Student Financial Services Representative

University of the Potomac•Washington, DC

About The Position

Individuals in this position will serve as the initial contact for the Student Financial Services Office providing professional and positive customer service. Assist students with questions, paperwork, requirements, as they relate to financial aid and student receivables. Works under the general supervision of Director of Student Finance Services.

Requirements

Associate degree preferred
Three years of experience in financial aid, business, accounting, or related field.
Prior experience as a School Certifying Official (SCO).
Experience with personal computer software, complex computer-based systems and multi-faceted network related software and database management systems.
Ability to multi-task between multiple software applications.
Demonstrated ability to process and maintain information that is often ambiguous and highly confidential
ATTENDANCE – Individuals in this position are expected to be available during the normal business hours of the university and may occasionally be asked to vary their schedule and/or work overtime to meet department requirements.
WORKING CONDITIONS – Conditions are those of a typical office environment, requiring frequent oral and written communication with students and colleagues, and the ability to enter data and written communications accurately in electronic format in a timely manner. Occasional travel may be required.
JOB DIMENSIONS – Attention to detail, planning and organizing, analysis and judgment, dependability, work standards, informal communication, stress tolerance, sensitivity, self-reliance, commitment to the college, teamwork

Responsibilities

Determines the customer’s individual need; provides information to parents and prospective students, refer students to appropriate department.
Interacts daily with students face-to-face, via telephone, email, and text. Communicates effectively, both verbally and in writing. Summarizes conversations to student file for future reference. Sends mass email notifications. Initiates phone calls to collect required aid documentation and payments. Empowers our students to utilize Potomac’s online services, portals and web pages.
Responds to student account-related questions regarding statements, payment options, payment deadlines, tuition rates, and 1098T tax forms. Authorizes book vouchers for students who have sponsors or excess financial aid.
Assist students with financial aid questions at different stages of the process. Explains aid programs, application procedures, eligibility criteria, why specific documents are requested, how to electronically accept awards, how to use remaining funds for textbooks.
Handles confidential material and communications; adheres to FERPA. Records financial aid documents into the student files for verification and packaging review.
Assist students seeking a monthly tuition payment plan. Monitors imports to student accounts.
Keeps appropriate records and ensures payments are received in a timely manner.
Assists in updating Student Financial Services webpage annually.
Manage the Department of Veterans Affairs (VA) certification process in compliance with VA regulations and procedures.
Maintain effective liaison relationships with departments (State Approving Agency (SAA) and the VA) to ensure compliance in reporting.
Report balance adjustments to the Student Financial Services Office.
Review TA for accuracy and contact students for additional information as needed.
Maintain accurate records in military University and VA databases.
Ensure compliance with UOTP, state, federal, VA, and DOD regulations
Respond to all inquiries in the general military email box
Report certification, adjustments, and terminations of VA benefits and other related information to the VA.
Participate in various financial aid and veterans’ administration trainings.
Performs other related tasks as required.