"Financial Services Specialist"

Job Description

• Advises and counsels students, parents and prospective students with questions about financial obligations. Offers alternative solutions.
• Communicates with students and parents to answer questions and resolve issues regarding status of financial aid application and application process. Responds to email inquiries. Processes internal and external verification forms.
• Advises on University policy and procedures affecting billing accounts, disbursement or repayment of financial aid.
• Provides customer service and counseling to students and families whose financial circumstances change or threaten the students' ability to pay their financial obligations.
• Evaluates and makes decisions regarding the appeal process in financial aid, including processing of all payment types, investigating disputed charges, arranging payment agreements and authorizing short term loans. Contacts individuals regarding outstanding balances.
• Calculates financial need and performs monetary transactions. Monitors and audits student billing accounts.
• Collaborates with office team to provide backup coverage for drop-ins, phone calls, email support, and on-call duties as needed. Serves as a student financial aid liaison for an assigned college, addressing escalated inquiries from students, parents, and departmental staff.
• May conduct training and workshops on updated financial aid policies, processes and procedures.

Short Job Description

• Bachelor's degree in related field from an accredited institution, or equivalent combination of education and experience.
• One year's relevant experience.
• Strong interpersonal, written and verbal communication skills.
• Familiarity of federal, state and institutional financial aid regulations and guidelines.