Assistant Director of Student Accounts
Position Summary:
The Assistant Director for Student Accounts provides leadership and operational oversight for the Student Accounts staff and functions including customer service, student accounts billing, invoicing, training, compliance, and account collections. This role serves as a key leader within the Student Financial Services team by supporting quality customer service, accuracy, consistency, and continuous improvement of the departmental operations while ensuring compliance with institutional, federal, and state requirements.
This is a salaried, exempt position. Annual salary: $58,000
Primary Responsibilities
- Provide leadership and operational oversight for the Student Accounts team
- Supervise student accounts team by providing day-to-day operational support, training, and ensuring adequate office coverage
- Maintain accuracy of student tuition and fee accounts for all students (current and incoming)
- Assist with student billing process including managing charge tables, adjustments, and discounts
- Manage the 1098-T annual process including forms testing, reviewing, and distributing the forms via mail or online
- Oversee internal and 3rd party collection efforts ensuring timely processing and compliance with applicable requirements
- Manage the initial and/or recurring system set up for 3rd party vendors including but not limited to payment plans, payments, and book vouchers
- Assist with maintaining student account policies, procedures, webpages, forms, and documents
- Serve as an approver for fiscal processes within student accounts including but not limited to posting disbursements and processing journal entries
- Serve as the point of contact for complex account issues and independently research and identify potential resolution
- Assist with developing communication timeline including student billing, invoices, book vouchers, payment plans and other important deadlines
- Assist with internal and external audit requirements and coordinates successful annual fiscal close procedures in compliance with Finance
- Develop strong partnerships with other departments within the university focused on strong collaborative relationships focused on continuous improvement efforts
- Special projects or duties as assigned
Required Qualifications and Experience
- Bachelor’s degree in Business, Management, Accounting, Finance or related field.
- A minimum of 3-5 years of prior supervisory experience in student financial services, student accounts, financial aid, or similar field.
- Knowledge of applying federal and state regulations as it pertains to financial industries such as student accounts and financial aid.
- Knowledge of accounting principles, collection procedures, computerized accounting and billing systems.
- Demonstrated experience developing and implementing business process improvements.
- Background in preparing operational reports, analyzing data, and audits
- Strong organizational skills with ability to prioritize and handle multiple tasks and work under pressure.
- Proficiency with Microsoft Office Suite products, including a working knowledge of Microsoft Excel spreadsheets and advanced Excel formulas.
To Apply:
Interested candidates should submit a letter of interest and resume to Jill Gable, Associate Vice President Enrollment Management, Student Financial Services at jegable@marybaldwin.edu.
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