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Student Account Specialist Resume Example

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JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary

Detail-oriented Account Specialist with 8 years of experience, focused on resolving issues and maintaining customer loyalty. Strong critical thinking skills with a methodical approach. Proficient in data verification and account updates. Deep understanding of financial and payment matters. Knowledgeable about Higher Education practices and documentation requirements.

Skills
  • Billing
  • Customer Service
  • Collection practices
  • Reimbursement Processing
  • Accurate payment posting
  • Federal Student Aid Policies
  • Account Reconciliation Specialist
  • Account Management Specialist
  • Account Resolutions
  • Accounts Payable Specialist
  • Student Account Oversight
  • Accounting Principles Knowledge
  • Invoicing
  • Written and Oral Communication
  • Cash Handling Experience
  • Excellent Interpersonal Skills
  • Organizational Skills.
Work History
11/2018 to Current Student Account Specialist Hca | Warrensburg, MO,
  • Work with colleagues to manage all aspects of Student Accounts for over 3000 students in both College and Precollege divisions.
  • Provide extensive customer service by meeting with students/ Parents regarding status of their accounts; advises same on payment options, handles issues with diplomacy and patience.
  • Handle telephone and e-mail correspondence within timely manner.
  • Prepare Billing periods and charge definitions.
  • Create billing invoices and updates payment plans.
  • Post payments and receipts; reconcile financial aid, insurance, housing, and other fees.
  • Process and distribute over 2000 refund checks.
  • Add/ Remove student holds.
  • Update departmental Web page on school website.
  • Assist in development and implementation of policies and procedures relevant to efficient operation of Business Office.
  • Coordinate with offices of Registrar, Financial Aid, Student Affairs, and IT in executing school policies and procedures as outlined in school catalog.
  • Organize student folders and file paperwork.
  • Assist third party inquiries regarding student accounts as per FERPA guidelines.
  • Established methods to optimize productivity
07/2017 to 06/2018 Member Services Representative Apollo Medical Holdings, Inc. | Alhambra, CA,
  • Provided member service by responding to over 150 calls in all inbound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc.
  • Conducted outbound calls for member follow-up.
  • Establish long-term financial relationships with credit union members by actively seeking business opportunities and make appropriate recommendations.
  • Identified, research and resolve member issues by providing knowledgeable and professional service.
  • If needed, escalate concerns using appropriate channels.
  • Complied with Key Performance Indicators (KPIs) goals such as, adherence to schedule, average speed of answer, quality monitoring scores, etc.
  • Work with supervisor to ensure expectations are being met.
  • Embraced and applied Credit Union’s mission, vision and core values to all activities and responsibilities.
  • Performed additional duties and special projects as assigned.
07/2016 to 07/2017 Contact Center Specialist I Baylor Scott & White Health | Arlington, TX,
  • Provided internal and external member service by responding to over 150+ calls in all inbound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc.
  • Conducted outbound calls as directed.
  • Establish long-term financial relationships with members by actively seeking business opportunities and make appropriate recommendations to Credit Union business partners.
  • Identified, researched and resolved member issues by providing knowledgeable and professional service.
  • If needed, escalated concerns using appropriate channels.
  • Contributed to attainment of department sales and service goals.
  • Complied with Contact Center Key Performance Indicators (KPIs) goals such as, adherence to schedule, average handle time, average speed of answer, quality monitoring scores, etc.
  • Work with supervisor to ensure expectations are being met.
  • Adhered to all Credit Union policies, procedures, and regulatory agency requirements including, but not limited to training activities.
  • Performed additional duties and special projects as assigned.
05/2014 to 07/2016 Account Clerk/Enrollment Specialist SUNY Orange County Community College | City, STATE,
  • Assisted students with enrollment, class registration and add/drop of classes.
  • Processed applications and transcript requests.
  • Reviewed and verified residence affidavits as well as providing notary services.
  • Collected tuition and fee payments.
  • Collected and reviewed third party tuition sponsor forms.
  • Answered questions from students, parents and various community members.
  • Reviewed reconciliation of cash receipts and discrepancies.
  • Cashiering.
  • Added and Removed Student holds as requested.
  • Answered telephones and provided call center support/coverage when needed.
  • Performed basic Financial Aid inquires and assisted students with Financial Aid verification and documents.
  • Provided clerical support to additional offices (Admissions, Registrars and Bursar, Advising).
  • Assisted with student mailings.
  • Processed mailed forms and payments.
  • Placed collection calls and notified students/ parents of past due payments.
Education
Expected in 08/2012 Associate | Business Administration Monroe College Of New Rochelle, New Rochelle, NY GPA:
Licenses/Certifications

License Type: NOTARY PUBLIC

State: NEW YORK

County: ORANGE

ID Number: 01WA6343991

Commission Expires: 12/08/2024

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Resume Overview

School Attended
  • Monroe College Of New Rochelle
Job Titles Held:
  • Student Account Specialist
  • Member Services Representative
  • Contact Center Specialist I
  • Account Clerk/Enrollment Specialist
Degrees
  • Associate