Financial Aid Assistant

Job Description

JOB SUMMARY

The Financial Aid Assistant is responsible for general financial aid customer service by answering calls, emails, chats, and other inquiries.

Processes online forms and conducts quality assurance of reported and submitted information.

Assists students at a campus location if needed.

ESSENTIAL FUNCTIONS

• Serve as primary Customer Service Representative to promote and ensure student access, success and to promote customer satisfaction.
• Perform document tracking to better serve students.
• Collect, manage and maintain sensitive records (i.e., financial statements, college records, medical records, citizenship documents, divorce decrees, etc. ).
• Analyzes and interprets federal, state and institutional regulations and policies to assist students with the application for Federal, State and Institutional funds.
• Communicate orally and, in writing, with students to ensure accuracy and completeness of application in order to meet appropriate timelines for registration and payment of fees.
• Respond to student questions and inquiries by answering calls, emails, online chats, and submissions to the Student Resolution Center.
• Process online form submissions, including performing quality assurance on the information submitted.
• Assist with Financial Aid Orientation.
• Provide guidance and assistance for students making application online.
• Answer telephone calls, greets visitors, respond to routine inquiries, take and relay messages.
• Use word processing software and student information to develop correspondence and retrieve information.
• Record student information in administrative computer system including typing detailed comments regarding student situations.
• Track and report customer service data.
• Establish and maintain student/program files and records.
• Perform outreach activities.
• Perform other duties, tasks and assignments as required.

QUALIFICATIONS

Education & Experience

• High school diploma/GED required
• Associates degree preferred
• Minimum 1 year working in a financial aid office preferred

Licensing & Certification

• Valid Texas Driver License

Special Skills

• MS Office Programs
• Knowledge of PeopleSoft
• Budget Management

Competencies

• Delivering High Quality Work
• Accepting Responsibility
• Serving Customers
• Supporting Organizational Goals
• Driving Continuous Improvement
• Acting with Integrity
• Thinking Critically
• Managing Change
• Communicating Effectively

Working Conditions

General Office. Must be able to perform all job requirements with or without reasonable accommodations; remain in a stationary position during shift; move items weighing up to 25 pounds; position self to operate job equipment; apply established protocols in a timely manner. Must access, input and retrieve information from technology devices; communicate with others to accomplish job requirements. May be required to work after hours to include weekends and holidays.

SECURITY SENSITIVE:
This job class may contain positions that are security sensitive and thereby subject to the provisions of Texas Education Code § 51.215