GENERAL SUMMARY: Santa Fe University has an opening for a Senior Accounts Coordinator to work at the Cashiers Office on-campus. The incumbent will be a significant contributor to daily accounts receivable functions as it relates to generally accepted account principals. The primary responsibility will be to manage all AR transactions as it relates to payments; wires, credit cards transactions, checks, refunds, billing statements, health insurance waivers and all other associated items. The qualifying candidate will provide superior customer service and have the ability to work in a fast paced environment to ensure all deadlines and student needs are met.
ESSENTIAL DUTIES AND RESPONSIBILITIES: ' Provides exceptional customer service to students and parents via phones, email and in-person ' Ensures that department managers have the resources necessary to develop operational strategies and plans for student success and growth. ' Analyze AR Reports to identify and assist with collecting on student past due balances ' Produce narratives of key findings, including actionable business recommendations. ' Work closely with the campus Registrar's Office, Financial Aid, Meals and Housing, Enrollment and Student Life to proactively support successful term starts as well as processing all AR related functions in conjunction with the Bursar home office located in Baltimore, MD ' Proactively generate ideas for process improvements within the Bursar and Cashier's Office as well as new ways of looking at information. ' Develop thorough documentation and process flows for reporting process. ' Provide support in processing the bursar hold process, cash application, international payments, billing statements and produce and distribute refunds associated with overpayments, Title IV Federal Aid, Scholarships and Grants in accordance with company policies and federal regulations ' Assist with ensuring billing statements go out timely and accurately and are aligned with pre determined dates as outlined on the academic calendar ' Assist students with payment plans, refund, bursar hold and billing questions ' Support the Bursar team by ensuring superior data quality ' work with counterparts in the organization to resolve data integrity issues ' Provide support for all customer service related inquiries by meeting current SLA's of 24 hours and resolving complex student related issues. ' May need to train external departments on current Bursars related functions ' Assesses data accuracy, reasonableness, and predictability ' Assist with pulling data for AR related audit requests and reporting ' Under the direction of the on-site campus Director of Finance and the home office Director of AR, ensure all daily tasks are completed on time and escalate issues where necessary as well as provide back up by leading the AR team in their absence
OTHER DUTIES AND RESPONSIBILITIES May perform other duties and responsibilities that management may deem necessary from time to time.
POSITION IN ORGANIZATION REPORTS TO: Director of Finance/Director of AR TECHNICAL, MANAGERIAL, and PEOPLE SKILLS REQUIRED:
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Incumbents will be evaluated, in part, based on performance of each essential function. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
' The ideal candidate will have 5+ years experience in customer service/customer relations ' BS/BA in Finance, Economics, Business, Math, Statistics or other relevant field ' Proficient with the MS Suite (with a high emphasis on Excel) ' Experience working with Banner, Onyx and Power-Faids a plus
Position is located in Santa Fe, New Mexico
EDUCATION and/or EXPERIENCE: ' BS/BA in Finance, Economics, Business, Math, Statistics or other relevant field required
LICENSURE and/or CERTIFICATION N/A BUSINESS COMPETENCIES: ' Analytical skills: Curiosity, self-starter, willingness to make an impact, strong passion for working in customer service. Strong quantitative background, some data and database management ' Teamwork skills: Must enjoying working in cross-functional teams and thrive in a collaborative environment ' Communication skills: Strong written and verbal communication skills
Kendall College - 22 months ago
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