Student Accounts Lead

Job Title: 
Student Accounts Lead
Job ID: 
Job type: 

Bastyr University has an outstanding opportunity for the right candidate to join our team as a Student Accounts Lead. Based at our campus in Kenmore, Washington, this position will be responsible for comprehensive management in all aspects of student financial accounts at Bastyr University. This includes processing and reconciliation of Direct Loan disbursements, payments, living expense refunds, maintenance and collections of student accounts and Perkins Loan accounts.


1. Perform the following student account activities:
• Research and document the steps necessary to reassign a Perkins loans to the Department of Education.
• Process payments for tuition and fees, Title IV awards and living expense refunds.
• Reconcile student tuition accounts with General Ledger and close AR-Student accounts (monthly).
• Provide answers to students with questions and problems regarding their tuition, scholarships, and loans.

2. Manage the processing and collection activities for the Federal Perkins Loan Program at Bastyr
University. Including the following:
• Collecting / Handling / Preparation of promissory notes / Perkins Loan files
• Verification of student loan file
• Conducting entrance/exit interviews
• Billing students in repayment
• Collecting payments, maintaining student’s Perkins accounts, reconciling accounts to General Ledger
• Maintaining communication with alumni
• Recommending deferments
• Recommending / managing accounts to collection agency
• Providing necessary information for completion of reports
• Maintaining all necessary student account collection records
• Ensure all above actions in compliance with the Department of Education regulations
• Assigning defaulted loans to the Department of Education

3. Maintain the manual for student accounts and Perkins Loan accounts procedures

4. Maintain liaison with the Financial Aid Office and Department of Education to ensure continual
update of changes pertaining to individual awards and Title IV laws and regulations. Troubleshoot
funding delays with the Financial Aid Office


• Ensure accounting records, monthly accounting close activities, and variance analyses are properly prepared, maintained and explained in a timely manner as relates to Student Accounts
• Preparation of journal entries and file upload into the accounting system as needed.
• Preparation of supporting schedules and variance analysis as assigned
• Manage internal controls and related procedure documentation for assigned areas
• Preparation of annual audit schedules and facilitation of audit testing for financial and operational audits as needed as relates to Student Accounts
• Other duties as assigned

Position type: 


• Bachelor’s Degree
• Non-profit and/or higher education experience a plus
• MIP and/or Microix Workflow systems experience highly desirable
• Ability to enter data accurately and quickly with excellent attention to detail
• Ability to work under pressure, managing multiple tasks and deadlines
• Ability to communicate effectively both in written and verbal communications
• Excellent customer service skills including the ability to work cross-functionally with vendors, department heads, staff, faculty and students in a highly collaborative work style
• Strong organizational and time management skills
• Intermediate to advance skills in Microsoft Excel and Word

Bastyr University provides a comprehensive benefits package, including health, dental & vision, 403B plan, and generous paid time-off policies.

Please submit cover letter, resume and three references to <a href=""></a> and include job #18-031 and job title in subject line. Successful candidate will also be required to pass a criminal background check.

Kenmore Campus (Kenmore, WA)
Work Schedule: 
Monday-Friday; 8-5pm
Comprehensive benefits: 
Comprehensive Benefits Package