Student Accounts Counselor

4 weeks ago
Job ID
2017-9941
Wilf-Amsterdam Ave & 185th St
Employee Classification
Exempt
Department
Office of Student Finance
Position Type
Regular Full-Time

ABOUT US

Founded in 1886, Yeshiva University (YU) has a strong tradition of combining Jewish scholarship with academic excellence and achievement in the liberal arts, sciences, medicine, law, business, social work, Jewish studies, education, psychology, and more.  

 

We are a leading global educational institution that employs over 6,000 people across our various campus locations -- Wilf Campus, Beren Campus, Brookdale Center, Resnick Campus in the Bronx, the Gruss Institute in Jerusalem, the Boys High School in Manhattan and the Girls High School in Queens. From the distinguished faculty who teach here, to the dedicated staff, we work to fulfill our mission: to “bring wisdom to life” through all that we teach, by all that we do and for all those we serve. We seek to attract and retain engaged and committed individuals who contribute to an exciting working environment, where there is a sense of community and belonging, balanced with a significant cross section of people from diverse backgrounds working and studying together.

 

The University offers an excellent compensation package, and a broad range of employee benefit plans, including immediate participation in the University’s retirement plan. Staff members are typically eligible for four weeks paid vacation each year and a shuttle to nearby subway locations.

 

The Position

This position will provide comprehensive counseling to students regarding financial aid eligibility through in-person, phone and email conversations. The Student Accounts Counselor will also manage the invoicing cycle and provide analysis of the Yeshiva University High Schools accounts.  He/She will act as a key liaison with the YUHS and the Office of Student Finance of Yeshiva University.  This position will also assist the University Director of Student Finance on assigned projects and will report to the Associate Director of Student Accounts.

 

POSITION RESPONSIBILITIES

  • Maintain records in Banner and the Tuition Management System (TMS) on an individual student basis.
  • Counsel families to complete the financial aid application process; compile and maintain records in the internal systems (yeshivaaid.com and sss.nais.org)
  • Oversee monthly invoicing cycle
  • Assist in preparing reports for the Associate Director
  • Compile necessary data for the Rose Biller application and ensure that it is completed by Heads of Schools and President of the Board of Trustees in a timely fashion
  • Work directly with High Schools regarding holds of transcripts and report cards
  • Assist the Director of Student Accounts with collections and miscellaneous projects
  • Ability to work on their own and travel between campuses as needed

 

QUALIFICATIONS

Experience and Educational Background: 

  • BA required plus 1-2 years of prior related experience
  • Experience in collections/bursar's office highly desirable

Skills and Competencies  

  • Ability to work with detailed, factual information from a variety of sources.
  • Excellent interpersonal, verbal and written communication skills. 
  • Demonstrated experience with computerized office systems including, but no limited to, Microsoft Office applications such as Word, Excel and PowerPoint. Ability to learn new systems.
  • Demonstrated ability to prioritize and manage multiple administrative tasks with minimal oversight.
  • Demonstrated experience providing customer service in a timely and proficient manner. Must be able to handle matters with discretion and tact

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