Summary:

Under the general supervision of the Assistant Bursar, the Student Accounts Representative supports student finance and cashiering services in Workday Student. The role emphasizes accurate account maintenance, excellence in customer service, financial integrity, collaboration with campus partners, compliance with federal and institutional policies, and the timely completion of weekly review processes to ensure student success.

Job Description:

Key Responsibilities

• Customer Service & Outreach
  Serve as a primary contact for students and families, delivering timely and accurate support through multiple communication channels. Provide high-quality, student- and family-centered customer service by explaining account activity, payment deadlines, and resolution options. Exercise strong problem-solving and conflict-resolution skills to de-escalate concerns. Collaborate on the review of defaulted installment plans and conduct outreach to students in arrears. Serve as backup cashier during peak activity periods.

• Billing, Discounts & Third-Party Support
  Assist senior representatives with sponsor and third-party billing in Workday, including contract review, invoicing, and payment tracking and posting. Manage the review and processing of corporate and institutional discounts and waivers.

• Refunds
  Process student refunds in Workday ensuring accuracy of refund calculations and confirming compliance with federal Title IV timelines.

• Weekly Controls & Release Reviews
  Complete weekly unapplied payment reviews, ensuring proper posting order (with financial aid applied before cash to support accurate refunding). Conduct scheduled diploma release reviews by checking holds, balances, pending aid, registration changes, and account notes, then approving or denying per policy. Perform transcript release reviews in accordance with federal aid rules, placing temporary overrides when warranted and notifying Registrar staff of actions taken.

• Collaboration, Data Integrity & Compliance
  Maintain accurate tuition coding and account records, review Workday reports, and partner with Financial Aid, Registrar, Housing, and Academic Advising to resolve issues affecting student accounts, transcripts, and diploma requests. Participate in cross-training to gain familiarity with other areas of Student Accounts, including refunds, collections, and cashiering, to provide operational backup when needed. Ensure all responsibilities are carried out in compliance with FERPA, PCI standards, and applicable federal and institutional regulations. Mandatory participation in student orientation events twice per year and other university events as assigned.

Required Knowledge, Skills, and Abilities

• Commitment to delivering excellence in customer service while maintaining accuracy and professionalism.

• Strong attention to detail with ability to prioritize multiple responsibilities in a fast-paced environment.

• Professional judgment and maturity in handling sensitive and confidential information.

• Excellent interpersonal, problem-solving, and conflict-resolution skills with ability to communicate clearly with diverse audiences.

• Demonstrated financial literacy, including understanding of account balances, debits/credits, and reconciliation of discrepancies.

• Proficiency in Microsoft Excel, Word, and Outlook.

• Experience with Workday Student highly desired; familiarity with Jenzabar, and Perceptive Content a plus.

• Reliability in completing recurring weekly review cycles and documenting outcomes.

• Ability to adapt to new systems and processes quickly.

• Ability to work occasional evenings or weekends during peak periods.

• Bilingual (English/Spanish) proficiency preferred.

Minimum Qualifications

• High school diploma or equivalent required; associate’s degree preferred.

• 1–2 years of relevant office, finance, billing, or customer service experience required.

• Experience in higher education or a large not-for-profit organization preferred.

Accreditation and equal opportunity

Lynn University does not discriminate on the basis of race, color, gender, religion, sexual orientation, national origin, disability, genetic information, age, pregnancy, parenting status, veteran status or retirement status in its activities and programs. In accordance with Title IX of the Education Amendments of 1972, Lynn University does not discriminate on the basis of sex. Inquiries concerning the application of the non-discrimination policy may be directed to the Lynn University Compliance Officer/Title IX Coordinator at 3601 N. Military Trail, Boca Raton, FL 33431, titleixcoordinator@lynn.edu, or +1 561-237-7727; or to the U.S. Department of Education Office for Civil Rights.

Lynn University is accredited by the Southern Association of Colleges and Schools Commission on Colleges to award baccalaureate, master's and doctoral degrees. Contact the Commission on Colleges at 1866 Southern Lane, Decatur, Georgia 30033-4097 or call +1 404-679-4500 for questions about the accreditation of Lynn University. 2020 Lynn University

Americans with Disabilities Act

Please notify us at least five days in advance if a reasonable accommodation for a disability is needed by calling +1 561-237-7639.

The Annual Security and Fire Safety Report

In compliance with the Clery Act, the University annually provides a report to each student and current employee, as well as to prospective employees and students, that provides a detailed disclosure of information regarding campus security practices (including Emergency Response Plan, Timely Warnings, Emergency Warnings, Missing Persons, fire safety policies, fire prevention data, and Crime Log policies), as well as crime and fire-related incident statistics for the preceding year. The Annual Security and Fire Safety Report is available online at lynn.edu/securityreport

For your health, Lynn University is smoke- and tobacco-free.