Job Title:

Student Account Representative II

 Kent Campus - Kent, OH

Salary:

 $17.57

Basic Function:

Specializes in monitoring student account activity with a focus on performing and assisting in the coordination of specific functions and transactions involving student accounts. Provides customer service to both internal and external customers on issues related to student accounts. Assists in the coordination of tasks of other student account representative staff members. Reports to Senior Manager, Student Accounts or other designated supervisor.

Additional Basic Function – if applicable:

Examples of Duties:

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 account activity with regard to tuition assessment, 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 adjustments in accordance with applicable federal/state regulations, and/or third party and institutional policies.

Performs mathematical computations and processes any necessary adjustments to the student account as a result of class schedule adjustments to ensure compliance with federal/state financial aid regulations and/or third party and institutional polices.

Reviews student accounts that have been assigned to the Ohio Attorney General's office to determine if account adjustment (i.e. remove/apply registration holds, address verification, provide proof of outstanding balance, etc.) are needed.

Completes credit balance evaluations of 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; prepares and distributes financial reports utilizing various financial systems, spreadsheets and databases; utilizes spreadsheet and database software to analyze and interpret student accounts and other account information.

Creates electronic files for departmental use to increase efficiency and investigates new ways of completing work more effectively.

Responds to telephone, emails, and chat inquiries from agencies, students, parents, faculty and staff.

Advises departments regarding university and/or departmental policies and procedures.

Assists with leading the work of other student accounts representative staff members.

Assists with training other student account representative staff.

Assists in gathering documentation for federal, state, and/or other audit requirements.

May prepare and mail statements to third party agencies invoices, reminders and collection notices.

Performs related duties as required.

Additional Examples of Duties – if applicable:

Minimum Qualifications:

High school diploma or the equivalent and two years' experience in processing/administering financial related transactions or data analysis. Ability to work varied hours to include evenings and weekends during peak periods.

OR

One year experience as a Student Account Representative I. Ability to work varied hours to include evenings and weekends during peak periods.

License/Certification:

Must successfully complete a nine-month probationary period.

Knowledge Of:

Accounting/bookkeeping principles including accounts receivable and/or collection policies and procedures
Applicable laws and regulations
Office practices, policies and/or procedures

Skill In:

Operating an Enterprise Resource Planning (ERP) system for data entry, review or retrieval
Utilizing Microsoft Office Suite and other applicable software (i.e. spreadsheet software) *
Managing time and resources and effectively balance multiple priorities

Ability To:

Detect accounting/bookkeeping errors, resolve discrepancies and balance accounts

Perform basic and intermediate mathematical computations (e.g. add, subtract, multiply, and divide whole numbers, fractions and decimals, calculate percentages and compute interest charges)

Apply policies and procedures

Read and comprehend a variety of written material; to use proper research methods in gathering data; and to gather, collate and classify information

Analyze several pieces of information, draw conclusions, and make recommendations to supervisor or management

Work independently with limited supervision

Effectively communicate and interact with university personnel and the public to exchange or convey information, provide instructions, resolve problems, and receive work direction

Maintain composure and professional attitude

Prioritize and complete work tasks by deadlines

Be discreet and maintain confidential information

Train and provide guidance to others

Access federal aid systems used by the office *

Preferred Qualifications – if applicable:

Assessments:

Asterisk (*) indicates knowledge, skills, abilities which require assessments

Working Conditions / Physical Requirements:

Working Schedule:

Additional Information:

Must pass a security check.

 Kent State University is committed to creating a community that is culturally and intellectually diverse and to attracting and retaining a diverse staff. We strive to create and maintain working and learning environments that respect differences, and are inclusive, welcoming, respectful and kind.

For official job descriptions, visit www.kent.edu/hr. 

Kent State University is a Smoke-Free, Tobacco-Free University effective July 1, 2017. Smoking and tobacco use are not permitted on any of Kent State’s campuses or other locations and properties that are owned, operated, or leased by Kent State, both domestic and international. For additional details, visit www.kent.edu/smoke-free.

Disclaimer:

The intent of this description is to illustrate the types of duties and responsibilities that will be required of positions given this title and should not be interpreted to describe all the specific duties and responsibilities that may be required in any particular position. Directly related experience/education beyond the minimum stated may be substituted where appropriate at the discretion of the Appointing Authority. Kent State University reserves the right to revise or change job duties, job hours, and responsibilities.