SFS Representative (78839)

IONA UNIVERSITY•City of New Rochelle, NY

19h•Onsite

About The Position

Iona University is seeking an SFS Representative to work under the direction of the Associate Director of Student Financial Services. This role is crucial for providing front-line support to students, parents, and visitors, addressing a wide range of inquiries related to registration, billing, payments, and Financial Aid. The representative will also assist the SFS team with daily operations, including processing payments, reconciling accounts, and managing communications. The position involves guiding students through financial processes, navigating various online systems, and participating in university recruitment and retention events.

Requirements

Associate's degree required
One to two years’ customer service experience
Friendly and helpful attitude
Ability to work with a diverse group of students and parents
Ability to work independently and with a team
Strong attention to detail
Comfortable working with numbers and numerical data
Knowledge of Microsoft Word, Excel, and Outlook

Nice To Haves

Bachelor's degree preferred
Customer service experience in a higher education environment

Responsibilities

Greet and assist students, parents, and visitors to the SFS office, addressing inquiries related to registration, billing, payments, and Financial Aid
Provide front-line support while assisting the SFS team with day-to-day operations
Process cash/check payments and accurately post them to student accounts
Determine the amount owed by first analyzing the student account
Identify payment types, including external scholarships, and collaborate with Financial Aid Counselors to ensure proper awarding and posting
Perform daily reconciliation to ensure all payments are accurately recorded
Respond to general student account and financial aid inquiries by retrieving information from various government and other financial institution websites
Help students navigate various websites as they apply for loans and grants, sign up for payment plans or complete entrance or exit interviews etc.
Counsel students on account balances and payment options
Address flow of students to the appropriate SFS personnel
Respond to call center referrals/logs, as assigned
Manage the SFS mailbox and respond to emails daily
Maintain the online appointment system
Manage inventory of supplies and order when needed
Handle all invoices/check requests and load them to AvidXchange system for payment
Assist with outreach projects, mailings, office filing and special projects
Participate in recruitment and retention functions (new student orientations, registration nights, accepted student days, open house, move-in day etc.) This includes weekend and evening events