Customer Service Representative, Student Financial Aid
Customer Service Representative, Student Financial Aid
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Job Description
Job openings are posted for a minimum of seven days. This job may be removed from posting boards and filled any time after the minimum posting period has ended. The posted salary and/or position title may be adjusted dependent on the successful candidates education experience and unique qualifications as they relate to the position.
Description
This position is responsible for providing support to the entire student financial aid (SFA) team. These responsibilities include serving as an administrative officer handling telephone traffic general filing and archiving of files and specific administrative support for the office as a whole.
Essential Job Duties
- Answer all phone calls for Student Financial Aid office;
- Work with highly confidential and sensitivedata;
- Review documents received for accuracy keep abreast of financial aid updates assist students etc.
- Provide direct customer assistance to prospective and current students and their parents with information about financialaid;
- Assist students in the completion of the free application for Federal student aid (FAFSA);
- Serve as administrative officer and initial point-of-contact for all walk-in traffic;
- Manage online financial aid appointment scheduler;
- Answer basic financial aid questions for students and parents while utilizing Banner;
- Utilize CRM to build communicationplans;
- Plan and prioritize office activities and workprojects;
- Work in conjunction with the director and other staff members to represent the department at public relations events that correlate with the need for financial aid presentations;
- Participate in on-campus and off-campus workshops designated to for training purposes for financial aid;
- Serve as back-up for the online advisor in the review of the satisfactory academic progress program to maintain academic excellence within regulatory constraints;
- Assist with monitoring financial aid email account;
- Review FAFSA discrepancies to help determine next steps and proper escalation to other financial aid staff;
- Anticipate and prepare material needed by the Director andstaff;
- Update and maintain the office electronic filing and recordkeeping systems to ensure all are logical orderly reliable and user-friendly;
- Maintain compliance with state and federal regulations as they pertain to student financial assistance;
- Responsible for acquisition and inventory maintenance of office supplies materials andequipment;
- Utilize self-service banner for purchase requisitions purchases (internal and external)reimbursements and budget amendments;
- Maintain office social media pages andwebsites;
- Perform all other duties asassigned.
ADDITIONAL DUTIES:- Maintain a log of critical events and officedeadlines;
- Organize screen sort and establish priorities for incoming/outgoing mail and correspondence;
- Provide support for all office projects and events.
KNOWLEDGE SKILLS AND ABILITIES:- Knowledge of university and departmental rules policies andprocedures;
- Ability to operate a PC and type proficiently using moderntechnology;
- Ability to interact effectively with all students faculty staff administrators parents visitors and the general public;
- Ability to work independently and perform most functions without directsupervision;
- Ability to make administrative decisions regarding routine departmental matters following establishedprocedures;
- Ability to communicate effectively both verbally and in writtenformats;
- Ability and willingness to learn new tasks utilizing innovative technologysolutions;
- Ability to keep up-to-date on campus computer systems as it relates to student financialaid;
- Knowledge of budgetary procedures;
- Ability to multi-task.
Minimum Qualifications
- High school diploma/equivalent isrequired;
- Bachelors degree ispreferred;
- Two years of related experience is required.
Special Instructions to Applicants
Applicants must upload a cover letter and resume at the time of application as well as provide contact information for at least three professional references. For questions please email or call 256.765.4291 and select option #2. Selecting an option other than #2 will result in a delayed response.
UNA is an equal opportunity employer. We seek a wide range of applicants for our positions so that our core values will be affirmed.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
