In my previous role, I managed student accounts by reviewing and processing tuition payments, financial aid disbursements, and refunds. I ensured accuracy by cross-referencing data with institutional policies and maintaining detailed records. I also resolved discrepancies by collaborating with students, financial aid offices, and other departments. My attention to detail and organizational skills helped minimize errors and improve account reconciliation processes.

I approach difficult conversations with empathy and professionalism. I listen actively to understand their concerns and explain account details clearly, using non-technical language. If there are payment issues, I explore solutions like payment plans or connecting them with financial aid resources. My goal is to maintain a positive relationship while ensuring institutional policies are followed.

I have experience using systems like Banner, PeopleSoft, and CampusVue for managing student accounts. I am proficient in generating reports, processing transactions, and maintaining data integrity. Additionally, I am comfortable with Excel for tracking and analyzing account data. I adapt quickly to new software and stay updated on system updates to ensure efficient account management.

I prioritize tasks by assessing urgency and importance, using tools like task lists and calendars to stay organized. For example, I focus on deadlines for financial aid disbursements or tuition due dates first. I also communicate with colleagues to ensure alignment and delegate tasks when necessary. This approach helps me manage workload effectively while meeting deadlines.

I stay informed about institutional policies and federal regulations, such as FERPA and Title IV, by attending training sessions and reviewing updates. I apply these guidelines when processing payments, handling sensitive information, and resolving disputes. Regular audits and collaboration with compliance officers help ensure adherence and minimize risks of non-compliance.