Senior Financial Aid Specialist

University of OklahomaNorman, OK
11d

About The Position

Student Service Experts provide integrated student services to University students, families, and staff in the areas of billing, financial aid, and scholarships. The Student Service Expert will support and meet the service requirements that align with the culture and goals of Enrollment Student Financial Services. We need someone who exhibits: Integrity: Accountability for doing the right thing by exercising good judgment and honesty. Ability to create a safe environment for students and families and team members, including having emotional intelligence and self-awareness. Transparency, professionalism and thoughtfulness in communication. Care: Prioritization of creating the best experience possible for each person we encounter and at every step of the student experience. Providing service to others by being friendly, welcoming, and approachable. Commitment to collaboration and to being a team player with a positive attitude. Intentionality: Strong work ethic and contribution to the excellence of the Division of Enrollment Management, FAS, and OU; self-motivation. Consistency in meeting deadlines and responding in a timely manner. Innovation: Possession of a natural curiosity to learn and a continual pursuit of personal and professional growth in the field of college enrollment management. A focus on innovation, displaying an understanding of positive change and possessing a strong analytic ability. Efficiency by researching best practices, making creativity a priority.

Requirements

  • High School diploma or GED, AND:
  • 48 months of financial aid, general office, clerical, or related experience.
  • Detail oriented for accuracy of date information
  • Highly organized and able to handle multiple projects and deadlines
  • Ability to communicate verbally and in writing
  • Ability to build rapport with students, faculty and staff
  • Ability to produce reports and complete work within deadlines
  • Strong initiative to solve problems

Nice To Haves

  • Experience working in a Student Financial Center
  • Knowledge of higher education
  • Familiar with federal financial aid policies and procedures

Responsibilities

  • Updates system checklists to reflect receipt of documents.
  • Monitors entrance/exit online counseling.
  • Updates forms for use on website and office e-files.
  • Corresponds with students concerning additional documentation needed to continue financial aid processing.
  • Offers guidance and next steps to students and families regarding a financial plan to pay college expenses.
  • Responds to student inquiries regarding billing, payment plans, and financial aid options which may include loans, grants, and scholarships.
  • Responsible for reviewing financial aid e-mails and responding to questions.
  • Sends out global e-mail messages to students and groups of students concerning various issues at Director's request.
  • Initiates verification process and subsequently reviews verification documentation submitted by student.
  • Completes system updates with information submitted for verification, troubleshoots any discrepancies; verifies students' enrollment and accuracy of award.
  • Maintains compliance with federal, state, and institutional policies.
  • Initial contact person for students and parents; provides answers for basic application and processing questions to students and parents.
  • Provides general office and administrative support by performing various data maintenance, reception, records activities, information distribution, correspondence, and other related support duties.
  • Performs other duties as assigned to ensure the overall successful operation of the department.
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