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Accounts Receivable Coord I/ Customer Service Rep, Waukesha
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Position Number: 3221387
Location: Waukesha, WI
Position Type: Business and Financial Management

Accounts Receivable Coord I/ Customer Service Rep, Waukesha

General Information

Job Title:Accounts Receivable Coord I/ Customer Service Rep
Location:
- 100 N East Ave
- Waukesha, WI, 53186
- United States
Employee Type:Support Staff
Job Category:Business Office, Staff

Description
Responsibilities:

Understand student, faculty/staff transactions involving the business office, including student account functions. Be able to perform transactions accurately, and to work in various automated and manual systems. Examples of student account transactions include payment processing, payment plans on past due accounts, refunds and loan administration from third party loan service providers

Follow up on past due student accounts for former students

Send communication to students requesting payment, including collection letters with payment options

Counsel students/parents regarding payment options for past due former student accounts

Set up and manage all aspects of payment plans in ERP system for past due former student accounts

Prepare and send monthly statements for past due former student accounts

Send unresponsive and unpaid student accounts to collections by uploading files to third party collection agency website

Monitor and track collections in coordination with the Accounts Receivable/Accounting Specialist

Assist the Accounts Receivable Manager in developing collection procedures of past due accounts for former students

Process bad debt recoveries through ERP system

Assist Accounts Receivable Manager with tracking and processing of withdrawals

Assist with communication from the Business Office, including Business Office website, emails, handbooks, brochures and student orientation

Resolve billing discrepancies and mediate disputes

Serve on committees/workgroups affecting student account issues

Open/Close the Business Office, including door security, signage, cash drawers and computer systems at opening and close of business day

Perform cashiering duties including:

o Receipt all collected funds to general ledger, student accounts, Carroll Cash/Meal Plan transactions including credit card payments

o Balance daily receipts, prepare bank deposits

o Distribute student refunds checks

o Receipt/distribute after hours drop box contents

Interact with students, parents and faculty/staff to provide positive customer service including answering questions, problem solving and processing cash and credit card transactions. Interaction includes in-person, telephone, email and other media

Work closely with the Registrar, Student Financial Aid, Admissions, Student Services, Housing, Food Service, and other university departments to resolve student concerns and provide information

Perform other duties as assigned by Accounts Receivable Manager

Qualifications:

Education and/or Experience:

High School diploma or equivalent required

Previous experience with students in a higher education environment preferred

Previous receivable/billing experience desirable

Previous bank cashier experience desirable

Technology Skills:

Proven computer and keyboard skills

Experience with software applications

Proficient in Microsoft office applications; Outlook, Word and Excel

Ability to create and maintain simple Excel spreadsheets.

Human Relations Skills:

Excellent interpersonal skills

Effective telephone etiquette, verbal and written communication skills

Ability to work effectively and positively with members of the university's many constituencies

Able to maintain confidentiality

Able to work and make decisions independently

Possess exceptional Customer Service skills, including tact and professionalism

Able to multi-task

Candidates must be willing and able to support and advance the University mission.

Other:

Professional and businesslike demeanor

Attention to detail

Ability to add, subtract, multiply, and divide.

Ability to work occasional weekend hours during student orientation and move-in days

Physical Demands:

Able to stand for extended periods of time

Able to sit for extended periods of time

Able to lift and carry up to 10 pounds

Able to frequently change position, standing and sitting

To apply, please visit: https://secure4.saashr.com/ta/6153588.careers?showjob=503628102