Senior Account Analyst, Student Financial Services

University of San Diego
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Researcher / analyst, administration

Account Resolution Analyst, Student Financial Services

Posting #


University Description:

The University of San Diego, a contemporary and engaged Roman Catholic institution, was founded by the Diocese of San Diego and the Society of the Sacred Heart in 1949. Governed by an independent board of trustees since 1972, USD remains committed to a liberal arts education grounded in the Catholic intellectual tradition and the pursuit of truth, goodness and beauty. Inspired by this centuries old tradition of Catholic higher education, the University welcomes people of all faith traditions and any, or no, religious background. The future success of USD relies on the contributions of those who seek to foster the development of engaged global citizens and an earnest confrontation of humanity’s urgent challenges.

Detailed Description:

Collection of outstanding debt to USD. This position operates under the general supervision of the Loan and Account Resolution Supervisor. This position takes responsibility for prioritizing his/her own workload such that all assigned projects are consistently completed accurately and on time. This position directly supervises work-study students; planning and coordinating daily activities to best meet departmental needs.

Duties & Responsibilities

Serves as a collector of delinquent student account balances. Maintains professional contact with former students and monitors repayment in compliance with department procedures, university policies and Federal regulations. Thoroughly documents work and student contact within the University’s information system. Processes NSF payments (including any follow-through on ACH NSF payments processed through ECSI) and overpayments. Uses professional judgment to negotiate repayment agreements in compliance with approved department procedures.

Uses the appropriate collection methods necessary to recover University funds, while maintaining a high degree of professionalism. Collection methods include phone calls, written correspondence, skip-tracing tactics, and other departmentally-approved procedures as needed. Assists co-workers as needed in their collection efforts for the purpose maintaining department collection objectives. Interacts with various outside agencies, collectors, court-appointed trustees, and University departments.

Serves as a collector of campus-based student loans, both current and delinquent. Maintains professional borrower contact and monitors delinquent student loans in compliance with department procedures, promissory note provisions, and Federal due diligence regulations. Performs loan maintenance including loan deferments and cancellations. Thoroughly documents work, borrower contact, and borrower information within the ECSI system. Processes incoming bankruptcy notices and performs follow-up. Processes NSF payments (including any follow-through on ACH NSF payments processed through ECSI), LVC’s, CDV’s, and overpayments. Prepares information and performs follow-up for loans assigned to the Department of Education. Processes and performs follow-up on bankruptcy accounts. Uses professional judgment to negotiate repayment agreements in compliance with approved department procedures. Works with students and parents to inform them of repayment and account resolution options. Performs follow-up to ensure compliance on all paperwork received for various deferment, forbearance and cancellation options.

Serves as the primary University liaison to collection agencies. Compiles and sends the necessary information to collection agencies when loans and accounts are assigned. Performs inventory control and monitors accounts held with collection agencies to ensure proper rotation in accordance with department procedures. Deposits agency recovery checks and documents (or oversees) the accurate posting of recoveries into the appropriate information systems. Prepares regular performance reports for all collection agencies and presents them to the Manager of Student Financial Services and Controller, along with any recommendations.

Works with alumni, current students and other parties to set-up monthly repayment plans to clear outstanding debt while adhering to University guidelines, department procedures and federal regulations. Responsible for the clearance of Transcript and Diploma requests.

In the absence of the Account Resolution Coordinator, covers the front desk duties including but not limited to receiving, logging in and processing daily mail, processing payments received, posting loan funds and responding to messages and emails. Assists students with all inquiries including but not limited to exit interviews, submitted paperwork and preparing Promissory Notes.

Covers the Cashiers Office as needed, working the customer counter performing a variety of tasks which include: check cashing, receipt of payments from parents and students, verifies and receipts interdepartmental deposits and payments, issues petty cash disbursements, maintains and balances a cash drawer of up to $20,000, disburses payroll checks, process change orders for the USD community.

Serves as a source of information to the University community and departments.

Assists in training new collections staff, temporary employees or student workers.

Supports other units within Student Financial Services to facilitate teamwork.

Other duties as assigned.

Job Requirements:

Minimum Qualifications:

Excellent customer service skills required.

Collection/accounts receivable background in Higher Education preferred.

A successful candidate possesses a High School diploma and four years of work experience in an office environment, with preferably two years in loan administration, accounts receivable collections, or a related field. Candidate must be an independent thinker, self-starter, and analytical problem solver. Candidate must be proficient with computers, MS Excel, and MS Word. Experience working in a higher education student accounts, financial aid or other student services (with financial emphasis) environment highly preferred.

A successful candidate must have a demonstrated ability to organize and prioritize tasks with a strong use of initiative and precise attention to financial detail. There must also be a demonstrated ability to meet deadlines and manage time effectively with the highest degree of accuracy, while working in an environment of fluctuating priorities and frequent interruptions. Candidate must possess excellent interpersonal skills with the ability to interact in a positive, professional and courteous manner. Candidate must be able to work well under stressful situations and with difficult customers while maintaining a positive interaction.

Preferred Qualifications:

Bachelor’s degree in accounting, finance or business related field.

Knowledge of Federal Regulations, FDCPA, Title IV regulations and generally accepted accounting principles and fund accounting as they pertain to higher education or not-for-profit financial reporting. Customer experience in a call or customer center.

Performance Expectations: Knowledge, Skills and Abilities

Ability to communicate effectively and professionally by phone, in person, through correspondence, and in public. Proven ability to exercise good working relations with a wide variety of people.

Ability to write reports, business correspondence, and procedure manuals.

Ability to make independent decisions and maintain a high degree of confidentiality required.

Ability to prioritize workload, balance changing priorities, meet deadlines, and work effectively under pressure with a high accuracy rate. Ability to work well under stressful situations and with difficult customers while maintaining a positive interaction.

Job requires someone who is detail-oriented with strong organization skills.

Accurate typing 40-45 words per minute and ability to use 10-key calculator.

Ability to understand and implement University policies and procedures.

Experience in a collections environment preferred including the use of Trans Union, Experian, Equifax and skip-tracing methods.

Experience in correcting credit reports both manually and through E-Oscar preferred.

Experience in completing LVC’s preferred.

Working knowledge of personal computers and Microsoft Office Applications.

Knowledge of E-Oscar, Banner, and ECSI and Salesforce preferred.

Knowledge of basic accounting principles including accounts receivable, reserves for doubtful accounts, itemization of late charges and collection costs assessed to a borrower’s account required.

Knowledge of Federal Perkins/NDSL/other loan regulations and due diligence requirements preferred.

Background check:  Successful completion of a pre-employment background check.

Degree Verification Requirement: Persons offered employment in this position will be required to provide official education transcripts for degree verification purposes. 

Posting Salary:

$26.55 - $28.00 per hour; Excellent Benefits. 

The University of San Diego offers a very competitive benefits package, to include medical, dental, vision, a 12% retirement contribution given to you by the University (with three year vesting period), and access to on-campus Fitness Centers.  Please visit the benefits section of our website to view all of the perks and benefits that USD has to offer.  USD: Human Resources: Benefits

Special Application Instructions:

Resume and Cover Letter Required


Click 'Apply Now' to complete our online application and, for full consideration, please upload a resume and cover letter to your application profile for the hiring managers’ review.  If you have any questions or difficulties please contact the Employment Services Team at 619-260-6806, or email us at    


Additional Details:

Hours: 37.5 hours per week; Monday - Friday, 8:30 am - 5:00 pm

Closing date: August 13, 2019

Note: External job postings will be up for at least five days. After that time, applications will be reviewed by the hiring manager/committee throughout the posting period. A candidate may be selected at any time which could then close this posting on a date earlier than listed.

The University of San Diego is an equal opportunity employer committed to diversity and inclusion and is especially interested in candidates who can contribute to the diversity and excellence of the campus community.

The University of San Diego is a smoking and tobacco-free campus. For more information, visit

Advertised: July 30, 2019 Pacific Daylight Time
Applications close: August 13, 2019 Pacific Daylight Time

More Information

Posted on


Researcher / analyst, administration


San Diego , United States