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Job Details

Student Accounts Specialist Business Services

Company name
The University of Montana


Missoula, MT, United States

Employment Type

Accounting, Education

Posted on
May 18, 2023

Apply for this job


*Application instructions are located at the bottom of the page. Please apply directly through the University of Montana's career portal UM Jobs at

for positions at the University of Montana – Missoula, University of Montana Western (Dillon), and Helena College

. Do not apply through or use easy apply through

Campus-Only Recruitment

Only current UM Employees* are eligible.

*Open to all employee types including Temporary Staff and Student Employees.

Business Services

invites applications for two (2)

Student Accounts Specialists

Under the direction of the Associate Director of Student Accounts, the Student Accounts Specialist is an integral member of the Student Accounts Team and is expected to provide quality customer service in a team-focused, fast-paced, and continuously evolving environment. This position requires an employee that can work with limited supervision, perform professionally under pressure, be capable of identifying priorities to meet deadlines and effectively provide clear and concise information to all customers. The Student Support Specialist is expected to be professional and courteous in all aspects of their job and to represent the UM in a positive and professional manner.

Customer service duties will include telephone, walk ins, account questions, account analysis, correspondence, emails, etc. The Student Support Specialist will be required to analyze and explain in detail a student's account to a varied customer base. They must know and understand federal and state laws as they pertain to the privacy and collection of students' accounts. They will be expected to have a general and functional understanding of all tasks and duties handled within Student Accounts. This Specialist requires a high level of collections of all accounts receivable for the University. The Specialist will also be expected to have a general basic understanding of the entire student experience including admission, registration, financial aid and account payment processes.

This role, and the associated duties, supports the mission and goals of the institution, the division, and the department.

The Student Accounts Specialist will share and assist in the following tasks and functions of Student Accounts.

Monitoring and handling of emails in the various Student Accounts email folders

Receive, review, and process all monies regarding student account deposits and payments

Assist with financial billing of student accounts, to include the mock assessment process

Update Banner system for Financial Account Confidential Information forms

Documenting history comments on students’ accounts

Assisting customers with the completion and submission of a variety of forms and documents (i.e. Authorization to Release Confidential Financial Account Information, State Warrant Replacement, Late Registration Fee Waiver, Foreign Wire Transfer, AR Repayment Agreements etc.)

Perform collection duties, to include the following: articulate state and federal collection requirements to students and the campus community, negotiate services with the University’s contracted collection agencies, research student’s payment history and ability to pay, review and approve non-traditional repayment agreements, note delinquent accounts and perform the correct collection action, identify bad debt

Review and approve deferred payment plan agreements

Understand, effectively communicate, and explain the charges and balances due on students’ accounts, provide itemized statements upon request, and explain payment options and payment plans

Complete Montana Warrant Replacement requests

Assist as needed with cashiering functions as related to student account processing, to include accurate cash handling, check recording, and payment recording for student payments

Crosstrain and support other Student Account functions as needed

Assist as needed in the monthly billing process and other tasks as assigned

Required Skills

Strong customer service and communication skills, and the ability to have consistent positive interpersonal interactions with students, families, agency representatives, faculty and staff.

The ability to maintain strict confidentiality

The ability to adjust quickly to changing job demands

Comfortable using multiple software/database applications

Minimum Required Experience

High school diploma (or equivalency) in addition to two (2) years of closely related experience; or any combination of experience and education.

Preferred Qualifications

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

Prior experience in higher education and/or student accounts.

About the Business Services

The mission of Business Services is to provide financial services responsive to the needs of students, faculty and staff of the University of Montana. We accomplish our mission by wholeheartedly supporting the pursuit of academic excellence by students and faculty. We proactively meet challenges, enhance our services, and achieve productive results.

The University of Montana is an Affirmative Action/Equal Opportunity employer and has a strong institutional commitment to the principle of diversity in all areas. In that spirit, we are particularly interested in receiving applications from a broad spectrum of qualified people who would assist the University in demonstrating its five

priorities for action

: Place student success at the center of all we do; drive excellence and innovation in teaching, learning, and research; embody the principle of “mission first, people always; partner with place; and proudly tell the UM story.

Position Details

Position Title:

Student Accounts Specialist (Collections Tech II)

Position Number:

NEW (2 Openings)


Business Services

Work Schedule:

Full-time, 1.0 FTE (40 Hours a week),

Monday through Friday 8:00 am to 5:00 pm, 12 months/year



Union Affiliation:


Probationary Period:

Six months minimum

Benefits Include

Insurance package, mandatory retirement plan,

partial tuition waiver, and wellness program.

Criminal Background Investigation is required prior to the Offer of Employment

In accordance with University regulations, finalists for this position will be subject to criminal background investigations. ADA/EOE/AA/Veteran's Preference

Reasonable accommodations are provided in the hiring process for persons with disabilities. For example, this material is available in alternative format upon request. As an Equal Opportunity/Affirmative Action employer, we encourage applications from minorities, veterans, and women. Qualified candidates may request veterans’ or disabilities preference in accordance with state law. References:

References not listed on the application materials may be contacted; notice may be

provided to the applicant. Testing:

Individual hiring departments at UM may elect to administer pre-employment tests, which are relevant to essential job functions. Employment Eligibility:

All New Employees must be eligible and show employment eligibility verification by the first date of employment at UM, as legally required (e.g., Form I-9).

Must be eligible to work in the United State upon hire. Sponsorship is not available for this position.

Company info

The University of Montana
Website :

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