Advisor, Student Accounts
On-siteCoral Gables, Florida, United States
Job Summary
Resolve high-level inquiries for students and parents regarding Student Accounts financial information via the University case management system. Conduct specialized financial analysis of student accounts upon request, determine account status, and provide resolution for all financial holds. Educate stakeholders on payment plans, third-party sponsored payments, and federal policies while validating 1098T tax data and form reporting. Process refunds, stale-dated checks, and unclaimed property due diligence, and complete daily entries for tuition remission and waivers. Support non-enrolled students with delinquent balances and advise on available payment options, ensuring compliance with IRS and University guidelines. Submit daily, weekly, and monthly reports to management and identify business process improvements for the department.
Required Qualifications
- Bachelor's Degree in relevant field
- Minimum 2 years of relevant experience
- Skill in collecting, organizing, and analyzing data
- Ability to recognize, analyze, and resolve high-level customer service inquiries
- Ability to exercise sound judgment in making critical decisions
- Excellent written and verbal communication skills
- Ability to have difficult conversations in a confident manner
- In-depth knowledge of Microsoft Office, specifically Excel and Word
- Proficient in student financial systems
- Ability to quickly adapt to the Higher-Education environment and build relationships within the University community and external partners
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