Student Account Representative - Military veterans preferred

Job Description Summary

Are you passionate about helping students and families navigate financial challenges? Join Bentley’s Student Financial Services team as a Student Account Representative and make a meaningful impact on their university experience!

The Student Account Representative, serves as the primary contact for students and parents seeking to resolve university payment issues. As an expert in evaluating and recommending financial resolutions, this person will advise and counsel students and families through the available options to settle their accounts. They are responsible for processing payments, evaluating each account, and communicating best payment resolution options. This position requires close collaboration with the office of Financial Assistance, Registrar, and Residential Services to provide a comprehensive view of the student’s account and ensure exceptional customer services to both students and parents.

Essential Duties:

• Analyze and evaluate the student account charges, payment plan programs, and provide counseling to students, parents and administrators regarding account balance resolution.

• Use professional judgment when offering resolutions to accommodate the student/parents that have extraordinary personal circumstances.

• Process payments and prepare deposits.

• Monitor students enrolled in semester payment plans.

• Review and adjust student accounts to confirm payment plans are accurate and as needed resolve outstanding issues.

• Make phone calls and send emails to perform due diligence on all past due accounts.

• Analyze and make decisions on credit balance accounts in order to process refunds in accordance with federal guidelines and university polices.

• Review notifications from Student Affairs and Undergraduate Admissions and take necessary actions on student accounts.

• Research and resolve inquiries from students and university community; bill and monitor third party payers; process student refund requests, post daily wire payments and monitor daily banking.

• Other duties as assigned.

Minimum Requirements:

• Associates Degree.

• 3 years of work experience in an office environment.

• Higher education business office experience a plus.

• Knowledge of Microsoft Outlook, Office, Word, and Excel and familiar with billing systems preferred.

• Knowledge of how to navigate administrative computerized financial systems, generate reports and use letter merge and generation a plus.

• Excellent communication, decision making, negotiation, and organizational skills required.

Work Environment:

• On-site position with potential for remote work flexibility.

• Environment is typical office setting in a sealed climate-controlled building.

• Increased hours or flexibility in work schedule are required during peak billing and collection periods.

• Continuous use of a computer video display screen is required.

• Very busy office environment during initial billing of academic semesters.

• Flexibility in rotating between Student Accounts and Cashier's Office.

Bentley University requires references checks and may conduct other pre-employment screening.

DIVERSITY STATEMENT

Bentley University strives to create a campus community that welcomes the exchange of ideas, and fosters a culture that values differences and views them as a strength in our community.

Bentley University is an Equal Opportunity Employer, building strength through diversity. The University is committed to building a community of talented students, faculty and staff who reflect the diversity of global business. We strongly encourage applications from persons from underrepresented groups, individuals with disabilities, covered veterans and those with diverse experiences and backgrounds.

Equal employment opportunity, including veterans and individuals with disabilities.

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