FIT NYC Temporary Student Account Representative II, Bursar (2 Positions)
- Administrative Support
- Provide exceptional customer service to students, parents, and campus departments by responding to inquiries regarding student accounts, payments, billing, refunds, and account balances.
- Manage high-volume inbound calls, troubleshoot account-related issues, and escalate complex concerns when necessary.
- Monitor and respond to inquiries received through the Bursar Help email account, ensuring timely and accurate resolution of service requests and billing concerns.
- Prepare, print, and distribute student account statements, 1098-T tax forms, and other account-related documentation upon request.
- Process miscellaneous departmental payments and maintain accurate records in accordance with institutional policies and procedures.
- Review student accounts for deregistration and evaluate accounts eligible for exemption from the deregistration process.
- Prepare and issue TL11A tax forms for eligible Canadian students.
- Provide peer assistance, cross-training, and operational support to ensure continuity of office functions.
- Support internal and external audit requests by compiling account statements, Title IV correspondence, and other required documentation.
- Utilize Banner processes and related systems to extract, review, and provide financial and student account information.
- Maintain electronic and physical financial records, ensuring compliance with document retention, confidentiality, and data security requirements.
- Budget and Financial Management
- Review, verify, process, and reconcile student payments received through various payment methods, including cash, checks, money orders, credit/debit cards, scholarships, 529 plans, third-party sponsors, and electronic payments.
- Accurately record transactions within the Banner receivable system and ensure proper account posting.
- Prepare daily and weekly bank deposits and verify supporting documentation for completeness and accuracy.
- Process student and Parent PLUS refunds, including Title IV and non-Title IV funds, in compliance with federal, state, and institutional regulations.
- Investigate and resolve refund discrepancies, stale-dated refund checks, and stop-payment requests.
- Post student account charges and service fees, including locker rentals, duplicate diplomas, apostille requests, and other miscellaneous fees.
- Process account adjustments such as payment applications, unapplied payments, fund transfers, and account corrections.
- Assist with petty cash distribution, reconciliation reviews, and replenishment activities.
- Process County Chargeback checks through remote deposit systems and distribute confirmations to appropriate stakeholders.
- Prepare reconciliation spreadsheets and submit supporting documentation to the Accounting Office.
- Complete IRS Form 8300 reporting requirements for cash transactions exceeding regulatory thresholds.
- Environment and Maintenance
- Maintain secure handling, verification, storage, and processing of all financial transactions and confidential records.
- Ensure compliance with institutional policies and federal regulations related to financial records, refunds, cash management, and document retention.
- Scan, categorize, index, and maintain electronic records within the Banner Document Management System to support efficient retrieval and recordkeeping.
- Manage and maintain Campus Card machines, including clearing, resetting, balancing contents, and preparing deposits.
- Monitor operational workflows to ensure accurate processing, documentation, and safeguarding of financial information.
- Maintain organized filing systems and coordinate the secure retention and destruction of financial records in accordance with established schedules.
- Support continuous improvement of office procedures and contribute to a professional, efficient, and service-oriented work environment.
- Initiatives, Programs and Projects Support
- Listed tasks are not all-inclusive, other tasks and special projects, appropriate for your CBA schedule, added as needed.
- High School diploma required.
- 2-4 years of appropriate business experience.
- Associate's degree preferred.
- Five years of work experience in an academic setting.
- Working knowledge of Banner system.
- Ability to conduct and maintain high level of professionalism, good judgment and self-confidence.
- Strong organizational skills and experience with organizing or contributing to office procedures.
- Must be a self-starter with the ability to work both independently and in a team environment.
- Demonstrated experience working with Google Platform, Microsoft Office Suite (Word, Excel, PowerPoint) and Pivot Tables.
- Retirement Plans
- Health Care Plan and Dental Plan
- Employee Assistance Program
- Flexible Spending Account
- Commuter Benefit Plan
- FIT Tuition Exemption Program
- Paid Time Off (Vacation, Personal, Sick and Holidays)
- 4-day Summer Workweek
- Qualifying Employer for the Public Service Loan Forgiveness (PSLF) Program
- Resume
- Cover letter
- Unofficial Transcript
- A list of three references with telephone numbers and email addresses
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