Senior Students Accounts and Loans Specialist

Reporting to the Manager of Student Accounts and Loans, the Sr Student Accounts & Loans Specialist is responsible for the administration and reconciliation of Trinity’s Institutional loan programs. This position ensures the accurate processing of loan transactions, compliance with federal regulations and institutional policies, and provides exceptional customer service to students, families, and campus partners.
The Sr Student Accounts & Loans Specialist is responsible for monitoring delinquent institutional loan accounts, coordinating collection activities with third-party agencies, assisting with preparation of federal reporting and tax documentation (including Forms 1042-S and 1098-T), and reconciling student account activity to ensure financial accuracy.

This position assists the Student Accounts Manager in overseeing billing, account maintenance, and customer service for all programs including Graduate, Individual Degree Program (IDP) and Non-Matriculated Students, Study Away, and Undergraduate Student account operations. In addition, the Assistant Manager assists with preparation of audit documentation, reconciliations, and reports in support of Accounting Services and participates in departmental initiatives to improve operational efficiency and regulatory compliance.
 

Loan Administration

• Reconcile loan disbursements between the Student Accounts system, financial aid system, Common Origination and Disbursement (COD) system, and other applicable systems.
• Prepare, maintain, and archive Trinity Loan Promissory notes, borrower documentation, and institutional loan records.
• Prepare disbursement files and reports for University Accounting Services (UAS) and maintain borrower account records.
• Process payments received from UAS, collection agencies, and borrowers, ensuring accurate general ledger coding.
• Monitor delinquent institutional loan accounts, communicate with borrowers regarding repayment options, and coordinate collection efforts with third-party collection agencies.
• Respond to borrower inquiries regarding loan repayment, deferments, transcript holds, credit reporting, and loan servicing.

• Provide documentation and support for internal and external audits related to student loan programs.
   

  Student Account Administration

• Assist with management of billing, account maintenance, and customer service for Graduate, IDP and Non-Matriculated, Study Away, and Undergraduate student population
• Review, analyze, and adjust student account activity to ensure billing accuracy.
• Calculate and process financial aid transfers, refunds, and account adjustments for Study Away and IDP students.
• Coordinate billing and account activity with the Registrar's Office, Financial Aid Office, Office of International Programs, and partner institutions.
• Assist with undergraduate billing, payment processing, account reconciliation, and customer service as departmental needs require.
• Review student account activity to ensure accurate tax reporting and prepare account corrections supporting Forms 1098-T and 1042-S.
• Organize, scan, and maintain electronic student records in the College's document management system.

Financial Reporting and Compliance

• Perform reconciliations of student account and loan activity to ensure financial accuracy and compliance.
• Prepare audit confirmations, reconciliation reports, and supporting documentation for Accounting Services and external auditors.
• Assist in maintaining compliance with federal regulations, institutional policies, and accounting standards.
• Identify opportunities to improve departmental processes, internal controls, and operational efficiencies. 

Customer Service and Collaboration

• Provide timely, professional, and accurate service to students, families, faculty, staff, and external partners.
• Collaborate with campus departments to resolve complex student account and loan issues.
• Participate in departmental projects, policy implementation, and cross-functional initiatives.
• Perform other duties as assigned. 
   

Physical Demands

• Ability to lift and transport office supplies, files, and mailings weighing up to approximately 25 pounds.
• Occasional participation in College events, including June Days and student orientation or registration activities.
• Ability to perform the essential functions of the position in a standard office environment, including prolonged computer use.

Perform other related duties as assigned and based on departmental need.
 

Required:

• High School Diploma or GED
• 3-5 years of experience
• Experience in accounts receivable, billing, collections, accounting, or student financial services
• Working knowledge of federal student aid regulations, private education loans, institutional loan programs, and student accounts receivable practices preferred.
• Demonstrated analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Excellent written and verbal communication skills and a commitment to providing outstanding customer service.
• Demonstrated technical proficiency with enterprise information systems, preferably within a higher education student financial services environment. 
• Experience working with financial aid systems and related administrative software. 
• Advanced proficiency in Microsoft Office Suite, particularly Excel, Word, Outlook, and Teams. 
• Strong ability to research, interpret, and navigate online resources, websites, and electronic databases efficiently.

Preferred

• Bachelor's Degree
• 5-8 years of experience