Student Accounts Senior Analyst

Apply now Posting #: 5550

Position Status: Full-time regular

Location: San Diego

Position Type: Staff, Finance

Position Title & Department

Student Accounts Senior Analyst; Financial Services Posting #

5550

Department Description: The Finance Office serves the needs of the university and its constituents. It is supported by the Controller’s Office which oversees the accounting, cashiering, procurement, and student financial services operating units. The Tax and Compliance Office promotes compliance to federal and state tax laws, serves as a campus resource with respect to tax issues, and oversees the university’s accounts payable and payroll activities. The Budget and Treasury unit conducts budget planning, capital financing, endowment investment, and cash management. The Office of Risk Management oversees the university's insurance policies and loss control efforts. University Description:

The University of San Diego, an engaged and contemporary Catholic institution, was founded by the Diocese of San Diego and the Society of the Sacred Heart in 1949. Governed by an independent board of trustees since 1972, USD remains committed to a liberal arts education grounded in the Catholic intellectual tradition and the pursuit of truth, goodness and beauty. Inspired by this centuries old tradition of Catholic higher education, the University welcomes people of all faith traditions and any, or no, religious background. The future success of USD relies on the contributions of those who seek to foster the development of engaged global citizens and an earnest confrontation of humanity’s urgent challenges.

Detailed Description

Responsible for the collection of monies owed to USD and the disbursement and refund of

Financial Aid, in compliance with Title IV Federal Regulations. Safeguards monies owed to USD

for tuition, fees, housing, meal plans, health insurance, fines and all other miscellaneous student

charges ($350M annually); assists students and parents with accounts, negotiates payment

agreements that are mutually beneficial to USD and students, when families are unable to make

payments under standard terms.

Serves as the main point of customer service contact for Student Accounts phone extension

(~10,000 calls per year) and studentaccounts@sandiego.edu email received, including research

and resolution of all inquiries received. Completes student account transactions, third-party

billing, and prepares financial reports and reconciliations. Assists all student-service

departments with student account inquiries. Completes special projects and provides Student

Account presentations on campus as necessary.

Strong emphasis is placed on this person’s ability to work independently and use professional

judgement in the completion of his/her assigned responsibilities. This position interacts with all

levels of students and their families, and administrators and staff daily.

Duties And Responsibilities

Collection of student accounts for undergraduates, graduates, law, paralegal, open-campus

and online students.

• Contacts students with current and past due balances and counsels students on options to pay.
• Negotiates, establishes, and monitors special payment arrangements when needed.

Assist Students and Parents

• Answers students/parents questions regarding policies and procedures in other student services departments such as: Registrars, Housing, Financial Aid, etc.
• Assist students/parents with understanding their accounts and payment options.
• Help students/parents meet their financial obligations while enforcing the university’s registration/payment policies.
• Maintains professional demeanor under stressful situations.
• Responds to inquiries regarding 1098T tax forms.

Community Collaboration Activities

• Contacts incoming first-year and transfer students via telephone to welcome them to USD and share important billing information and policies.
• Participate in webinar activities for incoming class.
• Represents Student Financial Services at Parent and Family Orientation Program, Summer Send-Off, Grad Fest, and additional events as needed.
• Participate in student outreach activities and promotion of USD services, and activities, as assigned.
• Participate in training programs for campus departments.

General Student Account Duties

• Enforces Federal regulations governing the application and disbursement of financial aid.
• Maintains and reconciles various student and AR accounts.
• Consistently demonstrates the ability to define billing problems, collect data, establish facts, and draw valid conclusions
• Ensure students have officially completed registration.
• Maintains confidentiality with sensitive student information, always working within the right to privacy guidelines, and in observance of the Family Education and Rights Act (FERPA).
• Works independently and within a team, makes sound business decisions, uses attention to detail, and manages multiple and competing demands in