Student Account Specialist

The Student Account Specialist will support all areas of the department and report to the Bursar. Primary responsibilities will include specific duties in Student Accounts and Financial Reporting.

Duties and Tasks

Daily Tasks:

Monitor Student Account email box and respond within 48 hours. Alert Bursar of potential student payment issues. Make necessary notes on student AR inquiry files.
Answer phones regarding student account inquiries. Instruct parents and students on how to locate the information on the Beacon student/parent portal.
Process disbursements from FAS within 24 hours of being received. Notify Director of Accounting to verify and send email to CFO to drawdown funds from G6.
Process student refunds after each disbursement. Ensure all Federal refunds are processed within the 14-day period.
Bill all third-party payers immediately after add/drop. Notify Bursar if there are issues with this billing. Billing for all third-party payors should be completed within the first 30 days of the semester.
Process all third-party payments, notify families of any chargebacks, and note communication on student AR inquiry.
Preparation of journal entries (in and outs in J1), as necessary.
Assist as necessary in updating the Check in Sheet (starting week after statements are pushed for upcoming semester).
Assist as necessary in clearing/adding student holds.
Assist as necessary to process miscellaneous charges including meal fines, housing changes, lost items, students staying on break, program discounts, etc. in a timely
manner to keep student accounts up to date.
Assist as necessary to process withdraws student refund calculations.
Assist Bursar as necessary to prepare semester to start – close semester, roll account balances, enter a billing period, move deposits and work with Registrar on courses.
Publish statements to students monthly after closing the month and finance charges/late fees have been applied to student accounts.
Work student check in for Fall and Spring with other Accounts Receivable Specialists.
Ensure adherence to all relevant accounting standards (GAAP), tax regulations, and internal controls.
Support a “paperless” environment, utilizing several tools to collect signatures, share, save and file documentation, in compliance with agency Policy and Procedure.
Attend staff and administrative meetings and all appropriate training.
Performs other duties as assigned by the accounting leadership team.

Annually:

Create all 1098T files and have them reviewed by Bursar prior to distribution.
Work with third party payment company to set up dates for Fall and Spring payment plans. Forward this information to the web designer and communications to update the Beacon website and student/parent portals.
Knowledge of daily deposit of checks received by Beacon College and how they are processed, how to process wire payments received and credit card/check imports.

Required Knowledge, Skills and Abilities

Associate degree in accounting or business or equivalent experience
Proficient in Microsoft Excel, Word, and Outlook – mandatory
Proficiency in accounting software and data analysis tools
Excellent analytical and critical thinking skills
Effective communication and interpersonal skills
Great attention to detail
Ability to multitask in a stressful environment with specific deadlines.

Environment
The work environment characteristics described here are a representation of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term “qualified individual with a disability” means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of this position.

While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email and other electronic means, move about the office and University, handle various type of media and equipment, and visually or otherwise identify, observe and assess. The employee is occasionally required to lift up to 10 pounds unless otherwise specified in the job description.

Notice
The intent of this job description is to provide a representation of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description. Beacon College is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student and graduate success.

Beacon College is an Equal Opportunity Employer. Applicants are considered for employment and promotion without regard to race, age, sex, sexual orientation, gender history, marital status, family status and responsibility, political and religious conviction, impairment or pregnancy.

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