Student Account Analyst

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• CORE JOB SUMMARY
• The Student Account Analyst monitors student accounts by auditing, reviewing, and processing student financial transactions to ensure compliance with federal, state, and institutional lending and debt collection requirements. The Student Account Analyst interacts with internal and external departments, third party servicers, and collection agencies to ensure functions are completed in accordance with university policy. The Student Account Analyst provides operational and technical support to all financial systems that are managed by the Office of Student Accounts.

• CORE JOB FUNCTIONS
• 1. Ensures student account balances are accurate and reviewed for resolution.
• 2. Analyzes and resolves inquiries for student accounts, including issues escalated to Executive Leadership.
• 3. Generates reports from the financial systems for audit, review, or technical support.
• 4. Performs audits of Student Account financial holds impacting student service.
• 5. Assists Director with the bad debt write off process. Analyzes account charges and balances for potential write off, per university policy adhering to annual budget guidelines.
• 6. Examines account balances to support to student accounts with internal and external third-party financial systems.
• 7. Reviews, analyzes and proposes resolutions regarding financials holds, credit bureau reporting, account settlements for student financials
• 8. Reviews daily, weekly, and monthly student account audit reports to ensure that financial transactions have been recorded accurately and the student financial system is working as designed. Identifies trends, interpret data, and suggest process improvements.
• 9. Manages accounts sent to an external Collection Agency and ensures they are maintained according to university policies and procedures. Interacts closely with third party collection agencies to assure alignment with university student receivables. Reconciles financial transactions processes on the student account.
• 10. Processes credit balance refunds for student accounts in ECSI timely and accurately.
• 11. Analyzes incoming requests from external departments to update the student financial transaction and general ledger configuration for Canelink
• 12. Investigates account status and follow instructions as provided by the Department of Education. Lead representative for Perkins Loans Liquidation Assignment process.
• 13. Adheres to University and unit-level policies and procedures and safeguards University assets.

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

• CORE QUALIFICATIONS
• Education:
• Bachelor’s degree in relevant field required

• Experience:
• Minimum 2 years of relevant experience required

• Certification and Licensing:
• Refer to department description for applicable certification requirements

Knowledge, Skills and Abilities:

Learning Agility: Ability to learn new procedures, technologies, and protocols, and adapt to changing priorities and work demands.

Teamwork: Ability to work collaboratively with others and contribute to a team environment.

Technical Proficiency: Skilled in using office software, technology, and relevant computer applications.

Communication: Strong and clear written and verbal communication skills for interacting with colleagues and stakeholders.

This is a core job profile description and is not reflective of all duties that may be assigned to a specific position in each individual department. The above statements are intended to describe the general nature and primary responsibilities of this core job profile. Specific duties and tasks may vary based upon departmental needs. Other duties may be assigned to the above consistent with the knowledge, skills, and abilities required for the job.

The University of Miami is recognized as one of the nation’s premier research institutions and academic health systems and is among the largest employers in South Florida.

With more than 20,000 faculty and staff, the University is committed to excellence and guided by a mission to positively impact the lives of students, patients, and communities locally and globally.

We are dedicated to fostering a culture where every individual feels valued and empowered to contribute meaningfully. United by shared values, the University community works together to build an environment defined by purpose, collaboration, and service.

The University of Miami is an Equal Opportunity Employer. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.

Job Status:

Full time

Employee Type:

Staff