SUMMARY:

Reporting to the Assistant Supervisor, the Bursar Analyst is responsible for providing exceptional customer service in all aspects of Bursar-related tasks, policies, and procedures. The Bursar Analyst is responsible for accurately generating and uploading student eBills, analyzing reports to ensure accurate student accounts, and overseeing student account collections (i.e. Tuition, Fees, Room, Board, Fines, and all charges assessed). This position will also provide support for the annual 1098T process and the maintenance of the student billing rules.

PREFERRED QUALIFICATIONS:

• Graduation from an accredited college or university with a Bachelor’s degree, preferably in Accounting, Finance, or Business-related field.
• Experience with Ellucian Banner strongly preferred.
• Experience with TouchNet Bill & Payment strongly preferred.
• Proficient in Microsoft PowerPoint, Word, and Excel
• Self-starter and ability to prioritize competing deadlines.
• Exceptional organizational skills with strong attention to detail
• Strong written, verbal communications and critical thinking skills
• Ability to work some evenings and weekends.
• Active problem solving and effective interpersonal skills.
• Ability to work effectively in a team-oriented environment.
• Ability to maintain confidentiality of records.

REQUIREMENTS:

NOTE: Applicants must meet one of the following or a combination of both experience and education. Thirty (30) semester hour credits are equal to one (1) year of relevant experience.
Six (6) years of professional experience in different aspects of administration and business practices; including design and implementation of policy and procedures, vendor service contracts and improving and updating management practices.
OR
Possession of a bachelor’s degree from an accredited college or university; and two (2) years of the above-mentioned professional experience.
OR
Possession of a master’s degree; and one (1) year of the above-mentioned professional experience.
NOTE: “Professional experience” refers to work that is creative, analytical, evaluative, and interpretive; requires a range and depth of specialized knowledge of the profession’s principles, concepts, theories, and practices; and is performed with the authority to act according to one’s own judgment and make accurate and informed decisions.

• Generate and upload student statements to ePay Center.
• Oversee the relationship with our external collection agencies to recover debts or outstanding payments from individuals or businesses. This involves contacting clients, negotiating payment plans, and ensuring compliance with legal and company policies.
• Monitor delinquent accounts, investigate disputed balances, and ensure accounts are accurate before sending them to the external collection agencies.
• Monitor and manage payment Plan for pre-collections.
• Perform necessary collection efforts via phone, email, mail, text, and interact with collection agencies.
• Responsible for COGNOS/Tableau reporting as it pertains to student accounts.
• Prepare SOIL file for state collections of student accounts.
• Upload external department charges to Banner.
• Provide customer service to parents and students by answering their inquiries via telephone, e-mail and in-person.
• Assist in creating Banner detail codes as new codes are needed.
• Assist in maintaining the Banner billing rules to ensure accurate and timely billing.
• Assist in annual 1098T processing.
• Assist in the reconciliation of Bursar related accounts.
• Assist the Bursar leadership team with special projects that involve both analytical and strong organizational skills.
• Assist as needed, with a variety of cashiering and student accounting-based functions.
• Maintain cooperative working relationships with other staff or areas whose functions impact assigned responsibilities.
• Apply University policies and procedures, federal and/or state laws and regulations regarding financial aid and cash management/Bursar functions as needed in the course of official duties.
• Serve as back-up as needed for Bursar related tasks as assigned.
• Other duties as assigned.