Customer Service Specialist 2
About The Position
Essential Functions Serve as the primary contact for the Financial Aid Office by answering and responding to all calls made to the office’s main phone line and serve as primary contact for escalated loan issues. Interpret rules, regulations, policies, and procedures and provide information on a variety of financial aid topics to the public at the front counter, via telephone, and by email. Update user guides and consumer information for navigating loan processes. Prepare and certify alternative loan certification requests and revisions by reviewing for completion, resolving any missing information, and entering application data into applicable systems. Maintain log of alternative loan certification and log alternative loan checks and deliver checks to Student Accounts. Process all direct loan change requests and credit verification forms by reviewing for completion, resolving any missing information, and entering applicable information into the system. Track, review, and update loan entrance and exit counseling information. Prepare short-term loan applications by reviewing for completion, resolving any missing information, and entering applications into the system. Attend training and conferences as directed to stay current in best practices regarding customer service and/or financial aid rules and regulations. Other duties as assigned.
Responsibilities
- Serve as the primary contact for the Financial Aid Office by answering and responding to all calls made to the office’s main phone line and serve as primary contact for escalated loan issues.
- Interpret rules, regulations, policies, and procedures and provide information on a variety of financial aid topics to the public at the front counter, via telephone, and by email.
- Update user guides and consumer information for navigating loan processes.
- Prepare and certify alternative loan certification requests and revisions by reviewing for completion, resolving any missing information, and entering application data into applicable systems.
- Maintain log of alternative loan certification and log alternative loan checks and deliver checks to Student Accounts.
- Process all direct loan change requests and credit verification forms by reviewing for completion, resolving any missing information, and entering applicable information into the system.
- Track, review, and update loan entrance and exit counseling information.
- Prepare short-term loan applications by reviewing for completion, resolving any missing information, and entering applications into the system.
- Attend training and conferences as directed to stay current in best practices regarding customer service and/or financial aid rules and regulations.
- Other duties as assigned.
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What This Job Offers
Education Level
No Education Listed
