Student Account Specialist III

Summary

In addition to the responsibilities of the Student Account Specialist II, oversees and coordinates all day-to-day operational aspects of the functional area.  Resolves complex problems.  Acts as a mentor and trainer to other Student Account Specialists or to employees in related areas.  Serves as a team leader and may supervise other Student Account Specialists but serves as an actual Student Account Specialist the majority of the time.

Examples of Work

Job functions are specific duties that would be included in the essential functions of the job description.  These functions are not all-inclusive, nor do they cover the full extent of the duties performed.

• Oversees and coordinates day to day operational processes within area of assignment.
• Effectively communicates relevant policies and procedures to stakeholders.
• Applies specialized knowledge to solve complex problems.
• Acts as a mentor and trainer to other Student Account Specialists or to employees in related areas. May serve as a team lead.
• Interacts with students, parents, sponsors, and departments regarding activity on the student financial account.
• Processes payments to/from students or sponsors
• Investigates and resolves refused/returned payments
• Follows up on outstanding student balances
• Assists students, sponsors, departments in completing and submitting required information such as forms/contracts/loan documents/authorizations/other
• Submits student invoices to sponsor for payment
• Reconciles student activity and resolves discrepancies
• Prepares information/communication to students, parents, sponsors, and departments via email, website, chatbot, etc.

Education and Experience

Master’s degree in an appropriate area; or a bachelor’s degree in an appropriate area and two years of relevant experience; or an equivalent combination of education and experience.

Licensure and Certification

N/A

Supervision

This position may include supervisory responsibility.

Competencies

• Interpersonal Relationships
• Confidentiality
• Effective Communications
• Accuracy And Attention To Detail
• Problem Solving
• Office Support Tools
• Accountability
• Teamwork

To see common career pathways for each position at the University of Florida please visit the Career Paths section of the UFHR website.