Student Financials Coordinator
Southern Methodist University Inc

Dallas, Texas

Posted in Education and Training

This job has expired.

Job Info


Salary Range:

Low $40s

About SMU

SMU's more than 12,000 diverse, high-achieving students come from all 50 states and 80 countries to take advantage of the University's small classes, hands-on research opportunities, leadership development, community service, international study and innovative programs. The University offers a strong foundation in the humanities and sciences and undergraduate, graduate and professional degree programs through eight schools.

Now in its second century of achievement, SMU is increasingly recognized for the ways it supports students, faculty and alumni as they become ethical leaders in their professions and communities. Now in its second century of achievement, SMU is increasingly recognized for the ways it supports students, faculty and alumni as they become ethical leaders in their professions and communities. The University's entrepreneurial spirit lives in people from every academic discipline who see opportunities to create something new in the world - and work hard to bring their innovations to life. SMU's relationship with Dallas - the dynamic center of one of the nation's fastest-growing regions - offers unique learning, research, social and career opportunities that provide a launch pad for our students, faculty and alumni to make a global impact. On the most beautiful college campus in the country, SMU Mustangs are energized by unbridled opportunities - from teaching, learning and research to creativity, performance and athletic endeavor.

About the Position:

The Student Financials Coordinator is responsible for a variety of compliance related duties. The Student Financials Coordinator will oversee the process for developing and maintaining all policies and procedures related to the University Bursar's Office and maintain policy and regulatory reference materials. The Student Financial Coordinator will process the reconciliation of Institutional and Perkins Loans; balance ECSI loan deposits, book loan payments journal entries to the general ledger for ECSI Institutional/Perkins Loan deposits and Institutional Loan reserves and write offs. Working closely with the Tuition Calc Group, the team member will be responsible for maintaining and processing annual Financial Information Bulletin and verify the Bursar 's Office website with all relevant dates and other information, check for compliane on Title IV refunds and other duties, as assigned.

This role is an on-campus, in-person position.

Essential Functions:

  • Confirm compliance of Title IV refunds and voided refunds.
  • Process the reconciliation of Institutional and Perkins Loans from Accounting.
  • Review Bursar website accuracy, gather additional information and update the Financial Information Bulletin with the annual changes & other documents that include Bursar Information.
  • Update SSN/ITIN changes on 1098-T Form, process NRA 1098-T request forms and assist with testing on 1098-T yearly tax form.
  • Review, balance and process ECSI Loan monthly journal entries for loan payments and loan cancellations.
  • Confirm and update general ledger balances with Institutional loan reserves and write offs.
  • Develop routine review process for all policies and procedures. Maintain repository of current, approved policies and procedures. Archives of past policy and procedure documents according to retention policy.
  • Review and update 1042S U.S. Withholding charges daily.
  • Review, update and submit Year End Credit Balance Report and assist will all other Bursar related fiscal year end duties.
  • Update 1098-T missing SSN/ITIN holds on a regular basis. Serves as backup to the Associate Director of Compliance and other duties as assigned


Education and Experience:

Bachelor's degree is required.

A minimum of two (2) years of experience is required.

Candidate with experience working in an institution of Higher Education is preferred.

Knowledge, Skills and Abilities:

Candidate with working experience within a student account services department in Higher Education is preferred. Candidate must demonstrate ability to understand and apply federal regulations and University policies to loan programs. Candidate with knowledge of federal regulations to loan programs and Perkins program regulations, including assignment and liquidation of loans is preferred.

Candidate with proficiency in MS Excel, Outlook and Word is required. Candidate must demonstrate ability to learn new software. PeopleSoft experience is preferred.

Candidate must demonstrate strong interpersonal and verbal communication skills, with the ability to communicate broadly across the University and develop and maintain effective relationships with a wide range of constituencies. Must also demonstrate strong written communication skills.

Candidate must possess strong problem-solving skills with the ability to identify and analyze problems, as well as devise solutions. Must also have strong organizational, planning and time management skills.

Physical and Environmental Demands:
  • Sit for long periods of time
Deadline to Apply:

Open until filled.

Priority consideration will be given to those applicants that apply by October 14, 2022.

EEO Statement:

SMU will not discriminate in any program or activity on the basis of race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression. The Executive Director for Access and Equity/Title IX Coordinator is designated to handle inquiries regarding nondiscrimination policies and may be reached at the Perkins Administration Building, Room 204, 6425 Boaz Lane, Dallas, TX 75205, 214-768-3601,


SMU offers staff a broad, competitive array of health and related benefits. In addition to traditional benefits such as health, dental, and vision plans, SMU offers a wide range of wellness programs to help attract, support, and retain our employees whose work continues to make SMU an outstanding education and research institution.

SMU is committed to providing an array of retirement programs that benefit and protect you and your family throughout your working years at SMU and, if you meet SMU's retirement eligibility criteria, during your retirement years after you leave SMU.

The value of learning at SMU isn't just about preparing our students for the future. Employees have access to a wide variety of professional and personal development opportunities, including tuition benefits.

This job has expired.

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