Financial Services Representative
About The Position
The Financial Aid Representative assists students throughout the financial aid process, ensures student files are updated accurately, and manages related records. The role works with new, prospective, and current students on educational costs, payment options, financial aid eligibility, required documentation, funding, and student loan repayment information. The employee works with the enrollment team and may present at new student orientations or attend Financial Aid Lead/Manager meetings as needed. The position is full-time and scheduled for 29 hours weekly. Hours may vary between 8:00 AM and 7:30 PM Monday through Thursday and 8:00 AM and 5:00 PM Friday to meet departmental and student needs.
Requirements
- Associate’s degree in Finance, Accounting, Business Administration, or a related field; two years of additional experience may substitute for a formal degree.
- At least one year of experience in Finance, Accounting, Education, Customer Service, or a related field.
- Must be able to obtain and maintain access to secure government systems.
Responsibilities
- Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options.
- Follow up with new and prospective students to ensure all necessary paperwork is completed.
- Assist parents and/or students with FAFSA filing paperwork to determine financial aid eligibility.
- Determine student eligibility for Federal Student Aid funds based on the Institutional Student Information Report (ISIR), resolve issues, and complete necessary paperwork.
- Complete established financial aid processes, including verification, award letters, and loan originations, to ensure accurate and timely payment of Federal Student Aid funds.
- Manage the yearly refinancing process with students to support timely receipt of second-year funding.
- Establish student work-study eligibility and collaborate with the HR liaison to complete new-hire paperwork.
- Meet with students before graduation for exit counseling and review student loan repayment information.
- Develop and maintain current working knowledge of applicable financial aid regulations.
- Work effectively with all members of the enrollment team to meet student needs and assist students as necessary.
- Present at new student orientations and attend Financial Aid Lead/Manager meetings when needed.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Education Level
Associate degree
