Student Financial Services Coordinator, Student Accounts

Job description

Job Type: Staff

Job Description

The Student Financial Services Coordinator, Student Accounts supports the daily operations of Student Accounts by providing accurate processing of account transactions and exceptional service to students, parents, and university employees. The Coordinator maintains student account records, processes and reconciles payments, administers third-party billing, supports collection activities, and researches and resolves student account inquiries and discrepancies.

Serving as a primary point of contact for student financial account matters, the Coordinator maintains a working knowledge of financial aid and its impact on student charges, balances, payments, and refunds. The position provides first-level guidance to students regarding their financial status, available resources, and appropriate next steps.

The Coordinator is expected to exercise sound judgment, manage assigned responsibilities independently, maintain accurate records, and ensure compliance with federal, state, and institutional regulations. This position supports the mission and goals of Student Financial Services and Kansas City University through strong analytical skills, attention to detail, customer service, and process improvement.

Essential Duties and Responsibilities

Perform student account maintenance activities, including reviewing, analyzing, and updating student accounts; recording transactions and adjustments; researching discrepancies; and maintaining accurate financial records in accordance with established policies and procedures

Process, review, and reconcile student payment activity received electronically, by mail, and in person; prepare deposits; maintain supporting documentation; and research and resolve payment discrepancies

Administer assigned third-party and sponsored billing, including preparing invoices, recording payments, monitoring receivables, following up on outstanding balances, and maintaining accurate billing information within university systems

Monitor and support collection activities by communicating with students regarding outstanding balances, documenting collection efforts, tracking account status, and escalating accounts as appropriate

Provide professional, accurate, and responsive customer service to students, parents, and authorized individuals regarding student account balances, charges, payments, refunds, payment options, and the impact of financial aid, scholarships, sponsorships, and other funding sources on student accounts

Communicate student financial information clearly and professionally through phone, email, written correspondence, and in-person interactions, including developing account-related communications and responding to inquiries in a timely manner

Utilize Workday and other institutional systems, reports, work queues, and business processes to manage assigned responsibilities, monitor outstanding items, ensure timely completion of activities, and maintain accurate documentation

Ensure compliance with Title IV Cash Management requirements and applicable federal, state, and institutional regulations, policies, procedures, and recordkeeping standards

Collaborate with Financial Aid, Accounting, Registrar, Admissions, and other university departments to resolve student financial matters, improve service delivery, and support effective Student Financial Services operations

Participate in process improvement initiatives, including identifying opportunities to enhance procedures, system functionality, and operational efficiency, and assisting with testing and implementation activities

Perform other duties and responsibilities as assigned in support of Student Accounts, Student Financial Services, and the Finance Office

Required Qualifications

Bachelor's Degree

Minimum of two years of experience in student accounts, accounts receivable, accounting, financial services, bookkeeping, or a related financial operations environment

Experience reviewing financial transactions and preparing reconciliations and supporting documentation

Demonstrated ability to work with financial or information systems and learn new technology

Commitment to accuracy, professional service, confidentiality, and effective stewardship of university resources

Preferred Qualifications

Experience in higher education, particularly within Student Accounts, Bursar, Financial Aid, Student Financial Services, or a related function

Proficiency with Workday Student or another student information or enterprise financial system

Knowledge of student financial operations, including payment processing, third-party billing, collections, financial aid, or student receivables

Physical Requirements

Physical dexterity sufficient to use hands, arms, and shoulders repetitively to operate a keyboard and other office equipment, use a telephone, access file cabinets and other items stored at various levels, including overhead

Ability to speak and hear well enough to communicate clearly and understandably wit

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Worksite address

joplin, MO, 64803, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.