Student Accounts Specialist

Oct 18, 2021

Student Accounts Specialist

Oklahoma Wesleyan University

Job Description

 

Department:                                              Student Services

Supervisor’s Title:                                      Bursar

Education Requirement:                            Bachelor’s or equivalent experience

Date Prepared and Reviewed:                   7/30/21

Classification:                                            Non-Exempt/Hourly

Software Access:                                       PowerCampus (Billing, Cash Receipts), Laserfiche (Student Accounts)

 

Function of Job

 

Under the direct supervision of the Bursar, the Student Accounts Specialist is responsible for the efficient and effective organization of all functions related to billing, collection, disbursement and record maintenance related to a student’s account. This includes activities such as counseling students on account charges and payment options, collecting current and past due accounts, creating monthly statements for students, administering payment plans, updating account information, disbursing aid and assisting with the collection companies.

 

This position requires a friendly, pleasant personality, diplomacy and tact, confidentiality, and the ability to work independently while prioritizing tasks.  Attention to detail, organization, and the capacity to complete tasks with limited oversight and independent judgment are important.

 

Supervision Given/Received

 

Work is performed under the general supervision of the Bursar.

 

Examples of work performed

[Note]  Examples are illustrations only.  The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.

 

  • Counsels students on account balances, payments and setting up payment plans in person, by email and over the phone
  • Prepares reports, statements, billings and other ad-hoc invoices related to students’ accounts
  • Monitor and pursue late payments, escalating as needed
  • Maintain report of current student accounts with balances according to the communication plan
  • Process bi-monthly student pay and apply to the appropriate account
  • Assist with student meal plan changes and reconciliation with food services provider
  • Assists with processing refunds weekly for students.
  • Assists with assessing, disbursing aid and uploading anticipated aid onto accounts
  • Assist Bursar with delinquent account notices, reporting and assigning to collection agencies
  • Checks for required forms and source documents.
  • Enters data into the computer system.
  • Maintains manual and computer filing systems.
  • Creates Cost Calendars for GPS Enrollment Services.
  • Will occasionally work some evenings and Saturdays during Preview days for new traditional students. These dates will be arranged in advance.
  • Performs related work as assigned by the Supervisor.
To Apply

To apply for this position please complete our application by clicking below:

Complete the Online Application

If you have any questions, please contact Human Resources at 918-335-6273 or okwuapplications@okwu.edu

 

As an evangelical Christian university of The Wesleyan Church, Oklahoma Wesleyan University models a way of thought, a way of life, and a way of faith. It is a place of serious study, honest questions, and critical engagement, all in the context of a liberal arts community that honors the primacy of Jesus Christ, the priority of Scripture, the pursuit of Truth, and the practice of Wisdom. Nationally recognized by U.S. News and World Report and Forbes, the University offers a thriving academic community. It is located in Bartlesville, Oklahoma, a city of approximately 30,000 residents known for its strong schools and its appreciation for the arts. Bartlesville is the home of the annual OKMozart Festival and of Frank Lloyd Wright’s Price Tower. It is located in the beautiful Green Country region of northeast Oklahoma, forty-five miles north of Tulsa.

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