Student Financial Services Account Associate


Position Title

Student Financial Services Account Associate


Student Accounts Office


Full Time/Exempt

Position Summary

This position is responsible for assisting the Assistant Director of Student Account Operations in day to day operations of the Student Accounts Office. Process collections review and third party placements. Provide students with assistance in collections related issues. Perkins/Davin loan administration. The SFS account associate must stay informed about changes in federal and state regulations as it relates to disclosure, truth in lending, etc. to make sure the University stays in compliance.

Essential Job Duties

  • Manage the clearance to fly list.
  • Review and process for credit card returns and rejected check payments daily.
  • Accounting functions including journal entries, reconciliations, and financial reporting (monthly).
  • Process returned credit cards, echecks, and paper checks.
  • Process bookstore bookslip charges. Communicate with accounting and financial aid regarding charges.
  • Process non-returned book fee charges.
  • Provide assistance to students with third party collection activity (daily).
  • Review delinquent student receivables; process third party agency placements (semesterly).
  • Process debtor bankruptcies (chapter 7 & 11), file proofs of claim, etc. (daily).
  • Work with collection agencies to resolve outstanding balances & coordinate collection activities (2nd, 3rd placements, final write offs, etc.).
  • Perkins/Davins/NFLP loan administration (borrower and agency inquiries, promissory notes, exit maintenance, deferment requests, refunds, agency placements, etc.) (monthly)
  • Reconcile and post monthly loan servicer escrow for Perkins and Davin (monthly).
  • Monitor and actively manage Perkins cohort defaults (rehabilitations, consalidations, etc.).
  • Run BILL (on demand).
  • Back up for late charges (monthly).
  • Back up Student Health Insurance administration (as needed).
  • Backup on student refunds
  • Run foreign student withholding.
  • Back up for student refunds
  • Back up for sponsored third party billing
  • Any other projects as directed by Director of Student Accounts. 

Special Skills

  • Must have collections knowledge and experience.
  • Must possess effective communication skills in dealing with numerous campus constituents including students, parents, faculty and staff.
  • Strong analytical and accounting/financial reporting skills
  • Excellent problem-solving abilities
  • Excellent leadership and time management skills
  • Superior customer service skills. 

Work Conditions

  • Work is primarily indoors, but requires the incumbent to be in an outdoor environment when traveling between campus buildings or being off-campus
  • Standard office hours are 8:30 a.m. to 5:00 p.m.
  • Incumbent will be exposed to frequent noise caused by telephones and office machines

Physical Requirements

  • Must be able to lift and carry equipment and supplies weighing up to 40 pounds
  • Must be able to bend, stoop, and reach
  • Manual dexterity to efficiently operate a computer keyboard and other business machines
  • Near vision sufficient to read written communications and computer display screens
  • Adequate hearing to communicate effectively in person and by phone

Prerequisites Required for Position

Minimum Education Requirement

  • Bachelor’s Degree or equivalent experience

Minimum Work Experience

  • 1-3 years of Accounting or Finance, 1-3 years of collections experience, and 1-3 years of billing experience.

Preferred Qualifications

  • Prefer previous accounting or collections experience
  • Extensive experience in working with spreadsheets
  • Bachelor degree with 5 years of experience in accounting or finance with strong communication and negotiation skills as well as the ability to work collaboratively. Must have consumer credit protection, truth in lending, and Regulation Z knowledge. Ability to work well under pressure and in a fast-paced, team-based, and customer service-oriented environment.

Important Note

This is not an exhaustive list of all responsibilities, duties and/or skills required for this position. The University reserves the right to amend and change responsibilities to meet organizational needs.

Covid Vaccination Information: Faculty and Staff

All Jacksonville University employees who work at any JU facility must be vaccinated against COVID-19.

For more information regarding the JU vaccination policy, please click the link below.

JU Vaccination Policy

To Apply

Interested applicants are asked to submit a copy of their resume, cover letter, list of references, and a completed JU Application to Michele Roth at