Senior Students Accounts and Loans Specialist

Job Description

Reporting to the Manager of Student Accounts and Loans, the Sr

Student Accounts & Loans Specialist is responsible for the

administration and reconciliation of Trinity’s Institutional loan

programs. This position ensures the accurate processing of loan

transactions, compliance with federal regulations and institutional

policies, and provides exceptional customer service to students,

families, and campus partners.

The Sr Student Accounts & Loans Specialist is responsible for

monitoring delinquent institutional loan accounts, coordinating

collection activities with third-party agencies, assisting with

preparation of federal reporting and tax documentation (including

Forms 1042-S and 1098-T), and reconciling student account activity

to ensure financial accuracy.

This position assists the Student Accounts Manager in overseeing

billing, account maintenance, and customer service for all programs

including Graduate, Individual Degree Program (IDP) and

Non-Matriculated Students, Study Away, and Undergraduate Student

account operations. In addition, the Assistant Manager assists with

preparation of audit documentation, reconciliations, and reports in

support of Accounting Services and participates in departmental

initiatives to improve operational efficiency and regulatory

compliance.

Responsibilities

Loan Administration

• Reconcile loan disbursements between the Student Accounts

system, financial aid system, Common Origination and Disbursement

(COD) system, and other applicable systems.

• Prepare, maintain, and archive Trinity Loan Promissory notes,

borrower documentation, and institutional loan records.

• Prepare disbursement files and reports for University

Accounting Services (UAS) and maintain borrower account

records.

• Process payments received from UAS, collection agencies, and

borrowers, ensuring accurate general ledger coding.

• Monitor delinquent institutional loan accounts, communicate

with borrowers regarding repayment options, and coordinate

collection efforts with third-party collection agencies.

• Respond to borrower inquiries regarding loan repayment,

deferments, transcript holds, credit reporting, and loan

servicing.

• Provide documentation and support for internal and external

audits related to student loan programs.

Student Account Administration

• Assist with management of billing, account maintenance, and

customer service for Graduate, IDP and Non-Matriculated, Study

Away, and Undergraduate student population

• Review, analyze, and adjust student account activity to ensure

billing accuracy.

• Calculate and process financial aid transfers, refunds, and

account adjustments for Study Away and IDP students.

• Coordinate billing and account activity with the Registrar's

Office, Financial Aid Office, Office of International Programs, and

partner institutions.

• Assist with undergraduate billing, payment processing, account

reconciliation, and customer service as departmental needs

require.

• Review student account activity to ensure accurate tax

reporting and prepare account corrections supporting Forms 1098-T

and 1042-S.

• Organize, scan, and maintain electronic student records in the

College's document management system.

Financial Reporting and Compliance

• Perform reconciliations of student account and loan activity to

ensure financial accuracy and compliance.

• Prepare audit confirmations, reconciliation reports, and

supporting documentation for Accounting Services and external

auditors.

• Assist in maintaining compliance with federal regulations,

institutional policies, and accounting standards.

• Identify opportunities to improve departmental processes,

internal controls, and operational efficiencies.

Customer Service and Collaboration

• Provide timely, professional, and accurate service to students,

families, faculty, staff, and external partners.

• Collaborate with campus departments to resolve complex student

account and loan issues.

• Participate in departmental projects, policy implementation,

and cross-functional initiatives.

• Perform other duties as assigned.

Physical Demands

• Ability to lift and transport office supplies, files, and

mailings weighing up to approximately 25 pounds.

• Occasional participation in College events, including June Days

and student orientation or registration activities.

• Ability to perform the essential functions of the position in a

standard office environment, including prolonged computer use.

Perform other related duties as assigned and based on

departmental need.

Qualifications

Required

• High School Diploma or GED
• 3-5 years of experience
• Experience in accounts receivable, billing, collections,

accounting, or student financial services

• Working knowledge of federal student aid regulations, private

education loans, institutional loan programs, and student accounts

receivable practices preferred.

• Demonstrated analytical, organizational, and problem-solving

skills with exceptional attention to detail.

• Excellent written and verbal communication skills and a

commitment to providing outstanding customer service.

• Demonstrated technical proficiency with enterprise information

systems, preferably within a higher education student financial

services environment.

• Experience working with financial aid systems and related

administrative software.

• Advanced proficiency in Microsoft Office Suite, particularly

Excel, Word, Outlook, and Teams.

• Strong ability to research, interpret, and navigate online

resources, websites, and electronic databases efficiently.

Preferred

• Bachelor's Degree
• 5-8 years of experience

About Us

Trinity is a highly selective, independent, nonsectarian liberal

arts institution located in the capital city of Hartford,

Connecticut. The college maintains a rigorous academic profile

complemented by a vibrant co-curricular program. With more than

2,100 full-time undergraduate students, representing forty-three

states and ninety-one countries, we consider our location in a

culturally and socioeconomically diverse capital city to be among

Trinity’s most distinctive assets; and we cultivate strong

connections with our surrounding neighbors and with institutions

and organizations throughout Hartford and the region. As a

preeminent liberal arts college in an urban setting, Trinity

College prepares students to be bold, independent thinkers who lead

transformative lives.

Trinity College is an independent, nonsectarian liberal arts

college for men and women, with approximately 2,200 undergraduate

students and 200 faculty members, located in Hartford, Connecticut.

Our Mission is “Engage. Connect. Transform.” As the preeminent

liberal arts college in an urban setting, Trinity College prepares

students to be bold, independent thinkers who lead transformative

lives. Trinity is an actively engaged community of students,

faculty and staff who work together to develop and sustain the

intellectual and creative opportunities central to a first-class

liberal arts education. Hartford, the state capital, provides many

opportunities for cultural and social engagement.

The College is committed to building a representative and diverse

faculty, administrative staff, and student body. Trinity is an

Equal Opportunity/Affirmative Action Employer. Women and minorities

are encouraged to apply. Applicants with disabilities should

request, in advance, any needed accommodation in order to

participate in the application process.

For all faculty positions, completion of the Ph.D. or appropriate

equivalent is expected. Candidates should have a strong commitment

to undergraduate and interdisciplinary teaching in a liberal arts

context, and a well-articulated plan for sustained research.

Trinity is especially interested in candidates who can contribute

to the diversity and excellence of the academic community through

their research, teaching, and service.