Student Account Specialist
San Jacinto College
Houston, TX
Description
Student Account Specialist - South Campus
PRIMARY FUNCTION: Perform day-to-day cashiering and student account processing and reconciliation functions. Process payments, installment plans, exemptions, FAST scholarships, etc. Interact with students and various department personnel to ensure student pays for their course registrations and appropriate changes are made and communicated when the student makes any changes thereto.
Essential Job Functions:
- Advise students on business office related processes.
- Cashiering functions related to processing payments, installment plans, registration payment deferments, financial aid, print cashier reports and closing cashier sessions.
- Process third party contracts and exemptions for students and review for accuracy to assist the district business office in billings.
- Audit student accounts to ensure accuracy. Make changes with approval if needed. Request AR to process needed refunds.
- Receive and process all incoming departmental deposits and related deposits to appropriate budgets.
- Review, analyze and release holds on accounts. Communicate with AR regarding student payments to collection agency.
- Process all invoices for past due student accounts.
- Audit contracts on student accounts. Adjust as needed when students drop. Alert AR and FA if refund or aid adjustments need to be made.
- Process and analyze Dual Credit and FAST exemptions and High School contracts to ensure student accounts reflect accurate charges and credit based on registration.
- Review the Apply process of Banner daily to ensure payment are applied to the appropriate terms.
- Maintain cashier log.
- Create and update functional spreadsheets, letters, and other records.
- Process scholarship stipends.
- Assist AR in addressing 1098-T concerns. Maintain and log requests.
Marginal Job Functions:
- Advise students and employees on business office related inquiries.
- Reconcile student payment plans and update in Banner as needed.
- Perform general office duties such as: email, filing and faxing.
- Assist students or staff with any BankMobile questions.
- Answer incoming phone calls and operate a multiline phone.
- Other duties as assigned.
Knowledge, Skills and Abilities:
- Demonstrate College Values: Exhibit behavior and ethics aligned with the institution's core values.
- Accounting Knowledge: Strong understanding of computerized accounting systems and general accounting principles.
- Communication Skills: Effective communicator with strong interpersonal abilities.
- Teamwork and Flexibility: Work collaboratively, adapt to changing demands, and maintain a positive public image.
- Detail-Oriented and Deadline-Driven: Manage multiple tasks with attention to detail and meet deadlines in a fast-paced environment.
- Microsoft Office Proficiency: Intermediate skills in Word, Excel, Outlook, and PowerPoint.
- Relationship Building: Act as a liaison, fostering strong connections with advisors, offices, and departments.
- Policy Knowledge: Familiarity with institutional policies and procedures.
- Organized and Self-Motivated: Demonstrate high organization and a proactive, self-starting approach.
- Work Under Pressure: Perform effectively under pressure to meet deadlines.
- Office Practices: Knowledgeable in general office procedures and practices.
- Office Equipment Skills: Proficient with facsimile, photocopiers, computers, printers, multi-line phones, and 10-key by touch.
- Typing Proficiency: Type at a minimum of 40 words per minute.
- Flexible Scheduling: Available beyond scheduled hours, with limited vacation during peak periods.
- Accuracy and Proofreading: Maintain high accuracy in work, with strong proofreading, grammar, and spelling skills.
- Effective Written Communication: Write clearly and accurately with proper grammar and punctuation.
- Task Switching: Efficiently transition between tasks without losing focus or continuity.
- Confidentiality: Protect sensitive information with discretion.
- Attention to Detail: Make rapid, accurate visual scans and adjustments as needed.
- Active Listening: Listen attentively and demonstrate understanding.
- Customer Service: Provide courteous, timely assistance and fulfill requests accurately.
- Independent Work: Complete tasks according to established practices and standards with minimal supervision.
- Cash Handling: Capable of cashiering and managing up to $40,000 in transactions (cash, checks, and credit cards).
- Professional Image: Present a polished, professional image with excellent telephone and communication etiquette.
- Banner System Knowledge (Preferred): Proficiency in Banner is highly desirable.
- Institutional Policy Enforcement (Preferred): Strong knowledge of and ability to implement institutional policies and procedures.
Required Education:
- High school degree or equivalent
Required Experience:
- 3 years related experience including cashiering, computerized accounting and strong customer service skills.
Preferred Education:
- Associate’s degree in accounting or related field
Preferred Experience:
- Experience with Banner, TouchNet and BankMobile software
- Experience in a higher education environment
- Bilingual
Note: The duties of this position require a physical presence at the assigned on-site work location during unrestricted operations with very limited or no opportunity for remote work arrangements.
Salary Grade: 106
Salary is based on the Board-approved salary schedule for the current fiscal year. See Salary Schedule
Requisition Number: req5718
Posting Close Date: 5/30/2025