Student Account Manager

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Position Details

Position Information Position Title Student Account Manager Classification Title Administrator Position Number B1153PD Grade Level 24 Starting Wage/Salary $59,656 - $71,000/yr plus exceptional benefits Close Date 05/01/2024 Position Type/Employee Class Administrative Faculty Status Not applicable FTE 1.0 Contract Months 12 Months Overtime Eligible Exempt Location Bend Hybrid Remote Work Eligible? No Exceptional COCC Benefits Summary TO VIEW BENEFITS & PERKS Primary Purpose The Student Accounts Manager manages all activities related to student accounts; hires, supervises and trains the Enrollment and Welcome Associates to ensure a positive customer experience and adequate coverage; manages highly automated and complex computer systems; serves as direct liaison between Admissions and Records and Fiscal Services. Essential Duties and Responsibilities Leadership, Training and Supervision

• Hire, train, supervise, and back up the Enrollment and Welcome Associates, setting an expectation of strong customer service for students, the community and campus partners. Promote and engage in their professional development and performance management/evaluation.
• Serve as lead support person for staff and students with the e-Refund / e-Payment process, includes training staff and troubleshooting problems for students. Also includes maintaining a close, working relationship with vendor staff.
• Lead and facilitate cashiering-specific training sessions for staff across the Bend, Redmond, Prineville, and Madras campuses, along with other relevant departments as needed.

Accounting and Cashiering

• Serve as the lead in reconciling and finalizing cashiering sessions on a daily, weekly, and monthly basis across all campuses.
• Conduct regular reviews of staff performance and conduct audits of cash drawers to verify compliance with College policies and procedures.
• Provide technical support for cashiering operations, including resolving issues with Banner and TouchNet systems, providing training, and generating reports for various campuses and departments.
• Lead the collaboration with ITS and Fiscal Services as needed to address complex issues or escalate concerns.
• Coordinate, manage, and process all activities on students' accounts, including adjustments to a student's account by examining information provided by Housing staff and/or registration history (determining type, when and how dropped), how the account was paid and adjust accordingly.
• Reconcile monthly accounting transactions related to the cashiering office; finalize all month-end and year-end cashiering sessions (for all campuses) and verify that appropriate accounts are balanced; prepare and deliver regular bank deposits for the Bend campus cashiering office.
• Serve as the lead for private, non-COCC scholarships process, including tracking donor requirements for each scholarship, applying payments to student accounts, reporting awards to COCC Financial Aid department, determining donor refunds as appropriate, and setting up new detail codes for scholarship payments.
• Process all financial aid and general student refunds. Coordinate refunds with Financial Aid and Fiscal Services departments.
• Serve as the Admissions lead and collaborate closely with Fiscal Services to implement the annual 1098T process and conduct a thorough review and testing of all records prior to dissemination.
• Maintain cash levels in Bend campus cashiering vault, prepare cash boxes/drawers for on-campus events and EWA staff, ensure that change is available for Bend Enrollment Services.
• Serve as the lead staff to manage student tuition, refunds, scholarship and other financial exceptions.
• Perform other essential job functions as assigned.

Department Specific Knowledge, Skills, and Abilities Individuals must possess these knowledge, skills and abilities or be able to explain and demonstrate that the individual can perform the duties and responsibilities of the job, with or without reasonable accommodation, using some other combination of skills and abilities. The individual is expected to follow College work rules and policies.

• Ability to balance working independently in a team environment and working cooperatively with, and contributing to, a diverse workplace through ideas or experience.

• Possess a thorough understanding of accounting controls and procedures.

• Ability to work with a complex accounting system, which necessitates a high degree of user-decision making.

• Possess communication and organization skills. Ability to maintain a positive and professional attitude while handling multiple tasks,

• Ability to set priorities, initiate work, function well under tight time constraints and meet deadlines with minimal guidance.

• Ability to provide leadership, research and problem-solving skills.

• Ability to ensure effective oversight of Enrollment/Welcome Associates (e.g., hiring, training, goal setting, staff development, evaluations, etc.).

• Ability to provide a consistent level of customer service to students and college-wide faculty and staff in a high volume, fast-paced environment.

• Ability to maintain a high level of accuracy in all aspects of work, despite a working environment with constant interruptions.

• Possess the analytical and discretionary skills to make an exception to campus policies within established guidelines and as appropriate for the situation, but working within federal financial aid and FERPA regulations.

• Ability to use Microsoft, Access, and Excel, 10-key, copy machine, computer, typewriter, credit card terminals, fax machine and telephone.

• Ability to communicate effectively, both orally and in writing, using the English language with or without the use of an interpreter.

• Ability to demonstrate essential job functions outlined above.

Ergonomic Requirements Regular office hours are established between 8 am - 5 pm during the workweek. A flexible work schedule, including nights and weekends, may be necessary due to the nature of the responsibilities. Incumbent must be able to function effectively indoors in an office environment engaged in work of primarily a sedentary nature. Requires the ability to work at a workstation for extended periods. Requires to write, read written materials and computer screens, and ability to use telephonic conversations. Occasional lifting up to 25lbs. All individuals are required to perform essential functions with or without reasonable accommodation. Minimum Requirements Education:

• Bachelor's degree in Accounting, Business, or related field.

Experience:

• Three years' experience managing customer accounts, including processing payments and refunds while maintaining a high level of customer service.
• One-year supervisory experience.

Equivalency Statement The College recognizes the value of skills and knowledge gained outside of formal higher education and paid employment. Applicants who do not meet minimum qualifications but present other qualifications or experience equivalent to those required will be considered and are encouraged to apply. To qualify under equivalency, applicants must indicate how they qualify by responding to the supplemental question presented during the application process. Preferred Qualifications Experience:

• Experience with databases (e.g. Access), spreadsheets (e.g. Excel), and business-centric software applications (e.g. Ellucian Banner): running queries, business processes, and bookkeeping.
• Experience in an enrollment services, financial aid, or business office in a higher education setting.

EEO Statement The goal of Central Oregon Community College is to provide an atmosphere that encourages our faculty, staff and students to realize their full potential. In support of this goal, it is the policy of Central Oregon Community College that there will be no discrimination or harassment on the basis of age, disability, sex, marital status, national origin, ethnicity, color, race, religion, sexual orientation, gender identity, genetic information, citizenship status, veteran or military status, pregnancy or any other classes protected under federal and state statutes in any education program, activities or employment. Persons with questions about this statement should contact Human Resources at View phone number on us.fitly.work or the Vice President for Student Affairs at View phone number on us.fitly.work. This policy covers nondiscrimination in both employment and access to educational opportunities. When brought to the attention of the appropriate parties, any such actions will be promptly and equitably responded to according to the process outlined in general procedures sections N-1, N-2, or N-3. In support of COCC's EEO statement, bilingual fluency in English and Spanish is considered a plus, along with experience working in a diverse multicultural setting.