Remote Financial Services Representative | WFH

Financial Services Representative - Remote | Work From Home

Job Overview

As a Financial Services Representative (FSR), you will be instrumental in guiding students through the intricate financial aid application process. Your primary objective will be to deliver exceptional service and foster an empathetic, supportive environment that aligns with our institution's mission and core values. You will proactively provide solutions to students seeking assistance with their financial aid resources.

Key Responsibilities

• Execute and finalize non-Title IV financial options upon student registration.
• Collaborate with enrollment staff regarding payment arrangements for re-entry students with outstanding account balances.
• Support military students in applying for VA and military benefits for approved programs.
• Engage in collecting balances on active student accounts through various communication channels, including outbound calls, emails, and texts.
• Document all communications related to students in the Student Information System (SIS).
• Analyze reports to ensure precise posting of charges and payments.
• Update student account details for collection reports.
• Participate in weekly collection report meetings.
• Prepare invoices for CTA, State Vocational Rehabilitation, WIA, and other funding sources.
• Review the list of non-returning students for account reconciliation and conduct exit interviews to inform students of the financial implications of withdrawing.
• Collect outstanding balances on accounts of withdrawn students for a period of up to 90 days post-withdrawal.
• Uphold the highest standards of integrity and professionalism in accordance with university policies and ethical guidelines, including compliance with the Financial Aid Code of Conduct and the Code of Business Conduct and Ethics.
• Adhere to the Family Educational Rights and Privacy Act (FERPA) and all other relevant laws and regulations.
• Fulfill any additional duties as assigned.
  
  

Required Skills

• A positive, customer-focused demeanor.
• Strong critical thinking capabilities.
• Professional assertiveness complemented by excellent written and verbal communication skills.
• Exceptional organizational and computer skills.
• Proven mathematical and accounting expertise.
• Keen attention to detail.
  
  

Qualifications

• An Associate degree or a comparable combination of education and experience.
• A minimum of one year of experience in customer service or collections, demonstrating strong accounting skills.
• Successful completion of a background check.
• Good standing on any Title IV financial aid received (e.g., not in default or overpayment).
  
  

Career Growth Opportunities

This role offers valuable prospects for the development of critical skills in customer service and finance, paving the way for professional advancement within the financial services sector or related fields.

Company Culture And Values

Our institution is deeply committed to creating a nurturing and supportive environment for students, reflecting our core values that prioritize student needs and community engagement. Joining our team means being a part of a mission-driven organization dedicated to student success.

Remote Work

This position is designed for remote work, allowing flexibility and work-life balance while contributing to our mission.

Employment Type: Full-Time