What are the responsibilities and job description for the Financial Aid Specialist position at Lynn University?
Summary:
The Office of Financial Aid serves as the initial point of contact for students and parents visiting or calling Financial Aid. The position of Specialist, seeks to promote superior customer service in the area of financial aid. This service at the front counter focuses on areas of financial aid; student accounts receivable, billing, and financial records. The Specialist will also play a role in the different Outreach activities organized by the department.
Job Description:
Essential duties and responsibilities
Analyze student financial aid, accounts receivable and to respond to student inquiry
Counsel active and inactive students on financial matters that involve proactive problem solving and on the spot problem solutions.
The Specialist’s primary goal is to provide students with quality service by educating students on financial aid, accounts receivable, deadlines, and procedures.
Follows up on complaints until they are resolved and attend to complex issues with minimal supervision.
Contacts parents, faculty, staff, and collegiate departments in order to answer, assist, clarify, intercede, and advocate any concerns or issues students may have.
Assists students on the process of applying for financial aid, payments, and retrieval of documents online.
Coordinates the student withdrawal process within Financial Aid which incorporates all those students withdrawn, conferred and cancelled.
Assists with default prevention through decreasing delinquent account balances and ensuring payments are timely.
Assists on Outreach projects and presentations.
Attends Open House events to assist parents and prospective students with any financial questions.
Assists with the training and coordination of projects for Federal Work Study Students.
Assists with processing of Employee Scholarship Applications.
Assists with Transcript approval process
Runs reports to determine those students missing financial documents and financial balances.
Serves as back up to the Office Assistant in terms of coordinating incoming communications via email and phone.
Other clerical duties as assigned.
Required knowledge, skills, and abilities
Knowledge in the use of Workday, Excel, Word, Outlook, Power Point, Image Now.
Proven Ability to work effectively independently and as a team member.
Self motivated with focus on problem solving that produce results.
Ability to multi-task and function in a fast paced environment.
Ability to work flexible hours as may be required during peak processing time.
Ability to meet expectation of managing daily workflow within set deadlines with minimal supervision.
Minimum qualifications
High School Diploma or GED required. Bachelors Degree preferred.
Minimum of three years experience in finance, financial aid processing and awarding.
Experience in customer service
Salary : $40,000 - $51,000
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