Student Accounts Specialist I

Financial Affairs:

Financial Affairs partners with our UCF community to continuously improve and deliver outstanding administrative and financial services through innovative business and technological solutions and sound fiscal stewardship.

The Opportunity:

UCF's Financial Affairs department seeks a Student Accounts Specialist I to join our team! The Student Accounts Specialist I provides planning, management and/or support for financial operations activities including accounting, internal controls and financial systems, budget services, internal and external auditing, procurement and payroll. The role is also responsible for student accounts, including tuition and fees, bill payment, tax credits, and financial aid disbursement.

Responsibilities:

• Serves as the university liaison, invoicing Guild for various organizations using Guild and university platforms. Communicates with Guild Education, Guild-sponsored students, and other campus offices regarding changes in policy and procedure, billing, timing of billing/payment/reconciliation, and additional employer requirements. Calculates sponsored tuition and fees, digital course materials, qualified housing charges, and offsetting scholarship/grant amounts for eligible students based on sponsor requirements.

• Research and respond to questions and inquiries from students, faculty, staff, and others concerning accounting entries, programs and responsibilities of Student Account Services including Guild, tuition and fee charges, waivers, Florida Prepaid, third-party billing, deferrals, direct deposit, refunding, 1098T statements, service indicators, loans and collections, and payment processes. Present tuition and fee information in a clear and concise manner to help alleviate student/parent and other third parties' misunderstandings about the student's responsibilities regarding payment of tuition and fees. Resolve elevated customer service issues that could not be resolved by other staff members.

• Calculates and requests refunds back to Guild Education based on overpayments due to late application of scholarships/grants, changes in residency status, and/or late changes in tuition and fees. Calculates and requests revenue share payments to Guild Education based on current MOU with university. 

• Works with Federal, State and Local governmental agencies, Corporate Partners, Financial Aid, Payment Processing, Veteran's Affairs, Registrar, International Student Services, Graduate Studies, Student Development and Enrollment Services, International Governments, and outside agencies to coordinate billing and refunding activities. 

• Assembles, reviews, verifies, and corrects data for financial records, record receipt corrections, apply payment to charges for financial transactions and post to the general ledger. Review, verify and process group transactions to apply various charges and payments to both student and organizational accounts. Create Group Posts or posts groups as needed, reverse charges or payments per Reversal spreadsheet as needed.

• Calculates and posts deferment to students' accounts and works with Office of Student Financial Assistance to ensure deferments are calculated in students' resources.

• Uses discretion and independent judgment in determining methods and appropriate billing when a myriad of sources may be paying on a student account. Adheres to Federal Regulations, Florida Statutes, Privacy Act and individual agency platform security access and billing requirements. Maintains a close working relationship coordinating various functions with several agencies outside of the university. 

• Other job-related duties as assigned.

Minimum Qualifications: 

Bachelor's or Master's degree and 0+ years of relevant experience or an equivalent combination of education and experience pursuant to Fla. Stat. 112.219. Click here for more information.

Preferred Qualifications:

• Proficiency in Microsoft Excel, including advanced functions such as VLOOKUP and query writing.

• Experience with data analysis and reporting, with the ability to interpret and present data insights effectively.

• Experience with PeopleSoft Query, particularly in updating query criteria.

• Ability to multitask effectively in a fast-paced environment.

• Strong time management skills to prioritize tasks and meet deadlines.

• Detail-oriented with a keen eye for accuracy.

• Excellent communication skills, both written and verbal.

Unless explicitly stated on the job posting, it is UCF’s expectation that an employee of UCF will reside in Florida as of the date the employment begins.