Student Financial Services Specialist

Position Summary

The Student Financial Services Specialist serves as an initial point of contact for current and prospective students and families,providing information and support related to financial aid, student accounts, billing, payments, and related processes. The position performs financial aid and student account processing, maintains accurate student information, responds to inquiries, and supports daily office operations in accordance with federal, state, and College requirements. The Specialist also uses student information and reporting systems to document activity, process transactions,and support accurate and timely service.

Reports to:

Director for Student Financial Services (SFS)

Supervises:
None

Responsibilities include but are not limited to:

• Serve as an initial resource for current and prospective students, families, campus partners, and other constituents by explaining financial aid programs, application procedures,eligibility requirements, billing, payment deadlines, tuitionrates, loans, forms, and related Student Financial Servicesinformation.
• Assess individual questions and circumstances, provide appropriate information and forms, resolve routine processing and communication issues, and refer unusual, complex, or sensitiveconcerns to appropriate Student Financial Services staff.
• Respond to phone, email, and in-person inquiries; schedule appointments as appropriate; provide clear and complete written andverbal communication; and document inquiries and responses in the student information system.
• Maintain working knowledge of services provided by Admissions,Extended Studies/International Programs, Registrar, Residential Life, Student Employment, and other campus offices to connectstudents and families with appropriate resources.

• Receive and review financial aid applications and supporting documentation for completeness in accordance with established guidelines; identify and resolve missing or incompletedocumentation and prepare records for verification and packaging.
• Enter and maintain financial aid application and awardinformation, scan and organize documentation, and maintain accurate records in applicable systems.
• Maintain current knowledge of financial aid program eligibilitystandards, federal and state regulations, College policies and procedures, and aid programs offered through private, state, and federal sources.

• Process student account transactions, including cash, check,wire transfer, credit card, and other payments for deposits,tuition and fees, payment plans, , and other receivables;prepare receipts, post transactions, balance cash drawers, and reconcile daily activity.
• Support collections, billing, payment posting, disbursementactivity, and other student account operations during high-volumeprocessing cycles and as assigned.
• Receive and process forms and mail, route items requiring follow-up, and support accurate and timely processing within established office schedules.
• Administer employee and graduate student payroll deductionpayment arrangements by assisting with required forms, postingapplicable credits to student accounts, and monitoring Payrollreconciliations to ensure deductions are completed.

• Use student information systems, databases, and other office applications to review and maintain student records, document service activity, and support accurate processing.
• Prepare reports, letters, correspondence, and otherdocumentation; use reporting tools to develop reports as needed and collaborate with the Associate Director for Student Financial Services Information Systems when appropriate.
• Maintain proficiency with systems and applications used by Student…