Collections Specialist

SUMMARY

In support of the university’s mission and objectives the Collections Specialist is responsible for assisting students and families in resolving outstanding student account balances while providing exceptional customer service in a professional, respectful, and supportive manner. This position serves as the primary point of contact for students with past-due balances and collaborates with students, alumni, and internal departments to resolve delinquent accounts, explain payment options, and ensure compliance with institutional policies and applicable regulations, while supporting student retention whenever possible.

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Account Resolution and Collections

• Manages an assigned portfolio of outstanding student accounts.
• Contacts students, former students, parents and authorized payers via phone, text, email and written correspondence regarding delinquent balances.
• Counsels individuals on repayment options, payment plans, and financial obligations.
• Negotiates and establishes payment arrangements in accordance with university policies.
• Monitors payment plan compliance and follows up on missed or late payments regularly to ensure resolution.
• Meets established collection performance metrics and account resolution goals.

Customer Service

• Provides professional, empathetic, and solution-oriented service to students and families experiencing financial challenges.
• Explains account balances, charges, financial aid impacts, payment options and university policies in a clear and respectful manner.
• Resolves account inquiries and concerns promptly and accurately.
• De-escalates difficult situations while maintaining positive relationships and institutional standards.
• Partners with students to identify realistic solutions that support both student success and institutional financial responsibility.

Reporting and Collaboration

• Maintains accurate records of collection efforts and payment arrangements within the university’s ERP.
• Provides regular updates on collections status to the Director of Student Accounts.
• Supports audits and other documentation requests as needed.
• Collaborates with Financial Aid, Registrar, Enrollment, Student Success and other campus departments to resolve account issues.

Compliance

• Ensures compliance with Federal, State and university regulations (e.g. FERPA and debt collection laws) and privacy requirements.
• Recommends actions for escalation, including referral to external collection agencies or legal action based on established institutional guidelines.