Fees and Bursaries Officer

Job Description

Purpose of the Post:



 



To support the Fees and Collections Manager with the proactive chasing of outstanding tuition fee debts. Through management and up keep of effective administrative systems the role will ensure that all chased debts are accurate and that students and stakeholders are communicated with in a professional manner.



 



In addition to supporting the collection of unpaid tuition fees the role will also support the Fees & Bursaries Team with general tasks such as building fees, and  responding to general fees and bursaries queries.



Main Activities and Responsibilities:




  • To provide administrative support for the university’s debt management process. Ensuring that students with outstanding tuition fees are communicated to in a timely and effective manner.



 




  • To support the charging and collection of student fees, maintaining data on the student records system.



 




  • To update and maintain local records of all tuition fee debt collection communication, both by the university and by students.



 



 




  • To provide customer service and advice and guidance to students who have tuition fee arrears ensuring that students are directed to both the necessary administrative services and pastoral support.



 




  • To attend University enrolment events to determine tuition fee liability/tuition fee status, apply any discounts, calculate the correct chargeable fee and check payments or other method of funding (amongst other ancillary duties). This may involve out of hours working.



 




  • Liaising with third parties such as Student Loan Company, NHS and overseas embassies to resolve issues and facilitate release of fee payments;



 




  • To assist in all aspects of the administration of bursaries including, but not limited to, the LSBU Annual Bursary and Access Bursary awards.



 




  • Responding efficiently and professionally to fees enquiries or requests for information, using guidance and procedures to resolve problems effectively and knowing when and how to refer very complex queries;



 




  • Reviewing and proactively inputting to the development and improvements of Student Fees systems and processes.



 




  • Demonstrate an understanding of and be able to communicate to all customers (applicants, students, sponsors, colleagues) clear and concise  information relating to  funding and financial support including, Undergraduate Tuition Fee and Maintenance Loans, Postgraduate Loans & Scholarships.



 




  • Audit records to ensure tuition fee invoices are raised correctly, in a timely manner and to ensure completeness of income. (i.e. creating, crediting, and voiding invoices on the University student records systems).



 




  • Monitor and act on work requests relating to course changes and check on authenticity of such requests. Update databases as required, ensuring accurate records are maintained pertaining to interruptions, withdrawals, course changes, refunds, invoicing and other changes.



 




  • Update student records with the latest information from external and internal sources including Sponsors, Student Finance England, Schools, International Office, Admissions and the University Income Team.



 




  • Provide advice and respond to customer queries regarding current government student support regulations, tuition fee assessment, tuition fee charges and fee debt, by telephone, by email, in writing or face to face (where necessary).



 




  • Provide advice and feedback to colleagues throughout the University and at all levels on fee related and administrative issues, including, but not limited to Tuition Fee Regulations, Academic Regulations, APELS, Bursaries, student financial support, student debt, student attendance etc



 




  • To provide cover for other members of the Fees & Bursaries Team during vacation and sickness and (on request) to support other members of the Fees & Bursaries Team in the completion of their duties.



 




  • To assist in the training of new members of the Fees & Bursaries Team



 




  • Assist in the update of training materials for the use of the Fees & Bursaries Team and to take part in the provision of face to face training for School and other administrative staff



 




  • Attend all necessary training/information sessions including UKCISA training prior to enrolment, relevant SFE meetings, compulsory training (Health & Safety/GDPR etc) and any other necessary events.



 




  • General clerical and administrative duties including (but not limited to) filing, scanning and attaching records to the INVU system; provision of fee related letters to students on request; monitoring of general tracker queries and answering telephone queries within service level agreements.



 




  • Undertake any other duties that may reasonably be required by your manger.



Qualifications

A Bachelor's Degree



Skills

Qualifications:




  1. A Bachelor’s Degree, equivalent qualifications or relevant work experience.



 



Experience / Knowledge




  1. Previous administrative experience preferably in a financial or student administration in higher education.

  2. Experience in customer-focused service delivery with a knowledge and understanding of the needs of students, clients and partners, and responding in a positive way to any feedback received.

  3. Experience of using and maintaining databases (student records databases preferred but not essential) & finance systems, together with a excellent level of knowledge of Microsoft Word and Excel.



 



Competencies:



 




  1. Teamwork - Actively seek to promote positive and open working relationships, co-operating and liaising with others to achieve goals.  Build and maintain an environment of co-operation and trust within the team.

  2. Communication – Demonstrate a high degree of interpersonal skills, communicate regularly, clearly and effectively with staff and students using the full range of communication methods: face to face; electronically and in writing.

  3. Initiative - Be willing to go beyond the normal constraints, work flexibly and apply lateral thinking approaches to problem solving. To lead on projects and take ownership of specific areas of work in line with the needs of the business.

  4. Additional Skills – be able to organise ones own time effectively and efficiently, to prioritise workloads, to quickly follow and understand instruction or guidance and highly developed analytical skills.

  5. Equal Opportunities – Be able to demonstrate an understanding of equality and diversity and to show an understanding of issues relating to equal opportunity and its practical application in the work environment.

  6. Able to demonstrate an understanding of, and commitment to, equality and diversity, and its practical application.

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  • Good Friday 7th April: 1 session time TBC (whatever suits you)

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+ shadowing classes/training for each session prior to starting independently on Wednesday 29th.



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Each session takes approximately 45 minutes to 1 hour.



The time requirement for this role is 15 hours total (12 hours of classes + 3 hours of training).



Qualifications

Qualification in a related field (e.g., physiotherapy).



Skills

Prior knowledge of exercise/fitness and proper form preferred (e.g., physiotherapy, PT qualification).

Job purpose



To main focus of the post holder is dedicated to effectively provide confidential, professional administrative support to the Head of Housing Services and to the Housing Services team. To effectively provide a customer focused reception service of excellence for Housing Services. To be the first point of contact for, and to represent the team, both internally and externally, whether in person, by telephone or by email, responding to all generic enquiries or by referral to an appropriate team member when escalating non-routine enquiries.



The post holder will be required to support the Head of Housing Services in delivering a customer focused service of excellence; providing advice and guidance encompassing the broad range of housing options available to students and staff.  The range of this role is not limited to the Queen Mary halls of residence, but includes nominated private providers, private housing as well as homestay or short stay options.



 



Main duties and responsibilities




  • To provide a customer focused first point of contact to students, staff and private landlords, the public and other external bodies, judging when to pass on or escalate complex queries.

  • To check all applications received for housing eligibility, and issue relevant and timely feedback to applicants.

  • To represent Housing Services at all Queen Mary internal and external events, particularly at main residential arrival and departure days, to provide and sustain a positive image for Residential Services

  • To manage and keep updated the Housing Services team diaries.

  • To check the accuracy and relevance of information and imagery on the Residential Services website..

  • To provide administrative support to the Housing Services team.

  • To advise the Head of Housing Services on noticeable trends in customer enquiries.

  • To be flexible at key times within the university calendar to support the delivery of services that will be outside normal business hours, which will include working in the evenings and at weekends

  • To comply with all Queen Mary and Directorate policies and procedures and demonstrate a commitment to the Directorate purpose statement and values

  • To implement recognised good practice in communication and cohesion, to promote the culture and behavioural change programme that has been embarked upon by the Directorate.



Qualifications

GCSE, NVQ (Level 3) or City and Guilds in English and Maths or equivalent



Skills

  • Significant experience working within an HEI or privately built student residential environment

  • Significant experience working in a customer service environment providing exceptional customer service

  • Understanding of the relevant regulations and national codes of practice and the implications of non-compliance

  • Experience managing conflicts, resolving or escalating complaints, with the ability to use own initiative to handle difficult situations with tact and sensitivity

  • Familiarity with budgeting and financial management

  • Knowledge and understanding of HEI Admissions systems, key dates and SITS student record system

  • Knowledge of the private sector housing market



Skills/Abilities




  • Excellent written and verbal communication and interpersonal skills with the ability to communicate effectively with staff and external contacts at all levels

  • Computer literate with a good knowledge of Microsoft Office software, particularly Excel

  • Able to plan, manage and monitor a variety of commitments, balancing workloads to meet service demands

  • Excellent attention to detail and a systematic approach to work

  • Friendly, approachable, diplomatic and able to relate to people

  • Flexible attitude and willing to learn, develop and improve both individually or as part of a team



Other




  • Able to deal with personal, private and confidential issues with appropriate discretion (Data Protection Act)

  • Able to manage job role in line with customer expectation of Equality and Diversity Policy

  • Able to identify resolutions to problems and utilise analytical skills

About us



The Data Governance and Security team with SED develops, maintains, and supports system and process security, data governance, data protection compliance, regulatory reporting, and external and internal audit requirements. The team ensures that strategies and procedures in relation to these areas are fit for purpose and is responsible for providing a ‘gold source’ of all student and course information data to ensure best practice.



About the role



The Senior Student Data Assurance Officer will provide assurance and operational support to colleagues engaged in both internal/external reporting and in business as usual activites that rely on the quality of our student data. This will entail the provision of end-to-end administrative support in triaging enquiries, resolving student data quality issues, supporting the statutory HESA data return (submitted in August and September 2024) by fixing data errors and supporting the generation of HEARs (online transcripts) for students.



This would be an excellent opportunity for a candidate who is interested in gaining experience in working with data, making operational use of IT programmes such as Excel and SQL and who wish to utilise their skills to ensure that the quality of our student data is accurate and of the highest quality.



This is a temporary role, with an end date of 8th November 2024.



Qualifications

We think a wide range of different work and educational experiences could support you to be successful in this role. Relevant work experience might include work in data management or analytics. Relevant educational experiences might include higher education in a related discipline, professional qualifications or other training



Skills

The following skills would be essential in the role:



-Excellent IT skills, including experience of Office software (Word, Excel, Outlook email, web etc.) 



-Good communication skills and a willingness to work in a team, with multiple stakeholders



-The ability to deal with competing priorities



Experience of SQL and using a student records system would be desirable

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