Student Account Specialist
: Job Details :

Job DetailsJob LocationNew Rochelle - New Rochelle, NYPosition TypeFull TimeEducation Level4 Year DegreeSalary Range$21.51 - $30.22 HourlyTravel PercentageNo Travel RequiredJob ShiftDayDescriptionNature and Scope of WorkServes students, staff, parents and community members through the Student Financial Services office, working on a broad array of student financial services issues, including: student accounts, financial aid, veterans' benefits, orientation, and admissions. Participates with other service areas to facilitate consistent delivery of service and information. Refers student to appropriate college resources. Provides services to a diverse population including non-native English speakers, international students, high school students and other community members whose needs and interests may vary. Consistently delivers service in a professional, efficient and friendly manner.Principal Accountabilities (includes some or all of the following)

Accounts receivable management and collection of past due balances. Proactively communicates with students regarding their account status and review accounts for existing and potential aid and counsels' students and parents on payment options.

Actively pursue debts not within the current term, using discretion and independent judgement to settle past due balances and make specialized payment arrangements. Call, email, invoice, compose personalized letters and meet in-person with those with outstanding balances. Initiates payment arrangements and monitors payment history. Creating, tracking and maintaining in-house payment plans for students who have past due and current balances.

Provides information on a variety of topics related to student financial services to students, staff, parents, and community members, in-person and via various communication methods, including phone, text and email.

Conducts assessment of student needs and proactively engages students in conversation and financial planning related to their college experience; facilitates set up of payment plans for current student accounts.

Acts as primary point of contact for students, staff and college departments in accurately receipting, recording, refunding, and balancing tuition payments and University revenues.

Works closely with student financial services staff to research and resolve or redirect student disputes and appeals. Handles a variety of difficult customer situations and disputes using tact, diplomacy and patience to defuse irate/angry customers. Provides support and information to other members of student financial services.

Handles one or more district wide process related to core area of responsibility, such as: third-party payments, in-house payment plans, wire transfers, billing, outreach (calls, emails, texts), returned check processing, credit card refunding, tuition insurance program administration, student health and tuition insurance waiver process, office mail and e-mail.

Performs complex cashiering and refunding functions for student accounts. Must be familiar with university payment, billing and refund policies, institutional and FERPA confidentiality regulations; and Federal Title IV cash management regulations.

Researches and resolves discrepancies and/or disputes related to core area of responsibility. Provides appropriate referrals with supporting documentation as required.

Assist with front desk coverage and various Student Financial Services mailing, call and outreach campaigns including email merge messaging. Serve as Office Manager, ordering office supplies and stationery (letterhead, envelopes, business cards), and coding invoices for Accounts Payable. Keep records of invoices and provide data on expenditures as requested.

Regularly upgrades and refreshes knowledge and skills through required attendance at training sessions, student financial services functions and staff meetings.

Participates in University events such as Orientation, Accepted Students Days, Open Houses, Move-In and Welcome Weekends, Graduation Fair

Performs other related duties as assigned.

Minimum QualificationsBachelor degree and two years of experience. Knowledge, Skills, and Abilities

• Specific knowledge of university, local, state and federal regulations regarding billing, payment, refunding and confidentiality; general knowledge regarding rules and regulations related to student services.
• Ability to effectively communicate in oral and written form with a diverse customer base in a welcoming and friendly manner.
• Ability to maintain accurate records.
• Ability to defuse anger and resolve complaints/issues.
• Ability to utilize various resources, i.e. handbooks, internet, regulations, etc., to research questions and find appropriate answers; escalate as needed.
• Skilled at explaining terms, concepts and technology in plain language.
• Skilled in use of Student Information systems, word processing programs, spreadsheets, email and other computer programs.
• Skilled in using a computer and in data entry.

QualificationsAbout Iona University/EEO language Founded in 1940, Iona University is a master's-granting private, Catholic, coeducational institution of learning in the tradition of the Edmund Rice Christian Brothers. Iona's 45-acre New Rochelle campus and 28-acre Bronxville campus are just 20 miles north of Midtown Manhattan. With a total enrollment of nearly 4,000 students and an alumni base of over 50,000 around the world, Iona is a diverse community of learners and scholars dedicated to academic excellence and the values of justice, peace and service. Iona is highly accredited, offering undergraduate degrees in liberal arts, science, and business administration, as well as Master of Arts, Master of Science and Master of Business Administration degrees and numerous advanced certificate programs. Ionas LaPenta School of Business is accredited by AACSB International, a prestigious recognition awarded to just five percent of business schools worldwide. The Princeton Review recognized Ionas on-campus MBA program as a Best Business School for 2023. Iona University also recently launched a new, fully online MBA program for even greater flexibility. In July 2021, Iona University and NewYork-Presbyterian announced the establishment of the NewYork-Presbyterian Iona School of Health Sciences, to be principally located on the Universitys new campus in Bronxville, N.Y. Supported by a $20 million gift from NewYork-Presbyterian, the NewYork-Presbyterian Iona School of Health Sciences offers a new vision for collaborative health care education, modern workforce development, and community care. On July 1, 2022, Iona officially changed its status from College to University, reflecting the growth of its academic programs and the prestige of an Iona education. Iona University values and celebrates diversity and is committed to providing a welcoming and inclusive environment for all of our employees including staff & administrative employees, faculty and student workers. We do not discriminate on the basis of race, ethnicity, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, partnership status, disability, military or veteran status, alienage, citizenship, status as a victim of domestic violence/stalking/sex offenses, unemployment status, or other legally prohibited basis under federal and state law, or local ordinance. As an equal opportunity employer, Iona University encourages applications from qualified candidates who reflect the wider world in which we live, in particular historically underrepresented groups.