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Accounts Receivable/Student Accounts Coordinator

Samuel Merritt University
Oakland, United States
Full-time

Description :

Job Description Summary :

An accounts receivable / student accounts coordinator (AR / SAC) provides a full range of customer service to students related to their student accounts to ensure billing, financial aid, and payment transactions are accurately processed and recorded.

The AR / SAC verifies and submits student refunds batches for processing within federal guidelines and prepares and verifies daily cash receipts for university deposits.

Additionally, the AR / SAC monitors the aging report of student accounts, reaches out to students to attempt to resolve past due accounts, and submits requests to move severely delinquent accounts to collections.

AR / SAC may attend various student events to provide information on the services provided by Student Accounts.

Duties and Responsibilities :

Requirement :

Shared, regular, and reliable attendance at the University during regular scheduled days and work hours is an essential function of this position.

This position is not remote, but a hybrid work model may be allowed, based on university needs.

Job Duties and Accountabilities :

All items listed below are considered essential job functions for ADA purposes.

20% :

Monitor student account balances, using the PowerCampus custom aging report. Assist students in setting up payment plans and ensure all available financial aid is posted to their student accounts.

For delinquent accounts, start the collection process of phone calls, e-mails, and / or submission of dismissal to the Bursar.

20% :

Verify and request disbursement of refunds for student credit balances within the 14-day federal guideline. Preparation of student batches, which includes the upload of refund vouchers and refunds.

15% :

Prepare and balance the daily cash receipts and verify the accuracy of the postings. Verify each cash receipts entry is appropriately posted to the correct year and term.

25% :

Must provide a service-oriented interface between students, parents, and staff, including all internal / external communications for student account information.

Must be able to communicate orally and in writing, complicated instructions, analysis of account history, and explanations of university policies in a clear, concise, and professional manner.

10% :

Review student accounts for the accuracy of billing and produce student statements which are sent 30 days prior to the start of the term.

5% :

Attend various student events to explain the tuition process and answer any questions.

5% :

Other duties as assigned.

Supervisory Responsibilities :

May supervise student workers, as needed.

Skills and Abilities the following are essential :

Ability to use personal computers in a networked environment; as well as knowledge and experience with Windows operating system.

Extensive knowledge of Excel and word processing software.

Exercise professional judgment to ensure fairness and equitable treatment of all.

Heavy phone and e-mail usage required.

Ability to work independently.

Possess thorough knowledge of fundamental accounting principles, theories, and terminologies, plus kills to perform tasks with accuracy and competence.

Ability to perform and analyze reconciliation data for meaningful conclusions and reasonableness.

Ability to organize and complete large-scale projects independently while participating as a team player.

Demonstrate consistent levels of accuracy and motivation.

Ability to effectively collaborate with large, diverse populations.

Must be able to represent Samuel Merritt University in a professional and responsible manner.

Ability to interact effectively with faculty, administration, vendors, and all constituencies involved in the Student Accounts operations.

Occasional overtime may be required.

Education and / or Experience :

High school diploma or GED required.

Minimum of two years, full time, experience that provides the knowledge, skills, and abilities needed for successful performance of the job duties OR an earned baccalaureate degree from an accredited institution of higher education.

Accounts receivable or related accounting work preferred.

Prior higher education experience preferred.

Physical Requirements :

Ability to receive detailed information through verbal and / or written communication.

Ability to sit and perform deskwork for 8 hours per day; however, must be mobile; some light lifting (10lbs) may be required.

Dexterity and flexibility of upper and lower body in order to push, pull, climb, stoop, bend, and stand.

Benefits of Working at SMU

Health, Dental, Vision Care

SMU offers a broad range of employee benefits including health, vision, and dental care; sick leave, vacation and holiday leave, 403(b) retirement plan, life insurance, flexible spending accounts, voluntary tax-deferred annuities, educational leaves, sabbatical leaves, tuition reimbursement, tuition remission on SMU courses, disability insurance, and more.

SMU offers HMO, EPO and PPO health insurance plans, Delta Dental coverage, and VSP vision coverage.

Healthcare Flexible Spending Account

A Healthcare Flexible Spending Account (FSA) is a pre-tax benefit account used to pay for eligible medical, dental, and vision care expenses that aren’t covered by your insurance plan or elsewhere.

It’s a smart, simple way to save money while keeping you and your family healthy and protected.

Dependent Care Flexible Spending Account

A Dependent Care Flexible Spending Account (DCFSA) is a pre-tax benefit account used to pay for dependent care services, such as preschool, summer day camp, before or after school programs, and child or elder daycare.

A DCFSA is a smart, simple way to save money while taking care of your loved ones so that you can continue to work.

Life Insurance

As a means of financial protection, basic life insurance is provided for employees. Insurance may be purchased to benefit-eligible employees in order to supplement additional basic life insurance coverage.

Employees that purchase supplemental life insurance may also purchase coverage for dependents.

Retirement 403(b)

A retirement plan that includes investment alternative and a matching contribution plan is available to all benefit-eligible employees.

The retirement plan rewards special contributions of the long-service employee by providing a measure of financial security during retirement.

You Are Welcome Here

SMU does not discriminate on the basis of race, religion, color, sex, pregnancy, ethnicity, national origin (including ancestry), citizenship status, familial status, disability, age, sexual orientation, gender, gender identity, veteran or military status, predisposing genetic characteristics, or any other protected category under applicable local, state, or federal law including protections for those opposing discrimination or participating in any resolution process within the University or within the Equal Employment Opportunity Commission or other human rights agencies.

Nondiscrimination is consistent with the principles and practice of the University and is in compliance with Title VII of The Civil Rights Act of 1964, as amended, Title IX of The Education Amendments of 1972, and section 504 of the Rehabilitation Act of 1973.

30+ days ago
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