Student Records and Financial Services Specialist jobs in United States
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Alfred State College - SUNY College of Technology ยท 1 month ago

Student Records and Financial Services Specialist

Alfred State College is a SUNY College of Technology seeking a Student Records and Financial Services Specialist. This role is responsible for administering the college's student payment plan program, managing financial transactions, and ensuring accurate tuition assessments while providing exceptional customer service to students and families.

EducationHigher EducationUniversities

Responsibilities

Administer the college's student payment plan program
Manage agency and third-party payments
Process insurance rosters and charges
Ensure accurate tuition and fee assessments
Oversee all aspects of monthly payment plan administration through Nelnet Campus Commerce
Coordinate the bi-monthly transfer of funds to state and auxiliary agencies
Prepare all required documentation for the Office of the State Comptroller and Business Affairs
Maintain accurate records for audit purposes
Administer inbound and outbound medical and repatriation insurance by preparing provider rosters, verifying billing accuracy, and processing adjustments in Banner
Maintain the Tuition and Fees Matrix
Review billing data for accuracy and apply approved charge adjustments and credits in accordance with institutional and SUNY policies
Provide outstanding customer service to students and families both on the phone and in-person
Provide financial aid information to students regarding the application process, needs determination, verification, and status of their financial aid application in accordance with all applicable laws, regulations, and policies
Assist students with various questions regarding their accounts including but not limited to payments, holds, and refunds
Assist students and parents with bill processing and payments including setting up monthly payment plans, enrolling in E-Refund and maintaining their Nelnet account profile
Perform student services functions including assisting students with registration questions/processes; add/drop procedures; graduation information; and basic records related questions
Assist in meeting IRS compliance requirements for form 1098-T form, including responding to inquiries, issuing W9 requests, and handling returned mail
Maintain compliance with internal control procedures, segregation of duties, and cash-handling standards to minimize financial and audit risk

Qualification

BannerBilling experienceCustomer serviceHigher Education experienceAnalytical skillsTime managementCommunication skillsTeamworkFlexibility

Required

Bachelor's degree and two years of responsible work experience

Preferred

Higher Education office experience
Experience with Banner or other comprehensive student financial or billing information system
Experience in billing, accounts receivable and collections
Demonstrated technical aptitude and analytical skills
Strong commitment and excellence in customer service
Excellence in time management and the ability to meet deadlines
Excellent professional written and oral communication skills
Tolerance of ambiguity, flexibility, and the ability to work effectively with individuals from diverse backgrounds
The ability to work as a team member as well as the confidence to work independently is expected

Benefits

Cost effective health insurance premiums with 73% to 88% covered by the employer.
PPO or HMO option for personalized healthcare solutions.
Exceptional fertility benefits available.
Accumulated sick leave can cover a health insurance premium in retirement.
No cost dental and vision benefits for employees and eligible dependents.
Tuition benefits to invest in your continuous learning and professional development.
New employees are eligible for up to an impressive 22 vacation and 13 paid sick days per year, increasing with years of service.
Up to 13 paid holidays annually
Paid parental leave.
Various retirement options, including a defined benefits (pension) plan. With the pension, retired employees receive a defined monthly income for the rest of their life.
Additional pre- and post- tax voluntary retirement savings options are available.

Company

Alfred State College - SUNY College of Technology

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Alfred State, a residential college of technology, provides career-focused education enriched by the liberal arts.

Funding

Current Stage
Late Stage

Leadership Team

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Nikkie Herman
Chief Diversity Officer and Title IX Coordinator
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Company data provided by crunchbase