Student Financial Services Coordinator

Summary:
Reporting to the Associate Director of Student Financial Services the Coordinator serves as a key member of the Student Financial Services team providing high-quality customer service to prospective and current students and their families regarding billing payments and financial aid. This role requires a high level of professionalism discretion and a strong commitment to student support.

The Coordinator is responsible for advising students on financial aid processes coordinating outreach efforts managing communications and ensuring compliance with federal state and institutional regulations. The ideal candidate will demonstrate empathy attention to detail and the ability to navigate complex financial systems while maintaining strict confidentiality

Key Responsibilities:

• Advise students and families on financial aid eligibility application procedures cost of attendance and financing options. Assist with student account inquiries including billing payments holds and refunds.
• Manage high-volume communications through email phone and in-person interactions ensuring timely and accurate responses.
• Oversee outreach and follow-up for Master Promissory Notes (MPN) and Entrance and Exit Counseling requirements.
• Coordinate the NYSHESC TAP process assisting students with application completion and submission of missing information.
• Support the Senior Director of Financial Aid with the Satisfactory Academic Progress (SAP) process including student notifications appeal reviews and communication of appeal decisions.
• Manage the Federal Verification process by reviewing student and parent tax documents to ensure accuracy resolve discrepancies and ensure regulatory compliance.
• Oversee outreach for missing financial aid information following up with students to facilitate timely processing of aid awards.
• Resolve FAFSA Comment Codes errors and conflicting information to ensure accurate financial aid eligibility determinations.
• Administer Monthly Payment Plans and e-commerce platforms; reconcile accounts and process payments. Provide follow-up for delinquent accounts.
• Assist with other collection related outreach to students and parents.
• Handle and reconcile student account transactions refunds and Residential Life charges.
• Manage daily deposit procedure (checks and cash deposits).
• Process electronic forms (e.g. FERPA Title IV Waivers).
• Respond to inquiries via walk-ins general SFS email box and phone; assist with outreach and front desk coverage.
• Deliver high-quality customer service to students and parents regarding all financial matters promoting a positive student experience.
• Participate in recruitment and retention events such as Admissions Open Houses Accepted Students Days Move-in Weekend and other campus and community activities including some evening and weekend responsibilities.
• Perform additional duties and special projects as assigned to support the goals of the Student Financial Services team.

Qualifications:

Education: Associates Degree required.

Experience:

• 13 years of customer service experience; experience in higher education strongly preferred.
• Financial aid experience with a working knowledge of federal state and institutional aid processes.
• Strong interpersonal communication and problem-solving skills; ability to interact effectively with diverse populations.
• Demonstrated ability to work independently manage priorities under pressure and maintain strict confidentiality.
• Proficient in Microsoft Office Suite (Word Excel Outlook); experience with PeopleSoft preferred.
• Highly organized with excellent attention to detail and the ability to manage multiple tasks in a deadline-driven environment.

About Iona University/EEO language

Founded in 1940 Iona University is a masters-granting private Catholic coeducational institution of learning in the tradition of the Edmund Rice Christian Brothers. Ionas 45-acre New Rochelle campus and 28-acre Bronxville campus are just 20 miles north of Midtown Manhattan. With a total enrollment of nearly 4000 students and an alumni base of more than 50000 around the world Iona is a diverse community of learners and scholars dedicated to academic excellence and the values of justice peace and service. Iona is highly accredited offering undergraduate degrees in liberal arts science and business administration as well as Master of Arts Master of Science and Master of Business Administration degrees and numerous advanced certificate programs. Iona students enjoy small class sizes engaged professors and a wide array of academic programs across theSchool of Arts & Science;LaPenta School of Business;NewYork-Presbyterian Iona School of Health Sciences; andHynes Institute for Entrepreneurship & Innovation. Iona also continues to be recognized in prestigious national rankings. Most recently for 2025 Iona has been named one of the nations best colleges by The Princeton Review The Wall Street Journal Forbes and others. Additionally U.S. News & World Report recognized Iona as one of top colleges for social mobility in the country while Georgetown Universitys Center on Education and the Workforce (CEW) ranked an Iona degree in the top 5 percent nationally for long-term return on LaPenta School of Business meanwhileis also accredited by AACSB International a recognition awarded to just 6 percent of business schools worldwide.

Iona offers a comprehensive benefits package to all full-time employees that includes medical dental and vision insurance; flexible spending accounts; retirement plans; life insurance; short and long-term disability; employee assistance program (EAP); tuition remission; and generous time off. For more information on our benefits and working at Iona visit the Human Resources section of our website.

Iona University values and celebrates diversity and is committed to providing a welcoming and inclusive environment for all of our employees and does not tolerate discrimination based on any legally protected characteristic under applicable federal state or local laws. As an equal opportunity employer Iona University encourages applications from qualified candidates who reflect the wider world in which we live.