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Advisor, Student Accounts
Company: University of Miami Health System
Location: Coral Gables, FL
Employment Type: Full Time
Date Posted: 10/27/2021
Expire Date: 12/27/2021
Job Categories: Other
Job Description
Advisor, Student Accounts
The Student Accounts Department has an exciting opportunity for a full-time Student Accounts Advisor to work in the Coral Gables Campus.

The Student Accounts Advisor provides high-level assistance to students, parents, and all University partners regarding detailed financial analysis of all student accounts’ processes. Additionally, the Student Accounts Advisor performs processes to support departmental operations.

This position provides subject matter expertise on all high-level customer service escalations and delivers first-class service to students, parents, external organizations, and all other student related units.
Provide and validate 1098T tax data and form reporting breakdown per IRS regulations and University guidelines.
Assist students and delegates on Monthly Payment Plan options and requirements.
Guide students and families on the state Florida Prepaid Plan options related to the University.
Establishes and maintains Third Party Sponsors contact information, billing, documentation, processes, and files for the purposes of receiving payments for services provided and ensure compliancy.
Process and reviews all student financial refunds, stale dated check, and unclaimed property due diligence.
Complete daily entries of all tuition remission and tuition waivers requests per Financial Planning and Benefits policies.
Educate students on Title IV permissions per Federal regulations in conjunction with the Financial Aid Office.
Advise former students on past due balances and account financial breakdowns, including available payment options.
Provide support to students and delegates on all University payment options, including online and in-person payments.
Provide information related to the published University Tuition and Fees rates inclusive of special pricing programs specific to academic programs for all careers.
Validate term pricing in collaboration with Financial Planning and Student Affairs to ensure accurate billing of tuition and fees for all careers and programs at the University.
Support in office-wide initiatives like Cancellation for Non-Payment and Reinstatement.
Monitor students’ accounts for accuracy and submit corrective entries accordingly.
Handle governmental payments and billing adhering to specific military departments (EX: VA).
Proficient in student information systems and support IT testing for any system upgrades or changes.
Ability to identify business process improvements and to address it with management team and departmental system director.
Submit daily/weekly/monthly reports to Student Accounts management related to specific processes within the department.

Bachelor’s Degree in relevant field required

Certification and Licensing:

Not Applicable


Minimum 2 years of relevant experience

Knowledge, Skills and Attitudes:
Skill in collecting, organizing, and analyzing data.
Ability to recognize, analyze, and resolve high-level customer service inquiries.
Ability to exercise sound judgment in making critical decisions.
Excellent written and verbal communication skills.
Ability to have difficult conversations in a confident manner.
In-depth knowledge of Microsoft Office, specifically Excel and Word.
Proficient in student financial systems.
Ability to quickly adapt to the Higher-Education environment and build relationships
Contact Information
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