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Account Representative (Learner Account Rep)

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Description

Learner Accounts Representative
The Learner Accounts Representative is part of the Finance organization and is responsible for providing back-office support, coordinating the billing systems, applying and refunding tuition, processing data, posting charges and ensuring the accuracy, timeliness, and consistency of Capella’s billing and learner financial receivable data. The role is similar to an Accounts Receivable role in most organizations but has aspects unique to operating in an online, for-profit University.  Key deliverables are accomplished by executing on existing and future standards, procedures, and processes, and developing relationships within Capella (Registrar, Enrollment Services, Academic Advising, Learner Finances, and Financial Aid) and our learners or third-parties to support the facilitation of these activities. 
 
The LA Rep is vital in delivering a brand-right, positive learner experience by resolving issues which may impact our learners in a timely and thorough manner.  Success in this role requires advanced attention to detail, application of accounting principles, ability to multi-task, effective use of technology and excellent verbal and written communication skills.
 
 
Responsibilities:
  • Process adjustments to learners’ accounts such as tuition, discounts, refunds, fees, credits, holds, etc.
  • Resolve learners problems via CRM cases and email, collaborate with other departments as needed
  • Process charges and refunds to credit cards and post receipts from the lockbox or other sources
  • Process military tuition vouchers and direct bill vouchers
  • Invoice direct bill organizations and work with them to ensure timely payment
  • Setup discounts and verify eligibility
  • Work on corporate accounts, online billing systems and or lockbox responsibilities (depending on role)
  • Assist with processing learner Financial Aid disbursements, returning ineligible funds to the lender, and refunding the excess to the learner
  • Assist with auditing of transactional data
  • Represent department on special projects or focus teams
  • Meet metrics established for the team
  • Annually develop and reach individual performance goals
  • Occasionally researching learner billing related issues
  • Additional responsibilities as assigned by supervisor
  • While these roles do not take learner calls, they are responsible for delivering a high level of customer support internally.

 

 





 

Qualifications

 

  • Education:  Associate’s degree in Accounting/Finance; Bachelor’s degree preferred
  • 1-3 years of financial processing or transferrable experience such as Account Receivables, financial transaction support.
  • Previous university-based finance/accounting experience strongly preferred.
  • Working knowledge of computerized database management systems and processes, word processing and data entry skills.  Strong PC skills and competent with MS Office products.
  • Self-motivated and detail-oriented.  Ability to focus independently on detailed information with a high degree of accuracy to resolve customer issues, questions and concerns in a timely manner. 
  • Basic knowledge of general accounting practices and principles.
  • Excellent ability to organize information and use available tools to effectively contribute to organizational process improvement initiatives. ability to prioritize, consistently deliver a high degree of quality, and manage multiple demands (such as navigating systems and databases while communicating with the customer).
  • Ability to adapt to a professional culture that combines the tradition of higher education with the innovation of a fast-paced, entrepreneurial organization.
  • Good listening, verbal and written communication skills; ability to communicate effectively within groups and represent department at company meetings.
  • Ability to work within and contribute to a team-based environment.
  • Ability to maintain a high degree of accuracy and attention to detail.
  • Demonstrated ability to multi-task in a fast paced environment while staying on top of work priorities.
  • Learner Accounts experiences increased volumes of work approximately 20+ weeks throughout the year, and may require employees to complete additional work during evening and weekend hours.

 

Location

Capella University
Capella Tower
225 S. 6th St., 9th Floor
Minneapolis, MN 55402


This is an on-site position located at Capella’s downtown Minneapolis headquarters. It requires the ability to work in downtown Minneapolis and in a high-rise corporate office setting.  Typical of a corporate office setting, Capella’s office space: 

  • is designed with an open work space setting and common fluorescent lighting 
  • includes frequent co-worker interaction and corresponding noise levels 
  • is subject to inside environmental conditions 

Sedentary work: 

  • this role is mainly a sedentary role with frequent sitting and occasional walking and/or standing.   
  • this role involves frequent usage of a telephone, PC and standard monitors.    
  • this role has minimal lifting requirements, may require exerting up to 10 pounds of force occasionally and/or a negligible amount of force to lift, carry, push, pull or otherwise move objects 

Requires minimal (0–10 percent) business travel: 

  • may occasionally require travel to on-site Capella events such as Commencement or off-site Capella University leadership meetings as requested and based on business needs. All travel must be pre-approved and arrangements made according to Capella’s policies/procedures.

 Workhours: 

  • the University’s general office hours are Monday through Friday from 8 a.m. to 5 p.m. CST. Work hours and starting times may vary depending on the job and the business needs. Some positions will have a specified starting time, and may be earlier or later, depending upon business requirements.
  • the normally scheduled workweek for all full-time employees consists of 40-45 hours.
About Capella

Capella University is an online university built on graduate degrees, with more than 35,000 students throughout the U.S. and in other countries. Founded in 1993 to provide advanced educational opportunities for working professionals, Capella has become a national leader in online education, offering bachelor's, master's, and doctoral programs. The university's success is built upon a culture that promotes human potential, achievement, innovation, integrity, collaboration, and teamwork. Capella Education Company (CPLA), parent company of Capella University, is publicly traded on the NASDAQ. Capella Education Company was named to the Inc. 500 Hall of Fame for being listed as one of the nation's fastest-growing companies for 7 consecutive years. Capella University is accredited by The Higher Learning Commission. The Higher Learning Commission is among the 6 regional accrediting bodies recognized by the U.S. Department of Education. Regional bodies accredit colleges and universities; national bodies accredit trade and vocational schools.


Higher Learning Commission contact information: https://www.hlcommission.org, 800.621.7440


Equal Employment Opportunity


Capella is committed to the development of a multicultural environment. We seek greater diversity in our faculty and staff to broaden our academic experience and to reflect the diversity within our learner community. We value the input of multiple viewpoints and perspectives across the university and our corporate offices. Our goal is to create academic and business communities that are rich with cultural, social and intellectual diversity. Capella is an Equal Opportunity/Affirmative Action/Disabled and Protected Veteran employer.  Visit the link below to access the EEO is the Law poster.  http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf

  

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