Kathi Bland
Fayetteville,NC
Summary
Dynamic professional with extensive experience at the University of Northern Colorado, adept in process improvement and policy development. Proven ability to supervise teams and implement effective billing systems using Banner and TouchNet software. Strong problem-solving skills enhance collaboration across departments, ensuring accurate financial operations and student satisfaction.
Overview
18
18
years of professional experience
Work History
Director of Student Accounts
University Of North Carolina At Pembroke
Pembroke, NC
07.2022 - Current
- Lead a staff of seven team members in providing excellent customer service.
- Write, develop, and maintain policies and procedures.
- Review processes and policies to look for ways to make the processes more efficient.
- Maintain the rate tables for tuition, fees, housing, and dining for each semester.
- Run testing on tuition, fees, housing, and dining to ensure they are set up correctly. Have other employees in the office review the audit for errors.
- Add new detail codes for tuition and fees.
- Process billing statements.
- Reconcile collection agency accounts to ensure balances are accurate.
- Set up payment plans in TouchNet for current students.
- Set up payment plans in Nelnet for former students.
- Fill in for new student orientation as needed.
- Provide guidance and assistance when resolving disputes over tuition payments, or refunds.
- Hiring new employees.
- Established relationships with key stakeholders at universities and colleges across the country.
- Conduct testing of new Banner upgrades in the test environment before they are implemented in production.
- Created a new payment plan option for students in our online accelerated program.
- Created new payment plan options for summer tuition bills.
- Review accounts for bad debt write-off on a yearly basis.
- Developing a new process to handle outside donor scholarships with financial aid.
- Ensure all third-party billing and tuition waivers are completed in a timely manner.
- Run the process to take off holds on accounts that are paid in full or below the registration threshold of $200.00.
- Place holds on past-due balances, preventing students from registering for another term.
- Run the drop report each semester to identify students to drop due to non-payment by the billing deadline.
- Service as the representative from student accounts on committees across campus.
Assistant Bursar
UNIVERSITY OF NORTHERN COLORADO
Greeley, CO
04.2019 - Current
- In addition to continuing my duties as an accounting tech III I have also added the following duties
- Supervising 2 employees
- Writing, developing, and maintaining policies and procedures
- Reporting employee and student payroll deduction information to payroll
- Adding in new detail codes for tuition
- Processing billing statements
- Collection calls and letters
- Applying and refunding CARES funds
- Developing concurrent enrollment policies and procedures
- Developing and updating a flywire frequently asked questions manual
- Processing return of college opportunity fund stipend funds
- Reporting phone calls received, and students served in bear central to management
- Developing cross training for other areas in bear central
Accounting Tech III
UNIVERSITY OF NORTHERN COLORADO
Greeley, CO
08.2007 - 04.2019
- Answered phone calls, emails and processed payments
- Sent bills to 3rd party sponsored students and tracked financial guarantees
- Processed refund checks and notified students of their refund
- Processed cash advances and veteran student advances
- Worked with registrar’s office and financial aid on appeals and withdrawal processing
- Worked with the graduate school on scholarships and grants to ensure accurate amounts were posted and assisted in corrections as needed
- Applied funds from the Post 9/11 GI Bill and ensured the payments were accurate and reported any corrections
- Added and removed holds from accounts as necessary
- Helped students and authorized users with bear pay
- Assisted payroll with questions on dependent tuition amounts for tax purposes
- Assisted students with the college opportunity fund stipend application and authorization
- Scanned and indexed into Xtender
- Processed charges from other departments and trained 4 departments on a new process developed to put charges on accounts without having to do it manually
- Presentation at new student orientation, graduate school orientation and international student orientation
- Helped develop and implement scholarship check processing with financial aid
- Trained 5 new employees on processes and procedures
- Cross-trained employees on job duties
Education
Bachelor of Science - Business: Finance
UNIVERSITY OF PHOENIX
Tempe, AZ09.2008
AIMS COMMUNITY COLLEGE
Greeley, CO01.1999
Associate of Science - General Science
NORTHEASTERN JUNIOR COLLEGE
Sterling, CO05.1997
Skills
- Banner software
- Microsoft Office Suite
- Touchnet software
- Flywire software
- OnBase software
- Evisions software
- VA Once
- Problem solving
- Process improvement
- VA school certifying official
- General understanding of military benefits
- Work well with other departments on campus
Awards
- Center for International Education Staff Appreciation Award 2017
- Classified Employee of the Year nominee 2018
- Saudi Club Appreciation Award 2019
Timeline
Director of Student Accounts
University Of North Carolina At Pembroke
07.2022 - Current
Assistant Bursar
UNIVERSITY OF NORTHERN COLORADO
04.2019 - Current
Accounting Tech III
UNIVERSITY OF NORTHERN COLORADO
08.2007 - 04.2019
Bachelor of Science - Business: Finance
UNIVERSITY OF PHOENIX
AIMS COMMUNITY COLLEGE
Associate of Science - General Science
NORTHEASTERN JUNIOR COLLEGE
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