Financial Aid Representative
The Financial Aid Representative is the first point of contact providing exceptional customer service to students and parents regarding the financial aid process and providing information on available programs, procedures, and eligibility. The Financial Aid Representative is trained on a variety of tasks to assist students at the point of contact, such as accepting their award notifications, assistance with the FAFSA application, completing the Master Promissory Note, and Entrance Counseling. This position also troubleshoots and provides some preliminary evaluation and verification of various documentation and assists with the daily importing of ISIR records.
CHARACTERISTIC DUTIES AND RESPONSIBILITIES:
- Assists students with general inquiries and a variety of tasks, such as: accepting their award notifications, assistance with the FAFSA application, completing the Master Promissory Note, and Entrance Counseling.
- Assists students on financial aid issues and refers them to a Financial Aid Advisor, when appropriate.
- Manages the Financial Aid email inbox and replies to messages and/or forwards to the appropriate Fnancial Aid Advisor.
- Assists Financial Aid Advisors by contacting student via email or telephone to request missing documents or other required data.
- Monitors, retrieves, and returns voicemail messages for department, or forwards to the appropriate Financial Aid Advisor.
- Receives, routes and/or transfers calls to appropriate personnel in an efficient and courteous manner; take accurate messages as necessary
- Assists with the daily importing of ISIR Records
- Responsible for sending EXIT interview packets for graduating students each term
- Creates mail merges for various email notifications to send students as directed
- Assists the Student Employment Coordinator with the Federal Work Study/Campus Employment paperwork and with the management of the student employees’ schedule and daily tasks.
- Troubleshoots and provides some preliminary evaluation and verification of documentation and uploads into the Perceptive system.
- Maintains Inventory of office supplies and financial aid brochures
- Ensures continued maintenance of office equipment, arrange for repairs with appropriate department and/or vendors.
- Evaluate scholarship opportunities available and send out scholarship award notices to recipients.
- Scanning financial aid files and documents
- Perform other duties as assigned
- High School Diploma/GED required, Bachelor degree preferred. Minimum of one year of previous customer service experience, previous financial aid experience a plus.
- Working knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and skilled in telephone etiquette. Must be able to concentrate on work projects during numerous interruptions by heavy volume of telephone calls and visitors. Accurate data entry and/or typing skills with familiarity of computer systems. Colleague preferred.
- Possess excellent interpersonal and customer service skills with the ability to communicate with a diverse population. Works regularly with confidential information requiring discretion and integrity.
- Must be a self-starter able to work under pressure, coordinate daily operations and meet established deadlines.
- Bilingual (English/Spanish) is helpful, but not required. Physical requirements are within the normal range of an office environment, but may include occasional lifting, carrying, and pushing/pulling up to 10 pounds.
APPLICATION PROCESS: Review of completed applications will begin immediately. Send cover letter, résumé, and contact information for three (3) professional references to:
MS Word or PDF attachments only.
St. Thomas University is an E-Verify® Equal Opportunity Employer.
All employees are required to pass a criminal background screening and official degree transcripts will be required upon hire.