About the role#
The Student Financial Operations Specialist works under the direction of the Associate Director of Student Financial Operations. This is an on-site, full-time position responsible for managing the student refunding process to ensure compliance with federal, state, and University policies. You will serve as a primary point of contact for students, parents, faculty, and staff regarding financial account inquiries.
What you'll do#
- Manage and create refunding worklists and oversee refunding assignments for team members.
- Analyze student accounts for refunding in accordance with Title IV compliance and University policies.
- Handle operational tasks including processing void or stale-dated refunds, stop-payment requests, and wire transfers.
- Manage file transfers to third-party vendors and process credit card chargebacks or disputes.
- Assist with accounts receivable, daily deposits, and the escheatment process.
- Respond to inquiries regarding deposits, withdrawals, and general account status.
- Participate in team initiatives such as staff development and admissions orientation programs.
- Note that this role requires working extended hours during peak periods, including occasional evenings and Saturdays.
What you'll need#
- A high school diploma or equivalent is required, though an Associate’s degree or a degree in Accounting, Business Administration, or Finance is preferred.
- At least two years of work experience, preferably in a financial field.
- Experience working in higher education is a plus.
- Strong interpersonal, verbal, and written communication skills with a customer service orientation.
- Ability to analyze and evaluate student accounts and track payments.
- Strong organizational, planning, and time management skills with high attention to detail.
- Proficiency in Word, Excel, and Outlook, and the ability to learn new software quickly.
- Knowledge of federal compliance regulations is beneficial.
Location & details#
- This position is located in Dallas, Texas.
- The role is on-site and full-time.
- Physical requirements include the ability to sit for long periods of time.
About Southern Methodist University
Southern Methodist University is a private university located in Dallas. It operates seven degree-granting schools focused on teaching and research. The institution serves a student body of 11,000. It employs 6,455 people.
How to get in at Southern Methodist University
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