Description:
Job Description Summary:
An accounts receivable/student accounts coordinator (AR/SAC) provides a full range of customer service to students related to their student accounts to ensure billing, financial aid, and payment transactions are accurately processed and recorded.
The AR/SAC verifies and submits student refunds batches for processing within federal guidelines and prepares and verifies daily cash receipts for university deposits.
Additionally, the AR/SAC monitors the aging report of student accounts, reaches out to students to attempt to resolve past due accounts, and submits requests to move severely delinquent accounts to collections.
AR/SAC may attend various student events to provide information on the services provided by Student
Accounts.
Duties and Responsibilities:
- Monitor student account balances, using the PowerCampus custom aging report, for available financial aid. If no financial aid is available, will start the collection process of phone calls, e-mails, and/or submission of dismissal to the Bursar.
- Calculate and request disbursement of refunds for student credit balances within the 14-day federal guideline. Preparation of student batches, which includes the upload of refund vouchers and refunds.
- Set up payment plans and monitor for any delinquent balances.
- Prepare and balance the daily student account deposits and verify the accuracy of the postings. Verification of each cash receipts entry is appropriately posted to the correct year and term.
- Must provide a service-oriented interface between students, parents, and staff, including all internal/external communications for student account information. Must be able to communicate orally and in writing, complicated instructions, analysis of account history, and explanations of University policy in a clear, concise, and professional manner.
- Review student accounts for the accuracy of billing and produce student statements which are sent 30 days prior to the start of the term.
- Attend new student orientations to explain the tuition process and answer any questions.
- Other duties as assigned
Skills and Abilities
- Ability to use personal computers in a networked environment; as well as knowledge and experience with Windows operating system.
- Extensive knowledge of Excel and word processing software.
- Heavy phone and e-mail usage will be required.
- Ability to work remotely.
- Possess thorough knowledge of fundamental accounting principles, theories, and terminologies, plus skills to perform tasks with accuracy and competence.
- Ability to perform and analyze reconciliation data for meaningful conclusions and reasonableness.
- Ability to organize and complete large-scale projects independently while participating as a team player.
- Demonstrate consistent levels of accuracy and motivation.
- Ability to interface with large, diverse user groups and vendors.
- Must be able to represent Samuel Merritt University professionally and responsibly to the public.
- Ability to interact effectively with faculty, administration, vendors and all constituencies involved in the process.
- Ability to handle stress and deadlines.
- Occasional overtime may be required.
Minimum Qualifications
Education and/or Experience
- A combination of two to three years of education and related experience and/or training that provides the knowledge, skills, and abilities needed for the successful performance of the job duties will be considered.
- Prefer a Baccalaureate Degree in Business Administration or a related field from an accredited college or university.
- Two years in an increasingly responsible accounts receivable work environment and/or combination of accounting.
- Previous experience in a higher education environment is highly desirable.
Office Location: Oakland Campus – Onsite
- This is an onsite position based in Oakland, CA , requiring in-office presence at least three days per week to support operations, collaboration, and engagement with students and team members.
- Work is performed primarily on campus in a dynamic academic environment, with direct interaction across multidisciplinary teams.
Mental/Physical Requirements
This position is primarily performed in an office setting. The requirements below are representative of those necessary to perform the essential functions of the position, with or without reasonable accommodation.
- Ability to effectively receive and exchange information in person and through verbal, written, telephone, video, and electronic communication.
- Ability to perform primarily sedentary work, including extended periods of desk and computer-based activity and frequent use of standard office equipment.
- Ability to sit, stand, and move throughout the work environment as needed to perform essential job responsibilities.
- Ability to occasionally lift, carry, push, or pull items weighing up to 10 pounds.
- Ability to occasionally reach, bend, stoop, and navigate stairs as required by the position
Benefits of Working at SMU
Health, Dental, Vision Care
SMU offers a broad range of employee benefits including health, vision, and dental care; sick leave, vacation and holiday leave, 403(b) retirement plan, life insurance, flexible spending accounts, voluntary tax-deferred annuities, educational leaves, sabbatical leaves, tuition reimbursement, tuition remission on SMU courses, disability insurance, and more.
SMU offers HMO, EPO and PPO health insurance plans, Delta Dental coverage, and VSP vision coverage.
Healthcare Flexible Spending Account
A Healthcare Flexible Spending Account (FSA) is a pre-tax benefit account used to pay for eligible medical, dental, and vision care expenses that aren’t covered by your insurance plan or elsewhere. It’s a smart, simple way to save money while keeping you and your family healthy and protected.
Dependent Care Flexible Spending Account
A Dependent Care Flexible Spending Account (DCFSA) is a pre-tax benefit account used to pay for dependent care services, such as preschool, summer day camp, before or after school programs, and child or elder daycare. A DCFSA is a smart, simple way to save money while taking care of your loved ones so that you can continue to work.
Life Insurance
As a means of financial protection, basic life insurance is provided for employees. Insurance may be purchased to benefit-eligible employees in order to supplement additional basic life insurance coverage. Employees that purchase supplemental life insurance may also purchase coverage for dependents.
Retirement 403(b)
A retirement plan that includes investment alternative and a matching contribution plan is available to all benefit-eligible employees. The retirement plan rewards special contributions of the long-service employee by providing a measure of financial security during retirement.
You Are Welcome Here
SMU does not discriminate on the basis of race, religion, color, sex, pregnancy, ethnicity, national origin (including ancestry), citizenship status, familial status, disability, age, sexual orientation, gender, gender identity, veteran or military status, predisposing genetic characteristics, or any other protected category under applicable local, state, or federal law—including protections for those opposing discrimination or participating in any resolution process within the University or within the Equal Employment Opportunity Commission or other human rights agencies. Nondiscrimination is consistent with the principles and practice of the University and is in compliance with Title VII of The Civil Rights Act of 1964, as amended, Title IX of The Education Amendments of 1972, and section 504 of the Rehabilitation Act of 1973.