Student Service Representative
Alfred University - Alfred, NY
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The Student Service Representative reports directly to the Bursar and is primarily responsible for the Customer Service and Cashiering and functions in the Student Accounts area. The customer service responsibilities include assisting students and their parents in the office, on the phone or on location to meet their financial obligations to attend Alfred University. Besides providing assistance and answering questions, this position performs billing and collection functions. The Student Service Representative must maintain confidential files and information. This position has been evaluated for compliance with the Fair Labor Standards Act and is subject to premium pay for all hours worked in excess of 40 in a payroll week. Salary/Rate:$16.00-$18.00, 35-hours per week Essential Functions: Greet visitors and answer incoming telephone calls for the Student Service Center in a personable and professional manner. Respond to the needs of students, faculty and others at the counter and on the phone. During exceptionally busy times may need to work alternative hours such as a few evenings per week or a couple of weekends per semester Work with Students and Parents in person, by phone, chat bot, text or by email to ensure that bills are paid in a timely manner. Answer questions and assist with the resolution of outstanding balances, holds and payment arrangements. Requires knowledge of how financial aid applies to billing as well as how various charges and payments are applied to student accounts. Follow appropriate FERPA regulations in disclosing information to parents and outside parties Take primary responsibility for Student Account Cashiering functions, including daily reconciliation of bank information, CASHNet ACH payments, and electronic feeds into the Banner Finance System Accept and process various types of payments on student accounts, including: over the counter and mailed payments and ACH payments through CASHNet. Also process non-student cash, check and credit card payments into appropriate Banner accounts Balance cash drawer to receipts and remaining cash, make daily bank deposit Other Duties & Responsibilities: Create and monitor all Payment Plans within the CASHNet system. Reconcile the CASHNet Payment Plan balances with Banner Student balances, ensure that all payments are recorded properly, apply and monitor payment plan holds on student accounts, and assess late fees as appropriate Establish manual Payment Plan accounts upon request, ensuring that appropriate enrollment fee charges are posted to each account. Update the CASHNet MPP account if payments are sent through the mail or posted as regular payments within the CASHNet system Monitor and reconcile CASHNet Smartpay process. Calculate fees, perform reconciliation of amounts received against bank records, and prepare related journal entries Provide overall support and organization for the Student Accounts office: Collect, open, and distribute office mail, order office supplies, check general office voicemail several times daily to verify that all inquiries have had a prompt response Manually create bills in special cases such as Study Group Student billing Follow up on accounts with past-due balances and payment arrangements. Contact past due accounts by phone, text, email or in person to arrange for payment to be submitted Monitors all unpaid accounts at semester end and begins collection process. Creates and mails 1st, 2nd and 3rd collect letters with billing statements Prepare past due accounts for turn-over to Collection Agency Review all accounts and place appropriate holds on transcripts and/or ability to register for classes if account is not paid Pull all paid in full Alumni and Perkins loan accounts and code paid appropriately, place files in labeled boxes for destruction Assist other departments with processes that require receipt of payments to maintain accountability for funds. Examples include housing/meals for special functions and one-time trips for classroom functions Assist Students with questions on registration, transcripts, and other Registrar office functions as needed Perform additional duties and assist with special projects as assigned Supports and assists in creating intersections for faculty, staff and students that will assist in transforming people's lives Maintains a commitment to diversity, equity and inclusion and a high degree of cultural competence and respect for a wide range of identities and experiences, therefore welcoming and supporting all faculty, staff and students and expanding access to the AU experience Maintains a safe working environment within and around their facilities and associated equipment and supplies including, but not limited to, obtaining Safety Data Sheet {SDS) information pertaining to any hazards associated with their work environment Participates in all required assigned training, including safety training and will comply with safety rules, regulations, and protocols Contributes to the overall success of the University by performing other duties as assigned Qualifications-Education & Experience, Knowledge, Skills & Abilities: Associates Degree in Accounting or Business required Minimum five years of experience working in an office environment of accounting or bookkeeping The successful candidate will have excellent communication skills, both oral and written, and have experience working in a team environment. Proficiency in Microsoft Office and the ability to multi-task while maintaining accuracy and organization is required Must be well organized, possess excellent customer service and interpersonal skills Must have a high level of accuracy and efficiency to be able to successfully enter various types of transactions into the Banner Records system A team player who enjoys working with the public and solving problems for people Must be able to handle several tasks simultaneously in an often fast-paced environment, while maintaining professional courtesy at all times A self-starter who assumes responsibility for the work assigned and can complete projects with little or no supervision The person must also be able to identify problems and have the knowledge of who to consult as problems arise A detail-oriented person with the ability to balance transactions efficiently, with no errors Must be able to analyze problems and solve them independently. Computer skills are essential Knowledge of Microsoft Word, Excel and Access; knowledge of Microsoft Outlook is also required. Experience with SCT/Banner is a plus With or without reasonable accommodations the incumbent must be able to read and write and speak the English language at a college level Be capable of performing sometimes complex mathematical calculations, statistical calculations, and other higher mathematical operations Must be able to communicate with all levels of the institution in written and spoken form The individual must be able to work independently The ability to maintain regular and prompt attendance is essential to the successful performance of this position. Other essential functions may be required Physical Demands & Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Personal Protective Equipment must be worn when required. A respiratory function test and the ability to use respirators may be required. Stairs and uneven surfaces may be present; artificial lifts, etc. may or may not be available. The position may require the incumbent to walk outdoors in all types of weather to other buildings or offices located on the campus. The Campus is located in an area that contains numerous hills and slopes and may not always be fully accessible for mobility impaired individuals. About Alfred University: Lighting the way for students since 1836.'We've always been a place for makers, especially those who make the future. Our commitment to independent thinking, creativity, academic rigor and community have made us a unique kind of leader since 1836.' Alfred University {AU) was founded on principles of social justice in 1836 by liberal, independent thinkers who placed high value on education for all citizens. The University has retained and built upon the strong values of its founders, developing as an institution of national and international renown that is responsive to the needs of contemporary society while remaining consistent with the spirit of its origins. Alfred University is the second oldest coeducational college in the United States as well as one of the earliest nineteenth century colleges to have enrolled African American and Native American students. It has a long-standing history of educating socially conscious students who make a difference in their professions and their communities. Over the course of the twentieth century, Alfred University evolved into a complex institution offering a full range of programs in the liberal arts and sciences, art and design, engineering, business, education, counseling, and school psychology to its nearly 2,000 undergraduate and graduate students that live, learn, and play on a 232-acre campus located in an idyllic, creative valley in Western New York. To learn more, visit alfred.edu . Alfred University actively subscribes to a policy of equal employment opportunity, and will not discriminate against any employee, student or applicant because of race, age, sex, color, sexual orientation, gender identification or expression, physical or mental disability, religion, ancestry or national origin, marital status, genetic information, military or veteran status, domestic violence victim status, criminal conviction status, political affiliation or any other characteristic protected by applicable law. 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Created: 2024-11-02