accordance with applicable federal/state regulations, and/or third party and institutional policies.
Reviews student accounts that have been assigned to the Ohio Attorney General's office to determine if account adjustments (i.e. remove/apply registration holds, address verification, etc.) of outstanding and or delinquent accounts are needed.
Completes credit balance evaluations for accounts and prepares required documentation for processing of refunds to students, parents, and/or third party agencies.
Reconciles student, agency, and program accounts; ensures student and third party accounts are balanced, billed and paid; utilizes spreadsheet and database software to analyze and interpret student accounts and other account information.
Performs mathematical computations and processes and necessary adjustments to the student account as result of class schedule adjustments to ensure compliance with federal/state financial aid regulations and/or third party and institutional polices.
Contacts internal and external customers, agencies, financial institutions and government agencies as needed to research and/or resolve discrepancies.
Responds to telephone, email, and chat inquiries from agencies, students, parents, faculty and staff.
Advises departments regarding university and/or departmental policies and procedures.
May prepare and mail statements, invoices, reminders and collection notices.
Performs related duties as required.
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