Student Account Customer Service Rep - The College of William & Mary : Job Details

The Student Accounts Customer Service Representative provides front-line customer service to the Bursar's office; answers the phone, services walk-in customers and maintains accurate financial transactions related to student accounts. Accountable for all aspects of processing student payments to include: vendor invoicing and reconciliations.

Core responsibilities include:

* Serves as a front line customer service representative, providing accurate and timely information about student accounts charges and payment, payments plans, refunds, outside scholarships, third-party payments, and 1098T tax forms.

* Manages outside scholarship process and third-party contracts: Posts, releases, and reconciles scholarship memos to student accounts. Invoices and follows up with scholarship organizations and third-party contract vendors about payments that have not been received or need to be returned by the University. Monitors outstanding invoices, and delinquent accounts. Maintains scholarship and third-party files utilizing a document imaging system. Reviews all memos for accuracy prior to the e-bill process being run to ensure that the information is up to date.

* Assists students with Tuition Installment Payment Plan: reviews student's enrollment eligibility, set up, adjustments, ensures tuition and fees are covered by a payment plan, and resolves students' payment plan inquiries, including payments made via Touchnet payment system, late fees, and delinquencies.

* Processes contracts for local school districts, Virginia 529, Post 911 GI Bill, invoices contract organizations and reconciles all records of payments received to rosters.

* Processes all employee waivers and senior citizen waivers per Commonwealth of Virginia and University policy.

* Assists with all Military billing processes