University Bursar III

Communicates and provides customer service to students, parents, internal staff, and third parties in-person, through email, and phone regarding student account questions and information. Contact students who have a past due account. Initiate payment plans and collection activities. Perform analysis and reconciliation on individual accounts; identify discrepancies and make or request corrections as needed. Releases and adds holds as applicable according to student balances. Posts Charges to student accounts when applicable or requested by management, and reviews charges that are posted for accuracy

Processes and posts payments to accounts. Reconcile cashier session. Handles disbursement of funds, monetary transactions, cash or check payments, and credit card charges. Responsible for counting money, accurately handling financial transactions, issuing receipts, and conducting payment reconciliation. Provides the Manager of University Cashiering Operations a daily deposit.

Cross Training Specialized Duties/Tasks:

· Review credit balances and ensure Title IV refunds are processed within title iv regulations (14 days). Verify, process, and prepare refunds and the refund file weekly. Reviews and processes returns from BankMobile.

· Manage student account financial holds (AR and BU holds). Release and add holds based on the student account balances.

· Responsible for the stale dated check process (review, process DPV, due diligence to students, update accounting)

· Responsible for State Tax Offset disputes and payments.

· Identifies problems and trends and suggests resolutions to management. Assists management with reconciliation and adjustments to student accounts when applicable.

· Responsible for representing Student Financial Services at important events such as Orientation and other enrollment focused events.