The main function of a Student Accounts Advisor (SAA) is to provide customized counsel to individual students and parents regarding their financial account through on-campus and on-demand customer service using a skilled analysis and research of the account. This role acts as a front line to all student financial related inquiries and issues through operation of the front desk representative, including face to face, in-person meetings with students and parents. In addition, the SAA is responsible for the daily processing and posting of payments, and collection of outstanding balances in the current academic year.
Be available in-office to assist students and parents with customized counsel for questions/issues related to payment and student account charges. On a daily basis, work the caseload assigned for 300+ past due accounts through research and communication with students to resolve past due balances. Contact parents, financial aid office, academic departments, etc. to resolve account issues.
Receive mail and post payments daily by cash or check to process transactions and prepare deposits. Open and close cashiering each day according to procedures. Prepare paperwork to be scanned to maintain a record of payments through imaging.
Receive student, parents and others at the front desk to represent the University Bursar and provide immediate and on-demand assistance for student account inquiries.
Manage the Americorps and Teach for America accounts through consistent monitoring, approving funds, posting credits, communicating with third-parties and students, and receiving payment. Assist in Financial Literacy efforts such as making presentations to over 50+ students or organizing student events. Other duties as assigned by the Associate Director.
Provide a high level of customer service and maintain a professional attitude at all times. Actively participate in staff development, divisional meetings, and support new student orientation. Represent the Office of the University Bursar to other departments and schools.
Education and Experience:
A Bachelor's degree is required; An Accounting or Business Administration degree is preferred.
A minimum of two (2) years of work experience is required. Candidate with full-time experience in higher education and student account collection is preferred.
Knowledge, Skills and Abilities:
Candidate with PeopleSoft knowledge is preferred. Candidate must have a strong working knowledge of Microsoft Word and Excel. Candidate must also possess strong written, verbal and interpersonal skills. Must also have strong organizational, planning and time management skills. A strong attention to detail is a must.
Deadline to Apply:
Physical and Environmental Demands:
EEO Statement: SMU will not discriminate in any program or activity on the basis of race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression. The Executive Director for Access and Equity/Title IX Coordinator is designated to handle inquiries regarding nondiscrimination policies and may be reached at the Perkins Administration Building, Room 204, 6425 Boaz Lane, Dallas, TX 75205, 214-768-3601, firstname.lastname@example.org.