Financial Aid Customer Service Representative

Bryant & Stratton College Careers • Orchard Park, NY

2d • Onsite

About The Position

Bryant and Stratton College Online Education Campus is growing here in Orchard Park! The Financial Aid Customer Service Representative will ensure excellent customer service skills in every interaction through inbound and outbound calls. During award letter delivery, the incumbent will review financial aid student files for accuracy and identify necessary adjustments. The position will provide support to the financial aid team to ensure policy and compliant procedures are adhered to. This position is best suited for someone who prefers a fast-paced environment, adapts to change, is detailed, highly organized and actively engaged with students.

Requirements

• Associate’s degree required
• 1-2 years fast-paced customer service experience required in a high-volume setting
• Prior computer experience with a CRM tracking system and Microsoft Office
• Excellent phone skills

Nice To Haves

• Bachelor’s degree preferred
• Experience in a call center environment preferred
• Financial aid experience preferred

Responsibilities

• Counsels prospective and current students and/or parents regarding financial aid, including a review of financial aid package.
• Meet or exceed established phone goals for inbound and outbound dials for each session/semester.
• Handle inbound inquiries on a variety of FA topics including status of excess loan funds (ELF), Banner inquiries, and verification follow up, providing customers with accurate information and direction to ensure a world-class student experience.
• Review documentation for accuracy and forward to appropriate party for necessary adjustments. Documents all transaction in appropriate communication tool (CRM, Banner, email, etc.).
• Adheres to all Federal, State, and Institutional Financial Aid Guidelines.
• Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree