Account Specialist

Account Specialist

The Account Specialist provides customer service and responds courteously, quickly and accurately to client's inquiries and requests for information, adjustments, exemptions, waivers, refunds and financial aid disbursements.

Responsibilities :

• Assists with processing incoming correspondence, forms and reports - to include but not limited to : REA, Stop Payments, Tuition Exception, Refund Requests, Exemptions, Adjustments; and
• Assists with daily mail including payments, return mail, and return / reissued checks.
• Completes daily review of controls reports, such as Application of Payments, Refund Receivable FA Returns, XX address report; and
• Performs periodic review of other required areas, such as Title IV Stale Checks, Credit Balance Report, Unclaimed Property.
• Responsible for providing complete customer service related to account inquiries, including responding to Salesforce cases, answering incoming calls and assisting walk-ins;
• Communicates the financial policies and procedures of the university to students, parents, agencies, and all George Mason staff; and
• Makes recommendations for resolution of problems within given guidelines.
• Assists other Student Accounts Office staff with account maintenance, collections and other tasks as assigned;
• Performs collection efforts via telephone and email focusing on "at risk" accounts prior to the start of the formal collection process;
• Assists students with past due accounts, and counsels them on steps to resolve past due accounts; and
• Displays initiative and seeks additional responsibility and training opportunities.

Required Qualifications :

Preferred Qualifications :

Instructions to Applicants :

For full consideration, applicants must apply for Account Specialist at https : / / jobs.gmu.edu / . Complete and submit the online application to include three professional references with contact information, and provide a resume for review.

Each agency within the Commonwealth of Virginia is dedicated to recruiting, supporting, and maintaining a competent and diverse work force. Equal Opportunity Employer