CUSTOMER SERVICE & COLLECTIONS ASSOCIATE, Accounts Receivable, Office Financial Services, Competition # COPE-22-04, Thunder Bay, ON
Overview
CUSTOMER SERVICE & COLLECTIONS ASSOCIATE
Accounts Receivable Office
Financial Services
COPE, Level 7
Full Time, Permanent
Competition # COPE-22-04
Under the general direction and guidance of the Manager, Accounts Receivable & Student Financials, the incumbent will provide front line customer service to students, faculty, staff, and the general public, serve in a key role for collection of receivables, and provide general support to all other areas of Accounts Receivable. The following is a brief outline of the duties and qualifications of the position. A job fact sheet detailing the required duties is available in the Office of Human Resources.
DUTIES:
- Deliver high quality, advanced customer service, in person, by telephone, or by email;
- Communicate information pertaining to University policies, academic fees, payment/refund dates to those requesting information;
- Maintain the confidentiality of student financial records as defined in the Confidentiality Policy – Student Records;
- Receive and process payments on student, sponsor and miscellaneous accounts;
- Conduct collections activities for current and delinquent receivables (calls, e-mails, letters, follow-up);
- Ongoing student account analysis and adjustments;
- Various data entry, invoicing, and cash reconciliation;
- Verification of credit balances and student banking information for refund requisition;
- Record and maintain comments on the student electronic file;
- Answer questions about and analyze, T2202 Tuition and Education Amount Certificates and T4A;
- Provide support and back-up for other Accounts Receivable positions
- Other related duties as required.
QUALIFICATIONS:
- Post-secondary education in Accounting or 2-3 years related accounts receivable experience;
- Excellent communication and interpersonal skills;
- Ability to work independently with minimal supervision;
- Ability to interact with students, staff, general public and outside organizations exercising tact, judgment and independence;
- Experience with computerized accounting systems and various office programs including Microsoft Office, primarily Excel;
- Ability to work with constant interruption and in stressful situations during peak periods while maintaining preset deadlines;
- Working knowledge of Datatel/Colleague system;
- Detail oriented with strong organizational skills;
- Familiarity with the Occupational Health & Safety Act, its regulations and other health and safety related legislation and standards.
As a condition of employment, a Level 1 police criminal record check must be provided by the successful candidate.
Internal COPE members will be considered prior to external applicants. Interested applicants are invited to submit a single PDF document quoting competition # COPE-22-04, containing a cover letter, resume, along with the contact information of three professional references by 4:30 p.m. on April 22, 2022 to:
Office of Human Resources
University Centre
Email: careers@lakeheadu.ca
We appreciate your interest; however, only those selected for an interview will be notified.
Lakehead University is committed to creating a diverse and inclusive environment and welcomes applications from all qualified individuals including women, racialized persons, Indigenous people, persons with disabilities and other equity-seeking groups. All qualified candidates are encouraged to apply; however, Canadian citizens and permanent residents will be given priority. This is in accordance with Canadian immigration requirements.
Lakehead University is committed to supporting an accessible environment. Applicants requiring accommodation during the interview process should contact the Office of Human Resources at (807) 343.8334 or human.resources@lakeheadu.ca to make appropriate arrangements.
