Bursar Services Specialist

Organization

The University of Oklahoma Bursar Services office seeks a customer-service oriented individual to serve as a Student Loan Counselor.   This position is part of a small team of individuals who work with current and former University of Oklahoma students who have borrowed Institutional Student Loans or the Federal Perkins loan.  This position counsels' students while still enrolled at OU in understanding their repayment responsibilities.  During a borrower’s repayment period, the position counsels and assists the student loan holders and cosigners on payments, along with managing collection efforts.  Counselors are also responsible for evaluating loan status, establishing repayment schedules, determining special payment arrangements, and assisting with possible deferment and cancellation eligibility. 

 A high level of verbal and interpersonal skills is essential. This position will manage a portfolio of borrowers/cosigners and answer incoming questions via phone and email, and call borrowers and cosigners as necessary.  Specific Institutional Loan programs are established for key departments and colleges across multiple OU campuses, this individual must be able to work with various campus offices and outside organizations to facilitate the processes for different types of loans. A candidate who enjoys working as a team member and who will foster a cooperative environment within the department is vital.

Duties: 

• Evaluates loan status, establishes repayment schedules and works with various campus offices and outside organizations to facilitate and process these processes.
• Counsels and assists students who are borrowers of Institutional loans and/or the Federal Perkins Loan.
• Communicates with students, parents and outside organizations regarding loan requests.
• Processes daily tasks using the Student Information System.
• Monitors error reports, reviews student accounts, and makes corrections.
• Runs reports as needed/requested by collectors.
• Posts collections mail, process credit cards and post to accounts, and post warrant intercept transactions. Ensures accuracy and balance daily.
• Serves customers by posting payments, sending electronic receipts, and providing a wide variety of information.
• Performs monthly reconciliation of student emergency loan activity. Handles student inquiries and requests for 1098-T Tuition Statement tax forms.
• Performs various duties to successfully fulfill the function of the position.

Job Location
Required Education:  High School diploma or GED, AND: 

• 12 months of general office or data entry experience.

Skills:

• Ability to speak, read and write clear, concise English
• Basic math skills
• Basic computer skills
• Customer service
• Proofreading skills
• Ten-key by touch.

Certifications:

• None

Advertised Physical Requirements:

• Ability to engage in repetitive motions; grasp objects with fingers or hands; speak, including expressing oneself or exchanging information with others; see, including color, depth perception and clarity.

Departmental Preferences:

• Proficiency in SALNET (ECSI), Microsoft Office, FileZilla, Laserfiche and Banner.

Supervision: No Supervisory DutiesSpecial Instructions: If you are selected as a final candidate for this position, you will be subject to The University of Oklahoma Norman Campus Tuberculosis Testing policy.  To view the policy, visit https://hr.ou.edu/Policies-Handbooks/TB-Testing.

Why You Belong at the University of Oklahoma: The University of Oklahoma fosters an inclusive culture of respect and civility, belonging, and access, which are essential to our collective pursuit of excellence and our determination to change lives. The unique talents, perspectives, and experiences of our community enrich the learning, and working environment at OU, inspiring us to harness our innovation, creativity, and collaboration for the advancement of people everywhere.

Equal Employment Opportunity Statement: The University of Oklahoma, in compliance with all applicable federal and state laws and regulations, does not discriminate based on race, color, national origin, sex, sexual orientation, genetic information, gender identity, gender expression, age, religion, disability, political beliefs, or status as a veteran in any of its policies, practices, or procedures. This includes, but is not limited to, admissions, employment, financial aid, housing, services in educational programs or activities, and health care services that the University operates or provides. 
Organization: Bursar
Job Location: Oklahoma-Norman-Norman Campus
Schedule: Full-time
Job Posting: Apr 12, 2024