drjobs Student Financial Services Specialist

Student Financial Services Specialist

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1 Vacancy
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Job Location drjobs

Newport Beach, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

The Student Financial Services Specialist is responsible for supporting the fiscal integrity and compliance of institutional aid programs including Title IV nonTitle IV third-party and veterans education benefits. This role ensures the accurate posting reconciliation and reporting of all student financial transactions across multiple campuses. The Specialist manages disbursement processes prepares aid and third-party invoicing reports ensures credit balance resolution and supports compliance-related activities to meet federal state and institutional standards.

  • Post all Title IV and nonTitle IV disbursements including federal grants loans private aid scholarships and institutional discounts ensuring accuracy in the student information system (SIS).
  • Manage Title IV disbursement rosters and coordinate with Financial Aid for accurate scheduling posting and reconciliation of federal funds.
  • Perform monthly quarterly and annual reconciliations of Title IV aid nonTitle IV funds and student ledger accounts.
  • Manage and reconcile non-federal disbursements ensuring accuracy and compliance with drawdown and posting timelines.
  • Ensure accurate reporting of Title IV funds through coordination with COD G5 and internal accounting systems.
  • Process and reconcile credit balances student refunds and stipends in accordance with federal and institutional timelines.
  • Handle Third Party Invoicing activities including invoicing sponsor payment application reconciliation of balances and follow-up with agencies as needed.
  •  Perform Veterans Affairs (VA) compliance functions including invoice processing credit balance monitoring and accurate posting of VA payments.
  • Post and reconcile scholarship awards institutional grants and tuition discounts ensuring all awards are accurately reflected on student accounts.
  • Conduct 90/10 agency outreach and reporting to support institutional compliance with federal funding thresholds.
  • Set up SIS payment plans for withdrawn students to ensure proper financial arrangements and collections alignment.
  • Monitor and resolve uncashed Title IV and nonTitle IV checks through coordination with Accounting and Financial Aid ensuring compliance with cash management regulations.
  • Perform prewrite-off quality assurance (QA) review of account balances to ensure appropriate documentation accuracy and reconciliation before write-offs are processed.
  • Maintain current knowledge of federal Title IV regulations cash management rules and best practices for fiscal compliance.
  • Support internal and external audits by compiling disbursement refund and reconciliation records.
  • Provide guidance and support to campus staff on financial aid fiscal procedures and system use.
  • Collaborate with internal teams to ensure accurate reporting timely disbursements and adherence to all federal and institutional financial policies.
  • Other duties as assigned

Pay Range: $25-$28/hr
Business needs may require this position to be a hybrid modality in the future


Qualifications :

  • Bachelors degree in related area and / or equivalent experience / training.
  • Minimum of 23 years of experience in financial aid banking student accounts or a business office setting preferably within higher education.
  • Prior experience as a Financial Aid Assistant or Specialist at a postsecondary institution is strongly preferred.
  • Demonstrated excellence in customer service with strong written verbal and interpersonal communication skills.
  • Proven ability to collaborate effectively in a team environment and contribute to shared departmental goals.
  • Proficiency in Microsoft Office applications particularly Microsoft Excel is required.
  • Strong organizational and time management skills with the ability to prioritize and manage multiple tasks and meet critical deadlines.
  • Working knowledge of basic accounting principles and office systems.


Additional Information :

We Offer:

  • Medical Dental and Vision starting the 1st of the month following 30 days of employment
  • 2 Weeks starting Vacation per year.  Increasing based on years of service with company
  • 12 paid Holidays and 2 Floating Holiday
  • 401k with company match
  • Company Paid Life Insurance at 1xs your annual salary
  • Leadership development and training for career advancement
  • Tuition assistance and Forgiveness for you and your family up to 100% depending on the program


Remote Work :

No


Employment Type :

Full-time

Employment Type

Full-time

Company Industry

About Company

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