General Statement of Job

The Senior Bursar Associate coordinates activities in the student accounts functions by performing the following duties.

Specific Duties and Responsibilities

Essential Duties:

Interprets university policies and government regulations affecting student account procedures.

Assists Bursar with processes to ensure compliance with issues and maintaining best practices in accounts receivable.

Tracks and reports unclaimed property to State Treasurer Offices.

Processes information from a variety of offices on campus and makes appropriate adjustments to student accounts.

Oversees hold process to ensure balance due holds are updated and thoroughly placed.

Reconciles payment plans with TouchNet software, troubleshoots issues, verifies late charges, links transactions when necessary.

Creates, monitors and logs manual payment plans, when appropriate.

Coordinates Bursar’s Office side of the complete withdrawal process.

Serves as a Bursar’s Office representative in the future semester planning process.

Represents the Bursar’s Office in campus functions such as Southern Welcome, Grad Expo, International Student Panel, and other activities as assigned.

Maintains departmental website.

Responsible for processing and adjusting employee and dependent scholarships of University benefit eligible recipients.

Sends billing to outside agencies and employers for students’ tuition.

Meets with students on appointment and drop-in basis to answer questions and resolve problems regarding their accounts.

May meet with family members regarding questions and problems.

Processes not-sufficient funds checks, notifies student and follows up to ensure balance rectification.

Assists Bursar in supervision and training of staff, and student employees, as well as the daily processing flows of the office.

Coordinates account adjustments for bankruptcy and other settlements.

Assists with development and maintenance of departmental policies and procedures and development of procedures/policies for improved efficiency and customer service.

Responsible for hearing and assessing student-account related issues and grievances and come to a solution that is, ideally, amicable to both student and University. Also chairs the Tuition Appeals Committee.

Investigates matters, when needed, to report back to Bursar or administration.

Assists with policy work, as needed.

Prepares daily deposit to be sent to bank.

Maintains ongoing communications and rapport with other campus office such as Academic Affairs, Registrar, and Financial Aid.

Maintains accurate records and files in a retrievable fashion.

Acts as Bursar in Bursar’s absence.

Other duties may be assigned.

Education, Experience, and Licenses

Bachelor’s degree (B.A. or B.S.) from an accredited college or university (prefer business or related field of study) or one to two years related experience and/or training; or equivalent combination of education and experience.

Prefer Master’s degree in Business or related field, training and/or experience in basic accounting, and customer account management.

Prior experience in a Financial Aid or post-secondary student support functions a plus.

Knowledge, Skills, and Abilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.

• Ability to write reports, business correspondence, and procedure manuals.

• Ability to effectively present information and respond to questions from groups of administrators, faculty, staff, students, vendors, government agencies and the general public.

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

• Ability to use discretion and judgment and work independently; ability to effectively use a calculator; possess Accounting knowledge.

• Ability to effectively communicate orally (in person and by telephone) and in writing.

• Ability to effectively operate a computer (prefer Microsoft Word, Excel spreadsheet and Access skills).

• Ability to use (or quickly learn) the Employee Data and other software systems.

• Ability to multi-task, yet maintain close attention to detail and timeliness of work production.

• Ability to maintain highest level of confidentiality.

• Ability to work in a positive team-oriented manner with a variety of people (students, faculty, staff, administrators, vendors and members of the public), including disgruntled individuals.

Physical Demands/Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, feel or use a computer keyboard and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

The noise level in the work environment is usually moderate.

NOTICE: The above job profile does not include all essential and nonessential duties of this job. All employees with disabilities are encouraged to contact Human Resources to review and discuss the essential and nonessential functions of the job. An employee with a disability can evaluate the job in greater detail to determine if she/he can safely perform the essential function of this job with or without reasonable accommodation.