Student Accounts Specialist

Job Summary:

The Student Accounts Specialist is a critical role in ensuring student success and maintaining accurate financial records. This position requires a keen eye for detail, strong organizational skills, and a commitment to providing exceptional customer service. The ideal candidate will be proficient in financial processes, particularly in higher education, and have a solid understanding of relevant regulations.

Essential Functions:

Financial Record Management:

• Post payments received via email, online, wire transfer, and Flywire
• Upload student bio information into TouchNet
• Reconcile registrations and withdrawals to ensure account accuracy
• Assist students with account inquiries and research account history
• Balance and process daily deposits
• Open and close PeopleSoft Cashiering
• Balance cash and petty cash drawers
• Maintain security of cashier bags and safe keys
• Process deferral payment approvals and notifications
• Process student refunds via ACH, check, and credit card
• Request and process student, parent, and corporate recovery checks
• Post financial aid batches
• Assist with annual 1098-T processing and student inquiries
• Manage the escheating process in compliance with Title IV regulations
• Enter tuition and fee amounts into PeopleSoft
• Resolve duplicate IDs for student accounts
• Process class drop requests
• Generate individual statements of accounts
• Manage employee tuition remission processes
• Assign and cancel PeopleSoft payment plans
• Post book, late fee, and other miscellaneous charges and credits
• Assign student groups for housing charges
• Post student exchange remission
• Process write-off reversals and reposts
• Process returned checks, ACH, and credit card chargebacks
• Adjust account due dates as needed
• Run and process exception queries, analyzing data and taking corrective action
• Assign and remove student groups and service indicators
• Inform supervisor of account issues
• Process corrections to ensure account accuracy
• Collaborate with functional analysts on system upgrades
• Post miscellaneous cash and check payments

Customer Service:

• Provide customer service assistance through Avaya, direct lines, email, and in-person at the Bruin Support Services Welcome Center
• Record account information in Salesforce
• Collaborate with other departments to assist students

Administrative Duties:

• Order departmental supplies
• Maintain file cabinets and ensure accurate filing
• Assist with training documentation
• Distribute student account mail
• Perform daily closing duties

Additional Responsibilities:

• Complete other duties as assigned
• Attend team meetings
• Adhere to Bellevue University's Code of Ethical Conduct and Key Values
• Comply with FERPA regulations

Skills & Abilities:

• Education: High School diploma or equivalent required; Associate's degree preferred
• Experience: Cash handling and accounts receivable experience preferred
• Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and PeopleSoft
• Soft Skills: Excellent communication, organizational, and customer service skills; strong problem-solving abilities; detail-oriented; self-starter; ability to work effectively in a team environment; ability to maintain confidentiality

Physical Requirements:

• Frequent use of computer keyboarding, monitor viewing, and phone

Reasonable Accommodations: Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.  

Work Environment:

• Normal office environment
• Frequent deadlines and potential stress
• Frequent use of computer and phone

Keywords: Student Accounts Specialist, financial aid, higher education, accounts receivable, PeopleSoft, customer service, reconciliation, payment processing, FERPA, Title IV

NOTE:  The statements above are intended to describe the general nature and level of work involved for this job.  It is not an exhaustive list of all responsibilities, duties and skills required of this job.  This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

The Higher Education Opportunity Act requires institutions participating in federally funded financial aid programs to make information about the institution available to the public, current and prospective students, and current and prospective employees. The Bellevue University Consumer Information webpage, found at www.bellevue.edu/student-support/consumer-information/consumer-information, provides readily accessible information to help consumers make informed decisions about post-secondary education. Bellevue University’s Annual Security and Fire Safety Report (ASR), found at www.bellevue.edu/student-support/consumer-information/pdfs/annual-safety-report.pdf, provides information about campus crime statistics and institutional security policies and procedures as well as information about student housing fire statistics and fire safety policies. You can obtain a paper copy of these reports from the Bellevue Dean of Students office by calling 402-557-7028. In addition to this, Bellevue University is an Equal Opportunity Employer. 

NOTE:  The statements above are intended to describe the general nature and level of work involved for this job.  It is not an exhaustive list of all responsibilities, duties and skills required of this job.  This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

The Higher Education Opportunity Act requires institutions participating in federally funded financial aid programs to make information about the institution available to the public, current and prospective students, and current and prospective employees. The Bellevue University Consumer Information webpage, found at www.bellevue.edu/student-support/consumer-information/consumer-information, provides readily accessible information to help consumers make informed decisions about post-secondary education. Bellevue University’s Annual Security and Fire Safety Report (ASR), found at www.bellevue.edu/student-support/consumer-information/pdfs/annual-safety-report.pdf, provides information about campus crime statistics and institutional security policies and procedures as well as information about student housing fire statistics and fire safety policies. You can obtain a paper copy of these reports from the Bellevue Dean of Students office by calling 402-557-7028. In addition to this, Bellevue University is an Equal Opportunity Employer.