Student Financial Services Specialist

Basic Function

Administer functions associated with receiving visitors to the Student Financial Services Office, including disseminated office reception area, telephone calls, and office e-mail. Provide general advising to students and families regarding the financial aid application process, general billing information, their balance owed on their student account, and available payment options. Perform data entry functions in Jenzabar One and PowerFAIDS systems; handle cash and payment transactions;

execute third party/scholarship maintenance and other limited billing functions. Provide back-up support to other frontline positions, the SFS Associate & A/R Billing Specialist, and the Director of Student Accounts & Bursar.

High school diploma is required; financial aid/billing/bursar office experience preferred. Demonstrated written and verbal communication skills and expertise in effective customer service skills. Highly proficient in Microsoft Office products specifically:
Word, Excel, and database management; effectively use current and new technologies in the office environment.

• Provide administrative support in all aspects of student account transactions; post charges; bill payment; posting of financial aid; doc tracking; file management; cash payments; credit cards and the like.
• Provide customer service functions associated with visitors to the Student Financial Services Office. Greet guests, students, and parents. Answer disseminated telephone calls and office e-mails, referring complex questions to senior level staff members.
• Respond to general financial aid and financing questions. Schedule in-person and telephone appointments, as necessary.
• Provide assistance with forms completion, scholarship searches, financing options.
• Accept cash/check/credit card transactions to settle student account balances;
  Process and reconcile payments received in-office and through electronic payment system.
• Accept Raven Card payments.
• Provide information and customer service functions to offices on campus. Assist with financial clearance issues.
• Verify and post Financial Aid batches.
• Provide assistance to students in third party collections.
• Provide project support to both billing and financial aid staff.
• Refund and statement functions as needed.
• Monitor/Manage Private Scholarships; provide contact and statements as necessary to facilitate scholarship payments.
• Input and maintain current data on Federal Student Perkins loans for current students via the ECSI Servicing Select System
• Responsible for all aspects of Perkins Loan Collections

In this non-exempt position, the hours are generally Monday through Friday, 40 hours per week but flexible to meet the department’s needs.

General supervision is received from the Director of Student Accounts & Bursar.

In this position, the SFS Associate will have or possess:

• Ability to handle multiple tasks and issues.
• Has the aptitude to understand and explain to others technical information in a manner that is easily understood.
• Deals effectively and sensitively with student financial information while preserving confidentiality.
• Excellent clerical skills
• Good administrative and organizational skills
• Ability to read, write, and comprehend English.
• Good oral and written communication skills
• Basic mathematical skills
• Basic bookkeeping/accounting skills
• Flexibility in taking on additional responsibilities, as assigned.
• Ability to work with a wide variety of college personnel and individuals/organizations external to the College.
• Good interpersonal skills and the ability to interface in a professional setting on and off campus.
• Carry out all responsibilities and objectives in a professional manner.
• Maintain professionalism when dealing with all staff and other customers.
• Accept and render constructive criticism in a professional manner.
• Adhere to the policies and procedures established by Franklin Pierce University

At Franklin Pierce University, we take pride in providing a comprehensive and competitive benefits package to support the well-being and security of our valued employees. Here are some highlights of the…