STUDENT ACCOUNTS COUNSELOR DEPARTMENT STATUS DATE LAST UPDATED: Finance – 330 Full-time February 7, 2012 PURPOSE The purpose of the Student Accounts Counselor is to counsel and communicate to current, and former, students regarding their student financial accounts. ESSENTIAL DUTIES Create estimated tuition bills at the beginning of each semester, mail or email copies to students. Prepare and distribute monthly statements to students. Maintaining Aged accounts to ensure payments are collected. Collecting payments and posting payments to students account. Deposits: work with business office to turn in deposits. Run income reports (Income by account, Cash Receipts, Charges & Adjustments) Process bookstore, library and distance learning vouchers. Counsel students regarding their account balance, advising them of the disciplines and tools necessary to take care of their financial responsibilities, referring them to the financial aid office when necessary. Ensure all students have a FERPA form on file in Campus Anywhere Communication: Maintain open communication to students regarding their accounts and also works with the financial aid office to communicate information to students. Assist the Director of Financial Aid/Student Accounts with individual charges. GENERAL DESCRIPTION The Student Accounts Counselor must have the ability to be people-centered in the midst of a task-oriented job. This position requires good communication skills and great customer service. The Student Accounts Counselor works in tandem with the Financial Aid Director and/or the Associate Director to make sure that all students with financial aid have a correct understanding of their account status. Any questions, problems, or work relating to students with financial aid will be directly handled by the Financial Aid office. MINIMUM REQUIREMENTS An Associates degree in accounting is recommended; appropriate work experience may be substituted year-for-year for the degree. Proficient in Microsoft Windows, Word, Excel, and Campus Anywhere. Typing and 10-key skills are necessary to successfully manage time pressures. Good communication among co-workers to ensure accurate account management. Good people skills and meticulous attention to detail are a must.
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