Edtech.com's Summary

Touro University New York is hiring a Student Account Representative. The role involves managing student accounts including billing, collections, payment compliance, and account reconciliation while ensuring adherence to federal, state, and institutional regulations. The position requires collaboration across departments to maintain financial integrity and support enrollment operations.

Highlights

Manage and reconcile student billing records, ensuring accurate posting of tuition, fees, exemptions, and financial aid disbursements.
Ensure compliance with FERPA, Title IV, Department of Education regulations, and institutional policies.
Conduct collections activities including outreach to students with outstanding balances, posting late fees, and managing past-due accounts.
Provide customer service by counseling students and families on payment options, account status, and financial obligations.
Collaborate with Financial Aid and Registrar offices to resolve account discrepancies and explain financial processes.
Utilize Banner, Microsoft Office, TouchNet, Tableau, and Adobe Connect for data entry, reporting, and system support.
Bachelor's degree required; preference for accounting, finance, business administration, or related fields.
Experience in higher education, finance, accounting, or regulated customer service environment required.
Salary range from $35,348 to $44,186 annually.
Position requires regular travel to campus and occasional extended hours during peak periods.

Student Account Representative Full Description

Overview:

The Student Account Representative is responsible for the comprehensive management of student accounts—including billing, collections, payment compliance, and account reconciliation—and plays a critical role in maintaining the financial integrity of the institution. The incumbent ensures that all financial transactions adhere to federal, state, and institutional regulations while delivering a consistently high standard of service to students, families, faculty, and staff. This position requires strong analytical abilities, independent judgment, exceptional accuracy, and effective cross-department collaboration, significantly contributing to the University's enrollment operations, cash flow stability, and regulatory compliance.

Responsibilities:

Student Account Management & Compliance
- Analyze and maintain accurate student billing records, including tuition and fee charges, exemptions, adjustments, and financial aid disbursements
- Ensure all exemptions and contract payments are posted accurately and in a timely manner each term
- Review and reconcile the deposit report to address unreleased deposits after registration
- Ensure all transactions comply with institutional policies, FERPA, Title IV guidelines, Department of Education regulations, and audit standards
- Reconcile student accounts in collaboration with Financial Aid, Registrar, and other university departments to ensure accuracy and timely resolution of discrepancies
- Stay current on changes in financial aid regulations, federal and state policy updates, and institutional procedural changes
- Other duties as assigned
Collections & Financial Operations
- Perform ongoing review of debit reports and conduct structured outreach to students with outstanding balances, providing clear guidance on payment plans, financing options, and required deadlines
- Monitor and manage past-due accounts; generate, track, document, and escalate past-due notices as required
- Post manual late fees to delinquent student accounts on a monthly basis in accordance with institutional policy
- Review credit reports, calculate refunds, and process student refunds in accordance with institutional and federal regulations, ensuring strict adherence to mandated timelines
- Analyze payment plan reports monthly to identify delinquencies; perform targeted outreach to provide updates and offer solutions
- Analyze accounts prior to registration, ensuring all financial obligations and documentation are satisfied
- Identify accounts requiring exceptions, documentation, or supervisory review and escalate appropriately
Customer Service & Advising
- Counsel students and families on tuition payment options, account status, payment plans, and financial obligations with professionalism and empathy
- Provide high-quality support through phone, text, email, and walk-in inquiries, ensuring accurate and timely responses
- Collaborate with the Financial Aid Office to explain aid impacts, disbursement timelines, and account adjustments to students
- Collaborate with the Registrar's Office to explain the impact of withdrawals and LOA on account balances to students
- Participation in student online and on-campus Orientations and Registration events Systems, Data Integrity & Administrative Support
- Enter and verify data in Banner and related information systems, ensuring accuracy, consistency, and confidentiality at all times
- Update the comments form in Banner with all communication with and regarding the student and their account, ensuring complete and accurate documentation
- Prepare reports, communications, documentation, and supporting materials for internal departments, audits, and compliance reviews
- Assist with Help Desk inquiries related to billing issues, student account access, and system navigation
- Support process-improvement initiatives to enhance billing accuracy, student satisfaction, operational efficiency, and compliance

Qualifications:
Education/Experience

Bachelor's degree required; concentration in accounting, finance, business administration, mathematics, or related field strongly preferred.
Some experience in higher education, finance, accounting, or customer service in a regulated environment is required.

Knowledge/Skills/Abilities

Demonstrated ability to interpret and apply complex regulations, policies, and financial procedures.
Excellent written and verbal communication skills, with the ability to convey financial concepts clearly and professionally.
Strong analytical and problem-solving skills, including the ability to identify trends, resolve discrepancies, and prioritize competing tasks.
High level of accuracy and attention to detail in financial and data-driven work.
Customer-centered approach with the ability to work under pressure, de-escalate concerns, and maintain diplomacy in sensitive situations.
Proficiency with student information systems and online learning platforms such as Banner, Microsoft Office, TouchNet, Tableau, and Adobe Connect preferred.
Strong organizational skills and ability to collaborate within a matrixed team environment.
Demonstrated ethical decision-making, sound judgment, and discretion when handling confidential or sensitive information.

Travel

Travel to the campus several times a week is mandatory.
Annual meetings are held at NYC headquarters.

Working Conditions

The Student Account Rep works primarily in a standard office environment with regular business hours, with occasional extended hours required during peak periods such as registration.
The role involves prolonged periods of sitting, frequent use of a computer, and routine interaction with students, families, and staff both in person and electronically.

Maximum Salary: USD $44,186.00/Yr. Minimum Salary: USD $35,348.00/Yr.

Original Job Description

Overview:

Student Account Management & Compliance
- Analyze and maintain accurate student billing records, including tuition and fee charges, exemptions, adjustments, and financial aid disbursements
- Ensure all exemptions and contract payments are posted accurately and in a timely manner each term
- Review and reconcile the deposit report to address unreleased deposits after registration
- Ensure all transactions comply with institutional policies, FERPA, Title IV guidelines, Department of Education regulations, and audit standards
- Reconcile student accounts in collaboration with Financial Aid, Registrar, and other university departments to ensure accuracy and timely resolution of discrepancies
- Stay current on changes in financial aid regulations, federal and state policy updates, and institutional procedural changes
- Other duties as assigned
Collections & Financial Operations
- Perform ongoing review of debit reports and conduct structured outreach to students with outstanding balances, providing clear guidance on payment plans, financing options, and required deadlines
- Monitor and manage past-due accounts; generate, track, document, and escalate past-due notices as required
- Post manual late fees to delinquent student accounts on a monthly basis in accordance with institutional policy
- Review credit reports, calculate refunds, and process student refunds in accordance with institutional and federal regulations, ensuring strict adherence to mandated timelines
- Analyze payment plan reports monthly to identify delinquencies; perform targeted outreach to provide updates and offer solutions
- Analyze accounts prior to registration, ensuring all financial obligations and documentation are satisfied
- Identify accounts requiring exceptions, documentation, or supervisory review and escalate appropriately
Customer Service & Advising
- Counsel students and families on tuition payment options, account status, payment plans, and financial obligations with professionalism and empathy
- Provide high-quality support through phone, text, email, and walk-in inquiries, ensuring accurate and timely responses
- Collaborate with the Financial Aid Office to explain aid impacts, disbursement timelines, and account adjustments to students
- Collaborate with the Registrar's Office to explain the impact of withdrawals and LOA on account balances to students
- Participation in student online and on-campus Orientations and Registration events Systems, Data Integrity & Administrative Support
- Enter and verify data in Banner and related information systems, ensuring accuracy, consistency, and confidentiality at all times
- Update the comments form in Banner with all communication with and regarding the student and their account, ensuring complete and accurate documentation
- Prepare reports, communications, documentation, and supporting materials for internal departments, audits, and compliance reviews
- Assist with Help Desk inquiries related to billing issues, student account access, and system navigation
- Support process-improvement initiatives to enhance billing accuracy, student satisfaction, operational efficiency, and compliance

Qualifications:
Education/Experience

Bachelor's degree required; concentration in accounting, finance, business administration, mathematics, or related field strongly preferred.
Some experience in higher education, finance, accounting, or customer service in a regulated environment is required.

Knowledge/Skills/Abilities

Demonstrated ability to interpret and apply complex regulations, policies, and financial procedures.
Excellent written and verbal communication skills, with the ability to convey financial concepts clearly and professionally.
Strong analytical and problem-solving skills, including the ability to identify trends, resolve discrepancies, and prioritize competing tasks.
High level of accuracy and attention to detail in financial and data-driven work.
Customer-centered approach with the ability to work under pressure, de-escalate concerns, and maintain diplomacy in sensitive situations.
Proficiency with student information systems and online learning platforms such as Banner, Microsoft Office, TouchNet, Tableau, and Adobe Connect preferred.
Strong organizational skills and ability to collaborate within a matrixed team environment.
Demonstrated ethical decision-making, sound judgment, and discretion when handling confidential or sensitive information.

Travel

Travel to the campus several times a week is mandatory.
Annual meetings are held at NYC headquarters.

Working Conditions

The Student Account Rep works primarily in a standard office environment with regular business hours, with occasional extended hours required during peak periods such as registration.
The role involves prolonged periods of sitting, frequent use of a computer, and routine interaction with students, families, and staff both in person and electronically.

Maximum Salary: USD $44,186.00/Yr. Minimum Salary: USD $35,348.00/Yr.

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Student Account Representative

Edtech.com's Summary

Student Account Representative Full Description

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