Student Accounts Program Assistant

Job description

Student Accounts Program Assistant
University of Puget Sound
Job ID: 5554
Full/Part Time: Full-Time
Regular/Temporary: Regular Staff Posting Details

Appointment: Regular, full time (1.0 FTE)

Position Summary: The Student Accounts Program Assistant provides a wide range of administrative and organizational support for various programs within Student Financial Services. Provides administrative operational support, including technological, analytical, and accounting services in meeting the needs of the university's Student Financial Services operation. Works closely with Senior Operations and Ancillary Systems Manager, to ensure timely and successful routine and regular data transmissions, systems processes and cash deposits that lie within the responsibilities of Student Financial Services. Provides primary back up support to SFS Specialist in peak business periods. Supports Enrollment division recruitment and retention goals for broader institutional strategic initiatives.

Essential Job Functions and Responsibilities:

Reviews A/R transactions processed by the student information system that post to the General Ledger. Reviews automated file loads of student AR transactions and manual transactions to the general ledger.

  • Ensures accuracy of charges and adjustments to student accounts as a result of enrollment changes
  • Notifies families of updated account balance information resulting from transactions occurring after initial semester billing period (e.g. added meal plans)

Runs standard processes to support daily banking activities as they relate to the TouchNet Bill + Payment System.
  • Adjust NSF and failed ePayments, contact families to resubmit payment
  • Process same day payment cancellation requests from families submitting payments in error
  • Reconcile TN ePayment totals to daily banking totals
  • Ensure daily cashiering is processed with accuracy to the General Ledger for SFS, Dining Services, Finance and Bookstore.

Works closely with SFS Specialist to support to Student Financial Services frontline
  • Assist with AR collection efforts for currently enrolled students

Manages the refund of credit balances to students and families to ensure the refund is accurately calculated and processed in a timely manner.
  • Graduate Student refunds, parent PLUS Loan refunds, and refunds to undergraduate students
  • Refund all financial aid credit balances back to families at the end of each academic year
  • Contact graduated students with small credit balances to donate to the university

Perkins Loan Program Repayment Support
  • Assist with processing of loan payments, AmeriCorps Forbearances, and cancellation and/or deferment requests received at Puget Sound in the third party loan management (SalNet) system.
  • Assists in academic record holds related to loan delinquencies
  • Processes monthly ECSI accounting feeds into GL via Journal Generator
  • Provide reminders to students who have not completed Perkins Exit Loan Counseling (monthly), contact past due borrowers 60, 90, 120 days past due to get loans back in good standing
  • Responsible for collections of past due accounts In House Collections, works with Senior Operations and Ancillary Systems Coordinator on referrals to outside collection agencies.
  • Performs review of past due receivable balances, attempts to collect on past due balances and refers to collection agency when necessary
  • Write off small balances (<$50) on accounts for those who have left or graduated
  • Manages graduating student payment hold process for those with a balance unpaid end of each semester prior to graduation

Performs other duties as assigned

  • High school diploma and three years' experience in accounting, business management or equivalent work experience and demonstration of increasing levels of responsibility.
  • Student business or bursar office experience in a Higher Education setting is highly desirable
  • Two years of work experience to include significant cash handling, financial or account analysis, public contact and customer service.
  • Personal computing competencies to include networks and network shared files, Internet, Microsoft Office applications, Outlook or other electronic mail applications, printing. Student Information System/ERP experience (Banner, PeopleSoft, DataTel, Workforce) experience highly desired.
  • Must have excellent organizational, analytical and communication skills, must maintain confidentiality, composure, and positive working relationships.
  • Must possess superior problem solving abilities and the ability to prioritize multiple tasks simultaneously.
  • Must work well with a diverse population and work independently yet harmoniously in a team environment.
  • Must be cooperative, patient and demonstrate diplomacy.
  • Ability to successfully work, communicate and provide leadership within a diverse campus community.

Compensation and Benefits: Decisions about starting salaries are made based on the extent and relatedness of the candidate's education and experience and on internal equity and market considerations.

Puget Sound offers a generous benefits package. For more information, visit:

Application Deadline: Review of applications will begin immediately. Search and selection procedures will be closed when a sufficient number of qualified candidates have been identified.

Required Documents:
  • Resume
  • Letter of Interest

Applications submitted without the required attachments will not be considered.

All offers of employment are contingent on successful completion of a background inquiry and if applicable for the position, drug screen, physical test and functional assessment.

Diversity Statement:
  • We acknowledge the richness of commonalities and differences we share as a university community; the intrinsic worth of all who work and study here; that education is enhanced by investigation of and reflection upon multiple perspectives.
  • We aspire to create respect for and appreciation of all persons as a key characteristic of our campus community; to increase the diversity of all parts of our University community through commitment to diversity in our recruitment and retention efforts; to foster a spirit of openness to active engagement among all members of our campus community.
  • We act to achieve an environment that welcomes and supports diversity; to ensure full educational opportunity for all who teach and learn here; to prepare effectively citizen-leaders for a pluralistic world.

Puget Sound is committed to an environment that welcomes and supports diversity. We seek diversity of identity, thought, perspective, and background in our students, faculty, and staff. To learn more please visit:

The University of Puget Sound is an equal opportunity employer.

How to Apply
For complete job description and application instructions, visit:

About Puget Sound
Puget Sound is a selective national liberal arts college in Tacoma, Washington, drawing 2,600 students from 48 states and 20 countries. Puget Sound graduates include Rhodes and Fulbright scholars, notables in the arts and culture, entrepreneurs and elected officials, and leaders in business and finance locally and throughout the world. A low student-faculty ratio provides Puget Sound students with personal attention from faculty who have a strong commitment to teaching and offer 1,200 courses each year in more than 40 traditional and interdisciplinary fields, including graduate programs in occupational and physical therapy and in education. Puget Sound is the only nationally ranked independent undergraduate liberal arts college in Western Washington, and one of just five independent colleges in the Pacific Northwest granted a charter by Phi Beta Kappa, the nation’s most prestigious academic honorary society. Visit "About Puget Sound" ( to learn more about the college.

As a strategic goal and through our core values, University of Puget Sound is committed to an environment that welcomes and supports diversity. We seek diversity of identity, thought, perspective, and background in our students, faculty, and staff. EOE/AA


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Job No:
Posted: 10/23/2020
Application Due: 10/23/2032
Work Type: