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DepartmentCSL Bursar: University Student Account Management
About The DepartmentCampus and Student Life (CSL) provides programs and services to all members of the University of Chicago community in all aspects of life outside the classroom, through enriching the lives of our students, staff and faculty members and contributing to a vibrant, collaborative, and diverse campus community that inspires excellence. CSL has a talented team of more than 350 staff members, all of whom are dedicated to ensuring that members of our university community, particularly our students, are poised for academic, personal, and professional success.
Job SummaryReporting to the Manager of Student Accounts, the Assistant Manager of Refunds and Payments assists with all refund and payment processes for all Student Accounts. These functions involve collaborating with student services administrators, financial aid administrators and internal fiscal accounting and reconciliation staff. The Assistant Manager is responsible for customer service resolution request referrals, external scholarship deposit process, the daily refund process, daily payment processing and responding to reconciliation issues. Additionally, the Assistant Manager coordinates the management of special assessments, enrollment deposit posting, and the depositing of all currency received for student account payments. This position operates under the direction of the Manager of Student Accounts for all payment and refund processes.
Responsibilities
Reviews, verifies, and approves student account refund eligibility due to credit balances resulting from but not limited to financial aid, Federal Direct Stafford and PLUS loans, alternative loans, 529, Trust Fund, external Scholarship, and cash payments.
Processes all student and refunds to Authorized Individuals (Parent PLUS borrowers, Lab School).
Manages cancellation, stop-payment, and re-issue process of refunds for paper checks not received and rejected direct deposit refunds.
Monitors transaction processing to ensure timely, accurate and complete posting to student accounts of daily payments from all channels.
Manages and oversees maintenance of external scholarship process spreadsheets, documents and the updating student accounts.
Oversees assessment of miscellaneous transactions to student accounts such as quarterly class deposits, Room and Board charges and credits, Phoenix Dollars, UChicago ID Card replacement charges, Degree Cancellation Fees, and Late Registration Fees.
Process applications and disbursem*nts for the Emergency Assistance Program.
Monitor and review compliance of the Quarterly Payment Plan
Assists with customer service inquiries as needed via telephone calls and Service Now cases and referrals.
Research, resolve and respond to inquiries from internal and external sources regarding student accounts.
Completes various external forms that require verification of tuition and fee amounts.
Suggest solutions when procedures can be improved to build efficiencies or when a procedure is malfunctioning.
Coordinates quality assurance reviews and recommends changes as appropriate.
Handles tracking progress and identifying/resolving obstacles with a limited degree of supervision.
Communicates to internal and external clients, developed through job-related training and considerable on-the-job experience.
Performs other related work as needed.
EducationMinimum QualificationsMinimum requirements include vocational training, apprenticeships or the equivalent experience in related field (not typically required to have a four-year degree).
Work ExperienceMinimum requirements include knowledge and skills developed through 7+ years of work experience in a related job discipline.
CertificationsPreferred QualificationsExperience
Relevant student financials/customer service design experience.
Experience with Campus Solutions a plus.
Preferred Competencies
Knowledge of computer system capabilities, business processes and workflow and spreadsheet analysis.
Understanding of the software development life cycle.
Excellent communication skills, both written and verbal, including the ability to bridge functional and technical resources by communicating effectively with individuals of varying systems expertise.
Application Documents
Resume/CV (required)
Cover Letter (preferred)
When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application.
Job FamilyAdministration & Management
Role ImpactIndividual Contributor
FLSA StatusNon-Exempt
Pay FrequencyBiweekly
Scheduled Weekly Hours37.5
Benefits EligibleYes
Drug Test RequiredNo
Health Screen RequiredNo
Motor Vehicle Record Inquiry RequiredNo
Posting StatementThe University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, national or ethnic origin, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.
Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.
We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.
All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circ*mstances surrounding it, the proximity in time of the conviction, and its relevance to the position.
The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: http://securityreport.uchicago.edu. Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.
Seniority level
Mid-Senior level
Employment type
Other
Job function
Other
Industries
Higher Education
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